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Phone integrations connect your existing phone and messaging systems to Slant. Once connected, you can send and receive SMS messages, view call history, log calls, and initiate calls directly from client, prospect, and contact records.

Supported phone providers

Slant integrates with three phone providers:
ProviderConnection typeSMSCall loggingClick-to-call
RingCentralOAuth (per user)YesYesYes (RingOut)
MyRepChatAPI keys (per book)YesYesYes
CurrentClientOAuth (per book)YesYesYes

How phone integration works

Call logging

When a phone integration is connected, Slant syncs call history from your phone provider. Logged call data includes:
  • Direction (inbound or outbound)
  • Phone number
  • Date and time
  • Duration
  • Status (completed, missed, voicemail, failed)
  • Call recording (if available from your provider)
Call history appears on the Phone tab of client, prospect, and contact records.

SMS messaging

Connected integrations let you send and receive text messages from within Slant. SMS conversations appear alongside call logs on the Phone tab.
  • Select a recipient phone number from the record
  • Choose which integration and sending number to use
  • Compose and send messages directly in Slant
  • Incoming messages sync automatically

Click-to-call (RingOut)

Some integrations support initiating calls from Slant. When you click to call, your phone provider rings your device first, then connects you to the contact.

Manual call logging

You can also log calls manually from the Phone tab. Click Log call to record a call that happened outside of your integrated phone system.

Connect a phone integration

All phone integrations are configured in Settings > Phone and SMS.

Phone tab

The Phone tab on client, prospect, and contact records displays a unified conversation view that combines SMS messages and call logs in chronological order. From the Phone tab, you can:
  • Switch between connected phone accounts
  • Select a sending number (for integrations with multiple numbers)
  • Filter by recipient phone number
  • Send SMS messages
  • Log calls manually
  • View call recordings
  • Delete manual call logs

Call recordings

If your phone provider records calls, Slant can display those recordings. Click a call log entry that has a recording to play it directly in Slant.
Call recording laws vary by jurisdiction. Many require all-party consent. Ensure your recording practices comply with applicable laws and your firm’s compliance policies.

Troubleshooting

No phone tab or empty phone tab

  • Verify a phone integration is connected in Settings > Phone and SMS
  • Check that the record has phone numbers associated with its people

Calls or messages not syncing

  • Confirm the integration is connected and not in an error state
  • Check that phone numbers on the record match numbers in your phone system
  • RingCentral syncs call and SMS history on initial connection and via webhooks afterward
  • MyRepChat syncs periodically for recently communicated numbers

SMS not sending

  • Verify the integration supports SMS and is configured
  • RingCentral requires selecting a sending number that has SMS capability
  • Check that the recipient phone number is a valid mobile number

Next steps