Phone basics
Call History
Call History shows the calls made and received through Waveline, helping you understand what happened and what to do next. Review who called, which inbox handled the conversation, whether the call was answered or redirected, and any available recording, call summary, or voicemail.
Where to find Call History
On the web
Open Phone → Calls. Select a call from the list to open its details beside the list.
On mobile
Open the Calls tab in the bottom navigation. Tap a call to open its details.
Search for a call
On the web
- Select Workspace search in the sidebar, or press Cmd+K on Mac or Ctrl+K on Windows.
- Enter at least three characters from the participant’s name or phone number.
- Select Calls to show call results.
- Use the inbox, status, or date filters to narrow the results.
- Select a result to open the call details.
For more information about opening Workspace search, see Dashboard Overview.
Call search uses supported participant names and phone numbers. It does not search recording transcripts or call summaries. Closing Workspace search clears its query and filters.
Web call results also show when the call started, helping you distinguish calls involving the same person.
On mobile
Open Calls and use Search calls. Enter at least three characters, then tap a result to open its details. Shorter text does not start a search. Clear the search to return to browsing the list.
Choose which calls to review
Use the inbox filter above the list to select All, My line, or a specific available inbox. All reflects your inbox access and viewing choices; it does not automatically include every teammate's personal line. See Viewing and notifications.
On mobile, Calls remembers your selected inbox when you leave the tab or reopen the app. Check that filter first if the list looks narrower than expected.
Select Unhandled to review qualifying calls across inboxes you work in or follow as a Viewer. It replaces the selected inbox scope; other active filters can still narrow the results. See Unhandled Calls.
Use Status to select Answered, Missed, Voicemail, No Answer, Abandoned, Transferred, Forwarded, or Outbound. In Progress can appear as a call outcome but is not a selectable status filter.
On web, select the calendar icon above the call list to filter by date. On mobile, select Date. Choose All, Today, Last 7 days, Last 30 days, This month, or a custom range. Dates apply to when the call started and include the whole selected days in your local timezone. Choose All in the date filter to remove that restriction.
Selecting All in the inbox filter does not clear a status, date, or search filter. Clear each active restriction when you want to return to the full available list.
Open and review a call
- Open Calls.
- Select the inbox you want to review, or leave the filter on All.
- Search by a participant’s name or phone number, use the status and date filters, or browse the displayed call information.
- Select the call to open its details.
- Review the outcome and the cards showing how the call progressed.
- Read any available call summary or voicemail transcription, or play the recording.
Scroll through the list to load older calls. On mobile, pull down on the list to refresh it.
Understand how the call progressed
Call details organize the conversation into cards showing what happened along the way. Depending on the call, these can identify the inbox involved, who answered or was rung, the outcome, and the timing of that part of the call.
A straightforward call may have one card. A transferred or forwarded call can have several connected cards as it moves between people or destinations. Read them from top to bottom to follow the conversation.
For example, Jamie Chen may call Customer Support, speak with Riley Patel, and then be transferred to Morgan Lee. Reviewing the connected cards helps you understand the handoff instead of treating each part as an unrelated call.
Understand the call outcomes
Outcome labels describe what happened to a call or to a particular part of its journey. A call that moves between inboxes can show different outcomes along the way.
| Outcome | What it means |
|---|---|
| Answered | The incoming call was answered. Additional details may identify who answered. |
| Outbound | The call was placed from Waveline. Review its details to understand the result. |
| Missed | An incoming call reached a ringing destination, but nobody answered. |
| Voicemail | The caller left a voicemail recording. |
| Abandoned | The caller disconnected before reaching a teammate or ringing device. |
| No Answer | An outgoing call attempt was not answered. |
| Transferred | Someone handed the call to another destination. |
| Forwarded | The call was automatically redirected by its routing. |
| In Progress | The call is still underway, so its timing and outcome may continue to update. |
For a fuller explanation of Missed, Voicemail, Abandoned, and outbound no-answer outcomes, see Unhandled Calls.
Review recordings, summaries, and voicemail
When available, recordings and their accompanying text appear with the relevant part of the call.
A call summary provides a written overview of the recorded conversation, helping you quickly review what was discussed before following up.
A voicemail transcription turns the caller’s recorded message into text so you can review it without playing the audio. You can listen back to the original voicemail recording anytime it is available.
Use the audio player to play, pause, or move to another point in the recording. A call with multiple recorded portions may show separate text sections, while the player lets you listen through the available audio.
Recordings, summaries, and transcriptions may continue processing after the call ends. Reopen the call or refresh if an expected item has not appeared yet.
See Call Recording for recording settings and Voicemail for reviewing voicemail messages.
Follow up from call details
Use Call to start a follow-up call or Message to open messaging for the person or destination associated with the call.
On web, these actions appear in the call-details header. On mobile, they appear at the bottom of the call details when available.
On web, you can also open contact details or select Add contact… in the call-details header when the external number has not been saved. See Adding and managing contacts for the full process.
Keep track of follow-up
Calls can leave Unhandled automatically when Waveline recognizes successful phone follow-up. If no further action is needed, use Mark handled on web or Handled on mobile when available. The call remains in regular Call History.
See Unhandled Calls for the complete follow-up workflow.
Viewing a call is different from handling it
A Viewer can review an inbox's calls without working in it. An eye icon identifies view-only activity. Viewer access does not provide Call, Message, or Mark handled actions for that inbox.
To complete follow-up, you need its Member or Manager role. See Inbox Participants for access details.
Looking for patterns across many calls?
Use Call History to understand an individual conversation. Use Analytics to review broader patterns, compare activity, and understand how your team is handling calls over time.
Common questions
A recent call is missing
Clear any status or date restriction, and on mobile clear the search. If Unhandled is on, select it again to turn it off, then choose All in the inbox filter. Mobile remembers your selected inbox between visits. Allow a recently ended call time to appear, then refresh. If it remains missing, review your inbox access and viewing choices.
A teammate's personal inbox is missing from All
Owners and Admins may need to choose to view an eligible teammate's personal inbox before its activity appears under All. Follow Viewing and notifications. Viewing the inbox does not give you permission to call or message from it.
I cannot see Call or Message
Look for the eye icon or a view-only notice. Your access may allow you to review the call without handling activity for that inbox. Actions can also depend on whether the call has ended and whether a valid calling or messaging destination is available.
The call has several cards
The call may have moved between inboxes or destinations through a transfer or automatic forwarding. Read the connected cards from top to bottom to understand each part of the conversation.
The call looks different in another teammate’s history
Waveline presents call information in relation to the person viewing it and the inbox involved. For example, one teammate may see that they transferred a call while the receiving teammate sees that they answered it. Open the details to review the connected parts of the call.
The recording or written text is missing
Not every call has a recording, summary, or voicemail transcription. If you expected one, allow processing to finish and reopen the call. Review Call Recording or Voicemail for the relevant settings and troubleshooting.
The call disappeared from Unhandled
It may have been successfully followed up with or marked handled by a teammate. Return to the regular inbox view to find it in Call History.