Everything You Need to Capture and Understand Conversations

Six core capabilities work together to record calls, organize contacts, generate structured summaries, and deliver AI-powered insights across your account.

Dashboard

Central command view with call activity, performance trends, and recent engagement.

Contacts

Organize client and prospect information with structured data, linked calls, and AI insights.

History

Full record of processed calls with AI summaries, transcripts, and review tools.

Ask Volexa

Global AI assistant to query any call, search transcripts, and get context-aware insights.

Analytics

Visual performance trends by user and timeframe with filtering and team-wide comparison.
Coming soon

Reports

Custom and scheduled reports on call volume, outcomes, and team performance.

Dashboard

The central command view: a snapshot of call activity, performance trends, and recent engagement so you can see what’s happening across your account at a glance.

  • Real-time call activity overview that updates based on recent processing
  • Call volume analytics across daily, weekly, and monthly views
  • Performance summary metrics highlighting usage and engagement
  • Recent calls list with direct access to summaries and details

Contacts

Organize and manage all client and prospect information in one structured system. Store personal and communication data, associate calls, add notes, and leverage AI insights per contact.

  • Create new contact records with structured data fields
  • Search contacts by name, company, or associated data
  • Filter contacts to quickly locate specific individuals
  • Favorite or unfavorite contacts for prioritized access
  • Full multi-tab contact detail: Overview, Communication, Personal, Notes, Linked Calls, Ask Volexa, Details

History

A complete record of processed calls: AI-generated summaries, recordings, transcripts, and metadata with tools to review, edit, reprocess, and share conversations.

  • View structured AI-generated call summaries
  • Favorite or unfavorite calls; link calls to contacts
  • Reprocess calls with updated prompt types or additional context
  • Edit summary content; copy summaries; generate email-ready recaps
  • Ask follow-up AI questions per call; listen to recordings; generate transcripts on demand
  • Call detail tabs: Notes summary, Email Recap, Ask Volexa, Recording, Details

Ask Volexa

The global AI assistant: query conversations, identify trends, extract decisions, and generate strategic insights across your account.

  • Ask questions about any call in the system
  • Search across transcripts, summaries, and notes
  • Context-aware responses based on historical data
  • Contact-specific and general business-level questions
  • Persistent question history; regenerate and copy responses
  • Global call search, call-specific context, and general AI queries

Analytics

Structured visual overview of performance trends across users and timeframes with filtering and team-wide comparison.

  • Visual call volume trends displayed over time
  • Time-based filtering: Today, Last 7 Days, Last 30 Days, Last Year, Max
  • Member-based filtering: Total Calls, All Members, Individual Members
  • Team-wide performance comparison and individual evaluation
  • Line chart with color-coded legend, hover tooltips, real-time updates

Reports (Coming soon)

Custom and scheduled reporting on call volume, outcomes, and team performance for stakeholders and compliance. Export data, schedule recurring reports, and share insights with your team.

  • Custom report builder with filters and date ranges
  • Scheduled report delivery via email
  • Call volume and outcome summaries; team performance and activity reports
  • Export to PDF and spreadsheet formats