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Call Page - User Actions Guide

File Path: console/src/app/[tenant]/(console)/comms/call/page.tsx Route: /[tenant]/comms/call

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Overview

The Call page displays a history of all phone calls handled by the system. Staff can view call details, listen to recordings, read transcripts, see AI actions taken, and filter/sort the call log. Calls are automatically transcribed and summarized by AI.

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Available Actions

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1. View All Calls

Purpose: Browse call history. Step-by-Step Instructions:

1. Navigate to Calls
   • Comms menu → Calls
2. View call table:
   • Date and time
   • Duration
   • Caller and receiver
   • Status
   • Summary and tags

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2. Filter Calls by Date

Purpose: Find calls from specific period. Step-by-Step Instructions:

1. Locate filters above table
2. Click date filter
3. Select date range
   • Or specific date
4. Table updates

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3. Filter Calls by Status

Purpose: Find calls with specific outcome. Step-by-Step Instructions:

1. Click status filter
2. Select status:
   • Completed
   • No answer
   • Voicemail
   • Failed
   • etc.
3. Table filters

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4. Filter Calls by Tags

Purpose: Find categorized calls. Step-by-Step Instructions:

1. Click tags filter
2. Select one or more tags
   • Tags assigned by AI
3. Table shows matching calls

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5. Sort Calls

Purpose: Organize call list. Step-by-Step Instructions:

1. Click sortable column header
   • Date column
2. Toggle sort direction
   • Ascending/Descending

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6. Listen to Call Recording

Purpose: Hear the actual call. Step-by-Step Instructions:

1. Find call with recording
   • Completed calls
2. Click play button
   • Audio player appears
3. Control playback:
   • Play/Pause
   • Seek
   • Volume

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7. View Call Transcript

Purpose: Read what was said. Step-by-Step Instructions:

1. Find call in table
2. Click “Transcript” link
   • Under date/time
3. Dialog opens
   • Full transcript displayed
4. Click outside to close

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8. View AI Actions Taken

Purpose: See what AI did during call. Step-by-Step Instructions:

1. Find call with actions
   • Shows “Actions Taken” link
2. Click “Actions Taken”
3. Tool Call Dialog opens:
   • Appointments booked
   • Information looked up
   • Messages sent
   • etc.

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9. Expand Call Summary

Purpose: Read full AI summary. Step-by-Step Instructions:

1. View summary in table
   • Truncated to 3 lines
2. Click on summary text
   • Expands to full content
3. Click again to collapse

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10. View Call Tags

Purpose: See AI-assigned categories. Step-by-Step Instructions:

1. Look at call row
2. Tags shown as badges
   • Above summary
3. Indicates call type/topic

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11. View Caller Details

Purpose: See who called. Step-by-Step Instructions:

1. Look at Caller column
2. Shows:
   • Patient name (if known)
   • Phone number
   • Call direction indicator

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12. View Receiver Details

Purpose: See who received call. Step-by-Step Instructions:

1. Look at Receiver column
2. Shows:
   • Staff/AI name
   • Phone number
   • Location (if multi-location)

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13. Clear Filters

Purpose: Reset to show all calls. Step-by-Step Instructions:

1. Click “Clear Filters”
   • Appears when filters active
2. All filters reset
   • Full call list shown
3. Or clear location filter separately

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14. Navigate Pages

Purpose: Browse through call history. Step-by-Step Instructions:

1. View pagination
   • Bottom of table
2. Click navigation:
   • Previous/Next
   • Page numbers
3. Different page loads

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Call Table Columns

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Call Statuses

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Call Recording

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AI Actions (Tool Calls)

Common actions the AI takes during calls:

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Disconnection Reasons

If call ended unexpectedly:

• Shows reason under status
• Human-readable format

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Location Filtering

For multi-location tenants:

• Location shown on call if applicable
• Can filter by current location
• Location icon with name

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Permissions

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Troubleshooting