Documentation

Quick Start Guide

Get up and running with CallScaler in under 5 minutes. Buy a number, create a call flow, and start tracking calls.

Account Setup

Configure your CallScaler account settings, profile, and preferences.

Creating Your First Business

Understand how businesses work in CallScaler and how to set up your first one.

How Call Tracking Works

Understand the fundamentals of call tracking and how CallScaler attributes calls to marketing sources.

Tracking Numbers

Buy, organize, and manage tracking numbers in CallScaler.

Number Pools and DNI

Set up Dynamic Number Insertion to track website visitors at the session level.

Installing the Tracking Script

Install the CallScaler tracking snippet on your website to enable DNI and form tracking.

Call Attribution

How CallScaler attributes calls to specific marketing sources, campaigns, and keywords.

Form Tracking

Track form submissions on your website alongside phone calls for complete lead attribution.

What Are Call Flows?

How call flows work and how they control what happens when someone calls your tracking number.

Call Flow Step Types

How each call flow step works, when to use it, and how to configure it in the live editor.

Call Flow Settings

Configure recording, notifications, screening, and automation settings for each call flow.

Call Flow Versioning

Use version history to review and restore earlier call flow configurations.

Dashboard and Reporting

Use Overview and Call Log to monitor performance and review every call end to end.

Call Log Exports

Export exactly the call data you need, including optional AI summary and full transcription columns.

Qualified Calls

Use duration thresholds and AI signals to measure call quality across dashboard, call log, and ad conversion workflows.

SMS and Conversations

Send and receive SMS from tracking numbers, review media messages, and manage unified call plus text timelines.

Text Messaging Setup and 10DLC Registration

Complete the one-time Text Messaging Setup flow so your tracking numbers can send outbound SMS in the US.

AI Transcription and Intelligence

How to enable AI analysis, review transcripts, and use lead scoring in the Call Log.

Team Management

Invite teammates, assign roles, and control number-level access from the Users page.

How it works

The roles in a Pay Per Call network — buyers, publishers, marketplace participants, and you (the network admin) — and how a call becomes a payout.

Buying Calls

Set up buying campaigns, choose fixed or revenue-share pricing, target the ZIPs you serve, and fund your marketplace wallet.

Buyers

Add buyers, top up their balances, and route qualified calls to them.

Publishers

Invite publishers, manage their campaigns and tracking numbers, read their ping log, and suspend underperformers.

Offers

Create the campaigns publishers will run, set payout and qualification rules, and choose where they show up.

Applications

Review publisher applications, approve or reject, and assign tracking numbers.

Payouts

Settle publisher earnings at the end of each month, via whichever payout methods you accept.

Disputes

Buyer-initiated dispute reviews and how the money reverses when one is approved.

Pay Per Call Settings

Global settings, broker accounts, payment processors, notification cadences, payout preferences, and canned responses for your network operations.

Extensions Overview

Extend CallScaler with powerful extensions for ad integrations, robocall blocking, real-time bidding, and more.

Ad Platform Integrations

Connect CallScaler with Google Ads, Meta Ads, and Microsoft Ads to track offline call conversions.

Robocall Extinguisher

Configure risk-score blocking, whitelist overrides, and carrier blacklist rules for inbound calls.

Google Sheets Connector

Automatically push call data to Google Sheets for easy reporting and sharing.

Outbound Calling

Place outbound calls from your tracking numbers by phone bridge, in your browser, or with Power Dialer.

Browser Calling

Place outbound calls directly from your browser with optional recording and AI transcription.

White Labeling

Set up a branded client experience with your own domain, logo, and color settings.

CallScaler Marketplace

Buy calls and sell calls from your existing CallScaler account. One free extension, two doors.

Data Retention

How CallScaler stores and automatically purges call data across your account.

Sensitive Data Redaction (PII)

Automatically detect and redact sensitive information from call recordings and transcripts.

Real-Time Bidding (RTB)

Turn every inbound call into a live auction across your buyers, route to the highest bid, and never strand a call.

Billing

Manage plans, balance, auto top-up, and backup payment cards from one Billing tab.

Account Logs

Review every balance-affecting event and export filtered billing history.

Settings

Manage profile, billing, API keys, qualified call rules, blocked callers, support, and payouts.

Number Porting

Transfer your existing phone numbers from another carrier into CallScaler.

API Overview

Authentication, role requirements, rate limits, pagination, and response conventions for the CallScaler REST API.

Calls API

List, filter, and export call data with full attribution, AI analysis, and transcriptions.

Analytics API

Aggregate call data with flexible grouping and metrics for custom reports and dashboards.

Resources API

Manage numbers, call flows, voicemails, SMS, and other resources via the API.

Post-Call Webhooks

Send call data from CallScaler to Zapier, Slack, your CRM, or any URL automatically after every call.

Marketplace API

Read-only API access for marketplace publishers and call buyers — pull your calls, earnings, payouts, transactions, and balance.

Payout Sync

Pull real payout amounts from buyers and external networks (Ringba, MarketCall, Trackdrive) into CallScaler so every call's revenue reflects what you actually earned. Two transports: inbound webhook (push) and Ringba API (pull).

FAQ

Common questions and answers about CallScaler.