Reading your calls

Calls is your conversation log. It brings together phone calls, website chats, talk in browser and emails, so you can see what customers needed and what happened.

Find a conversation

1. Open Calls.
2. Choose a Month, or All months.
3. Narrow it down by Outcome, Topic or Channel.
4. Select a conversation to open it.

Clear filters resets outcome, topic and channel. It doesn't change the month.

Read the details

You'll see the channel, length, topic, opportunity and the caller's contact details if they gave them. Needs a person tells you whether your team should follow up.

Summary is the recap for you. Where available, you'll also see What the caller said, a Knowledge gap and a summary written for the caller.

Summary sent to caller means it was emailed to them. A Texted badge means an after-call text went out.

Recordings and transcripts

Recordings aren't shown in the app. Full transcripts are kept for the Leadica team only, marked Transcript (Leadica only). If you need to know exactly what was said on a call, email hello@leadica.io with the date and time.

Follow up

Use the summary and contact details to decide your next step. Check the details before assuming a booking or quote is complete.