7 min read
What is browser calling, and how does a website call actually connect?
A plain explanation of browser-to-browser calling for the people who will be asked to approve it.
Guides
Notes on getting website calls right
Written for the people who run digital, sales and compliance at financial firms. No fluff, and nothing that needs our product to be useful.
6 min read
Click-to-call vs a phone number, WhatsApp or a contact form on a financial website
Each contact option fails a different kind of visitor. Most firms need two of them, not one.
5 min read
How to add a click-to-call button to WordPress, Wix, Webflow, Shopify or any website
One script tag, placed once, then everything else is set from the dashboard.
6 min read
What happens when a desktop visitor clicks your phone number
Most broking and advisory sites get a large share of research traffic on desktop, where the header phone number barely works.
7 min read
Routing website calls by page: a setup for a firm with five desks
Use the page the visitor is reading as the first routing signal, and ask as few questions as possible.
6 min read
Setting a call recording policy for each department
One recording policy for the whole firm is usually wrong. Decide it desk by desk.
Questions we get asked
Who writes the CallCeptor guides?
The team that builds CallCeptor at ProxyCeptor writes them. Each guide shows the date it was published and is updated when the product or the rules it describes change.
Do I need CallCeptor to use these guides?
No. Most of the advice, such as routing calls by page, setting a recording policy or fixing phone links on desktop, applies to any phone or calling setup on a financial website.
Can I share or link to these guides?
Yes. The guides are free to read, and you are welcome to link to them or share them with your team, your compliance officer or your website agency.