Calls
Call log, summaries and transcripts, contact details, tags and tickets.
- The call log: find and review your callsSee every call your phone assistant handled, filter by date, assistant, tag or ticket, and mark calls as reviewed.
- Call details: AI summary, transcript and PDFOpen a call to read its AI summary and transcript, see the caller's details and survey, edit tags and download the transcript as PDF.
- Collect callers' contact details and export them to CSVLet the assistant collect each caller's name, company, email and interest, then export them from Calls as a CSV file for your CRM.
- Tag your callsHow the assistant tags each call automatically, how to create good tags, and how to add or remove tags on a call yourself.
- Call statuses explainedWhat Completed, No answer, Busy, Canceled and the other call statuses mean, plus the transfer result and the AI or Team chip.
- Tickets opened during callsHow the assistant opens a support ticket during a call, where to find the ticket number in Calls, and how to list calls with a ticket.
Still need help?
Our team in Costa Rica answers in English and Spanish. Write to us, or sign in to your dashboard.