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The Calls page (Call Management) lists every call your assistants make or receive.
Call Management page

Summary cards

Find calls

Use the toolbar to narrow the list:
  • Search by call, lead, or number
  • All status: filter by call status
  • All direction: inbound or outbound
  • All outcomes: filter by outcome, such as Qualified or Not Interested
  • Date range: pick a start and end date
Each row shows Call details, Lead, Status, Duration, Outcome, and Date & time. Change the page size at the bottom of the table.

Export

Click Export to download the filtered list, for example to share results or import them into another tool.

Make a call

Click Make call to call a single lead with an outbound assistant. See Outbound calls.
Make Outbound Call dialog

Conversations

Summaries and billing for every voice and chat interaction.

Dashboard

Outcomes and performance at a glance.