Call Management

View, filter, and manage call records

The Anrufe (Calls) page is where you review, manage, and process call records.

Call list

All calls are displayed in a filterable, sortable table (desktop) or card view (mobile).

Filtering

Filter	Description
Search	Search by customer name, phone number, or call summary
Status	All / Success / Failed
Done	All / Done / Not done
Employee	Filter by assigned employee (or “unassigned”)
Agent	Filter by agent
Date range	Custom start and end date

Column customization

Customize which columns are visible and in what order:

1. Click the column settings icon in the toolbar
2. Toggle columns on/off
3. Drag columns to reorder them
4. Click Reset to restore defaults

Your column preferences are saved locally and persist between sessions.

Call actions

Mark as done

Click the checkbox or toggle to mark a call as processed. If your organization has auto-delete enabled, done calls are automatically moved to the trash.

Assign employee

Use the dropdown in the employee column to assign a call to a specific employee. Select “unassigned” to remove the assignment.

Add notes

Click the note icon to open the note dialog. Notes are free text — use them for follow-up reminders, action items, or additional context.

Report errors

Click the error icon to flag a call with an issue. Select the error type and add a description.

Call detail sheet

Click on any call to open the detail side panel:

Section	Content
Header	Customer name, status, date/time
Customer info	Name (editable), request/subject (editable)
Call status	Success/failed dropdown, disconnection reason
Employee	Assignment dropdown
Duration	Call length
Summary	AI-generated call summary
Transcript	Full conversation transcript (expandable)
Audio	Call recording player
Notes	Add or edit notes

Navigate between calls using the up/down arrows in the detail sheet.

CSV export

Export your filtered calls as a CSV file:

1. Apply your desired filters
2. Click the CSV Export button in the toolbar
3. The file downloads with all visible columns

Filename format: anrufe_YYYY-MM-DD_HH-mm.csv

Bulk operations

Delete multiple calls

1. Click the delete mode button in the toolbar
2. Select calls using the checkboxes
3. Click Delete selected to move them to the trash
4. Confirm the action

Trash (Papierkorb)

Deleted calls are soft-deleted — they’re moved to the trash and can be recovered.

Action	Where
View trash	Settings > Papierkorb
Restore	Click restore icon on a trashed call
Permanently delete	Click delete icon on a trashed call
Empty trash	Delete all trashed calls at once

Auto-delete

Enable in Settings > Organization: when a call is marked as done, it’s automatically moved to the trash.

Via API

Read call records programmatically — see Calls API. The API is read-only; call management actions (done, assign, notes) are Dashboard-only.