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Cloud Voice Documentation

Manage Your Call Logs

Your personal call logs record every call you place, receive, and miss. From the Call Logs page in the Cloud Voice App web client you can review that history, narrow it down with filters, and follow up on individual records without leaving the page.

Open your call logs

Section titled “Open your call logs”

Sign in to the Cloud Voice App web client and select Call Logs.

Filter the list

Section titled “Filter the list”

Two optional filters help you find a specific record.

  • To show only one kind of activity, open the communication-type drop-down on the group icon Communication type filter and choose a type.

    Call Logs page with the communication-type filter open

  • To search by other criteria, filter on time range, name, number, remark, AI summary, or disposition code.

    Call Logs filtered by time range and other fields

Work with a record

Section titled “Work with a record”

Each entry supports the actions below.

Refresh the list

Section titled “Refresh the list”

When new calls arrive while you are viewing the Call Logs page, a banner appears at the top. Click Refresh to load the latest entries.

Banner prompting you to refresh the call log list

Start a chat

Section titled “Start a chat”
  1. Right-click the record you want.
  2. Select Chat.

View or edit call notes

Section titled “View or edit call notes”

Click Call note next to the record to open its notes for review or editing.

View or edit a call transcription

Section titled “View or edit a call transcription”

  1. Click Transcription next to the record.

  2. In the window that opens, review or change the Transcript and Summary as needed.

    • To change the summary, click Edit in the Summary section, make your edits, then click Save in the top-right corner.

      Saving an edited call summary

    • To copy the summary text, click Copy in the Summary section.

    • To find text within the transcript, click Search in the Transcript section.

    • To save a copy, click Download and pick a file type for the summary or transcript.

  3. Click OK to close the window.

Follow up by email

Section titled “Follow up by email”

Click Email next to the record. The Cloud Voice App opens your default email client and drafts a new message pre-filled with the call details.

Place a call

Section titled “Place a call”

Do either of the following:

  • Double-click the record.
  • Click Call next to the record.

Delete a single record

Section titled “Delete a single record”
  1. Click Delete next to the record.
  2. Click OK to confirm.

Clear all records

Section titled “Clear all records”
  1. In the top-right corner, click Clear all call logs.
  2. Click OK to confirm.