Filters

• All Agents

  • Search by keyword or phrase

  • Filter by date range

  • Filter by tags

• Voice-Based Agents Only

  • Filter by Success Evaluation

  • Filter by Answered Status

  • Filter by Campaign

Status Indicators & Actions

• Read/Unread
  • Unread items have a dot indicator

• Quick Actions

  • Mark as Reviewed

  • Save for Later

  • Delete

• Conversation Summary: Summarize the dialogue briefly

• Success Evaluation: Returns True if the AI voice agent successfully completed the task (e.g., appointment booking)

• Dynamic Variable & Custom Analysis: Shows pre-call variables and post-call analysis data

• Export as CSV: all conversations during the time frame selected or individual conversation

  • Users can select which columns they want to export for their conversation

    

Customize Conversation Tab

• In Client Access, you can change the Conversation Label Variable. Variable can be Post Call Analysis data (voice-based platforms only).

Voice-Based Platforms

• Table View of conversations

• Detail Tabs

  1. Conversation Summary – AI-generated recap of key points

  2. Success Evaluation – Success of evaluation

  3. Custom Analysis – Custom analysis set up for the agent in agent building platform