Overview
Call History reviews filtered outbound and inbound calls with editable dispositions, deal-scoped recordings, transcripts, and a full downloadable history package. Private feedback notes are available to clients and authorized coaching or strategy staff, while SDR views omit them. By default, the review excludes calls shorter than 30 seconds, with optional recording and short-call filters. The grouped Results menu gives Unqualified its own bucket instead of placing it under Not Interested. At compact widths, Date remains available in the table while extra metadata moves into the expanded row details.
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, result, or date filters. Clients and authorized coaching or strategy staff also get Has Feedback Notes. The Results menu is a grouped multi-select with Select All Call Results, category checkboxes, individual dispositions, a separate Unqualified bucket, and Show all results. Click outside the menu or press Escape to close it.
Apply manager review filters
Use Has Recording to review only calls with an available recording. Calls shorter than 30 seconds are excluded by default; turn on Include Calls Under 30 Seconds to include them. These review filters update the count, summary, table, and export. Has Feedback Notes is available only to clients and authorized coaching or strategy staff.
Scan the table
Rows show Contact, Title, Result, Score when permitted, Recording, Summary, Duration, Date, Associated Domain, Company, Phone, Campaign, and User in the full table. Date now appears immediately after Duration, before the metadata columns that compact layouts hide. 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.
Use the responsive call details view
At compact widths, the scrollable table keeps Contact, Title, Result, Recording, Summary, Duration, and Date visible while hiding extra metadata columns. At the smallest widths, Title is also hidden, but Duration and Date remain visible. Expand a row to see Title, Associated Domain, Company, Phone, Campaign, User, and Date in the Additional call details panel.
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, follow-up email, transcript, and SDR notes. Clients and authorized coaching or strategy staff also see private feedback when available. The recording player starts at Normal speed and includes circular 10-second skip controls, a visible seek handle, queued seeking, and its own Download control.
Add private feedback
In expanded detail, clients and authorized coaching or strategy staff can choose Add Feedback, write coaching notes, and Save. Existing notes can be edited. When private feedback is added for the first time, the assigned SDR Manager and client strategist receive in-app and Slack notifications when they are not the actor or the caller. Editing existing notes does not send another notification. SDRs do not see the feedback card.
Export the filtered calls
Click Export All Call History to download the full matching call history as a streamed ZIP. The package preserves the active search, campaign, user, result, date, recording, short-call, and outbound or inbound filters. Authorized viewers can also apply the feedback filter and receive private feedback notes in the CSV; SDR exports omit those notes. The package includes call metadata, consent-backed transcripts, and available recordings, and exports beyond the table 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. In Call History, Unqualified has its own category separate from Not Interested. Results also includes Select All Call Results, parent category checkboxes, individual dispositions, and Show all results. Click outside the menu or press Escape to close it.
- Date range
- Limits the review to calls between the selected from and to dates.
- Has Feedback Notes
- Shows only calls that already have private feedback notes. This control is available to clients and authorized coaching or strategy staff, not SDRs.
- Has Recording
- Shows only calls with an available recording and applies the same restriction to the exported package.
- Include Calls Under 30 Seconds
- Includes calls shorter than 30 seconds in the review. Calls at least 30 seconds long are shown by default.
- 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 with a visible handle, speed control, 10-second skips, and download.
- Show all
- Reveals rows beyond the first 200 while summary, filters, and export continue to use the full filtered set.
- Additional call details
- The expanded row panel shows Title, Associated Domain, Company, Phone, Campaign, User, and Date in a compact metadata grid.
- Export All Call History
- Streams a deal-scoped ZIP of all matching call metadata, consent-backed transcripts, and available recordings while preserving the active filters. Private feedback notes are included only for authorized viewers.
- Date (table column)
- Shows when the call occurred and can be sorted. Date stays in the compact table before metadata columns are hidden.