Navigate the Call Details screen

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

 Steps 

 

 

 Open a call in Phone Copilot. 

 

 

 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. 

 

 

 

 

 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.