Kate- AI Receptionist: Step 3 - Track Leads and Call Logs

Modified on Mon, 19 May at 1:50 AM

When a customer calls your Virtual Number, Kate, our AI Receptionist, collects their information and creates a new lead. As a PRO, you can:

Track leads easily.
Listen to call recordings.
Read call transcripts.
Check call logs.

How to track leads

Click 'Leads'
New Leads are created under Assigned as shown in the image below.

Click on the Lead
Lead page opens up where you can view all the details gathered by AI Receptionist along with the Additional Information, Services and Call Details.
Click 'Call Details' - You can read call transcript and listen to the call recording.

How to check Call Logs on AI Receptionist Add-on:

On the AI Receptionist page,
Go to Call Logs tab.
Here, you can see the list of calls with all the details.
Click Lead's name to go to the particular lead's view page.
Click Manage to view or Block Number directly from Call Logs.
Click 'View' to open Call Details pop up to listen to the call recording along with the call transcript.

Also refer: Kate - AI Receptionist: Steps to Enable the Add-on : Markate Academy  and Kate- AI Receptionist: Steps to setup AI instructions and other settings : Markate Academy