Using your Jobber integration

Once the Aircall–Jobber integration is set up, it automatically logs activity to Jobber and displays relevant client information in Aircall Workspace. This article explains how the integration works in daily use.

For installation and configuration steps, see How to setup and configure the Jobber integration.

Caller insight card

When you receive an incoming call, Aircall Workspace displays a caller insight card for recognized Jobber clients.

By default, the card includes:

• Client name
• Email address
• Company name
• A link to view the full client profile in Jobber 

If you enable the customized insight card in your integration settings, up to five additional fields of your choice can be displayed instead.

Call and message logging

Once the integration is active and at least one number is connected, Aircall automatically logs call and message activity to the corresponding Jobber client record.

Call logging

For each call, the following details are logged:

• Call direction (inbound, outbound, or missed)
• Caller and called numbers
• Name and email of the handling agent
• Call recording and voicemail links
• Notes and tags added during the call
• Call assignment and transfer details, including agent names and external numbers for external transfer

Message logging

For messages, the following details are logged:

• Message direction (sent or received)
• Sender and recipient numbers
• Message content
• Media files sent or received via MMS or WhatsApp

Activity is logged as either an internal note or a new request on the Jobber client record, depending on your configuration.

If no matching client is found, the integration follows your contact creation settings to determine whether to create a new client.

Note: When searching for a match in Jobber, the integration checks both direct client records and contacts associated with a client. Activity is logged against the matching client.

AI transcription and insights logging

If you have AI Assist or AI Assist Pro and have enabled AI insights logging, the following data is added to Jobber after each call:

• Call transcription
• Call summary
• Key topics (can also be logged as tags)
• Action items (can also be logged as open tasks)
• Call sentiment

You can control which insights are logged and how they appear from the AI Entities Logging Settings in your integration settings.

Important: If your account does not include AI Assist or AI Assist Pro, AI insight logging is unavailable and transcriptions will not be logged in Jobber.

Contact creation

When a call or message is associated with a number that does not exist in Jobber, the integration can automatically create a new client record if this option is enabled.

New clients are created with:

• Default name: “Aircall new client”
• The caller’s phone number

You can update the client’s details directly in Jobber after creation.

Contact creation applies to both inbound and outbound calls and messages.

Contact sync

When contact sync is enabled, Jobber client records are synced to your Aircall phone system. This allows contacts to appear during incoming and outgoing calls.

The integration syncs:

• Contact name
• Phone number

Any updates made in Jobber are automatically reflected in Aircall. For more information please see Synchronizing your integration’s contacts to Aircall.

AI Voice Agent call logging

Aircall - Jobber Integration Supports logging of both Inbound and Outbound Calls handled by AI Voice Agent. 

When using the Voice Agent, Inbound or Outbound calls can follow two possible paths:

• Voice Agent only: The Inbound or Outbound call is handled entirely by the Voice Agent without transfer.
• Voice Agent → Aircall user: The Voice Agent transfers the Inbound or Outbound call to a human Aircall user or Outbound call is transferred externally. 

In both cases, calls are logged in Jobber as inbound or outbound handled calls to ensure accurate reporting and visibility.

Note: AI Voice Agent call logging must be enabled in your Jobber Settings before any of the scenarios below will log. Make sure the AI Voice Agent has been added to a Smartflow before enabling this setting.

Voice Agent only (Inbound and Outbound) 

For calls handled entirely by the Voice Agent:

• Calls are logged as inbound or outbound calls handled by AIVA
• It is immediately clear from the log that the call was handled by the Voice Agent.
• Voice Agent notes are included and are easily distinguishable from other notes.

Note: If an outbound call is unanswered, it will be logged as a Voice Agent handled call only.

Voice Agent transferred to a human agent

When an Inbound or Outbound call is transferred from the Voice Agent to a human Aircall user or Outbound call is transferred externally , logging depends on whether the transfer is answered or missed in case of Inbound and answered in case of Outbound. 

Answered transfer (Inbound and Outbound) 

If the agent answers the transferred call, it is logged as an inbound or outbound answered call. For reporting clarity:

• The title includes both the Voice Agent and the human Aircall user's number name.
• Notes from both the user and the Voice Agent are logged
• Tags indicate it was a Voice Agent call, alongside any user tags.

Inbound - Missed transfer

If the agent does not answer the transferred inbound call, it is logged as a missed call, but still marked as a Voice Agent transfer. The log will include:

• A title showing that the call was transferred by the Voice Agent.
• Notes from the Voice Agent.
• The recording of the call.
• Tags showing it was a Voice Agent call.

Inbound - Missed transfer to voicemail

When a transferred Inbound call is not answered by the agent and the caller leaves a voicemail, Aircall records it as a Voicemail while maintaining its Voice Agent transfer status in the call log.

What appears in the call log

The call log for a missed transfer that results in voicemail includes:

• Title indicating the call ended in voicemail after being escalated by the Voice Agent
• Notes added by the Voice Agent
• Voicemail recording from the caller
• Tags showing that it was a Voice Agent call

Outbound - Unanswered Transferred 

If an AI Voice Agent's outbound call is transferred to a human Aircall user or team and goes unanswered, it will be logged as an Outbound Unanswered call, including the Voice Agent and User/Team details.

The log will include:

• A title showing that the call was transferred by the Voice Agent as well as Aircall User's number name or team name. 
• Notes from the Voice Agent.
• The recording of the call.
• Tags showing it was a Voice Agent call.

Outbound - Transferred Externally 

When an AI Voice Agent's outbound call is transferred externally, it is logged as an outbound call transferred to an external number, showing the voice agent's name and the external number.

The log will include:

• A title showing that the call was transferred by the Voice Agent externally along with external number.
• Notes from the Voice Agent.
• The recording of the call.
• Tags showing it was a Voice Agent call.

Uninstalling or disconnecting the integration

Delete from Aircall

Deleting the integration from the Aircall Dashboard disconnects it from your Jobber account. Jobber will then display an option to reconnect.

Disconnect from Jobber

If you disconnect the Aircall app from within Jobber, the integration is automatically set to inactive in Aircall. A message appears in the integration settings. To resume use, reinstall the integration.

Reinstall with the same Jobber account

Jobber allows only one active connection per account. Installing the integration again with the same Jobber credentials automatically deactivates the previous integration. A warning is displayed during installation, and the deactivated integration shows a message in its settings.