Campaigns & Calls

Review Call Logs

Use call logs and transcripts to improve performance and follow up faster.

What you can review

In Call Logs & Transcripts, you can inspect:

  • call status
  • lead name
  • phone number
  • model name
  • start time
  • duration
  • outcome
  • summary
  • transcript
  • recording when available

What to look for first

  • did the right model or workflow handle the lead
  • did the call complete or fail
  • does the summary match what actually happened
  • do closer notes need to be added

Best way to use this page

Review call logs after:

  • launching a new model
  • changing routing rules
  • adding a new lead source
  • hearing about poor outcomes from the sales team

What patterns to watch for

  • repeated objections
  • weak openings
  • low-quality qualification
  • missed booking opportunities
  • routing that sends the wrong lead to the wrong model

Use closer notes intentionally

If your team does manual follow-up, closer notes should explain what happened and what should happen next. That turns call logs into a real operating tool instead of just an archive.

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