From here, you can access transcripts, listen to call recordings, export data, archive calls, or send call details directly to Autochart.ai.
Overview
To access the Call Log:
Click Call Log in the left sidebar.
You will see a table listing all recorded calls.
Each call entry includes:
Call Status
Duration
Agent
Caller
Time
Summary
Archive
Actions
Searching and Filtering Calls
You can quickly locate calls using the search and filter tools at the top of the page.
Search Bar
Use the search field to look up calls by:
Phone number
Summary title
Transcript content
Status Filter
Filter calls by:
All
Non-archived
Archived
Date Range
Use Date From and Date To to filter calls within a specific time period.
Click Search to apply filters.
Click Clear to reset filters.
Downloading Call Logs
You can export selected call logs to CSV.
Select one or more calls using the checkbox on the left.
Click Download.
A CSV file will be generated containing:
Call metadata
Transcripts
Structured data collected during the call
This is useful for reporting, compliance, or internal review.
Viewing Call Details
Click the arrow icon under Actions to open a call.
Inside the Call Details page, you will see:
Call Information
Caller number
Agent name
Time and duration
Call summary title
Transcript summary
Call Audio
You can listen to the full call recording using the built-in audio player.
This allows you to:
Review conversations
Audit performance
Verify information collected
Transcript Tab
The Transcript tab shows the full conversation between the caller and the voice agent.
You can see:
Agent responses
Caller responses
Emergency disclaimer delivery
Intake questions
Collected information
This provides a clear, readable record of the interaction.
Details Tab
The Details tab includes structured results from the call.
Evaluation Criteria Results
This section shows whether the agent:
Followed the correct intake path
Asked required questions
Delivered disclaimers
Avoided providing medical advice
Successfully completed the workflow
Data Collection Results
This displays structured data collected during the call, such as:
First name
Last name
Date of birth
Health card number
Province
Phone number
Reason for visit
Intake responses
This structured output is what enables sending data directly to Autochart.ai.
Sending a Call to Autochart.ai
You can send a completed call directly into an Autochart.ai account.
Open the call.
Click Send to Autochart.ai.
Select the destination Autochart.ai account.
Choose the date and time for the booked encounter.
Review the preview data, if desired
Click Send.
The structured intake information will be transmitted to the selected Autochart.ai account.
Archiving Calls
You can archive calls to keep your active call log clean.
Select a call.
Click Archive.
Archived calls can still be accessed by adjusting the Status filter.
Best Practices
Regularly review transcripts to ensure workflows are functioning as expected.
Use evaluation results to audit intake quality.
Export data periodically for reporting or compliance tracking.
Archive completed calls to keep your dashboard organized.
Support
If you experience issues with:
Missing transcripts
Audio playback
Sending to Autochart.ai
Incorrect data collection
Export errors
Please contact: [email protected] for guided assistance.
We are happy to help ensure your call workflows are running smoothly.