Where to find itConversations
Open a call
- Go to Conversations. Calls are in the Calls tab.
- Select a call from the list.
- Read the Summary or Transcript. If there’s a Recording, press play.
- Press Refresh to load new calls.
Each record shows the assistant, the duration, and the number the call came from. Browser tests are marked as a browser test, with no number. If the caller blocks their caller ID, you’ll see Number withheld.
Good to know
The summary can take a few seconds to generate. If you see “Summary still being generated…”, wait and press Refresh.
Use the call to improve the assistant
- If it gave a wrong detail, fix the instructions or the document.
- If it missed a question it should ask, add it to the instructions.
- If an action didn’t complete, review its setup.
Delete a call
Press Delete call. The transcript, summary, and recording link are removed. This can’t be undone.