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Overview

Get up and running with Call History quickly. Follow these steps to view, filter, and analyze your voice conversations.

Prerequisites

Before getting started, ensure you have:
  • An active project selected
  • Appropriate permissions to view call history
  • At least one completed or in-progress call

Quick Start Steps

  1. Navigate to Call History
  2. View Calls
    • Browse recent calls in the list view
    • Calls are sorted by time (most recent first) by default
    • Default filters show: COMPLETED, FAILED, IN_PROGRESS, FORWARDED
  3. Filter and Search
    • Use date range presets (Today, This Week, This Month, etc.)
    • Filter by status (COMPLETED, FAILED, IN_PROGRESS, etc.)
    • Filter by channel (Web, Telephone)
    • Search by call ID, user number, or agent ID
  4. View Call Details
    • Click any call row to open the details drawer
    • Explore tabs: Overview, Conversation, Logs, Outcomes
    • For active calls: Click “Start Live Monitoring” to join as a listener, then use “Send instruction to agent…” to send real-time prompts
    • Export call data or transcript if needed

Next Steps

Now that you’ve accessed your call history:
  • Viewing Calls - Learn detailed steps for filtering, searching, and sorting calls
  • Call Details - Understand call details drawer and all available information
  • Best Practices - Optimize your call history usage for analysis