Calls & Recordings
Call Details View
Deep dive into individual recordings with transcripts, summaries, and AI insights
When you open an individual recording, you enter a comprehensive workspace designed to help you extract maximum value from every conversation. This view combines playback, transcription, AI analysis, and collaboration tools in one integrated interface.
Steps to assign speakers:
Recording Player
The video or audio player sits prominently at the top of the page, providing immediate access to your content.Playback Features
- Standard controls: Play, pause, seek, volume adjustment
- Speed control: Adjust playback speed (0.5x to 2x)
- Full screen: Expand for presentations or detailed viewing
- Timestamp navigation: Jump to specific moments via shareable links
- Auto-generated captions: Display transcript as subtitles during playback
Use keyboard shortcuts:
Space to play/pause, ←/→ to skip 10 seconds, ↑/↓ for volume.Call Information Panel
Essential metadata about your recording:Basic Details
Basic Details
- Title: Editable recording name
- Description: Add context or meeting notes
- Date & Time: When the recording occurred
- Duration: Total length of the recording
- Recording type: Internal or external call indicator
Participants
Participants
- Attendee list: All participants with profile pictures
- Speaker identification: Who spoke and for how long
- Company associations: Linked organizations
- Contact linking: Connect to your CRM contacts
Organization
Organization
- Tags: Categorize with custom labels
- Folders: Organize into collections
- Related calls: Find similar recordings
- Calendar link: Connection to original meeting
Content Tabs
The main content area features multiple tabs for different views and workflows:Summary Tab
AI-generated overview of your recording:- Key points: Bullet-point summary of main topics
- Action items: Extracted tasks and commitments
- Decisions made: Important conclusions reached
- Next steps: Follow-up items identified
Regenerate Summary
Not satisfied with the AI summary? Click “Regenerate” and provide custom instructions to focus on specific aspects of the conversation.
Transcript Tab
Complete conversation transcription:- Speaker labels: Clear identification of who said what
- Timestamps: Click any line to jump to that moment
- Search within: Find specific words or phrases
- Copy sections: Select and export text portions
- Edit capability: Correct any transcription errors
Unknown Speakers Tab
This tab only appears when speakers need identification. Assign unknown voices to actual participants to improve transcript accuracy and enable better analysis.
- Listen to audio samples of unknown speakers
- Select the correct person from the dropdown
- Apply to all instances of that voice
- Save to update the entire transcript
Notes Tab
Add your own observations and context:- Rich text editor: Format your notes with headers, lists, and emphasis
- Time-stamped notes: Link notes to specific moments
- Collaborative editing: Team members can contribute
- Export options: Copy or download your notes
Right Sidebar
The collapsible right sidebar provides additional tools and insights:Chat Assistant
The AI chat understands the full context of this recording. Ask questions like:
- “What were the main concerns raised?”
- “Did they mention any competitors?”
- “What was the timeline discussed?”
- “Create action items from this call”
Signals
Automatically extracted insights:- Feature requests: Product improvements mentioned
- Pain points: Problems and frustrations discussed
- Positive feedback: Compliments and success stories
- Questions: Uncertainties requiring follow-up
- Decisions: Conclusions and commitments made
- Snippet: The exact quote
- Timestamp: When it was said
- Speaker: Who said it
- Sentiment: Emotional context
- Citation: Direct link to source
Comments
Collaborative discussion space:- Thread conversations: Discuss specific topics
- @mentions: Notify team members
- Real-time updates: See comments as they’re added
- Resolved/unresolved: Track discussion status
Actions Toolbar
Quick access to important actions:- Copy link: Share with timestamp
- Public link: Generate external share URL
- Invite users: Add specific people
- Embed code: Add to websites
Privacy Controls
Manage who can access this recording:Permission Levels
- Workspace: All team members
- Participants Only: Meeting attendees only
- Custom: Specific individuals
Original participants always maintain access to recordings they were part of. This cannot be revoked for privacy and compliance reasons.
Sharing Settings
- Public sharing: Enable/disable external links
- Summary visibility: Control if AI summary is included
- Download permissions: Allow/restrict file downloads
- Comment permissions: Who can add comments
Processing States
Understanding recording processing:| Stage | What’s Happening | Typical Duration |
|---|---|---|
| Uploading | File transfer to servers | 1-10 minutes |
| Transcribing | Speech-to-text conversion | 5-30 minutes |
| Analyzing | AI extraction of insights | 2-5 minutes |
| Available | Fully processed and ready | Complete |
Processing times vary based on recording length and current system load. You’ll receive a notification when processing completes.
Best Practices
Review and correct: Check AI summaries for accuracy and edit if needed.
Assign all speakers: Proper speaker identification improves all AI features.
Add context: Use the notes section to add background information.
Extract signals: Select important quotes to create trackable insights.
Share thoughtfully: Consider privacy before generating public links.
Keyboard Shortcuts
Navigate efficiently with these shortcuts:T: Toggle transcriptS: Toggle signals panelC: Open chat assistantN: Jump to notesCmd/Ctrl + F: Search in transcriptCmd/Ctrl + K: Quick actions menu