Call History and Recordings

Cloud PBX will help your team control sales calls. Call history (call details) is one of the most important sections of Cloud PBX where all your employees’ calls made are displayed.

Our call history captures all incoming and outgoing calls made from mobile phones, SIP phones and softphones, including calls between employees of the same PBX using extension numbers and calls between employees from different branches.

Here you can:

• filter calls by any period, customers, employees, call types and duration, etc. for the required period;
• view basic statistical data according to the applied filters;
• monitor calls that need special attention (missed calls that were not called back or were called back unsuccessfully; calls with service quality assessment);
• listen to call recordings and download them to your computer;
• print call details;
• export the call history to Excel for generating customized reports;
• make notes for calls when it is important not to forget details.

To make a note, while listening to a conversation recording click the icon next to the Download button.

Click the employee’s name in the table or enter it in the Find a call field and you will see the call history of the specified employee for the selected period.

Click the customer's number or enter it in the Find a call field and you will receive all of their calls to your company for the selected period.

How not to record the boss’s calls and notify a customer about the recording?

Click the Filters button to sort calls by numbers, departments, employees and missed call processing statuses.

A sidebar with filters will open. Select required filter values ​​and click Apply. Only the calls that match the specified parameters will remain in the table.

To monitor in real time which unanswered calls have already been processed and which have not, use the Missed Calls Control filter and color markers in the missed status table.

Using the Missed Calls Control filter you can easily find missed calls that employees did not call back or could not get through to.

Colored markers of missed calls processing statuses are located in the very right column of the table. These markers will help you understand the status of each unanswered call: whether the employee called the customer back or the missed call remained unanswered.

To exclude spam calls, identify suspiciously short or too long conversations that require attention, use the Call duration filter.

When setting up a filter, you can select standard values ​​or add your own. For the latter in the drop-down list of the Call duration filter, click Add duration.

In the window that opens specify the required call duration (from 1 second to 60 minutes) and click Add.

After this the Added section will appear in the drop-down list, where all the created values ​​will be located.

After you have selected the required call duration in the drop-down list, click Apply. Only the calls that exceed the specified time will remain in the table. In our example these are all calls from 1 min. 30 sec.

To change or delete an added call duration, in the Call duration filter hover over the required value and click the gear icon to the right of the time.

In the window that opens, correct the duration or delete it by clicking the trash can icon.

Confirm deleting the added call duration.

When you select the Through the department filter, you will see incoming calls that were directed to the specified department, and outgoing calls of this department employees from shared company numbers. In this filter you can select not only active, but also deleted departments that worked with calls during the selected period.

In the Call participants filter you can not only select each employee individually, but also set up a filter for all employees of the required department at once. When you select all employees of the department, all calls involving each employee will be displayed in the history, including direct calls to extension numbers.

To make sure you can see at any time the principle by which calls are sorted, the selected filter values ​​are pinned above the call table. Each set parameter is in a separate gray badge. To quickly cancel the selection of an unnecessary filter value, click the cross in the corresponding badge. The table will be updated according to the remaining parameters.

If you want to cancel all selected filters at once, click the Filters button and in the sidebar that opens, click Reset selected.

Sometimes it is important for a manager to see in History not the employee who ended the call, but the one who answered it. By default, the column displays the one who ended the call. To change this setting, click on the gear icon under the search bar.

In the window that opens, select the The employee who answered the call display option and click Save.

With this Employe column display you can monitor the work of secretaries and administrators — filter and listen to all the calls they have taken to make sure that these employees are following the communication standards of the company.

Also, if a lot of irrelevant calls are transferred to employees, you can figure out who exactly does it. With the default settings of the Employee column, filter calls by employees who complain about irrelevant requests, and then change the display of the Employee column and see those who answered these calls.

You can export the call history to Excel to build the required reports.

You can download call recording files for extended storage purposes, as they are retained on the server for one year from their creation. Besides, you can easily integrate such recordings into CRM and other systems.

You can use any FTP client for downloading. It's better to:

• enable passive mode for file transfer.
• increase the server response timeout to the maximum or disable it.

Any Cloud PBX user with the Administrator status can download the files.

Access parameters:

• Server address: ftp://records.secure.cloud-pbx.io.
• Login: your account login with the Administrator status in the owen@company.cloud-pbx.io format.
• Password: your password.
• Port: 21.

The files are located in Recordings catalog and organized in subcatalogs based on the date in the YYYY-MM-DD format:

Inside the folders, the recording files have names following the owen_in_705_2022_10_10-12_49_26.mp3 pattern where:

• owen — the name of the employee who handled the call.
• in — the call type (out for outgoing, in for incoming).
• 705 — the customer's or employee's phone number.
• 2022_10_10-12_49_26 — the date and time.