This guide provides a straightforward method for efficiently exporting call logs, emphasizing the importance of using filters to streamline the process. 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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Navigate to SalesAi: From the dashboard, click "AI Voice" and then select "Call Logs."
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Apply Filters: Choose appropriate filters (such as agent, outcome, direction, and date range) to streamline the export process. This will ensure all relevant call logs are exported at once.
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Exporting: After setting your filters, click the "Export" button located at the top right. A pop-up will confirm that the export was successful.
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Page Export Without Filters: If you do not apply any filters, only the current page of logs will be exported. You will need to repeat the export process for each page.
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Confirmation: After a successful export, a confirmation message will appear at the top of the page, stating "Call logs exported successfully.
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