The Calls page is the full list of every call your agent has handled. This article covers the filtering and exporting tools at the top of the page. For drilling into a specific call, see Reviewing call details.
Filters
Two filter controls sit at the top of the Calls page:
Contact type
A row of tabs filters the list by who called:
All Calls (default) — every call.
Leads — calls from contacts classified as leads.
Customers — calls from contacts classified as customers.
General — calls from contacts of unspecified type.
The labels on the Leads and Customers tabs use the customer/lead nouns you set under Business Details (so they may say "Prospects" or "Patients" instead).
Outcome
A popover with checkboxes filters by call outcome. The options:
Appointment
Transfer
Message
Completed
Failover
Blocked
By default, only Appointment, Transfer, Message, and Completed are selected — so failover and blocked calls are hidden from the list out of the box. To include them, open the Outcome filter and check the boxes you want.
Selecting all six options is treated the same as no filter at all.
Both filters reset the list to page 1 when changed.
What about free-text search?
There's no free-text search box on the Calls page today. To find a specific caller, narrow by contact type and outcome, then scan the list. The detail panel of an individual call also shows a Previous call link to the most recent earlier call from the same contact, which is the easiest way to walk through one caller's history.
Date range
There's no date filter on this page; the list shows the last 365 days of calls. If you need to look further back, contact us.
The Calls page's date range is independent of the Dashboard's date range — picking a 30-day range on the Dashboard doesn't change what the Calls list shows, and vice versa.
Pagination and sort
The list shows 25 calls per page, sorted most recent first. Use the Previous and Next buttons at the bottom to page through. The footer shows "Showing X to Y of Z results."
You can't click column headers to sort the list — sort is fixed.
Exporting to CSV
Click the Export button to download a CSV of the calls in your current filter.
A few rules to know:
Up to 1,000 rows per export. If your filter has more than 1,000 matching calls, only the most recent 1,000 are included. You'll see a warning on the Export button if this applies to you.
The export respects your filters. Whichever contact-type tab and outcome filter you've selected is what gets exported.
CSV only. No XLSX or JSON option today.
Columns in the exported CSV
The CSV columns are fixed (you can't pick which to include) and mirror what you see in the call detail panel:
Call timestamp, caller name, phone, contact type, agent name
Call outcome, AI summary, billable minutes
Appointment type, booking duration, appointment time (when applicable)
Transfer destination name and number (when applicable)
Message content (when applicable)
User sentiment, end reason
Caller details (custom field values), contact email, contact call count
Empty fields are blank in the CSV (e.g., the Appointment columns are empty for non-appointment calls).
Preview sample data
If your call volume is still low, you may see a Preview sample data toggle in the page header. Turn it on to see what a populated Calls list looks like with realistic sample data. The sample data still respects your filters, so you can try out the contact-type tabs and outcome filter to get a feel for them.