You need at least one call, for example your test call.
1. Open a call
Open Interact › Interactions and click a call. In the list, the Details column already shows briefly what it was about, for example “Advisory appointment scheduled”.
2. Read the overview
In the Overview tab you listen to the Call recording and read the AI Summary. Below that you see the Call goal, the Agent settings and the Evaluation with the outcome.
A recording only exists if call recording is switched on, see .
3. View transcript and history
In the Transcript tab you read the whole conversation. In the Change History tab you see who edited the call and when.
4. Handle the result
If the call has an open result, you handle it right here, for example with Called back or Reject. Read more in .
Frequently asked questions
Shortly after the conversation you see Analyzing. After a few seconds the call is fully evaluated.
12 months by default. Admins change this under Configure › Organization › Call settings.