On the Calls page, you will find a table with a complete history of communication with clients. Here you can view incoming and outgoing calls, listen to call recordings, create call transcripts and summaries, and quickly find the information you need using filters and sorting.
What is displayed in the call table
The call table stores the following data:
Date and time with the date and time of each call.
Type indicates the type of call, it can be either Incoming or Outgoing.
Handset shows the handset title used for taking / making a call.
Contact shows the name of the contact with the corresponding mobile number. If there is no match, it will be labeled as “Unknown contact”. Click on the name to save a contact in your base and then create a new Inquiry, Work Order, or Sale.
Duration shows the call duration. Rejected or missed calls will be labeled with a dash.
Conversation Record contains call records. Click “Listen” to open the call dialog window and start playing the call recording. Here you can rewind, adjust the volume, download call records, or stop listening.
Note: Call records may be unavailable in Orderry because some VoIP providers have call recording as a separate service offered on a paid basis.
Summary — a short description of the call generated during call transcription.
Call transcription by AI
In the “Call recording” column or in the recording dialog window, you can also create a transcript of the recorded call and a short summary of the call. To do this, click on the corresponding icon — the transcript file will be generated within a few seconds.
☝ Important:
The duration of the recording to be transcribed must not exceed 20 minutes.
The transcription is created in its original language, and the summary is created in the language of the company documents. Changing the document language does not affect the summary that has already been created.
After clicking on the generated transcript icon, a dialog box will open, in which the following will be available:
call recording for replay;
generated short summary of the call;
transcription with roles (manager and client-subscriber), timecodes, and recognized text.
To go to a specific moment in the conversation, click on the corresponding timecode — playback will start from that second.
Call filtering
At the top of the table, you can filter calls by the following parameters:
Time (a period when the call was made);
Handset (records by active / inactive handsets taking a call)
Type (All, Incoming, or Outgoing).
Note: Handsets from a configured telephony will still be displayed as active, even if your integration is disabled. Please go to the VoIP integration setup and delete the handsets, then they will display as inactive.