Reviewing Activity Logs

Scroll through the steps below to see how to review activity logs: 

Not a visual learner? No worries! Walk through the step-by-step instructions below: 

Step 1: Navigate to Activity Logs

1. Go to SalesAi.
2. Click Activity Log on the left-hand side.

Step 2: Find Calls to Review

1. Use one of the following:

• Scroll through recent activity
• Search by contact name or phone number
• Apply filters:
  • Channel
  • Direction
  • Agent
  • Workflow
  • Outcome
  • Duration
  • Date range

On page 2, the filter bar shows all available filtering options.

Optional: Export Data

1. Click Export Table (top-right) to download activity data for reporting.

Step 3: Identify Key Calls

1. Review high-level details:

• Outcome (ex: Meeting booked, Call transferred, Voicemail left)
• Duration
• Agent used
• Workflow

The table on page 1 shows these columns clearly (Contact, Agent, Workflow, Outcome, Duration, Date).

Step 4: Open Call Details

1. Click directly on a call to open full details.

Step 5: Review Call Performance

Inside the activity details, analyze:

• Outcome
• Activity Summary
• Transcript
• Recording

Page 3 highlights the transcript and summary panel used for deeper analysis.

Step 6: Listen to the Call

1. Click the play button to listen to the recording.

You can also:

• Adjust playback speed
• Download the recording

Step 7: Review Contact Details

1. Click Contact’s Details to view full contact information in a separate window.

Quick QA Checklist (Use This Every Time)

When reviewing a call, check:

• Did the agent follow the script?
• Was the tone natural?
• Were objections handled correctly?
• Did the agent reach the intended outcome?
• Were there awkward pauses or interruptions?
• Did the call length make sense?