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Call logs and recordings

Every call with outcome, duration, recording and transcript.

7 steps about 1 min captured 2026-10-17 Artra
1

Open "More → Calls".

Step 1: Open "More → Calls".
2

Filter by outcome: connected, no answer, voicemail left, busy, bad number.

Step 2: Filter by outcome: connected, no answer, voicemail left, busy, bad number.
3

Managers can filter by rep.

Step 3: Managers can filter by rep.
4

Pick a date range and click "Apply".

Step 4: Pick a date range and click "Apply".
5

Search by name, company or number.

Step 5: Search by name, company or number.
6

Each row shows who, when, how long and the outcome. A recorded call has a play button and, once processed, a transcript and summary.

Step 6: Each row shows who, when, how long and the outcome. A recorded call has a play button and, once processed, a transcript and summary.
7

Recording and consent settings are under Settings → Setup → Phone Setup.

Step 7: Recording and consent settings are under Settings → Setup → Phone Setup.
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