Calls Tab

Access call recordings, transcripts, conversation insights, and notes

Overview

The Calls Tab displays call recordings and transcripts from your call recording integrations (Fireflies, Fathom), with AI-generated summaries and a full-featured notes system for capturing insights.

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Call Library

Browse all recorded calls for a customer:

Column	Description
Date & Time	When the call occurred
Title	Call subject or meeting title
Duration	Length of the call
Participants	Attendees with email and name
Notes	Count of notes attached to the call

Use the search bar to filter calls by title or participant.

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Call Details

Click any call to view its details:

• Summary - AI-generated overview from your call recording provider, including action items, topics discussed, keywords, and meeting type
• Participants - Attendees with talk time and word count statistics
• Notes - Open the notes panel to view and create notes for this call

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Notes

The notes panel lets you capture insights about calls using manual notes or AI-powered Q&A. Open it by clicking the Notes button in the call detail view.

Writing Notes

Create notes using the rich text editor:

• Formatting - Bold, italic, underline, strikethrough, lists, code blocks, links
• @Mentions - Type @ to mention team members or @Quivly to start an AI conversation
• Submit - Press Cmd+Enter to save your note

Notes are displayed in reverse chronological order, grouped by date with sticky date navigation for quick scrolling.

AI Notes

Ask Quivly AI questions about the call by switching to the AI Assistant mode or typing @Quivly in the editor.

How It Works

1. Switch to AI Assistant mode or type @Quivly
2. Type your question about the call (e.g., “What were the main concerns raised?”)
3. The AI analyzes the full call transcript, summary, and participant data
4. View the streaming response in the expanded conversation overlay
5. Optionally Save as Note to persist the response, or Discard to clear it

AI Capabilities

The AI has access to the full call context:

• Complete call transcript
• AI-generated call summary and insights
• Participant list with talk time statistics
• Customer information (name, industry, health score, ARR)
• Contact and organizer details

Responses include:

• Timestamp references - Clickable links to specific moments in the call
• Action items - Extracted tasks with optional assignees
• Suggested follow-ups - Categorized follow-up questions to continue the conversation

Multi-Turn Conversations

AI conversations support multiple back-and-forth exchanges within a single session:

• Ask a question, then follow up with clarifications
• Use suggested follow-up prompts to dig deeper into specific topics
• Follow-ups are categorized: action items, timeline, participants, topics, general
• Only the final response is saved when you click Save as Note

Prompt Templates

Create reusable prompts for common questions you ask about calls.

1. Open Templates

   Click the template icon in the editor toolbar to open the template panel.

2. Select a Template

   Browse or search your templates. Click one to insert it into the AI composer.

3. Send or Edit

   The template text is inserted as your question. Edit it if needed, then send.

Managing templates:

• Create - Click New Template, add a name, content, and optional labels with color coding
• Edit - Update any existing template’s name, content, or labels
• Delete - Remove templates you no longer need
• Templates are shared across your organization

Searching Notes

Use the search bar in the notes panel to filter notes by content or creator name. Results are highlighted inline with a count of matches shown.

Editing and Deleting Notes

• Edit - Click the edit button on any note you created to modify its content
• Delete - Click delete to remove a note (soft-deleted, can be restored)