The Calls inbox
The inbox layout described here is rolling out workspace-by-workspace from 2026-09-04. If your Calls screen still shows Upcoming and Completed tabs, you have the earlier layout: Upcoming holds scheduled bots (List / Day / Week / Month views) and Completed holds the recordings as a card grid with the same filters.
- List is the default: each row shows a thumbnail, the title and the AI’s one-line headline, the recording kind, date, length, and status. Grid switches to cards with a larger poster frame. Your choice is remembered.
- One toolbar: kind (All / Demos / Qualifying / Meetings), a search box that matches company, prospect, file name and headline, an owner picker (admins), and a date range. The kind filter is remembered too.
- The ⋮ menu on any row or card has Reclassify and, for Global Admins, Mark private / public.
Upcoming calls
Scheduled notetakers sit in a compact Up next strip above the list — one chip per meeting with the time, the recording kind, an amber dot when the kind still needs confirming, and Join where enabled. Click a chip to open the call and confirm its kind. Manage expands the strip into full rows with Don’t record and Retry. When nothing is scheduled the strip is a single line with a link to Integrations. There is no calendar view on this screen any more; the sidebar’s Upcoming-calls widget and your own calendar already show what’s on today.Actions on an upcoming bot
Open the kebab menu (⋯) on any upcoming row:Reclassify
Change the recording kind (Demo / Qualifying / Meeting) before the meeting starts. Determines which pipeline runs.
Don't record
Cancels the bot before the meeting. Available to bot owner + Global Admin.
Mark private
Flags the recording so only the owner + Global Admin can see it once it processes. Available to Global Admin only.
Call detail page
Click any completed call to drill into a detail page that mirrors the trailer review page but adapted for calls.Layout
- Wide video player on the left
- Color-coded topic chapter strip directly under (from the AI’s topic extraction)
- Talk-time visualization (who spoke when)
- Right rail tabs: Summary · Topics · Transcript · Comments · Ask Winter
Tabs
- Summary
- Topics
- Transcript
- Comments
- Ask Winter
For qualifying calls: structured breakdown, pain points, decision criteria, qualification verdict, next steps.For meetings: generic key takeaways + action items.
Keyboard shortcuts
Same as the trailer review page.[ and ] to jump between topic chapters.
Reclassifying a call
Sometimes the auto-classification is wrong (a “demo” that turned out to be discovery, a “meeting” that was actually a qualifying call). Fix it:1
Open the call detail page
From the Calls inbox.
2
Open the kebab menu (⋯)
Top right of the detail.
3
Pick Reclassify
Choose the correct kind.
4
The call moves into that bucket
And re-processes through the appropriate pipeline (so a meeting reclassified as a qualifying call gets the qualification verdict, etc.).
Don’t record / Mark private
Don’t record (on Upcoming bots)
Cancels the bot, the meeting still happens, it just doesn’t get recorded. Available to the bot owner and Global Admin.Mark private (on completed recordings)
Hides the recording from everyone except the owner and the Global Admin. Useful for sensitive conversations (HR, legal, internal strategy). A private recording is invisible in:- The Calls inbox (for non-owners)
- The Library
- Universal search results
- Any team-level reports
The three recording kinds explained
Pick the right kind at scheduling time when possible, saves a reclassify step later.
What’s NOT in Calls
Calls is for anything recorded by a bot or uploaded as a recording. It’s NOT:- Your CRM activity log (that lives elsewhere if you’ve integrated)
- A list of upcoming meetings without bots scheduled (those live in your calendar tool)
- A list of email threads (those are in Conversations)