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Managing Calls in Inbox

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Joshua Lim
3 min read

Call activities in Inbox list every call with a Contact, including ongoing, missed, and transferred calls. Review them from the Call activities tab in the sidebar, without leaving the conversation. For recorded calls, you can play the recording, read the transcript, and view an AI call summary.

Viewing call activities

When a Contact has call-related history, all call-related activities are available in the dedicated Call activities tab.

Call activities include call-related history and call-related activity for a Contact.

Ongoing calls will always appear at the top of the list.

These activities are grouped by date, which is the same as the other Activities tab.

The following call-related events are recorded:

  • Permission request accepted / declined

  • Incoming & outgoing calls (ongoing and ended)

  • Missed call or no answer

  • Call ended due to maximum duration

  • AI Agent transferred call to human agent (accepted, missed, or declined)

Call details

If enabled in Workspace settings, additional call details such as recordings, transcripts, and AI call summaries are available for each call.

To see them, click View call details on the event card for the call in the Conversation view.

The Call details view opens in the sidebar, with the recording player and the Summary and Transcript tabs.

Call ended event card in the Conversation view, showing the AI call summary title and the View call details link highlighted.

Call recordings

Call recordings let you review calls with Contacts after they end.

Call recording controls include download recording, play recording, and replay from start.

This is what you can do with call recordings:

  • Play back the recording from the call card in the Call activities tab, or from the Call details view.

  • Download recordings for offline reference.

For calls that include an AI Agent to human agent transfer — including any missed or declined transfer attempts — the entire interaction is saved as a single recording file.

Call transcripts

Transcripts are available only if Call Recording and Call Transcript & AI Call Summary are enabled in Workspace settings.

Click View call content to view the call transcript.

This is what you can do with call transcripts:

  • Click View call content on the call card to open the Transcript tab of Call details.

  • Copy text for easy reuse.

  • Download full transcripts for documentation or compliance.

For calls that include an AI Agent to human agent transfer — including any missed or declined transfer attempts — the entire interaction is generated as a single transcript.

AI call summaries

AI call summaries recap a call, so you don’t need to read the full transcript or play the recording.

A summary is generated automatically from the transcript after a recorded call ends. It’s available only if Call Recording and Call Transcript & AI Call Summary are enabled in Workspace call settings. Each summary includes:

  • Title: A short description of what the call was about.

  • Summary: The key points discussed and the outcome.

  • Action items: Next steps, including who’s responsible and any due dates mentioned.

The summary is written in the language spoken on the call. If the language isn’t clear, it’s written in English.

For calls that include an AI Agent to human agent transfer, one summary covers the entire call, from start to finish.

View an AI call summary

  1. In the Conversation view, click View call details on the event card for the call. The title of the summary appears on the card.

  2. Select the Summary tab.

    Call details view in the Call activities sidebar with the Summary tab highlighted, showing the Title, Summary, and Action items of an AI call summary, with Copy and Download buttons.

You can also find summaries in the Call Summary column of the Call Log in Reports > Calls. Hover over a summary to read more of it.

Reports Calls page with the Call Summary column highlighted in the Call Log table, and a tooltip showing the full AI call summary.

Copy or download an AI call summary

  • Click Copy to copy the whole summary to your clipboard.

  • Click Download to save it as a .txt file. The file also includes the numbers involved, Channel, language, duration, and timestamp.

If an AI call summary is empty or unavailable

  • If the call has no key points, the Summary section shows "No summary points available".

  • If the call has no follow-up tasks, the Action items section shows "No action items required".

  • If a summary couldn’t be generated, the Summary tab shows "Call summary unavailable". Copy and Download are disabled.

Each AI call summary uses 1 AI credit. Learn more about AI credits.

If you turn off Call Transcript & AI Call Summary, no new summaries are generated. Existing summaries stay accessible.

AI Agent call transfers

When an AI Agent transfers a live call to a human agent, the transfer appears in the Incoming Calls tab and the Conversation view.

Receiving a transferred call

Incoming Calls tab: The transferred call row displays — "[Transfer icon] From [AI Agent Name]"

Conversation view: The incoming call CTA displays — "Transfer from [AI Agent Name]"

Transfer Contact events

All transfer outcomes are logged as Contact events:

Outcome

Event displayed

Human agent accepts

"[Agent Name] accepted the transferred [channel] call from [AI Agent Name]"

Human agent misses or declines

"[Agent Name] missed the transferred [channel] call from [AI Agent Name]"

If a transfer is missed or declined

If a human agent misses or declines the transferred call, the call does not end. The system automatically routes the call back to the AI Agent, which resumes the conversation with: "I couldn't connect you to a human agent just now, but I'm here to help. What can I do for you?"

Note: The AI Agent resumes without retaining the context of the conversation prior to the transfer attempt.

What's next?

You’ve learned how to view and manage call activities in Inbox. Next, learn how to manage Contacts in Inbox so you can keep customer information accurate, view key details in the sidebar, and stay focused on your conversations.

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