Navigate the Call Details screen

Purpose: Help staff understand the three-panel Call Details screen and where to find common actions.

Steps

1. Open a call in Phone Copilot.

2. Look at the three columns on the screen.

   • Left: history for this caller.

   • Middle: full call transcript with play buttons.

   • Right: AI summary, requests, and patient info.

3. Use the top bar to see Caller ID and quick actions like Block, I am Working on it, and Mark as Resolved.

What you will see on this page

• A vertical list of calls and SMS for this phone number on the left.

• Transcript bubbles in the center with small play icons on each line.

• An audio player for the full recording at the bottom.

• A summary panel on the right with sections such as PII Data, Open Message for Office, Request blocks, and Patient Info.

Tips and good practice

• Use the summary on the right first to understand the call in seconds.

• Use the center panel only if you need exact wording or to verify a detail.