Documentation Index
Fetch the complete documentation index at: https://docs.meetzy.io/llms.txt
Use this file to discover all available pages before exploring further.
Call History
The Call History section provides a comprehensive view of all calls made by your AI agents. You can search, filter, and analyze call data to monitor performance and identify insights with powerful filtering capabilities and customizable views.Accessing Call History
Navigate to Calls in the main menu to access your complete call history.Interface Overview
The calls interface consists of:| Section | Description |
|---|---|
| 📊 Header | Title, description, and selection status |
| 🔍 Filter Bar | Advanced filtering controls with visibility management |
| 📋 Call Table | List of all calls with key information |
| 📄 Details Modal | Detailed view of individual calls |
Advanced Filter System
Filter Visibility Configuration
Customize which filters are visible in your interface to streamline your workflow and focus on the most relevant filtering options.
Access Filter Settings
Click the settings icon next to the filter controls to open the filter visibility panel.
Toggle Filter Visibility
Use the checkboxes to show or hide specific filter types based on your needs.
Date Range Filter
Filter calls by predefined time periods or custom date ranges:- Today - Calls from the current day
- Yesterday - Calls from the previous day
- Last 7 Days - Calls from the past week
- Last 30 Days - Calls from the past month
- Custom Range - Select specific start and end dates with time
Use the datetime picker to set precise time ranges for your searches. The filter automatically adjusts to your local timezone.
Agent Filter with Evaluation Trends
Filter calls by specific agents (playbooks) with enhanced analytics integration:- Click the Agents dropdown
- Select one or multiple agents
- The filter shows “X agents selected” when active
- Access “View Evaluation Trends” directly from the agent selector for performance analysis
Status Filter
Filter by call status with visual indicators:| Status | Description | Indicator |
|---|---|---|
| 🟢 Completed | Call finished successfully | Green badge |
| 🟡 In Progress | Call currently active | Yellow badge |
| 🔴 Failed | Call encountered an error | Red badge |
| ⚪ No Answer | Recipient didn’t answer | White badge |
| 🔵 Transferred | Call was transferred | Blue badge |
Direction Filter
- Inbound - Calls received by your agents with 📞 icon
- Outbound - Calls initiated by your agents with 📲 icon
- All - Both directions
Success Filter
Filter by call outcome with enhanced evaluation criteria:- Successful - Calls marked as successful based on your evaluations
- Unsuccessful - Calls that didn’t meet success criteria
- All - All calls regardless of outcome
Advanced Call ID Search
Enhanced Call ID functionality with database search:Dynamic Tags Filter
Filter calls by dynamic tags that are automatically generated based on call content, outcomes, and agent behaviors.
- Dynamic Tag Generation - Tags are automatically created based on call analysis
- Multi-Select Capability - Select multiple tags to find calls matching any or all criteria
- Real-time Updates - Tag list updates as new calls are processed
- Custom Tag Support - Manual tags can be added to calls for additional categorization
Filter Presets
Create and manage filter presets:Enhanced Visual Indicators
Filter Status Indicators
The interface now includes improved visual feedback:| Indicator | Meaning |
|---|---|
| 🟦 Blue Badge | Active filter with values selected |
| 🔢 Count Badge | Number of items selected in multi-select filters |
| 🚫 Disabled State | Filter temporarily disabled (e.g., during Call ID search) |
| ✨ Preset Active | A saved preset is currently applied |
Selection Status
When calls are selected:- Selection Counter - Shows “X selected” in an emerald-colored badge
- Bulk Action Bar - Appears with available actions for selected calls
- Clear Selection - One-click option to deselect all calls
Call Table
The call table displays key information for each call with enhanced visual design:| Column | Description |
|---|---|
| Selection | Checkbox to select calls |
| Status | Call status badge with color coding |
| Success | ✓ or ✗ indicator with evaluation context |
| Agent | Name of the agent that handled the call |
| Direction | 📞 Inbound or 📲 Outbound with clear icons |
| From | Caller phone number with formatting |
| To | Recipient phone number with formatting |
| Duration | Call length in minutes:seconds |
| Date | When the call occurred with relative time |
| Tags | Dynamic tags associated with the call |
Bulk Actions
- Selection
- Export
When you select multiple calls:
- A selection indicator appears showing “X selected”
- Click Clear Selection to deselect all
- Bulk export options become available
- Additional bulk actions appear in the action bar
Enhanced Sorting
Click column headers to sort with improved indicators:- Single Click - Ascending order with ↑ arrow
- Double Click - Descending order with ↓ arrow
- Sort Memory - Last sort preference is remembered
- Multi-Column Sort - Hold Shift to sort by multiple columns
Pagination
Enhanced pagination controls:- Smart Page Sizes - 10, 25, 50, 100, 250 calls per page
- Jump to Page - Direct page number input
- Results Counter - “Showing X to Y of Z calls” with total count
- Performance Optimization - Efficient loading for large datasets
Quick Actions
For each call row with improved accessibility:| Action | Description | Shortcut |
|---|---|---|
| 👁️ View | Open call details modal | Click row |
| 📋 Copy ID | Copy call ID to clipboard | Right-click menu |
| 🏷️ Add Tags | Add custom tags to the call | Tag icon |
| 📊 Analytics | Quick performance insights | Chart icon |
Evaluation Trends Analysis
Access comprehensive evaluation trends analysis directly from the call history interface to track agent performance patterns over time.
Accessing Evaluation Trends
From the agent dropdown in your call filters:- Select the agent you want to analyze
- Look for the “View Evaluation Trends” button next to the agent name
- Click to open the evaluation trends dashboard for that specific agent
What You’ll Find
The evaluation trends analysis provides:- Long-term Performance Tracking - Monitor how your agent’s success rates evolve over weeks and months
- Success Rate Patterns - Identify trends, improvements, or areas needing attention
- Historical Context - Compare current performance with past periods
- Actionable Insights - Understand which evaluations are performing well and which need optimization
Performance and Optimization
Smart Loading
The system includes several performance optimizations:- Lazy Loading - Calls load as you scroll through the table
- Filter Debouncing - Prevents excessive API calls while typing
- Caching - Frequently accessed data is cached for faster loading
- Background Refresh - New calls appear automatically without manual refresh
Search Optimization
Best practices for efficient searching:- Start with Date Range - Narrow down the time period first
- Use Specific Agents - Filter by particular agents when possible
- Combine Filters Strategically - Use multiple filters to reduce result sets
- Save Common Searches - Use presets for frequently used filter combinations
Tips for Efficient Searching
Use Filter Presets
Save your most common filter combinations as presets for instant access to frequently needed views.
Leverage Dynamic Tags
Use automatically generated tags to quickly find calls with specific characteristics or outcomes.
Combine Multiple Filters
Stack filters like “Failed + Outbound + Last 24h + Specific Agent” for precise targeting.
Use Call ID for Debugging
When investigating specific issues, use the exact call ID for instant lookup with database search.
Customize Filter Visibility
Hide filters you don’t use regularly to streamline your interface and focus on relevant options.
Export Filtered Results
Export your filtered results for offline analysis, reporting, or sharing with team members.
Advanced Use Cases
Quality Assurance Workflow
Create QA Preset
Save a filter preset for “Failed + Last 7 Days” to quickly review problematic calls.
Performance Monitoring
Next Steps
Call Details
Learn about the detailed information available for each call including transcripts and analysis.
Evaluation Trends
Analyze agent performance patterns over time with comprehensive trend analysis.
Reporting
Generate comprehensive reports from your call data with advanced analytics.
Filter Management
Advanced filter configuration and preset management options.