All help articlesWorking with your calls

Work in the Active Hub

Find, filter and open your calls, and switch between the Calls and Tasks tabs.

The Active Hub is the home screen. Everything you have recorded, uploaded or imported lands here, and it is where you go to find a call again.

The two tabs

  • Calls — your calls and meetings, newest first.
  • Tasks — the to-do list. See Tasks.

The tab you choose is remembered, so if you live in Tasks you will land there next time.

Find a call

  • Search looks inside the call: its title, the people on it, the summary and the transcript. Searching for a customer's name will find the call even if you never put the name in the title.
  • Date narrows the list to a period — last week, last month, or a custom range you pick yourself.
  • People & teams decides whose calls you are looking at: just yours, everyone you are allowed to see, or a particular team or person.
  • Sort switches between most recently updated and most recently recorded.

If you are only ever shown your own calls, that is what your permissions allow. A workspace admin can widen it — see Security and privacy.

Card view and list view

The switcher in the toolbar flips between a grid of cards and a compact list. Cards show more at a glance; the list fits more calls on screen. Your choice is remembered. On a phone the Hub always uses cards, because a wide table does not fit.

What the labels on a call mean

  • In call — this call is being recorded right now. Click it to jump back into the live view.
  • Processing — the recording has finished and ActiveLens is still working through it. The summary and actions will fill in shortly.
  • Transcription failed — something went wrong turning the audio into text. See My call did not appear.

Open a call

Clicking a call opens it. You will find:

  • Participants — who was on the call.
  • Summary — the written summary, which you can edit or regenerate.
  • Transcript — the full text, with playback.
  • Actions — the suggested next steps.

Ask a question instead of scrolling

Ask Anything in the Hub toolbar lets you ask about your calls in plain language instead of filtering for them. See Ask questions about your calls.

Delete calls

Open a call's menu and choose Delete, or use the selection mode in the toolbar to pick several and delete them together. Deleting a call removes its transcript, summary, actions and audio. It cannot be undone, so it asks first.