Call history

Review calls, recordings, transcripts, outcomes, filters, and linked contact or lead activity.

6 min readUpdated June 2026

Open call history

  • Open Calls from the dashboard or Dialer.
  • Filter by owner, date, direction, outcome, queue, or recording status.
  • Open a row to see the full call workspace.
Video walkthrough placeholder showing the Calls page, filters, call detail, recording playback, transcript, AI summary, and linked record.
Video: Review call history
Video walkthrough placeholder showing the Calls page, filters, call detail, recording playback, transcript, AI summary, and linked record.
Calls page with filters, call direction, linked contact or lead, duration, outcome, recording status, and AI summary indicator.
Calls page with filters, call direction, linked contact or lead, duration, outcome, recording status, and AI summary indicator.

What to review

  • Outcome and notes.
  • Recording and transcript.
  • AI summary and next-step suggestion.
  • Linked contact, lead, or deal.
  • Rep coaching opportunities.
Call detail page with recording player, transcript, AI summary, outcome, linked record, and timeline activity.
Call detail page with recording player, transcript, AI summary, outcome, linked record, and timeline activity.

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