Review the Call Log

Creation date: 6/10/2026 1:35 PM    Updated: 6/10/2026 1:47 PM

Overview

This article helps you review automated call activity. You may need this when you want to search recent calls, confirm outcomes, or export call records.

Before you begin

  • You need access to Automated Calls.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Automated Calls.
  4. Click Call log.
  5. Enter text in the search box if you want to narrow the results.
  6. Review the table columns for Call StartCall EndPatientPhoneTaskCall ActionStatusOutcomeTrigger, and Transcript.
  7. Open the overflow menu in the header if you want to export the results.
  8. Click Export CSV if you want to download the current log set.

Troubleshooting

  • If no calls appear, then clear the search text and try again.
  • If Export CSV is unavailable, then wait for the list to finish loading.
Onboarding, setup, org-level config