> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trailercast.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Calls

> The unified inbox for everything that gets recorded, demos, qualifying calls, and meetings.

The Calls phase is your inbox for every recording. Three sub-views (All / Upcoming / Completed) and three recording kinds (Demo / Qualifying Call / Meeting).

## The Calls inbox

**Calls** in the left nav. Three sub-views:

| View          | What's in it                        |
| ------------- | ----------------------------------- |
| **All**       | Everything                          |
| **Upcoming**  | Bots scheduled but not yet recorded |
| **Completed** | Done, processed, ready to review    |

A pill switcher at the top lets you filter by recording kind: All / Demo / Qualifying Call / Meeting.

Each card shows: kind chip · prospect name (if known) · duration · date · status. Hover to scrub a thumbnail preview.

## Upcoming calls

Bots scheduled by your calendar integration land here. Default view is **List** (toggle to Calendar if you prefer).

### Actions on an upcoming bot

Open the kebab menu (⋯) on any upcoming row:

<CardGroup cols={2}>
  <Card title="Reclassify" icon="tag">
    Change the recording kind (Demo / Qualifying / Meeting) before the meeting starts. Determines which pipeline runs.
  </Card>

  <Card title="Don't record" icon="ban">
    Cancels the bot before the meeting. Available to bot owner + Global Admin.
  </Card>

  <Card title="Mark private" icon="lock">
    Flags the recording so only the owner + Global Admin can see it once it processes. Available to Global Admin only.
  </Card>
</CardGroup>

<Tip>
  Reclassifying BEFORE the meeting saves time, picking the right kind upfront means the right pipeline runs. Reclassifying AFTER works too but re-processes the recording.
</Tip>

## 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

<Tabs>
  <Tab title="Summary">
    For **qualifying calls**: structured breakdown, pain points, decision criteria, qualification verdict, next steps.

    For **meetings**: generic key takeaways + action items.
  </Tab>

  <Tab title="Topics">
    Chapter list, each topic the AI identified, with a short summary and click-to-seek timestamp.
  </Tab>

  <Tab title="Transcript">
    Full speaker-labeled transcript. Click any segment to seek the video. Searchable with Ctrl+F / Cmd+F.
  </Tab>

  <Tab title="Comments">
    Internal team comments + @mentions. Same component as the trailer review surface.
  </Tab>

  <Tab title="Ask Winter">
    AI Q\&A grounded specifically on this call's transcript and summary. Persists across tab switches and refreshes within the session.
  </Tab>
</Tabs>

### 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:

<Steps>
  <Step title="Open the call detail page">
    From the Calls inbox.
  </Step>

  <Step title="Open the kebab menu (⋯)">
    Top right of the detail.
  </Step>

  <Step title="Pick Reclassify">
    Choose the correct kind.
  </Step>

  <Step title="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.).
  </Step>
</Steps>

## 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 owner and Global Admin always see it.

<Warning>
  Mark private is **Global Admin only**. Admins and Members can't flag a recording as private, by design.
</Warning>

## The three recording kinds explained

| Kind                | Pipeline | What you get                                                                              |
| ------------------- | -------- | ----------------------------------------------------------------------------------------- |
| **Demo**            | Full     | Trailer + transcript + moments + summary + deal brief                                     |
| **Qualifying Call** | Lite     | Transcript + topic-extracted summary, no trailer ([turn into Buyer Space](/buyer-spaces)) |
| **Meeting**         | Generic  | Transcript + key takeaways + action items, no trailer                                     |

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)
