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The Calls page appears in the sidebar when calling is enabled for the event. Open Calls. Tabs: Recent, History, and Archived.

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How do I see who is on a live call?

  1. Open Calls.
  2. Use the Active calls table (Direction, Name, Team Member, Status, Started, Elapsed).
  3. Click Assign to assign an inbound call to Me or another associate.
  4. Click End, confirm Are you sure?, then End.
On duty lists who can take calls. Open Settings > Calls to change routing. Each agent can Set available or Set not available.

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How do I review recent or past calls?

  1. Stay on Recent for the latest completed calls, or open History.
  2. On History, filter All directions (or In / Out), Search by name, All team members, and All statuses (for example Missed, Voicemail, Completed).
  3. Click a column header to sort.
  4. Open the row menu (⋮) for View Comments, Call back (when outbound calling is on and a person is linked), or Archive.

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How do I archive or unarchive a call?

  1. On Recent or History, open the row menu (⋮) and click Archive.
  2. Open Archived to see archived calls.
  3. Click Unarchive on a row to restore it.

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How do I add a comment on a call?

On Recent, use Add comment or View all comments in the comments column.