Overview
Session History is the selected-client audit trail for Platform dial sessions. It separates canonical client totals from the paginated Platform-session rows, filters by campaign, SDR, and calendar dates, and lets you expand a session to review its calls, emails, and recordings.
How to use this page
Read the session summary
Review Platform sessions in range, client or attached-session dials and talks, client or attached-session emails, and loaded-page session time. When both dates are set, the reconciliation note explains canonical CRM and deduplicated legacy totals versus records attached to the paginated Platform sessions.
Filter the audit trail
Choose a campaign, SDR, From date, or To date. Date filtering uses Eastern Time calendar dates. Clear filters returns to all campaigns and SDRs.
Sort and page sessions
Select sortable headings for SDR, campaign, date, dials, talks, emails, average call, or status. The page shows up to 100 sessions, with Previous and Next when more pages exist.
Expand a session
Select a row or press Enter or Space while it is focused. Review calls with contact, company, number, phone type, result, duration, time, and recording controls, plus sent session emails. Migrated old-platform call-detail rows are excluded from the CRM session detail metrics.
Play or export the evidence
Use Play All when recordings exist, or use the individual recording controls. Export CSV downloads the currently loaded filtered and sorted session rows.
What the buttons do
- All Campaigns / All Users
- Filters the session audit trail to one campaign or SDR.
- From / To
- Applies an Eastern Time calendar-date range and enables canonical client-total reconciliation when both dates are set.
- Clear filters
- Returns to all campaigns, SDRs, and dates.
- Export CSV
- Downloads the currently loaded filtered and sorted session rows.
- Play All
- Plays the available recordings in one expanded session in order.
- Previous / Next
- Moves between 100-session result pages.