Overview

This guide will help you effectively navigate the Copilot home page, view your call logs, and use the filtering and tagging features to organize your calls.

Video Walkthrough

Accessing Your Call Logs

1. Log in to your Copilot account
2. From the main dashboard, locate and click on the Company Calls tab

Understanding the Call Log Display

When viewing your call logs, you'll see the following information for each call:

• Date/Time: When the call occurred
• Caller Information: Name and phone number of the caller
• Call Length: Duration of the conversation
• Call Direction Indicator:
  • Green: Indicates an inbound call (customer called you)
  • Blue: Indicates an outbound call (you called the customer)
• Call Status: Whether the call was completed, missed, etc.

Using Call Tags

Call tags help you categorize and organize calls for easy reference and follow-up.

Applying Tags to Calls

1. Locate the call you want to tag in your call list
2. Click on the tag icon or dropdown menu next to the call
3. Select from the available tag options:
   • Claim
   • Hiring
   • Needs Follow-up
   • Spam
   • Any custom tags you've created

Creating Custom Tags

To create your own tags for specific purposes (such as "Upsell Opportunity" or "Cancellation Request"):

1. Navigate to Settings
2. Locate the Call Tags section
3. Create new custom tags that align with your business needs
4. Save your changes
5. Your new tags will now appear in the tag dropdown menu for all calls

Filtering and Segmenting Calls

Copilot offers powerful filtering options to help you find specific calls or analyze call patterns.

How to Filter Calls

1. In the Company Calls view, locate the filter options
2. Click on the filter dropdown menu
3. Select from the available filtering options:
   • By Team Member: View calls from a specific salesperson or agent
   • By Tag: See only calls with specific tags (e.g., "Needs Follow-up")
   • By Date Range: Filter calls from a specific time period
   • By Call Type: View only inbound or outbound calls

Applying Multiple Filters

You can combine multiple filters to narrow down your view:

1. Select your first filter criterion (e.g., a specific team member)
2. Click "Apply" or "Add Filter"
3. Select additional filter criteria as needed
4. The call list will update to show only calls matching all selected filters

Best Practices for Call Management

• Tag Calls Promptly: Apply relevant tags immediately after calls end
• Create Specific Tags: Develop tags that align with your follow-up processes
• Use Consistent Filtering: Establish regular filtering routines to check specific call types
• Review Regularly: Set aside time to review calls with specific tags (like "Needs Follow-up")

By effectively using the Copilot home page navigation features, you can better organize your customer interactions, ensure proper follow-up, and gain valuable insights into your call patterns and customer communications.

Need Help? If you need assistance with playbooks or other Copilot features, contact our support team at help@supermove.com or reach out to your Customer Success Manager.