Documentation pages

Calls and Recordings

Call History

Call History provides a detailed record of campaign calls.

How to review calls

  1. Select Call History.
  2. Use search to find calls by phone number.
  3. Use available filters such as all calls, lead-related calls, or calls with issues.
  4. Expand a call to view additional information.

Depending on the call, Talk-Lee can provide:

  • Campaign information
  • Call duration/status
  • AI summary
  • Lead outcome
  • Transcript
  • Recording playback

Transcript and Summary

Use the transcript to understand what was actually said. Use the AI summary for a faster overview, but verify important sales or compliance details against the transcript when necessary.

Call detail page

Select a call to open its own page, where available, for the full record of that single call.

Dial again

Where the action is available, use it to place a follow-up call to the same number.

Call issues

Where a call had a technical problem, Talk-Lee can show an issues panel explaining what happened and what to check.

Recordings

The Recordings page provides access to stored voice recordings according to your plan and retention policy.

Recording storage and retention depend on your plan. The pricing page lists the storage allowance and retention period for each plan. Recordings older than the retention period are removed, so download anything you need to keep for longer.

Use recordings for:

  • QA
  • Agent coaching
  • Objection analysis
  • Conversation-flow improvement
  • Troubleshooting audio issues
  • Client review where appropriate

Do not share recordings outside authorized users or purposes.

Analytics

Analytics helps you understand campaign and calling performance.

Typical metrics

Depending on available data, you can review metrics such as:

  • Total calls
  • Answered calls
  • Failed calls
  • Campaign performance
  • Call trends over time
  • Outcomes
  1. Select Analytics.
  2. Choose the relevant period.
  3. Review overall call trends.
  4. Compare campaign performance.
  5. Use Call History to investigate unusual outcomes.