Call History & Recordings
Viewing past calls, accessing recordings and transcripts, and how calls integrate with your CRM.
Viewing Call History
You can ask your AI employee to show you your recent call history at any time. It will display calls sorted by date, showing the contact name, phone number, call duration, and a brief summary of what was discussed. You can filter by date range, contact name, or company. The call history is stored in your dedicated database and persists indefinitely.
Checking recent calls
Review your call history.
Accessing Recordings
Call recordings are stored securely on your dedicated server. You can request any recording by asking for it — for example, "play the recording of my call with Sarah on Tuesday." The AI can send you the audio file through Telegram or provide a download link. Recordings are stored in standard audio formats and can be played in any media player. They are retained according to your data retention preferences set during onboarding.
CRM Integration
Every call is automatically logged in your CRM. The call record includes the contact name, date and time, duration, call outcome, and a summary of key points discussed. This happens automatically after each call — you do not need to remember to log it. If the person you called is already in your CRM, the call is linked to their contact record. If not, the AI can create a new contact record from the call information.
Automatic CRM logging means you never lose track of client interactions. Every call, email, and meeting is recorded, giving you a complete history for each contact.
Searching Past Calls
Because all calls are transcribed and logged, you can search through past calls by topic, contact, or keyword. Ask your AI employee something like "what did the client say about the budget in our last call?" and it will search the transcription to find the relevant quote. This makes call records as searchable and useful as email correspondence, eliminating the common problem of losing important information shared verbally.