Calls, Transcripts and Recordings

Find any call, read the transcript and AI summary, see the tools and knowledge it used, and control how long transcripts are kept.

Calls, Transcripts and Recordings

Every call a voice agent makes or answers becomes a record: transcript, AI summary, outcome, the tools it called, the knowledge it cited, and — where recording applies — the audio. This is where you find out what the agent actually did, rather than what you configured it to do.

What you'll need

Find a call

Per agent — Agents → Agent Types → Voice Agents, then one of:

All three land on the agent's Calls page (/voice/<agent id>/calls), headed Calls with "Voice agent · <name>" underneath, plus Refresh and Back to Voice Agents.

Per contact — open the contact and read their Activity Timeline; calls appear alongside their chats, texts and emails.

Recent activity per agent — click an agent's row on the Agents page to expand a peek of its five most recent calls in the selected date range, with Open all N → to the full list.

Work the call list

The page is built for triage, in three layers.

The KPI row across the top summarises the current range and doubles as a filter — click a card to apply it:

Card Meaning
Total Calls in range
Active now Calls in progress right now
Resolved Share of analysed calls that resolved, with the counts in the tooltip. A dash means nothing has been analysed yet — never a fake 0%
Escalated Calls that went to a human
Needs review Calls flagged for a person to look at

The filter bar holds a search box — "Search by number, status, summary, or call ID" — a date range, a sort control, and a status filter with Live · Open · Completed · Ended · Failed · No answer · Voicemail. The result line tells you how many calls match and says (filtered) when a filter is on.

The list shows one row per call, with pagination underneath. Select rows with their checkboxes for bulk actions.

Start from Needs review and Escalated, not from Total. Those two are where the agent's behaviour is worth your attention.

Read a call

Click a row to open the call (/calls/<call id>).

The header carries the AI-generated call title, a status or outcome badge, and underneath it the call id, the number of turns and the date. To its right:

On wide screens a rail on the left lists the agent's other calls so you can work through them without going back; on narrower screens that becomes previous/next buttons in the header.

The centre column is the transcript, turn by turn, with the resolved contact's name on their side of the conversation. When the call has a recording, the player sits above it and stays in view while you scroll — see Listening to a recording.

The sidebar

Card What it tells you
Contact Who the call was with, with task / note / deal actions. Unlinked? Associate it with a contact from here, or accept the identity suggestion shown
AI Summary What happened, generated after the call
Recording The call's length and Play above the transcript, where a recording exists — or why there is none
Outcome The classified result of the call
Call info From, To, Direction, Company, Placed by (for a human-dialled call), Duration, Started, Ended, why it disconnected — and, for a call raised by a helpdesk journey, links to the originating ticket and orchestration
Signals Signals detected in the conversation
Tools used Every tool the agent called, with arguments and results
Knowledge used Which Tenant Brain concepts the answer drew on, and the queries it ran
Token usage Model usage for the call

Tools used and Knowledge used are the two that answer "why did it say that?". A wrong answer with no knowledge lookup behind it is a different problem from a wrong answer that cited the wrong published concept — the first is your instructions, the second is your Brain.

Recordings

Which calls carry audio depends on how the call happened:

Call type Recording
Outbound telephony Recorded by the platform
Inbound telephony Recorded by the carrier
Browser (web delivery) Always recorded
Agent test runs Recorded

Where a recording exists, the player above the transcript plays it. Where one was removed under your retention policy, the player's place says so rather than appearing empty.

Listening to a recording

The player has what you expect from any audio app:

Click the player once and the keyboard works while it has focus — never while you are typing elsewhere:

Key Does
Space Play / pause
← / → Back / forward 10 seconds
Shift + ← / → Back / forward 30 seconds
, / . Slower / faster
? Show these keys

Nothing downloads until someone presses Play, so opening a call page does not fetch its audio. The same player appears, smaller, in the call panel of a contact's record drawer, and on a meeting page with uploaded audio — where the transcript line being spoken is highlighted and followed as it plays, and each line's time plays from there.

Who can listen, who can download, and the record of both

Recordings play in current versions of Chrome, Edge, Firefox and Safari (Safari 18.4 or later, on Mac, iPhone and iPad). An older browser shows a message instead of the player.

Recording carries legal obligations that vary by jurisdiction, and often require telling the caller. If your agents record, say so in the greeting or early in the instructions.

Transcript retention

Transcripts are kept until your retention policy removes them. There are two places to set that:

Workspace-wide — Settings (the gear icon) → Access & security → Transcript Retention. Unconfigured means kept indefinitely. See Transcript Retention.

Per agent — the Transcript Retention section on the voice agent's Telephony tab. Choose Inherit, a Custom window, or Keep forever. The banner there names the workspace's current mode so you can see what you are overriding.

A removed transcript is a distinct state, not an empty one. The call record survives; the transcript view shows a notice naming the policy and the date it was removed, the recording card says the recording was removed, and Copy and Export are hidden. A call showing that notice is your retention policy working, not a fault.

Retention removes the transcript, the tool call detail and — depending on your policy — summaries and quotes, and optionally the recording.

Re-running analysis

Summaries, outcomes and analytics come from a post-call analysis pass. If it had not run yet when you looked, wait and refresh. Calls from before an analysis change can be re-analysed so old calls are scored on the same basis as new ones.

Reading across many calls instead of one

For patterns rather than incidents, use ⋯ → Performance & insights on the agent's row: scores for accuracy, tone and efficiency, goal attainment against the Goals you set, and voice runtime tiles — Interruptions / call, Response latency, LLM / TTS first byte and Tool success. That is the right surface for "is this agent getting better?", and for tuning turn-taking; see Turn-Taking, Interruptions and Dead Air.

Troubleshooting

Next steps