Overview
Call History lists every outbound and inbound call for the selected client, including manual dialer calls. Use it to filter outcomes, review Title and Associated Domain alongside the contact and company, listen to deal-scoped recordings with on-demand replay, edit dispositions, read analysis and transcripts, leave feedback, and export the filtered set.
How to use this page
Select the client
Pick a client in the top-right switcher. The summary band updates to show calls, meetings set, recorded calls, and total talk time for the matching set. Recording playback is scoped to the selected client.
Choose outbound or inbound
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, results, date, and Has Feedback Notes filters. The Results menu is a grouped multi-select with category checkboxes and Clear all; click outside it or press Escape to close it.
Scan the table
Rows show Contact, Title, Associated Domain, Company, Phone, Result, Score when permitted, Summary, Duration, Recording, Campaign, User, and Date. Title and Associated Domain are sortable. Long histories show up to 200 rows until you click Show all, while summaries, filters, and exports cover every match.
Change a call disposition
Use the Result dropdown to correct a call. The save updates the call log and contact status immediately. Choosing Meeting Set also records the meeting date, employee, and Phone source. A failed save restores the prior value and shows an error toast.
Review recordings and details
Play or download a recording inline. Playback loads on demand through the selected client's call history and supports replay and seeking. Expand a row for AI analysis, feedback notes, follow-up email, transcript, and SDR notes. The recording player starts at Normal speed and includes circular 10-second skip controls and queued seeking.
Add feedback
In expanded detail, choose Add Feedback, write coaching notes, and Save. Existing notes can be edited. The caller receives an in-app and Slack notification when feedback is added for the first time, except for self-feedback.
Export the filtered calls
Click Export CSV to download the full filtered set. The export includes Title and Associated Domain plus the other visible call fields, and is not limited by the 200-row display cap.
What the buttons do
- Search
- Matches contact name, title, associated domain, company, and dialed phone number.
- All Campaigns / All Users / Results
- Filter by campaign, caller, or grouped disposition categories. Results supports parent category checkboxes, individual dispositions, and Clear all. Click outside the menu or press Escape to close it.
- Title / Associated Domain
- Sortable table columns showing the prospect's job title and normalized company domain when available.
- 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 the selected client's recording on demand for inline playback, seeking, speed control, and 10-second skips.
- Show all
- Reveals rows beyond the first 200 while summary, filters, and export continue to use the full filtered set.
- Export CSV
- Downloads the complete filtered call set, including Title and Associated Domain.