What you see
- All inbound calls. Every conversation the AI handled.
- Outbound calls. Calls placed on your behalf, including campaigns and Speed-to-Lead.
- SMS threads. Two-way text conversations.
- Voicemails. Messages left when AI was not able to complete a call.
Conversation threads
Each contact has a complete history.Filtering
| Filter | What it shows |
|---|---|
| All | Everything |
| Calls | Phone calls only |
| Messages | SMS only |
| Unread | Not yet reviewed |
| Flagged | Marked for follow-up |
| Date range | A specific window |
Taking action
From any conversation:- Listen to the recording. Hear the call as it happened.
- Read the transcript. Text version with speaker labels and timestamps.
- Add notes. Internal notes for your team.
- Flag for follow-up. Mark for attention.
- Assign to a teammate. Route to the right person.
Real-time updates
The inbox is live. New conversations appear without a refresh, and active calls stream a live transcript as they happen. Push notifications route to your phone for events you mark important.Transcripts and recordings
Every call generates the following automatically:- Full audio recording. The complete conversation, encrypted at rest.
- Transcript. Text with speaker labels and timestamps.
- AI summary. A one-paragraph summary of what happened and what was decided.
- Outcome. Structured: booked, transferred, voicemail, escalated, and so on.
What a transcript looks like
Searching across calls
Search runs across every transcript in your inbox.| Search for | Examples |
|---|---|
| Keywords | ”emergency”, “pricing”, “complaint” |
| Caller name | ”John Smith” |
| Phone number | ”555-123-4567” |
| Date range | Last 7 days, this month |
| Outcome | Booked, transferred, voicemail |
Recording controls
- Playback speed. 0.5×, 1×, 1.5×, 2×.
- Skip silence. Jump past pauses.
- Download. Save the audio file.
- Share. Send a link to a teammate.
Accuracy
Transcription is high-accuracy but not perfect. Proper nouns (names, businesses) and industry-specific terms occasionally need review. Heavy accents can be misheard. You can edit a transcript if it matters for your records.Privacy and retention
Recordings are encrypted at rest. Retention is configurable (30 days, 90 days, 1 year, unlimited). You can delete a specific recording on request, and export your data at any time.Best practices
Review calls daily
Review calls daily
Skim new conversations once a day. Watch for questions the AI couldn’t answer and add the answers to your knowledge base.
Use flags strategically
Use flags strategically
Build a simple flagging system. Red for urgent follow-up, yellow for review.
Add notes liberally
Add notes liberally
Internal notes you write today save your future self time when the same contact calls back.
Open your inbox
See every conversation
Improve your AI
Use what you hear to teach the AI