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Viewing AI Agent Call History

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Overview

This guide explains how to access and use the call history log in the portal. History provides a complete record of all calls made by your agents, including recordings, transcripts, post call analysis data, and call metadata.


Steps to View Call History

  1. Open the sidebar and navigate to History.
  2. The history log displays all calls across your workspace.
  3. Click into any call record to view:
    • Recording – the audio recording of the call (if recording is enabled)
    • Transcript – the full text transcript of the conversation
    • Post Call Analysis – extracted data points configured in the Post Call Analysis settings
    • Post Call Task Statuses – the outcome status of any post-call actions (e.g., SMS sent, webhook fired)
    • Call Metadata – call ID, direction (inbound/outbound), source and destination numbers, Call Flow used, and call duration

Filtering the History Log

  1. Use the filter options to narrow results by:
    • Date range
    • Specific agent
    • Functions called during the call
    • Call dispositions
    • Post Call Analysis data points (e.g., filter by a specific extracted value)
    • Call direction (inbound/outbound)
    • Batch campaign
    • Call status

Exporting History

  1. Click Export to download the filtered history as a CSV file for use in spreadsheet tools or external reporting.

Key Notes

Item Details
Recording Access Recordings are only available if recording is enabled in the agent’s Security settings
Post Call Analysis Filters Filter history by specific extracted data points — useful for reviewing calls where a particular outcome occurred
CSV Export Export filtered results to CSV for external analysis or reporting
Web Calls Web demo calls are included in history and will show the session type rather than a phone number

🎥 Watch the demo video below



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