Call History

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Overview

• Search by number, agent, or keyword.
• Filter by date range and direction (All / Inbound / Outbound).
• Open transcripts, recordings, and extracted data; export results to CSV.

Note: To access recordings, transcripts, and extracted data, call recording must be enabled for the agent.

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Filters & Search

• Search calls… – Free text search (number, agent, etc.).
• Date range – e.g., 7 Days (customizable).
• Direction – All / Inbound / Outbound.
• More Filters – Additional filters when available.
• Export CSV – Exports the current filtered view.

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Table Columns

• Start Date/Time – When the call started (local time).
• Direction – Inbound or Outbound.
• Agent Name – The agent that handled the call.
• Agent Type – e.g., Standard AI (or other types you configure).
• Phone Number – Counterparty number.
• Call Duration – HH:MM length.
• Call Origin – Source of the call (e.g., application).
• Status – Final outcome (e.g., Completed).
• Machine – Whether an answering machine was detected.
• Appointment – Shows Yes/No if a booking was created during the call.
• Extracted Data – Indicates if entities were captured from the transcript.

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Row Actions

• Transcript – Opens the full conversation transcript in a modal.
• Recording – Play/download the audio recording.
• Extracted Data – View structured entities (e.g., appointment date, name, intent).

  Entities come from your Data Extraction Configuration set in the agent.

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Export & Pagination

• Use Export CSV to download the current filtered results.
• Control Rows per page and navigate with Prev/Next.

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Troubleshooting

• No transcript/recording shown: Verify Record calls is enabled for that agent.
• Extracted Data empty: Ensure the agent has Data Extraction entities configured and the call content matched those rules.
• Missing appointments: Confirm Schedule Appointments is enabled and the calendar is correctly selected in the agent.