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

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