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9bx user guide

PBX & Call Center

Call history

The full log of every call, with recordings, notes, topics and quick links to create tickets or leads.

Contents

What it is for

Use Call history to find a call, hear its recording, see who handled it, record what it was about and turn it into follow-up work.

Who can use it

Users with the Call history permission. Who may play a recording can be restricted: if the recording is private to the contact's owner you see "The recording is private to the contact's owner."

Where to find it

Phone → Call history

The screen explained

The call log with filters and a call details panel.

Table columns

Column Meaning
When Start time of the call.
Caller / Receiver The two parties. The outside party can be a client, lead or contact.
Call type Incoming, outgoing, internal.
Received by The agent or extension that answered.
Ring group The group the call came through, if any.
Call topic What the call was about, saved at wrap-up.
Duration, Status Talk time and outcome.
Rec A recording exists. Press Play Recording.
Ticket / lead Counts of linked Tickets and Leads.
Follow-up A follow-up is pending (see Call back).
Disposition The result chosen after a campaign call.

Filters

Date Range (Start Date, End Date), Call Type, Call Topic, Received by, Ring Group, and More filters: Extension, Official number, Talk time (at least / at most seconds), Recording (with, without, removed, on legal hold), Channel (Phone line, WhatsApp, Internal) and Missed (any). Export CSV downloads the filtered list.

Row actions and call details

Button What it does
Call back Dials the caller from your extension.
Create ticket / Create lead / Add to Lead Starts a ticket or lead from the call.
Create event Adds a calendar event.
Play recording / Pause recording / Mute Plays the audio inside the page.
Hangup Ends a call still in progress.
Update client info, Call received by, Call topic, Add a note about the call, Update Now Edit the record of the call.
Caller category Classify the outside party.
Follow-up Pick a time to ask again; it shows on the call-back list until marked done.
Caller rating The score (1 to 5) given in the after-call survey.
Insights tab AI summary and transcript, when switched on (see Call insights).
Block number Adds the number to Blocked numbers.

Tasks

Find yesterday's long call from a customer

  1. Open Phone → Call history.
  2. Pick Date Range = yesterday.
  3. Open More filters and set Talk time, at least to 300 seconds.
  4. Press the play icon in Rec to listen.

Add a note and create a ticket

  1. Open the call row.
  2. Choose a Call topic, type a note and press Update Now.
  3. Press Create ticket.

Example scenario

Rahim at Padma Net Support receives a complaint about slow internet. After the call he opens the log entry, sets the topic "Slow speed", adds the note "Router reset, retest tomorrow", sets a Follow-up for tomorrow 10:00, and presses Create ticket.

Tips

  • Ask agents to complete the wrap-up in the softphone. It fills topic and notes automatically.
  • Use Export CSV for monthly reporting.
  • Call topics are managed under CRM settings (Call topics).

Troubleshooting

Problem Fix
"This call was not recorded." Recording was off for that extension, queue or number. See Extensions.
"The recording could not be loaded." Try again; if it stays, the storage may be unavailable. Tell your administrator.
Recording removed It passed its retention period. Calls on legal hold are never removed.
A call is missing Widen the date range and clear filters.