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Call Screener User Guide

How to use the phone call screener via your dashboard

Updated over a week ago

This article assumes you have:

  • An active phone number in Studiio

  • A screener endpoint with a phone number attached

  • A modern web browser (Chrome, Firefox, Safari or Edge) running the latest version

What is the call screener?

The call screener is designed to be the first point of contact for a listener calling your radio station. Producers and station staff can connect to a screener endpoint to accept incoming calls, make outbound calls, update listener profiles, update caller intents, record calls and transfer calls to other endpoints.

The screener is designed for use outside of your studio. If you need to accept calls in-studio, we recommend using a Studio Panel with the phone block added rather than using the screener.

Studiio Dashboard - Screener

You can use the call screener directly from your web browser. We support all modern web browsers (Chrome, Firefox, Safari, Edge) running the latest version.

Use cases

You can use the screener however you like, but some common use-cases include:

  • Screening inbound calls from listeners before transferring to the studio for live-on-air purposes.

  • Making outbound phone calls (e.g. preparing a competition winner announcement on-air) before transferring to the studio for live-on-air purposes.

  • Recording a call (e.g. an artist interview) via the screener for use later on (downloading the recording and playing it on-air at a later date).

Accessing the screener

The call screener can be accessed via your Dashboard.

To access the screener any time from any page on your dashboard, simply click the phone icon.

Alternatively, you can navigate to Dashboard > Communication > Phone & Voice > Screener.

Your browser may ask for permission to use your microphone, please ensure you allow access to your microphone otherwise the call screener won't connect to any calls.

We recommend ticking the 'remember' option, so you don't have to allow access every time you use the screener.

Using the screener

Call Queue: Your call queue is in the green area, this is where all calls assigned to your endpoint will be listed ready for action.

Active Calls: Your active calls will display in the blue area. This is where you can update listener details, add a caller intent/notes and record the call.

Configuration: Configuration options (such as input/output options) can be set in the orange area.

Connect to an endpoint

To allow incoming calls or to make an outbound call, you first need to connect to your endpoint via the screener.

Select the endpoint you wish to connect to via the dropdown box.

Once selected, click the toggle button to connect to the endpoint.

The status on the right side of your screen should change from 'Disconnected' to 'Connected'.

Once connected, you're ready to begin receiving phone calls and placing outbound calls.

Configuring your audio

The call screener runs within your web browser, it uses devices in-built and connected to your computer.

Typically if you are just using your computers default audio (e.g. you are using headphones with a microphone built-in, or your computers on-built microphone and speakers), you won't need to configure your audio.

If you want to change your input and/or output devices, simply click the 'Configure' button (lower left column).

The configuration modal will appear, where you can select your input and output device.

Handle incoming calls

When an incoming call reaches the screener, you will see it appear in the Queue (left column).

The callers name and image (if available) will appear along with a colored status:

  • Grey: A call that is incoming, but not ready to be picked up. This could be due to the auto-screener running, a call introduction playing or due to long ping times (e.g. a caller from another country).
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  • Purple: A call that is ready to be picked up.
    ​

  • Green: A call that has been picked up and is live.

You can click on the call in the Queue (left column) to expand it within the Active Calls section (right column).

To pick up the call, click the green call pick-up button.

The call will connect shortly and the call status will change to green showing 'Active Call'. The call will also highlight in a dark color to show that the call is live and connected.

Place an outbound call

To place an outbound call, simply click the New Call button in the Queue (lower left column).

A modal will appear where you can select the 'From Number' (a phone number from your station), and type in the 'To Number' (the person you want to call).

Once you have selected your 'From Number' and entered a 'To Number', click the green 'Call' button.

Outbound phone calls are restricted to the country the number is from (e.g. if you have a US number, you can only make calls to US numbers).

Hint: If you want to place a call to a specific country, you can rent a number in that country and use that as the 'From Number'. Additional charges apply per number rented.

Once you place the call, it will be added to the queue and will display in the active calls section. Once the callee picks-up, the call status will change to green showing 'Active Call'. The call will also highlight in a dark color to show that the call is live and connected.

Manage call

When you have an active call, you are able to update key details of the call including:

  • Listener Name

  • Listener Location

  • Call Intent / Notes

Update listener name

To update the listeners name, simply type the new name into the name field. All changes are saved automatically.

Update listener location

To update the listeners location, simply type the location into the location field. We'll auto-suggest the location based on what you type. Select the correct location from the auto-suggest dropdown.

Update call intent / notes

The caller intent/notes is handy for keeping track of call notes, or informing the presenter on-air of the call intention before it's transferred to them.

To update the call intent / notes, simply click on the 'Caller Intent / Notes' field and begin typing. All changes are saved automatically.

Record call

To record an active call, simply click the 'Record' button. The recording starts instantly and a waveform will show.

To stop the recording, click the 'Stop' button.

All call recordings can be accessed via the 'Phone Calls' section. Phone calls are recorded in 320kbps MP3 format, but please note that the callee's audio quality is restricted by phone voice quality (16-24kbps).

You can download the call recording for external editing or for later use via the 'Phone Calls' section. Call transcriptions can also be accessed there.

Place call on hold

If you have an active inbound or outbound call, you can place that call on hold by clicking the orange 'Hold Call' button.

The call status will change to 'On Hold' in an orange color.

Pick up call on hold

If you have a call on hold, and you wish to pick up the call again to speak to the caller, simply click the green 'Pick Up' button.

The call will change status to 'Connecting'. Once connected, the call status will change to green showing 'Active Call'. The call will also highlight in a dark color to show that the call is live and connected.

Transfer a call

To transfer a call to another endpoint (either a studio or screener endpoint), simply click the blue 'Call Transfer' button.

A dropdown will appear with available endpoints to transfer the call to. Click the 'Hold & Transfer' button next to the endpoint you wish to transfer the call to.

Once selected, the call will be put on hold and directed to the endpoint chosen.

Ending a call

To hang up on a call, simply click the red 'Hang Up' button.


If you need any further assistance, please do not hesitate to contact our Support team, we're always happy to help πŸ˜„


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