Call History
Find any past conversation in seconds.
On this page
Conversations is the complete record of every call and text your receptionist has handled, newest first, with recordings and transcripts attached.
Where to find it
Conversations in the left menu. Nothing is ever deleted on its own, so a call from three months ago is as findable as one from this morning.
The dashboard says what; this says why
Your dashboard tells you what happened. This is where you find out why. Every improvement you make to your receptionist starts by opening a call here and listening to it.
It also settles disputes. When a customer says they were quoted something different, the recording is right there.
What each row shows
- Who
- The caller's name once given, and their number.
- When
- Date and time, so you can match it to a customer's story.
- What they wanted
- The job, in a few words.
- The outcome
- Booked, qualified, escalated, opted out or information only.
- Value
- Shown where money is attached — money-green once it has held.
- Source
- Inbound voice, SMS, reactivation or speed-to-lead.
Finding a specific call
- 1
Search by number if you have it
The fastest route. A phone number is unique and gets you straight there.
- 2
Otherwise narrow by date
Customers usually remember roughly when they rang. A day either side is normally enough.
- 3
Then filter by outcome
If they said they booked, filter to booked. It cuts the list dramatically.
- 4
Search the words
Transcripts are searchable, so a distinctive phrase — a street name, a boiler model — will find the call even when nothing else does.
Transcript search is the underused one
The filters worth knowing
- Qualified, not booked
- Your callback list. The single most valuable filter on this screen.
- Escalated
- Calls that needed a person. Check nothing was dropped.
- Booked
- Confirm what's coming up, and spot anything booked further out than you'd like.
- After hours
- See what arrives while you're closed — usually more than owners expect.
A weekly ten minutes
Opening a call
Inside a conversation you get the whole picture:
- The recording
- Play it back in full.
- The transcript
- Every word, as text, searchable.
- What was captured
- Name, number, address, job, urgency.
- What happened next
- The booking, the transfer, or the callback promised.
Your history stays available for as long as your account is open, and leads can be exported at any time. If you have a specific retention requirement, tell us and we’ll confirm what applies to you.