Documentation pages

Follow-ups

Assistant

Where the Assistant area is enabled for your account, it brings together follow-up work created by your calls.

Assistant areas

  • Actions — tasks the AI agent agreed to during calls, and their status
  • Meetings — appointments booked during calls
  • Reminders — follow-ups scheduled during calls

How to use Assistant

  1. Select Assistant from the sidebar.
  2. Review the items waiting for attention.
  3. Open an item to see the call it came from and what was agreed.
  4. Complete, reschedule, or dismiss the item as appropriate.

Use Assistant at the end of each calling day so agreed follow-ups are not missed.

Meetings and Reminders

Where enabled, Meetings and Reminders are also available as their own areas in the sidebar.

Meetings

  1. Select Meetings.
  2. Review upcoming and past appointments.
  3. Open a meeting to see its details and the call it came from.
  4. Create a meeting manually where the action is available.

Reminders

  1. Select Reminders.
  2. Review reminders by date.
  3. Select Create reminder to add one manually.
  4. Confirm, reschedule, or dismiss a reminder when it is due.

Email

Where the Email area is enabled, it shows email activity related to your calling — for example follow-up emails the AI agent sent after a call.

  1. Select Email.
  2. Review sent items and their delivery status.
  3. Open an item to see what was sent and which call it relates to.

Email actions must be approved in the campaign configuration before an agent can send anything.

Reviews

Where the Reviews area is enabled, it is used to review conversations for quality.

  1. Select Reviews.
  2. Open a conversation.
  3. Review the transcript and any recording.
  4. Record your assessment where the controls are available.

Use Reviews to build a consistent view of agent quality across a campaign rather than judging single calls in isolation.

Notifications

Talk-Lee can notify you about events that need attention, such as a campaign problem or a usage threshold.

  1. Select the notification control in the top bar, or open Notifications from the sidebar.
  2. Review unread items.
  3. Open an item to go to the relevant area.
  4. Mark items as read once handled.