Start from Call history. If there are many calls, use the date range, list, or user filters immediately to narrow the search.
To listen to or review a call, an attempt with a recording or transcript must be available.
If no action appears on a row, no recording or transcript is available for that attempt.
Open Call history.
Filter by date range, list, user, or call direction if needed.
Find the row for the relevant lead.
Click the play icon to listen to the recording when available.
Click the document icon to open the transcript when available.
The transcript loads on demand. It may remain empty if no text was returned or if the call is still being processed.
The Lead status filter helps isolate calls that resulted in a demo, a rejection, or another business outcome.
AI notes are generated in the call note, not from the history. The history is mainly used to review or verify what was saved.
