Call History
Review every call placed for a client with dispositions, AI analysis, recordings, transcripts, and coaching, filterable and exportable.
Review every call placed for a client with dispositions, AI analysis, recordings, transcripts, and coaching, filterable and exportable.
Overview
Call History lists every call placed for the selected client, including manual dialer calls, with dispositions, AI call analysis, recordings, and transcripts. Use it to review outcomes, listen back to calls, and pull coaching detail. Expand any row to see the AI analysis, a drafted follow-up email, the full transcript, and notes.
How to use this page
- 1Select the client
Pick the client in the top-right switcher. The summary band shows total calls, meetings set, how many calls were recorded, and total talk time across the filtered set.
- 2Filter the calls
Use the search box (contact, company, or phone number) and the All Campaigns, All Users, and All Results dropdowns. The date range pickers limit the calls to a window. Calls made outside any campaign appear under Manual Dialer.
- 3Scan the table
Each row shows Contact, Company, Phone, Result, Score (AI call rating, hidden for SDR-role users), a one-line Summary, Duration, the Recording player, Campaign, SDR, and Date. Click a sortable header to sort.
- 4Play or download a recording
Use the inline player in the Recording column to listen without leaving the page, or click the download icon to save the recording as an MP3 named with the deal, SDR, contact, and result.
- 5Expand a call for full detail
Click a row to expand it. You get the AI Analysis (disposition, phone tree, whether a human conversation happened, rating, summary, and coaching), a drafted Follow-up Email when one was suggested, the full Transcript, and any Notes.
- 6Export the filtered calls
Click Export CSV to download the calls currently in view, with disposition, score (when visible to you), duration, summary, campaign, and SDR.
What the buttons do
Common questions
Why don't I see a Score column?
The AI call rating is hidden for users with the SDR role. Managers and admins see the Score column and the coaching notes.
What is Manual Dialer in the campaign filter?
Calls placed through the manual dialer are not tied to a campaign, so they are grouped under Manual Dialer in the campaign list and filter.
Why is there no recording on some calls?
A recording only exists when the call connected and recording was enabled. No-answers and very short calls often have no recording, shown as a dash.
Where does the follow-up email come from?
When the AI analysis suggests a follow-up, the drafted subject and body appear in the expanded row. It is a suggestion from the call, not proof an email was sent.
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