This guide offers a comprehensive overview of navigating call logs in SalesAi. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigating to SalesAi: From the dashboard, click on the "AI Voice" section, and then select "Call Logs."
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Viewing Call Information: In the call logs, you will see the contact name, call flow, outcome, direction, date, and duration for each call.
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Searching for Specific Contacts: Use the search bar to find a specific contact by name or phone number.
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Filtering by Agent: You can filter the call logs by the agent using the drop-down arrow.
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Filtering by Outcome: You can filter by various outcomes like Answered, Voicemail, DNC (Do Not Call), Booked a Meeting, etc.
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Filtering by Direction: You can filter calls by direction (Inbound or Outbound).
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Filtering by Date Range: Use the calendar to select and filter calls by specific dates or date ranges.
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Conversations Access: Call details can also be found within the "Conversations" section (early access).
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