Voice AI
Review Voice analytics, call logs and notifications
Use call records, summaries, lead fields and alerts to improve outcomes without relying on summaries alone.
Before you start
- Complete at least one controlled test call.
- Confirm the reporting timezone and intended agent.
- Use approved recipients for call notifications.
Step by step
1
Open call logs
Filter by date, agent and available call direction or status. Open the complete record before acting.
2
Review transcript and outcome
Check caller intent, agent behaviour, tool results, transfer and call ending.
3
Configure summary behaviour
Use a focused summary prompt that captures the fields your team actually needs.
4
Map lead fields
Store only useful caller details and confirm their destination in FADA or the connected workflow.
5
Test email and webhook alerts
Send a controlled call and verify that the correct record reaches each approved destination.
Verify the result
- The log belongs to the expected number and agent.
- Summary details match the transcript.
- Notifications contain the required privacy-safe fields.
Common issues
- Call missing from logs: Check number assignment, provider status, date filters and account.
- Summary is inaccurate: Use the transcript and tighten the summary prompt.
- Notification exposes too much: Reduce fields and restrict recipients.
Important: Call recordings, transcripts and caller data can require consent, retention and access controls based on the business and jurisdiction.
Next: Install the Voice Widget
Continue with the next recommended FADA guide.