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Review call recordings and transcripts

Calls → Call Logs is your full call history with recording playback, complete transcripts, AI-extracted summaries, and outcome tags. Filter by date, outcome, or caller; click any call to drill in. Recordings respect two-party consent law in 13 states.

Updated May 20, 20261 min read

Every call your AI takes is captured for review — audio, transcript, summary, outcome, and any actions taken (booked appointment, transferred, voicemail). Treat Call Logs as your QA tool and your training data.

Open Call Logs

Click Calls in the side nav, then Call Logs tab.

You'll see the most recent calls first with:

  • Caller — name (if matched to a patient record) or phone number
  • Date/time and duration
  • Outcome — Booked, Transferred, Voicemail, Hung Up, No Answer, etc.
  • AI summary — 1–2 sentence overview

Top of the page:

  • Date range — quick picks (Today, Yesterday, This Week) or custom
  • Outcome — multi-select
  • Caller — search by name or number
  • Full-text search — searches across transcripts

Inside a call detail

Click any row to open the detail view:

SectionContents
Audio playerPlay, scrub, change speed (0.5x–2x). Skips automatically over silence.
TranscriptTime-aligned, click any line to jump to that point in audio
SummaryAI-generated overview
Actions takenAppointment booked? Patient created? Transferred to whom?
Patient matchLinks to the patient record if recognized
TagsAuto-applied (urgent, new-patient, spanish) + manual tags you add

Spot-checking your AI

A useful weekly routine — open Call Logs, filter to Outcome: Hung Up for the last 7 days, listen to 3–5. These are usually where your AI struggled. Common fixes:

  • AI couldn't answer a question → add it to Custom Knowledge
  • Caller wanted a service not listed → add the appointment type
  • Caller wanted a human → check your transfer rules

What's next

Frequently asked questions

How long are recordings kept?
Recordings and transcripts are retained for the duration you set in Settings → Compliance → Data Retention (defaults to 7 years for healthcare orgs, 1 year for non-healthcare). After that, audio is deleted; structured metadata is anonymized.
Can I download a recording?
Yes. On any call detail page, click ⋯ → Download Recording (MP3) or Download Transcript (TXT). Downloads are logged in the audit trail.
Why don't I see a recording for some calls?
In two-party-consent states (CA, CT, DE, FL, IL, MD, MA, MI, MT, NH, OR, PA, WA), recording is gated by the caller consenting at the start of the call. Calls where consent was declined have a transcript only, no audio.
Can the AI summary be wrong?
Yes — AI summaries are best-effort and occasionally miss nuance, get a caller name wrong, or mislabel the outcome. Always treat the transcript as the source of truth and use the summary as a quick scan.

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