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Voice agent

Inbound call handling with AI agent transcripts — review calls, drill into transcripts, and verify CRM linkage.

The voice agent page is your view of every inbound call the AI agent handled — call status, urgency, transcript, and the CRM record the call landed on.

Layout

  • Stat cards — totals at the top: calls handled, average duration, CRM linkage success rate.
  • Phone-number banner — the number callers dial to reach the agent.
  • Call log — table with one row per call. Click to expand or open the transcript drawer for the full conversation.

What's on each call row

  • Status — completed, crm_failed, or abandoned.
  • Urgency — emergency, urgent, or routine, as classified by the agent.
  • Duration — how long the call lasted.
  • CRM linkage — the contact or opportunity the call was attached to (or the error if linkage failed).

What you can do here

  • Expand a row to see call metadata at a glance.
  • Open the transcript drawer to read the full back-and-forth.
  • Click through to the linked CRM record from a call where linkage succeeded.
  • Investigate failures on rows with status crm_failed — usually the contact wasn't matched and needs to be created or linked manually.

Tips

  • Watch the abandoned rate. A spike there usually means the agent's intro is too long or the IVR isn't routing right.
  • Keep an eye on emergency calls — the agent surfaces them first, but you should still verify that the human follow-up actually happens.
  • If linkage is failing repeatedly for the same caller, add their number to the matching contact in the CRM.

Related

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