Calls

What is this page for?

Under Workflow > Calls you see every call your assistant has handled, with the caller, the time and the outcome. Click a call to view its transcript.

How it works

1. 1
   Open Calls

   Choose Workflow > Calls in the menu.

   

2. 2
   Search or filter

   Search by name or phone number, or filter by period (Today, Last 7 days, Last 30 days) and by outcome, such as Appointment scheduled or Transferred.

3. 3
   View the transcript

   On the right you see the summary and the full transcript of the selected call, with the caller, duration and outcome at the top.

4. 4
   Delete a call

   Click the bin icon above the transcript and confirm to permanently delete the call.

Good to know

• Transcripts are kept for 14 days and come from automatic speech recognition.
• If you're on All locations, you see the calls from all your locations together, with the location shown on each one.