AI Call History
Review AI voice and text usage, find the related contact and follow the recorded result.
In the CRM: Voice Features → AI Call History
Find the conversation you want to review
AI Call History shows AI voice and Text usage for the selected account or workspace. It is useful after trying an agent, reviewing a marketing follow-up or checking which business number handled a conversation.
- Open Voice Features → AI Call History.
- Use From and To to narrow the dates. Clear resets the date selection.
- Choose an Agent # to focus on a business number, or leave All numbers selected.
- Use Search for a contact, number or other visible detail. Select a column heading to change the order.
- Use Show entries and the page controls to review more rows.
Understand a history row
Pending is a usage-processing state. It does not by itself mean a customer answered or an appointment was booked. Open the contact, Text conversation or calendar entry to review the business result.
The page loads the most recent 1,000 usage rows; its date, number and search controls filter that loaded list. If you are investigating older activity, include the dates and business number when asking your account contact for help.
| Column | Meaning |
|---|---|
| Date | The recorded date and time in month/day/year format. |
| Direction and Channel | Whether the activity was inbound or outbound, and Voice or Text. |
| Agent Number | The business number involved in the call or text. |
| Lead | The matched contact and phone number. A linked contact opens its CRM record. |
| Duration | Recorded voice-call duration when available. |
| Type | The voice billing arrangement, such as Native or Pass-through. |
| Cost | The recorded charge, or Pending while the usage result is being reconciled. |
| Detail | The kind of activity. Hover over a row or its detail to read the available summary. |
Use it to improve follow-up
After a campaign, review the AI interactions and open the relevant contacts. Check whether the enquiry has a clear next step, whether an appointment appears in the calendar and whether requested text follow-up is visible in the conversation.
For example, a consultation campaign can use this history to find the AI interaction, Appointment Report to review scheduled activity, and Call Tracking Report to identify the advertised number. Together they explain the journey from enquiry to follow-up.