Call History & Audit Trails
To access this feature, open your CRM Dashboard and navigate to Call History or Audit Trails. Review historical call events, notes, duration timestamps, and employee actions without rebuilding reports or searching multiple disconnected systems.
Setup Instructions
Step 1
Navigate to Call History or Audit Trails in the administrative navigation sidebar.
Step 2
Review the chronological ledger of all customer conversations, dial attempts, and disposition statuses.
Step 3
Select any individual log entry to open the full communication audit record, including device information and exact call duration.
Step 4
Verify team notes and next-action tags entered by telecallers immediately following the call completion.
Step 5
Filter the audit trail by date range, caller name, phone number, or call outcome to isolate specific interactions.
Step 6
Cross-reference call timestamps with lead pipeline stages to confirm whether SLA follow-up deadlines were met.
Step 7
Export the filtered log as an audit-grade CSV or Excel file for compliance reviews, executive reporting, and external records.
Got Questions?
Frequently Asked Questions
No. All call history and audit trail entries are immutable and stored in a read-only compliance format to prevent tampering.
Audit logs are retained indefinitely in your cloud workspace, allowing complete historical lookbacks and reporting across any date range.
Yes. When agents make calls without internet access, the mobile app queues encrypted logs locally and uploads them to the audit trail as soon as connectivity is restored.