Use call history to understand what was discussed and what still needs action. A connected call and an achieved task outcome are different results.
Before you start
You need access to the call and relevant task. Transcript and recording availability depend on the call and workspace settings.
Scout Agent configuration follows the Train, Test, Deploy and Analyze areas.
Review a call and its follow-up
Open the relevant call from Inbox → Calls, a linked task or a call notification.
Review the direction, participants, time and outcome shown on the call record.
Read the recap and available transcript. Check specific quantities, dates and commitments against the underlying conversation.
Open the linked task and records to confirm what was updated and what remains unresolved.
Create or assign follow-up work when the call leaves an open decision, document request or recovery step.
Check the result
You can explain the call’s result, the evidence for any commitment and the next owner. Verify important record changes rather than assuming the recap applied them.
Check the actual outcome
A call can be answered without reaching the objective. A voicemail, refusal or request to call later should lead to the appropriate next step.
When a transcript is available, inspect the passage supporting a date or quantity. Resolve an ambiguous commitment with the supplier before changing the operating plan.
Handle call issues
A call may end before connection, encounter a serious issue or require review. Use the visible reason and task activity to decide whether to retry, use email or hand the work to someone else.
If something does not look right
What you see | What to check |
No transcript is available | Check the call state and available artifacts. Report the call time and visible status if the record is incomplete. |
The requested call was not placed | Review channel readiness, approval, calling hours, contact limits, do-not-call controls and budget availability. |
Does a call count as completing the task?
Does a call count as completing the task?
The task outcome must be achieved and recorded. Phone usage can be separate from an outcome charge.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.