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All guidesMetriVoiceConnect 3CXCall customers with click-to-dialUse the call logConnect an SMS providerSMS templates and quick send
User Guide › MetriVoice

Use the call log

Review calls, add notes, let AI summarise them and turn a call into a case or follow-up task.

For: Agents and supervisors

Steps

  1. 1Open MetriVoice → Calls. Filter by the last 7, 30 or 90 days, direction, missed calls or your own calls.
  2. 2Select a call to see who it was with, who took it, its length and a link to the recording on your PBX.
  3. 3Type notes and select Save notes. Select Summarize with AI for key points and the next step — review it before you rely on it.
  4. 4Select Create case to open a support case with the notes, or Create follow-up task for a reminder tomorrow on the customer's record.
  5. 5Select Export CSV to share the list in a spreadsheet.

Good to know

  • Agents see their own calls; supervisors also see their teams' calls and missed calls nobody picked up.
  • When a call to your extension is missed, you get a notification with the caller's number.

Related guides

  • Connect 3CXLink your 3CX phone system for caller lookup, click-to-dial and call logging.
  • Call customers with click-to-dialDial a contact or account from MetriCRM; your phone rings first and the call is logged.
  • Connect an SMS providerSend and receive SMS through your own ClickSend, Twilio or custom gateway account.
  • SMS templates and quick sendWrite SMS templates in three languages and send a single SMS, a broadcast or an automated text.

Still need help? Contact support

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