Overview
Call History lists every call placed for the selected client, including manual dialer calls, with dispositions, AI call analysis, recordings, and transcripts. Outbound and inbound calls are split into two tabs. Use it to review outcomes, listen back to calls, and pull coaching detail. Expand any row to see the AI analysis, a drafted follow-up email, the full transcript, and notes.
How to use this page
Select the client
Pick the client in the top-right switcher. The summary band shows total calls, meetings set, how many calls were recorded, and total talk time across the filtered set.
Switch between outbound and inbound
Use the tabs at the top to choose Outbound Calls (dials your team placed) or Inbound Calls (callbacks to your campaign numbers). The inbound tab shows a count when there are any. The Score column and the campaign filter only apply to outbound calls; inbound callbacks carry no AI analysis or campaign.
Filter the calls
Use the search box (contact, company, or phone number) and the All Campaigns (outbound only), All Users, and All Results dropdowns. The date range pickers limit the calls to a window. Calls made outside any campaign appear under Manual Dialer. If nothing matches, the empty state says so and offers a Clear filters button; if the client simply has no calls yet, it tells you that instead.
Scan the table
Each row shows Contact, Company, Phone, Result, Score (AI call rating, hidden for SDR-role users and on the inbound tab), a one-line Summary, Duration, the Recording player, Campaign, SDR, and Date. Click a sortable header to sort. Long histories cap at the first 200 rows for speed; a Show all button reveals the rest, and filters, the summary, and CSV export always cover the full set.
Play or download a recording
Use the inline player in the Recording column to listen without leaving the page, or click the download icon to save the recording as an MP3 named with the deal, SDR, contact, and result. If a recording will not play or download, you get an error toast instead of a silent failure.
Expand a call for full detail
Click a row to expand it. You get the AI Analysis (disposition, phone tree, whether a human conversation happened, rating, summary, and coaching), a drafted Follow-up Email when one was suggested, the full Transcript, and any Notes.
Export the filtered calls
Click Export CSV to download the calls currently in view, with disposition, score (when visible to you), duration, summary, campaign, and SDR. Export covers the full filtered set even when the table is capped at 200 rows.
What the buttons do
- Outbound / Inbound tabs
- Switch between dials your team placed and callbacks to your campaign numbers. Inbound shows a count; the campaign filter and Score column apply to outbound only.
- Search
- Matches contact name, company, or dialed phone number.
- All Campaigns / All Users / All Results
- Filter by campaign (outbound tab), SDR, or call disposition.
- Date range
- Limits calls to the chosen From and To dates; the X clears the range.
- Recording player
- Plays the call recording inline with a scrub bar and timer. Playback errors surface a toast.
- Download recording
- Saves the call recording as an MP3 file. A failed download shows an error toast.
- Show all
- Reveals every row when a long history is capped at the first 200 for performance.
- Clear filters
- Appears in the empty state when filters match no calls; resets the filters.
- Row (expand)
- Opens the AI analysis, follow-up email, transcript, and notes for that call.
- Export CSV
- Downloads the full filtered call set as a spreadsheet, even when the table is capped at 200 rows.