> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dealerfunnel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Call Log: View Recordings and Track Every Voice Call

> The Dealer Funnel call log tracks every inbound and outbound call, with recordings, duration, and agent attribution for coaching and compliance.

Every phone call your dealership makes or receives through Dealer Funnel is automatically logged, time-stamped, and linked to the appropriate lead record. The Call Log gives managers and agents a complete, searchable history of all voice activity — including call recordings — without requiring a separate phone system report or manual entry. Use it for agent coaching, compliance review, dispute resolution, and performance tracking.

## Accessing the Call Log

To open the Call Log, navigate to **Conversations** in the left-hand navigation menu, then click **Call Log** in the sub-navigation. The log loads with all recent calls shown in reverse chronological order by default.

***

## What the Call Log Shows

Each row in the call log represents a single call and displays the following information at a glance:

| Column           | Description                                                                                                                      |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Date & Time**  | The exact date and local time the call started, displayed in your dealership's configured time zone.                             |
| **Lead Name**    | The name of the lead associated with the call. Click the name to open their full conversation thread.                            |
| **Phone Number** | The phone number that was called or that called in.                                                                              |
| **Direction**    | Whether the call was **Inbound** (lead called the dealership) or **Outbound** (agent called the lead).                           |
| **Duration**     | Total call length in minutes and seconds. Calls that went to voicemail or were not answered display as 0:00 or a short duration. |
| **Agent**        | The agent who handled the call (for outbound calls) or who was connected to the inbound call by the routing rules.               |
| **Recording**    | A play button and download icon appear in this column if a recording is available for the call.                                  |

***

## Playing a Call Recording

<Steps>
  <Step title="Find the call in the log">
    Use the date filter or scroll through the log to locate the call you want to review.
  </Step>

  <Step title="Click the play button">
    In the **Recording** column, click the **play button** (triangle icon). An audio player appears inline — you don't need to download anything to listen.
  </Step>

  <Step title="Use playback controls">
    The inline player includes a progress bar, a current-time display, and a playback speed control. Adjust the speed to 1.5x or 2x to review long calls more efficiently during coaching sessions.
  </Step>
</Steps>

<Info>
  Call recordings are subject to state and federal recording consent laws. Many states require **all-party consent**, meaning every person on the call must be notified that the call is being recorded. Dealer Funnel plays a configurable disclosure message at the start of calls, but it is your dealership's responsibility to ensure your recording practices comply with applicable laws in your jurisdiction. Consult your legal counsel if you are unsure of your obligations.
</Info>

***

## Downloading a Recording

If you need to save a recording for an external review, a compliance audit, or a training library, download it directly from the call log.

<Steps>
  <Step title="Locate the call">
    Find the call whose recording you want to download.
  </Step>

  <Step title="Click the download icon">
    In the **Recording** column, click the **download icon** (arrow pointing downward). Your browser will prompt you to save the audio file. Recordings are delivered as MP3 files.
  </Step>

  <Step title="Save the file">
    Choose a save location on your device and click **Save**. The file name includes the date, time, and lead name for easy organization.
  </Step>
</Steps>

***

## Filtering the Call Log

The call log can surface hundreds or thousands of entries for a busy store. Use filters to narrow the view to exactly the calls you need.

<Accordion title="Date Range">
  Click the **Date Range** filter and select a preset (Today, Yesterday, Last 7 Days, Last 30 Days, This Month) or enter a custom start and end date. The log immediately updates to show only calls within that window.
</Accordion>

<Accordion title="Agent">
  Select one or more agents from the **Agent** dropdown to see only calls handled by those team members. Use this during one-on-ones or performance reviews to pull up a specific agent's call history quickly.
</Accordion>

<Accordion title="Direction">
  Filter by **Inbound**, **Outbound**, or show all calls. Filtering by inbound calls is useful for reviewing how your team handles incoming inquiries; filtering by outbound shows your team's proactive outreach volume.
</Accordion>

***

## Making a Call from Within a Conversation

You don't need to leave the conversation thread to make a phone call. Dealer Funnel includes a built-in browser softphone so your agents can call leads directly from the platform — no external dial pad or desk phone required.

<Steps>
  <Step title="Open the conversation">
    Navigate to the conversation for the lead you want to call.
  </Step>

  <Step title="Click the phone icon">
    In the message composer area, click the **phone icon**. The in-browser softphone panel opens.
  </Step>

  <Step title="Confirm the number">
    The softphone pre-populates the lead's primary phone number. If the lead has multiple numbers on file, use the dropdown to select the correct one.
  </Step>

  <Step title="Click Call">
    Click **Call** to initiate the connection. The call connects through your browser. Make sure your computer's microphone is enabled and your audio output is set correctly before your first call.
  </Step>
</Steps>

***

## The Softphone UI

Once a call is connected, the softphone panel gives you full control of the call without leaving Dealer Funnel.

| Control      | Function                                                                                                                                                                      |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Dial Pad** | Opens a numeric keypad for navigating automated phone trees or entering extension numbers during the call.                                                                    |
| **Mute**     | Mutes your microphone so the lead cannot hear you. Click again to unmute. A visual indicator confirms you are muted.                                                          |
| **Hold**     | Places the lead on hold and plays hold music on their end. Use this when you need to check with a manager or look up vehicle information without putting the lead in silence. |
| **Transfer** | Transfers the live call to another agent or an external number. Select the destination from the dropdown and confirm the transfer.                                            |
| **End Call** | Ends the call and closes the softphone panel. The call is logged automatically in the call log and in the conversation thread.                                                |

<Tip>
  Use the **Hold** feature rather than muting when you need to step away from the conversation. Hold plays music or a recorded message on the lead's end, which is more professional than dead air that can confuse or alarm the caller.
</Tip>

***

## AI Call Summaries

If AI call summaries are enabled on your account, Dealer Funnel automatically generates a written summary of each call and posts it directly into the conversation thread a few minutes after the call ends.

The summary includes:

* **Key topics discussed** — vehicle of interest, trade-in discussion, pricing questions, objections raised
* **Outcome** — whether an appointment was set, the lead requested a callback, or the call was inconclusive
* **Suggested next step** — a recommended follow-up action based on the call content

AI call summaries save agents from writing manual call notes and give any team member who reads the thread instant context on what was discussed — even if they weren't on the call.

<Info>
  AI call summaries are generated from the call recording transcript and are not a verbatim record of the conversation. Review the summary for accuracy and add manual notes to the lead record if any details are missing or need correction. AI summaries are not a substitute for the actual call recording in legal or compliance contexts.
</Info>

***

## Using the Call Log for Coaching

The call log is one of the most effective tools a BDC manager has for agent development. Here are a few practical ways to put it to work:

<Accordion title="Weekly recording reviews">
  Set aside time each week to listen to two or three calls per agent. Filter by agent and date range, then play back calls where the duration was very short (possible missed opportunity) or very long (complex deal that may need process feedback). Leave notes in the lead's conversation thread if follow-up is needed.
</Accordion>

<Accordion title="Spot-check inbound response">
  Filter the log to Inbound calls and scan for calls with a 0:00 duration. These are calls that rang but were not answered. Cross-reference with your staffing schedule to identify coverage gaps.
</Accordion>

<Accordion title="New agent onboarding">
  Pull recordings of your top-performing agents handling common scenarios — first contact, appointment push-back, trade-in objections — and use them as training material for new hires. Actual calls from your store are more relevant than generic scripts.
</Accordion>
