Business conference callingGet the right person on the call — right now.
Add a specialist, a manager or the customer's colleague to a live call in one click. No dial-in codes, no "let me call you back" — the conversation keeps its momentum.
AI qualifies · your team closes
- Name
- Priya N.
- Need
- 40 seats
- When
- Next month
- Score
- Hot
How do I merge calls into a conference?
To merge calls, put the current caller on hold, call the person you want to add, then press merge to join everyone into one conference call. On TalkerIQ this takes a click in the browser, desktop or mobile app — no dial-in numbers or PINs — and the merged call is recorded and summarised like any other.
- Dial-in codes
- None needed
- Add
- Teammates or any external number
- From
- Browser, desktop and mobile apps
- Recorded
- Per your recording settings
- Alternatives
- Warm or cold transfer
- Participants
- Multiple
Sound familiar?
The customer had a technical question I couldn't answer, so I promised a callback. We never got them back on the phone.
Callbacks that never connect
"Let me get back to you" loses momentum — and often the customer.
Experts are one hop away
The answer exists on your team; it just isn't on this call.
How it works
How do you add someone to a live call?
Hold the caller
Put the customer on hold with music while you reach out.
Your teamCall the expert
Dial a teammate from the directory or any external number.
Your teamMerge
Join everyone into one call. Drop off when you're no longer needed.
Your team
Or hand it over
Sometimes a transfer is the better move.
When the customer only needs the specialist, warm-transfer instead: brief your colleague, then connect them — or let an AI agent do the briefing for you.
- Warm and cold transfer from the same screen
- Transfer directory managed by your team
- AI-to-human handoff with a context card
AI qualifies · your team closes
- Name
- Priya N.
- Need
- 40 seats
- When
- Next month
- Score
- Hot
What changes
What changes when help is one click away?
callbacks
Questions get answered while the customer is still on the line.
escalations
A manager joins in seconds when a customer asks for one.
sales cycles
Bring a specialist into the first call instead of booking a second.
The details
Where teams use call merge every day
Sales
Bring a solutions engineer or manager into a deal call to answer a technical or pricing question on the spot. Pairs well with the power dialer for follow-ups.
Support
Add a tier-2 specialist without dropping the customer, then step out once they take over — or use a warm transfer instead.
Three-way with the customer's side
Call the customer's colleague, landlord or insurer and merge them in so decisions happen in one conversation.
Escalations
When a customer asks for a manager, add one to the call in seconds instead of promising a callback — with the conversation so far in the AI call summary.
One record of the decision
The merged call is recorded and summarised, so everyone — including people who joined late — sees what was agreed.
From anywhere
Hold, dial and merge on the mobile and desktop apps as well as the browser softphone.
A real call
A technical question answered before the customer hangs up.
A prospect asks Maria something only engineering can answer.
- The tough question
“Does it integrate with our on-prem system?” Maria doesn't know — and doesn't want to promise a callback.
- Hold and dial
She places the caller on hold and calls Ravi in engineering from the softphone's directory.
- Merge
One click merges everyone. Ravi answers in two minutes; Maria stays on to agree next steps.
- Logged for everyone
The AI call summary lists the integration answer and the agreed follow-up in the CRM.
Compare
Conference, warm transfer or callback — what should you do when you need help on a call?
| Promise a callback | Warm transfer | Merge into a conference | |
|---|---|---|---|
| Customer waits | Hours or days | Seconds | Seconds |
| You stay on the call | — | No | Yes |
| Best when | The answer needs research | Someone else should own it | You need one answer, then continue |
| Risk of losing the customer | High | Low | Lowest |
FAQ
Questions about conference calls
Still unsure? Talk to our team.
Reviewed by the TalkerIQ product team · Updated
How many people can join a merged call?
You can merge multiple participants into a single call.
Can I add an external number?
Yes. You can call and merge a teammate or any external phone number.
Is a conference call recorded?
Recording follows your normal settings, and the call joins the contact's history with a summary.
Can I host a scheduled conference call on TalkerIQ?
TalkerIQ focuses on adding people to live business calls. For large scheduled meetings with many participants, most teams use their video-meeting tool.
Can an AI agent bring a person into the call?
AI agents hand calls to people with a warm transfer, which includes a briefing. Your team can then merge in anyone else they need.
Does merging a call work on mobile?
Yes. You can hold, dial and merge from the TalkerIQ mobile app as well as the browser and desktop app.
Keep exploring
Keep the conversation going.
Book a walkthrough and see hold, merge and transfer from one in-call screen.