01
Do I have to change the business phone number?
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No. Talkify works by call forwarding from the number your customers already have. You choose when it picks up: always, only when your line is already busy, only when nobody answers within a few rings, or only outside your hours. It takes a few minutes to set up with your phone provider and you can turn it off just as fast. Nothing is ported and no hardware goes in the office.
02
How does it connect to Trello?
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With an API key and a token, both from trello.com/apps. Open the API and Power-Ups admin, generate a key, then click the Token link next to it and approve access for your own account. Paste the pair into Talkify and save. The board and the list are not something you type: once the credentials are in, Talkify reads your boards back and you pick the board, the list new leads should land on, and any labels you want every card to carry, from dropdowns. Both halves are stored encrypted.
03
What is actually on the card?
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The title is the caller and their number, for example "Priya Naidu (021 447 2210)". If they never gave a name it is the number on its own, so the card is still something you can ring back. The description opens with the phone and the email, then the write-up: whether the call came in or went out and when, how long it ran, the summary, and the full transcript underneath it. The card goes to the top of the list rather than the bottom, and carries whichever labels you picked in the settings.
04
What happens when the same person rings again?
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They do not get a second card. Before creating anything, Talkify searches your board for an open card carrying that number, trying the number as dialled, then the bare digits, then the last eight of them, because a card might hold it in any of those forms. If it finds one, the second call is added to that card as a comment with its own summary and transcript, so the whole history of a lead reads down one card. Archived cards are ignored, so a lead you closed months ago starts a fresh card rather than reopening an old story.
05
Does the whole team find out straight away?
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Twice over. The card appears at the top of your intake list, which fires Trello's own notifications to whoever is watching that board, and Talkify separately texts and emails the call to the people you nominate. So the person at a desk sees it on the board and the person on the tools gets it on their phone, within seconds of the caller hanging up, without either of them having to check anything.
06
Can cards be labelled so we can tell them apart?
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Yes. Talkify reads the labels off your board and you choose which ones every new lead card should carry, so phone enquiries are visually separated from the cards your team makes by hand. Because they come off your own board rather than out of a list we invented, they use your colours and your wording, and changing them later is a dropdown rather than a support ticket.
07
When does the card appear?
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Within seconds of the call ending, in the normal case. If your agent is set up to take a name and number mid-call, the card is created at that moment instead, while the caller is still talking, and the summary and the transcript are added to it as a comment once the call finishes. Either way you are looking at the lead before you would have finished listening to a voicemail about it.
08
Does website chat land on the board too?
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Yes, and so do outbound campaign calls. A conversation on your website chat widget creates a card the same way a phone call does, and a completed call from an outbound campaign lands as a card with its own summary and transcript. It is one intake list for every way somebody reaches you, which is the point of running it on a board in the first place.
09
Which list should we point it at?
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Whichever one your team actually looks at first thing. Most people make a list called New leads or Enquiries and put it at the left of the board, so a card arriving at ten at night is the first thing anybody sees in the morning. You can change the list whenever you like without touching the credentials.
10
Can we test it before we go live?
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Yes. There is a Send test card button in the integration settings: it creates a real card on the list you have chosen so you can see exactly what your team will see, then removes it again, so a smoke test never leaves anything behind on your board.
11
What if the token is wrong, or Trello is having a bad morning?
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The call is unaffected, always. Talkify never lets a third party hold up a conversation, so a Trello that is slow or refusing to talk means a card that did not get written, not a caller sitting in silence, and the failure is recorded on our webhook trail for support to look at. Credentials get particular care because Trello is unhelpful about them: it answers a bad token and a bad key with the same complaint, so Talkify probes the key on its own to work out which half is wrong and tells you which one to re-copy.
12
What does it cost?
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Talkify business agents are $129/month at the founding rate for your first 3 months, then $199, including 250 minutes of calls, with extra minutes from 10c each. Connecting Trello costs nothing on top: there is no setup fee, no per-card charge and no lock-in. It sits alongside whatever you pay Trello, and a free Trello plan is enough for this.
13
We run our leads somewhere else.
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Then tell us where. The phone side is identical whatever the board is: Talkify answers, captures the name, the number and what they wanted, and texts and emails you the whole call within seconds. On top of Trello we connect to HubSpot, GoHighLevel and Pipedrive, and Zapier reaches most of the rest. We would rather tell you honestly what we can and cannot do with yours than guess.
