Documentation Index
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Callaro Help Center home page

App
Developer docs
Open Callaro
Open Callaro

Contacts

Contacts overview
Add and edit contacts
Import contacts from csv
Import history and error reports
Contacts list filters and segments
Contact detail page
Custom fields for contacts
Contacts to campaigns and agent variables
Contact follow ups
Contact exports
Manual calling from a contact
Memory and ai insights
Contact lifecycle actions
Do not call dnc

Campaigns

Creating a campaign
Wizard step 1 basics
Wizard step 2 telephony
Wizard step 3 audience
Wizard step 4 schedule
Wizard step 5 outcomes
Wizard step 6 review
Campaign launch checklist
Assigning phone numbers
Uploading contacts
Call schedules and time zones
Pausing and resuming
Campaigns list
Campaign dashboard overview
Campaign detail by lifecycle
Campaign draft detail
Campaign live monitoring
Campaign reporting
Campaign analytics
Campaign settings reference
Wizard troubleshooting not dialing

Phone Numbers

Adding phone numbers
Number rotation
Sticky number assignment
Spam flagged numbers
Inbound routing

Scripts & AI

How the ai handles calls
Customising your script
Prompt writing fundamentals
Objection handling rules
Human vs voicemail
Knowledge bases
Reviewing agent performance
Inbound runtime vars

CRM & Integrations

Integrations in the web app
What gets logged
Post call webhook payload
Connecting hubspot
Connecting salesforce
Connecting zoho
Using zapier

Call Logs & Reporting

Call logs overview
Call logs list
Call detail start here
Reading transcripts
Viewing recordings
Understanding outcomes
Reporting glossary
Exporting reports
Call log exports

Billing & Account

Managing your plan
Usage based billing
Viewing invoices
Understanding taxes
Updating payment method
Inviting and removing team members

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Connecting Zoho (deprecated)

CRM & Integrations

Connecting zoho

Connecting Zoho (deprecated)

Deprecated Connecting Zoho stub redirect.

This article was removed. The Callaro web app does not include a user-facing “Connect Zoho” configuration screen. Use:

Integrations in the web app — what exists in the product UI
Developer documentation — Public API and webhooks

Connecting salesforce

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