Tradesly · Guides
The Office: live calls & conversations
One screen with every conversation on it — what's live right now, what needs you next, and the tools to step in.
- Your Office at a glanceEvery conversation in one place: filters, live-call indicators, and what needs attention.
- Watching and listening to a live callOpen any live call, read along in real time, and listen in without interrupting.
- Taking over from the AIJoin a live call from Office, use the on-screen context, and finish the conversation.
- The prompter: your next line, always thereUse an optional suggested line and the live-call controls while you talk.
- Live Transfer: getting the right person onto the callSend a live caller to the teammate who can help, with context before they join.
- Wrapping up: dispositions, notes and follow-upsClose the call so tomorrow's work doesn't slip.
- Inside a ticket: Details, Bookings and LogEverything about one customer's ask, in one place.
- AI Insights: what the AI thinks happenedReview a completed call quickly, then open the conversation when your judgment is needed.
- The Reference panel: your cheat sheet during a callFind approved company answers without leaving the live-call view.
- The Pixel Office: your team at a glanceSee everyone — human and AI — at work, and jump straight to whoever's on a call.
- Available, Busy, Break — your statusTell Tradesly when you can take calls, and when it should cover for you.