Calls on an Individual Record are now easier to find, review, and follow up on. Every VoIP call appears in a searchable Call Log, with a recording and transcript when one exists, and for calls long enough to summarize, an AI-generated recap and suggested follow-ups make it easier to see what happened and what to do next without re-listening to the whole call.
7/28/2026
7/28/2026
New
Call Log
Individual Records now have a dedicated Call Log, showing a searchable history of VoIP calls, recorded or not.
- Search calls by User, Phone Number, and Result.
- Open any call to see its recording and full speaker-labeled transcript.
- Calls with multiple recording segments, such as transfers or conference legs, show each segment's recording and transcript separately.
Learn more:
Call Summaries
Call Summaries, powered by AgencyBloc Intelligence, generates a narrative summary and suggested follow-up Activities from an eligible call's transcript. Results are generated by AI and should be verified before acting on them.
- Generate a summary and suggested next steps for an eligible call in a single click.
- Turn any suggested next step into an Activity, or create your own.
- Summaries are saved to the record and visible to anyone with access.
Learn more:
Improved
Communication tab
Incoming Emails, Outgoing Emails, Campaigns, SMS Message History, and Saved Voicemails on an Individual Record now live together under a single Communication tab, replacing the separate Emails and Messages tabs.
Learn more: