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.