History Tab
The History tab shows:| Element | Description |
|---|---|
| Call list | Recent calls in reverse chronological order |
| Call cards | Summary of each call |
| Filter options | Filter by outcome, date range |
| Load more | Pagination for older calls |
Call Cards
Each call card displays:| Field | Description |
|---|---|
| Contact name | Who was called (if in CRM) |
| Phone number | The number dialed |
| Direction | Outbound (you called them) |
| Duration | Call length in MM:SS |
| Outcome | Connected, no answer, voicemail, etc. |
| Timestamp | When the call occurred |
| Coaching notes | AI-generated summary (if available) |
Color Coding
Outcomes are color-coded:- Green — Connected
- Yellow — Voicemail
- Gray — No answer, busy
- Red — Failed
Call Detail View
Click a call card to see full details:| Section | Contents |
|---|---|
| Contact info | Name, phone, company, email |
| Call metadata | Duration, outcome, timestamp |
| Calling number | Which number you called from |
| Quality score | Connection quality during call |
| Coaching notes | AI summary and tips shown |
| Follow-up | Quick actions for next steps |
Coaching Notes
If AI coaching was active during the call:- Summary — 1-2 sentence overview of the conversation
- Key points — Important topics discussed
- Action items — Suggested follow-ups
- Tips shown — Which tips were displayed
Filtering History
By Outcome
Filter to see specific outcomes:- Connected calls only
- Missed opportunities (no answer, voicemail)
- Failed calls to retry
By Date Range
View calls from:- Today
- Last 7 days
- Last 30 days
- Custom range
By Contact
From a contact’s page, see all calls to that specific person.Performance Metrics
At the top of the History tab, see quick stats:| Metric | Description |
|---|---|
| Total calls | Calls in the selected period |
| Connect rate | Percentage of calls that connected |
| Total talk time | Sum of all call durations |
| Average duration | Mean call length |
Follow-Up Actions
From any call in history:Callback
Click the phone icon to call the contact again immediately.Schedule Follow-Up
Set a reminder to call back:- Click Schedule Follow-Up
- Choose a date/time
- Add notes
- The reminder appears in your tasks
Add Note
Append to the contact’s notes:- Click Add Note
- Type your note
- Saves to the contact record
Log Outcome
Manually update the call outcome if needed:- Click the outcome badge
- Select correct outcome
- Saves immediately
Sync with Web App
Call history syncs bidirectionally:- Calls made in extension → visible in web app
- Calls made in web app → visible in extension
- Coaching notes sync automatically
API Integration
Call history is stored in the backend. The extension uses:| Endpoint | Purpose |
|---|---|
GET /api/calls/history | List recent calls |
GET /api/calls/:id | Get call details |
PATCH /api/calls/:id | Update call outcome |
Pagination
History loads in pages:- Initial load — Most recent 20 calls
- Load more — Fetch next 20
- Scroll to bottom — Auto-loads more
Troubleshooting
Calls not appearing
- Sync delay — Wait a few seconds for sync
- Check filters — Clear filters to see all calls
- Refresh — Close and reopen the extension
Incorrect outcome
- Manually update via the call detail view
- Outcomes are inferred from call state
- Connection issues may cause incorrect outcomes
Missing coaching notes
- AI coaching must be enabled during the call
- Notes generate only for connected calls
- Network issues during call may prevent note generation
Related
- Browser Dialer — Making calls
- AI Coaching — Real-time tips
- Contact Management — Contact call history