Call Results & Transcripts

After calls complete, each contact’s result appears in the campaign results table. This is your primary workspace for reviewing outcomes and deciding on next steps.

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Results Table

The table shows every contact in your campaign with their current status:

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Filtering

Use the status filter above the table to show only a specific subset (e.g. just answered calls, or just missed calls). This is useful when you want to focus your follow-up effort on a particular outcome.

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Read / Unread State

Results are marked as unread (bolded) until you open them. This inbox-style approach lets you track which results you have already reviewed. Unread counts appear next to the campaign in the sidebar.

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Archiving

Once you have reviewed a result and taken any necessary action, click Archive to remove it from your active view. The results table has two top-level views: Inbox (active) and Archived — switch between them using the toggle above the table.

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Viewing a Transcript

Click any contact row to open the detail panel. It contains:

• Call recording — playable audio of the full call
• Transcript — timestamped text of the conversation
• AI Summary — a one-paragraph summary of what was discussed
• Lead Warmth — a classification of the contact’s interest level: Hot, Warm, Cold, Dead, or Unknown (you can override the AI’s classification from this panel)
• Action Items — see below

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Action Items

After every answered call, the AI extracts action items from the transcript and attaches them to the call result. Each item captures: Each item has a Completed checkbox you can tick once you’ve followed up. Completion state is preserved with the call result, so reopening the panel shows what’s done and what’s still outstanding. Use action items as your follow-up worklist — they let the AI capture commitments made during the call (e.g. “send pricing”, “confirm a demo time”) so nothing slips through the cracks.

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Lead Warmth

Lead warmth is automatically assigned by the AI at the end of each answered call, based on the contact’s sentiment, engagement, and expressed intent:

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Lead Warmth in the Campaign Summary

When viewing a multi-number campaign in the campaign summary view (the recipient-level list, as opposed to the per-call drilldown), each recipient row shows a lead warmth badge reflecting the hottest outcome across all of that recipient’s call attempts. This lets you instantly identify the best leads without opening individual call records. The summary view also includes a sort control in the filter bar:

• Sort by: Lead Warmth (default) or Name
• Direction: Descending (hottest first, default) or Ascending

Use the sort combo box and direction toggle at the top-right of the recipient list to reorder results. The sort applies across all pages — the hottest leads always surface to the top regardless of when they were called. Use the Lead Warmth sort in the results table to prioritise your manual follow-up on the hottest leads first.

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SMS Follow-up

For campaigns with SMS follow-ups enabled, the AI verbally confirms the SMS destination with the contact during the call. After the call ends, the system automatically sends the SMS to the confirmed number. When a confirmed send succeeds, the call’s expanded view shows a read-only SMS sent to <number> line. No further action is needed.

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Action Items for SMS

If the system cannot send the SMS automatically, or needs the operator to verify the destination, a red action item appears in the task banner at the top of the expanded call row. There are three types of SMS action items:

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Remediating an SMS Action Item

1. Expand the call row to see the red task banner.
2. Enter a new phone number in the input field inside the task.
3. Click Send (or Resend for a prior failure).
4. On success, the task auto-clears and the sent line appears in the expanded view.

For Send failed tasks, hover over the task label to see the Twilio rejection reason. You can also manually dismiss a task by marking it complete if you intend to handle it offline.

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Exporting Results

Click Export all campaign data above the results table to download a CSV of call outcomes, including status, duration, and lead warmth. You can also export recordings and transcripts in bulk.