Calls in the order's conversation

Every call with the customer sits in the order's conversation, beside the texts and emails, so the whole story is in one place.

What a call looks like

Each call is a bubble — the customer's calls on the left, yours on the right — tagged with what it is:

• Call recording — a call that was recorded, with a player.
• Voicemail — a message the customer left, with the player.
• Missed call — a call nobody answered.

A missed call or voicemail nobody has heard yet carries a red Unread tag.

Under the player you'll find the length and, when it's ready, the transcript (Call transcript or Voicemail transcript), with the customer's and your words apart.

Calls the AI receptionist took read AI receptionist took a call from …, with its summary, the recording and the Conversation transcript.

Which order a call lands on

A call is filed on the order that was Attached in the call pop-up — the caller's order, or the one you picked. If it landed on the wrong order, move it from the Calls page with Move to other order. See The Calls page.

Log a call made elsewhere

Called from your mobile? Log it so the order still tells the story:

1. 1In the conversation, choose the Call tab.
2. 2Pick Inbound or Outbound, When the call happened, who was on the line and the Outcome.
3. 3Write What was said on the call…
4. 4Optionally add a follow-up for later.
5. 5Press Log call — Kept on the order as a call in its activity.

A logged call can be changed later — press Edit or delete this call on it.

If something goes wrong

• Activity Date is a required field / Activity Date should be in past — set when the call happened, before now.
• Sales Person is a required field / Person Contacted is a required field / Note is a required field
• Outcome is a required field — needed for an outbound call.
• Note must be at most 2000 characters
• The call could not be logged. — try again.
• This call's recording can't be played right now. — the recording isn't available at the moment; try later.