In this article
The Phone workspace turns each customer call into a reviewable business record, helping the team understand what happened and what should happen next.
Use the call log
Switch from Chat to Phone to see recent calls. Search by customer name or phone number, then select a call to open its complete intelligence view.
Outcome badges distinguish results such as Booked and Unsuccessful so a completed phone connection is not mistaken for a completed customer request.
Review the call intelligence
The selected call can show customer identity, date, duration, outcome, tone, urgency, emergency indicators, summary, recording, transcript, contact details, service request, and other captured information when available.
Use transcript search and audio playback to verify important details rather than relying only on the summary.
Confirm booked work
The appointment panel shows whether the call is linked to an appointment. When linked, you can review the appointment’s service, status, and scheduled time and open the appointment directly.
If no appointment is linked, do not assume the customer is booked—even if the conversation sounded successful.
Ask Perseus about a selected call
With a call selected, ask questions about the customer’s request, outcome, urgency, commitments, or next step. Perseus includes the selected call as context for the question.
Try asking
- “What did the customer ask us to do?”
- “Was an appointment actually created?”
- “What follow-up does this call need?”
- “Summarize the key commitments from this call.”