Skip to main content
Call history tracks every call made through the dialer. Analytics give you performance metrics across time periods.

Call history

Viewing history

Call history is available in the dialer sidebar as a scrollable list. Each entry shows:
FieldDescription
DirectionInbound or outbound
ContactName and phone number
DurationCall length
OutcomeDisposition logged after the call
TimestampDate and time
StatusFinal call status
The history auto-refreshes every 30 seconds. Refresh pauses when the browser tab is hidden and resumes when you return.

Filtering

Use the filter bar at the top of the history list:
FilterOptions
OutcomeAll, Connected, No Answer, Voicemail, Busy, Wrong Number, Callback Requested, Not Interested, Qualified, DNC
Date presetToday, Yesterday, This Week, This Month
Custom date rangePick specific start and end dates
Active filters show a count badge and a Clear button to reset.

Call details

Click any call in the history to see:
  • Call SID (Twilio reference ID)
  • Participants (you + the contact, plus any transfer recipients)
  • Duration breakdown
  • Outcome and notes
  • Recording playback (if available)

Recording playback

If call recording is enabled, a player appears on the call detail:
  • Play/Pause button
  • Progress bar with seek (click anywhere to jump)
  • Time display showing current position / total duration
  • Only one recording plays at a time — starting a new one pauses the previous
Recordings are fetched from GET /v1/calls/{callId}/recording and played via the browser’s HTML5 Audio API.
Call recording must be enabled in your workspace settings. Recording may require consent notification depending on your jurisdiction — check your local two-party consent laws.

Post-call summary

After each call ends, a summary card appears with:
  • Sentiment score — 0-100 badge (green for high, yellow for medium, red for low)
  • Summary text — AI-generated description of the call
  • Key moments — expandable list of objections, interest signals, questions, commitments, and concerns detected during the call
  • Suggested next steps — actionable follow-up items
  • Duration — call length
The summary is generated automatically by sending the transcript to POST /v1/coaching/analyze. If it fails, a Retry button appears.

Analytics dashboard

The analytics dashboard shows aggregate metrics across a configurable time period:

Period selector

Choose from: Today, This Week, This Month. The dashboard fetches metrics from GET /v1/analytics/callMetrics?period=X.

Metric cards

MetricDescription
Total callsNumber of calls in the period
Answer ratePercentage of calls that connected
Average durationMean duration of connected calls
Calls todayNumber of calls placed today

Outcome distribution

A horizontal bar chart showing the count for each outcome (connected, no-answer, voicemail, busy, etc.) with proportional bar widths.

Queue analytics

During and after a queue session, the queue panel shows session-specific analytics:
MetricDescription
Answer ratePercentage of queue calls that connected
Average call durationMean duration of connected calls in this queue
Calls per hourThroughput rate for the session
Outcome breakdownBar chart per outcome with counts

Session summary

When a queue completes, a summary section appears with:
  • Total calls, answer rate, and total time in one line
  • Export CSV button to download the full queue results (contact name, phone, company, outcome, duration, notes for each item)

Quick actions

During or after a call, the quick actions panel lets you:

Add a note

  1. Click the Note button
  2. Type your note in the text area
  3. Click Save
The note is attached to the contact record.

Schedule a follow-up

  1. Click the Follow-up button
  2. Select a timeframe: 1 day, 3 days, 1 week, 2 weeks, or 1 month
  3. Click Schedule
A follow-up task is created with the due date calculated from today.
Quick actions require a contact to be selected. If you dialed a raw number without a contact record, the action buttons are disabled with a tooltip explaining why.

Next steps