Calls

Call Details

Selecting a call from Past Calls opens the Call Details view. This page provides a deeper record of the interaction, including call metadata, debtor and account information, quality scoring, recording access, call flow execution, and transcript content.

Use Call Details when you need a full record of what happened during a call.

Call Metadata

The top of the Call Details view summarizes core call information, including:

  • Created

  • Duration

  • Status

  • Direction

This provides a quick operational summary of the call.

Debtor and Account Info

The Debtor & Account Info section displays account-level and consumer-level details associated with the call.

Examples shown include:

  • Amount Owed

  • Account #

  • Institution

  • Original Amount

  • Name

  • Phone

  • Email

  • SSN (masked)

  • DOB

This makes it easier to review the account context alongside the call itself.

From the Call Details view, users can also access actions such as:

  • View All Debtor Communications

  • Download All Files

These actions are useful when a broader communication history or supporting files are needed.

Call Quality Score

The Call Quality Score section displays the evaluated quality of the call.

In the example shown, this includes:

  • an overall numeric score

  • a quality label such as Excellent

  • a breakdown section for scoring criteria

If scorecards are configured, this section helps teams review how the call performed against defined quality standards.

Recording

The Recording section allows users to load and listen to the call recording.

This is commonly used for QA, dispute review, training, or operational validation.

Call Flow

The Call Flow section shows the sequence of steps completed during the call.

This includes:

  • a Call Flow Summary

  • the total number of completed steps

  • individual step entries

This helps teams understand how the strategy executed during the interaction.

Transcript

The Transcript section provides a text record of the conversation, including timestamps and speaker labels.

This is useful for:

  • reviewing exact language used during the call

  • validating disclosures

  • analyzing call outcomes

  • supporting compliance or QA review

Summary

The Call Details view gives teams a complete record of an interaction, combining metadata, account context, quality review, call flow activity, and transcript data in one place.

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