Review a Practice Call in History
The History page lists every Practice Call in your workspace. Use it to find a call, open its scorecard and transcript, and share it with a link.
You need the History page permission in your permission profile to see it.
Open History
Go to Practice > History. The page has two parts:
- A filter panel at the top.
- A Practice Call Activity Timeline chart and the list of Practice Calls below it.
Find a call
Use Search practice calls... in the list header to search by text. The sort buttons sort by date, duration, practice score and, when an objective filter is on, objective score. The Choose fields button changes what each call row shows.
If nothing matches, the page says "No Practice Calls Match Your Filters". Try a wider date range or clear some filters.
Filter the list
Two buttons sit above the list:
- Saved Filters opens a list of filters you or your team saved earlier. Pick one to apply it. Choose Manage Filters at the bottom of the list to review, edit or delete saved filters.
- More Filters opens a drawer where you can add filters such as scorecard or participants. Use Search filters... in the drawer to find a filter by name.
Save a filter
- Set up the filters you want.
- Click Save Filter at the bottom of the filter panel.
- Enter a Filter Name. A description is optional.
- Turn Private Filter on if only you should see it. Private filters are visible only to you. Public filters are shared with the entire team.
- Click Save Filter.
If you change a filter you applied from Saved Filters, the button changes to Save Changes. Click it to update that saved filter.
Open a call
Click a call in the list to open its details page. Click Back to History at the top to return to your filters.
Practice Calls with an AI Trainer show Start AI Trainer in the header. Roleplay calls show Start Roleplay.
The right panel has these tabs:
- Scorecard
- Stats
- Roleplay Info
- Comments
- Shares & Views
- Workflow Insights
AI Trainer sessions do not show the Scorecard, Stats or Workflow Insights tabs.
The three-dot menu in the header can include:
- Download, with Download Media and Download Transcript.
- Copy, with Copy Media Link and Copy Transcript.
- Delete Practice Call. The window asks "Delete this practice call? This can't be undone."
Which of these you see depends on your permission profile.
Share a Practice Call
- Open the call and click Share Practice Call in the header.
- Choose Share via Email or Share via Slack.
- For email, pick people in Team Members and add an optional message. For Slack, pick a channel.
- Check the line about who can open the link. It either says only team members in your workspace can access the recording, or that anyone with the link can.
- Click Share.
If email or Slack sharing is off for your workspace, the window says "Email and Slack Sharing Are Disabled". You can still copy the link and send it yourself.
The expiry shows as Expires in N days or Never expires. Click the pencil icon, choose a new value under Link Expires In and click Save Changes.
Extend a link or stop sharing
Go to the Shares & Views tab. Each link shows who created it and either "Valid for N more days" or Link Expired, plus the number of views.
- To copy a link, click Copy Link. This is not shown once a link has expired.
- To keep a link working longer, click Extend, enter the number of days after Extend Link Duration by, and click Extend. The new period counts from today. Links can be valid for up to 1500 days. The same button works on an expired link.
- To turn a link off, click Stop Sharing. You see "Sharing stopped" and the link no longer works.
Only the person who created a link, or an admin, can extend it or stop sharing it. Everyone else sees the buttons dimmed.
Viewers appear in the same tab, with the percentage of the call each one watched.
Hope this article was helpful. For any queries, please write to support@outdoo.ai