Check and Manage Call Logs

Your call history lives on the Call Logs page of the Cloud Voice App. From there you can review the calls you have placed, answered, or missed, narrow the list with filters, and act on individual entries. This page walks through both viewing and managing your personal call logs on the desktop client.

Open your call logs

On the Cloud Voice App desktop client, go to Call Logs. Every call tied to your extension appears in the list.

Filter the list

Two independent filters help you find a specific call.

By communication type. Open the drop-down beside the icon and pick a type to show only those calls.

By detail. You can also filter by time range, disposition code, name, number, remark, or AI summary.

• A disposition code is a short label that records how a call was handled (for example, a follow-up needed or a sale closed).
• An AI summary is a recap of the conversation generated automatically from the call.

Tip

The two filters work together. Choose a communication type first, then add a detail filter to zero in on a single call.

Manage individual call logs

Most actions appear when you hover over a call log entry. The sections below cover each one.

Refresh the list

If new calls come in while you are on the Call Logs page, a banner appears at the top. Click Refresh to pull the new entries into the list.

Note

The list does not update on its own while you are viewing it. If you think a recent call is missing, look for the banner and refresh.

View or edit a call note

A call note is your own text reminder attached to a specific call. To review or change a note you have added:

1. Hover over the call log, then click the note icon.
2. Edit the text in the pop-up window, then click Save.

View or edit a call transcription

A transcription is the written text of what was said on the call, and the summary is a short recap of it. To open both for a call:

1. Hover over the call log, then click the transcription icon.
2. In the pop-up window, review or adjust the Transcript and Summary. From here you can also:
   • Edit the summary by clicking the edit icon in the Summary section, then clicking Save in the top-right corner.
   • Copy the summary with the copy icon in the Summary section.
   • Search within the transcript using the search icon in the Transcript section.
   • Download the summary or transcript with the download icon, then choosing a file type.
3. Click OK to close the pop-up window.

Note

Whether a summary is generated and shown automatically depends on how your system administrator has set up the PBX (Private Branch Exchange, the phone system server). If you do not see a summary, this feature may be turned off for your account.

Editing the summary and saving your changes:

Follow up by email

To forward the details of a call to one or more email addresses, hover over the call log and click the email icon. The Cloud Voice App opens your configured email client and starts a new message pre-filled with the call details, ready to send.

Note

The Cloud Voice App hands the message off to whatever email program is set as the default on your computer. If no default email client is configured, the new-message window will not open.

Place a call

You can dial straight from a call log entry in either of these ways:

• Double-click the entry.
• Hover over the entry, then click the call icon.

Delete one call log

To remove a single entry:

1. Hover over the call log, then click the delete icon.
2. Click OK in the confirmation window.

Caution

Deleting a call log cannot be undone. The entry is removed from the Cloud Voice App on every device where you are signed in, not just this computer.

Clear all call logs

To wipe your entire personal call history:

1. Click the clear-all icon in the top-right corner.
2. Click OK in the confirmation window.

Danger

Clearing all logs is permanent. Every one of your personal call logs is erased from the Cloud Voice App on all of your devices at once, and there is no way to recover them.