5.4 Call Summary

This tab displays the action results captured by the logged in collector on previous and current working day.

Table 5-5 Field Description: Call Summary

Field Name Description
Task Displays the task name.
Task Status Displays the status of the task.
Account Number Displays the account number.
Call Date Time Displays the data and time of the call.
Action Indicates the action captured related to the task.
Result Indicates the result captured for the selected action.
User Assigned Displays the user name of the collector to whom the task is assigned.
Actions Indicates the actions that can be performed. The options are:
  • Notes: Displays AI and User captured notes.
  • Call Compliance Details: Displays the overall compliance report generated by Generative AI model.