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When the AI Voice Assistant answers your phone, the CRM creates a call record so you can see who called, what they wanted, and what the assistant did. This is where you catch the booking you almost missed and follow up on questions you could not take live.

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Where to find it

Open AI Calls in the main menu to see your call history, newest first.
The AI Calls screen showing a list of calls handled by the AI Voice Assistant.

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What each call shows

Select any call to open its full detail.

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Linking calls to customers

When the caller’s number matches an existing customer, the call record identifies that customer automatically. The assistant can use the match to discuss relevant appointments without asking for contact information again. New callers can be captured as leads or customers through an enabled call action.

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Calls in progress

A call that’s happening right now appears in the list marked Live or In progress. You can watch it arrive rather than waiting for it to finish. When recording completes successfully, audio is attached after the call ends. Very short, silent, interrupted, or failed calls may not produce a recording. If the call detail shows a recording error and the audio remains unavailable, contact support with the call time and caller number.

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Act on a call

You don’t have to leave the list to deal with a caller. Each call carries its own actions:
Blocking is a hard stop. A blocked number hears a busy signal, and the call produces no charge and no transcript — you won’t see the attempt in this list. Use it for robocallers, not for a customer you’re avoiding.

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Blocklist

Blocking from a call adds the number to your blocklist. To review everything you’ve blocked — or to unblock in bulk — go to Settings → AI Assistant → Blocklist.
AI call history is isolated to your workspace. Owners, administrators, and team members with AI Assistant view permission can open it. Authorized support personnel may access call information when needed to investigate a reported issue. See the Trust Center for the full data-handling explanation.

AI Assistant setup

Configure greeting, actions, and call handling.

AI & Call Data

What’s stored, who can see it, and AI limits.

Leads

Turn callers into tracked leads.

Customers

Customer records linked to calls.