AiDial Docs

#Call Log

RoleAccess Level
Client AdminIn-scope call list, caller search, and CSV export
Client ManagerIn-scope call list, caller search, and CSV export
Client StaffIn-scope call list with masked caller details; caller search is unavailable
Partner AdminAssigned project call list, caller search, and CSV export
Partner UserAssigned project call list and caller search; CSV export is unavailable

#Overview

The call log displays a searchable, filterable list of calls in your tenant and project scope. Use the call log to find specific calls, review call outcomes, open individual call details, and export filtered results when your role allows it.

#Prerequisites

  • You are signed in to the AiDial portal. See Signing In if you need help.
  • Your visible calls are determined by your tenant and project assignments. Accounts without a project scope see an empty call log.

#Searching and Filtering Calls

  1. Navigate to Calls in the portal sidebar
  2. Use the search and filter options at the top of the call list:
  • Date range — Select a start and end date to narrow results
  • Status — Filter by completed, missed, or failed calls
  • Caller — Search by caller value; this field is hidden for Client Staff
  • Agent — Filter by the AI agent identity that handled the call
  • Project ID — Select an assigned project when more than one project is in scope
  1. Select Search to apply filter changes. Clear resets the current filter draft.

Filter chips show the applied query. Removing a chip changes the filter draft; the list, pagination, sorting, and export count continue to use the last applied query until you select Search.

#Call List Columns

The results table displays:

  • Date/Time — When the call began
  • Channel — Voice, SMS, or unknown
  • Caller — Caller display value; Client Staff users see a masked value
  • Duration — Call duration where available
  • Status — Completed, missed, failed, or unknown
  • Project — Project identifier for the call
  • Action — Opens the call detail page

#Pagination and Sorting

  • Choose how many calls to display per page: 20, 50, or 100
  • Sort by call start time, newest first by default or oldest first when selected
  • Navigate between pages using the Previous and Next controls at the bottom of the list

#Viewing a Call

Select Open on a row to open the Call Detail page. When you open a call from the call log, the portal preserves the previous page, page size, and applied query where available so Back to Call Log can return you to the same list context.

#Exporting Results

When your role permits export, use Download CSV in the call log to export the currently applied filters. Export is CSV-only in the current portal release and is disabled when there are no matching calls or more than 10,000 matching calls. See Export and Download for export details.

#Security and Scoping

The browser uses your signed-in portal session. You do not need to enter or send an API key.

Every call-log request is checked against your role, organisation, and assigned project scope. If a requested project or call is outside your scope, the portal blocks access without revealing whether another organisation has matching call data.

#Role-Specific Notes

  • Client Admin and Client Manager: You can search by caller, view in-scope calls, and export filtered CSV results.
  • Client Staff: You can view in-scope calls, but caller details are masked and caller search is removed from the page. See Role Reference for details.
  • Partner Admin and Partner User: You can view and search assigned project scopes. Partner Admin can export in-scope CSV results; Partner User cannot export call data.

#Empty State

If no calls have been recorded in your current scope, the call log displays a first-run empty state and a link back to the dashboard. If filters are active and no calls match, the page displays a filtered-results empty state with a Clear filters action.

#Common Issues

  • No results found: Check your filters. You may have a date range, status, caller, agent, or project filter applied that excludes the calls you are looking for. Clear filters and search again.
  • Project required: If your session has multiple project scopes, select a project before searching or exporting.
  • Cannot access call log: Verify you are signed in and your session has not expired. See Troubleshooting.