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Documentation/Leads/Calls

Leads — Calls

Your call history and calling tools for this lead.

What You Can Do

automation
  • Talktime Summary — total calls, plus a breakdown chart of Incoming / Missed / Outgoing / Not Picked, and Primary vs Alternate number usage.
  • Call History — filter by All Calls, Incoming, Missed, Outgoing, Not Picked. Each call shows the date/time, who made it (or "AI Agent" for bot calls), duration, and whether it went through Personal Call or IVR.
  • Click Call on any row to dial that number directly from the CRM.
  • If a recording exists, play it inline; if a transcript exists, click AI Call Insights to open Call Details, with tabs for the Call Transcript and an AI Summary (sentiment, key points, action items).