What you can see
For each conversation you’ll see:- Time and duration — when it happened and how long it lasted
- Channel — phone or chat
- Caller’s number (for phone calls) – online conversations show as anonymous
- A short summary of what the conversation was about
- The full transcript — word for word, who said what
- Rating – if the customer left stars after the conversation
When is it useful?
- A caller says “I spoke to you yesterday” — find the call, read the summary, and you’re caught up
- The agent gave a wrong answer — read the transcript, find out why, and fix Agent knowledge and training
- You’re following up with a customer — see how the agent handled the first call
- You want to see what works — review calls that ended well and learn what went right
Filters
You can filter the history by:- Time period – from 24 hours up to 90 days back. The default is 30 days.
- Channel – the tabs at the top: All, Phone, or Chat
- Search – search by the caller’s number, what the conversation was about, or the summary
- Show test calls – turn it off to hide your own test conversations

What do I do if…
...I can't find a specific call?
...I can't find a specific call?
Check the time range. By default the last 30 days are shown. Pick a longer range if the call is older, and check that Show test calls is on if it was a test.
...I need to delete a conversation?
...I need to delete a conversation?
Email us at hello@verbu.com — we’ll help.
...I want to be alerted when a specific type of call happens?
...I want to be alerted when a specific type of call happens?
Use Send call summary with Smart routing to forward specific call types directly to email or Slack.
Next steps
- Use what you learn to improve the agent in Agent knowledge and training
- Get notified automatically: Send call summary