Track Kate- AI Receptionist's calls from Leads pipeline

How to track calls on website?

Login to your Markate account on the website.

• Click Leads 

• Click Pipeline view (Note: you don't need to click Pipeline if its already set by default in Settings)
• Go to "Type" filter and select AI Receptionist.
• You will see all the leads generated by AI Receptionist.
• Click the lead for which you want to track call records. 

• Lead view page shows up.
• On the right side, under "Additional Information", you can see the summary of call. 
• Also, click "Call Details" to check Call Recording and Call Transcript.

• Here, click "Play" icon to listen to Call Recording and read below the Call Transcript.

How to track calls on the App?

Login to your Markate account on the App.

• Tap Leads

• It navigates to the Manage Leads screen where you can view all the leads including the ones created by AI Receptionist.
• Tap the Lead created by AI Receptionist for which you want to check the Call Recording and the transcript.

• Here, you can preview Lead details. Tap the arrow next to "Additional Info".
• It opens up the Call Summary by AI Receptionist.
• Tap "Call Details" in that section.

• It navigates to the "Call Details" screen where tapping the "Play" icon lets you listen to the Recording and also lets you read through the Call Transcript below that.