Column quick reference for calls worklist dashboard

Phone No. — Caller’s number. Groups indicate related interactions. 

 

 

 Copilot — AI line or integration that answered/handled the call. 

 

 

 Primary Reason — Detected intent (e.g., Need Appointment , Need Refill , Order Status ). 

 

 

 Interaction Time — Local time of the call. 

 

 

 Duration (MM :SS ) — Call length. 

 

 

 Assigned To — Owner of the follow‑up (if used by your clinic). If an owner’s name appears in green, it indicates that that owner is actively working on the item 

 

 

 Status — Open or In‑progress .