Skip to main content
When you click on any call in the Call Activity table (or tap a card on mobile), a detail panel slides open from the right side of the screen. This panel gives you everything you need to know about that specific call — who called, what was discussed, and what to do next.

​
Opening Call Details

There are two ways to open a call’s details:
  1. Click the row in the desktop table — clicking anywhere on the row (except the checkbox or play button) opens the detail panel
  2. Tap the card on mobile, or use the three-dot menu and select View Details
To close the panel, click the X button in the top-right corner of the panel, or click outside the panel.

​
Contact Header Card

At the top of the detail panel, you’ll see a card with the caller’s information:
  • Caller name — The contact’s full name if linked, or a name extracted from the conversation for web calls. Shows “Unknown Caller” if no name could be determined.
  • Phone number — Formatted phone number. Web calls without a linked contact show a dash.
  • Email — The contact’s email address if available, or a dash.
  • Assistant — The name of the AI assistant that handled the call, or “Assistant Deleted” if the assistant was removed.
  • Start time — When the call started (e.g., “Feb 10, 2:30 PM”)
  • Duration — Call length in minutes and seconds (e.g., “3m 24s”)
  • Type badge — The call type (Inbound, Outbound, Web, or WebSocket)

​
Quick Action Buttons

Below the contact details, you’ll find a row of action buttons:
  • Copy call details — Copies a formatted text summary of the call (contact name, phone, assistant, date, duration, and type) to your clipboard
  • Call back — Initiates a phone call to the caller’s number from your device. Disabled if no phone number is available.
  • WhatsApp — Opens WhatsApp with the caller’s number pre-filled, so you can send a follow-up message. Disabled if no phone number is available.

​
Three-Dot Menu

The three-dot menu (top right of the contact card) provides additional actions:
  • Archive / Restore — Move the call to your archive, or restore it back to active calls. Archived calls are hidden from the default view but can be found by switching the status filter. See Filtering and Exporting Calls.
  • Good Call — Mark a call as a positive interaction
  • Poor Call — Flag a call that didn’t go well

​
Call Details Tab

The detail panel has two tabs. The Call Details tab (shown by default) contains:

​
Summary

An AI-generated summary of what was discussed during the call. This is created automatically after the call ends and gives you a quick overview without having to listen to the full recording. You can click the Copy button below the summary to copy it to your clipboard. If the call has not yet been analyzed, you’ll see: “No summary available for this call.”

​
Call Recording

An embedded audio player for listening to the call recording. This player includes play/pause controls, a progress slider, time display, and a download option in the three-dot menu. For a full guide to the audio player, see Listening to Recordings. If no recording is available, you’ll see: “No recording available for this call.”

​
Transcript Tab

Switch to the Transcript tab to read the full conversation between your AI assistant and the caller. Messages are displayed in a chat-style format with speaker labels and timestamps. For details on how to read and use transcripts, see Reading Call Transcripts. If structured message data is available, you’ll see the interactive chat view. For older calls that only have plain text transcripts, a scrollable text block is shown instead, with a copy button.

​
Error Information

If something went wrong during the call — for example, a connection failure or a processing error — a red error card appears at the bottom of the detail panel. This card shows the error message that was recorded, which can help with troubleshooting.

​
Next Steps