Overview
Call History reviews the selected client's inbound and outbound calls with editable dispositions, recordings, transcripts, private feedback for authorized viewers, and a full downloadable history package. Start with a Quick view to focus on a useful subset, then refine the results with the normal filters. Calls load in 100-row pages, while the summary and export cover every matching call.
How to use this page
Select a client and a Quick view
Pick a client in the switcher, then choose Latest calls, Connected calls, Warm leads, Meetings set, or Listen to calls. Quick views update the matching call set and reset the page to the first results. Latest calls is the default.
Choose inbound or outbound
Use Outbound Calls for dials your team placed or Inbound Calls for callbacks to campaign numbers. The outbound tab includes campaign and AI score controls. Inbound calls do not have those fields.
Search and filter
Search by contact, title, associated domain, company, or phone. Add campaign, user, result, or date filters. The Results menu is a grouped multi-select with category checkboxes, individual dispositions, a separate Unqualified bucket, and Show all results. Authorized coaching or strategy staff can also use Has Feedback Notes.
Apply recording and short-call filters
Use Has Recording to review only calls with available recordings. Calls shorter than 30 seconds are excluded by default. Turn on Include Calls Under 30 Seconds to include them. Changing either filter returns you to the first page and updates the count, summary, table, and export.
Review the current page
The table shows up to 100 calls at a time, sorted newest first. Rows include Contact, Title, Result, Recording, Summary, Duration, Date, and supporting metadata. The count identifies calls on the current page and the total matching calls. Use Previous and Next below the table to move through a longer history.
Change a call disposition
Use the inline Result dropdown to correct a call. The save updates the call log and contact status immediately. Choosing Meeting Set also records meeting metadata. A failed save restores the prior value and shows an error toast.
Review recordings and details
Play or download a recording inline. Expand a row for AI analysis, follow-up email, transcript, SDR notes, and additional call details. The recording player loads on demand and supports seeking, speed selection, 10-second skips, and download.
Add private feedback
In expanded detail, clients and authorized coaching or strategy staff can choose Add Feedback, write coaching notes, and Save. Existing notes can be edited. SDRs do not see the feedback card.
Export the filtered history
Click Export All Call History to download every matching call as a streamed ZIP. The package preserves the active quick view, search, filters, and direction, including results beyond the current page. It includes call metadata, consent-backed transcripts, and available recordings. Authorized viewers also receive private feedback notes in the CSV.
What the buttons do
- Quick views
- Latest calls, Connected calls, Warm leads, Meetings set, and Listen to calls apply a useful call subset and return to the first page.
- Search
- Matches contact name, title, associated domain, company, and dialed phone number.
- All Campaigns / All Users / Results
- Filters by campaign, caller, or grouped disposition categories. Unqualified has its own category separate from Not Interested.
- Date range
- Limits the review to calls between the selected from and to dates.
- Has Feedback Notes
- Shows only calls with private feedback notes for viewers permitted to review that feedback.
- Has Recording
- Shows only calls with an available recording and applies the same restriction to the export.
- Include Calls Under 30 Seconds
- Includes calls shorter than 30 seconds. Calls at least 30 seconds long are shown by default.
- Previous / Next
- Moves through the 100-row Call History pages. The page indicator shows the current range and total matching calls.
- Result dropdown
- Changes the call result and contact status. Meeting Set also stamps meeting metadata, and failed saves revert with an error toast.
- Recording player
- Loads a selected-client recording for inline playback, seeking, speed selection, 10-second skips, and download.
- Export All Call History
- Streams a deal-scoped ZIP of every matching call, consent-backed transcripts, and available recordings while preserving the active view and filters.