Skip to main content

​
Overview

The Calls tab shows every recorded call with this customer, synced from your call recording integrations (Fireflies, Fathom, Granola), with AI-generated summaries and a notes system for capturing insights.

​
Layout

At the top: a metrics grid — Total Calls, Avg Duration, Last Call, Total Time — and a Call Activity heatmap of the last 12 months, colored by call sentiment. Below that, a master-detail layout: a searchable list of call cards on the left, and the selected call’s detail on the right. Search matches titles, participants, organizers, keywords, topics, summaries, and call type.

​
Call Details

Selecting a call shows:
  • AI summary — overview, key points, and meeting type
  • Sentiment — a score out of 5 with the AI’s reasoning
  • Action items — extracted tasks, with owners where detected
  • Signals — growth and risk signals spotted in the conversation
  • Topics, keywords, and key quotes
  • Participants — attendee names and avatars
  • Watch — opens the original recording at the provider
Calls still being analyzed show an “Analysis in progress” state.

​
Notes

Open the Notes button on a call to capture insights alongside it.
  • Rich text editor — formatting, lists, links, and code blocks; Cmd+Enter to save
  • @Mentions — mention teammates, or type @Quivly to ask the AI about the call
  • AI Q&A — ask questions like “What were the main concerns raised?”; the AI answers from the full transcript and summary, with clickable timestamp references, and you can save the response as a note
  • Prompt templates — save reusable questions (shared across your organization)
  • Search — filter notes by content or creator, with inline highlighting
Notes are grouped by date, newest first. You can edit or delete your own notes.