View Resolved Calls in SimboVara

Purpose: This article explains how to open the Resolved calls screen and how to read everything on it. Use this screen to review calls that were completed either by the Simbo AI Copilot or by your staff.

Who can use this

Front office agents, supervisors, and admins who manage inbound or outbound phone activity in Phone Copilot.

Open the Resolved calls screen

1. Sign in to the Phone Copilot dashboard.

2. In the top navigation, select Resolved calls.

3. The Resolved calls page opens and shows the most recent resolved calls.

Screen overview

The page has two main areas:

1. Filters and actions bar at the top

   • Select Copilot. Choose a phone line or Copilot to limit results.

   • Caller Number. Type a full or partial phone number to search.

   • Enter a Date Range. Pick start and end dates to see calls from a specific period.

   • Fetch History. Apply your filters and refresh the list.

   • Clear. Reset all filters.

2. Resolved calls table

   A list of calls with one row per call. You can click any row to open more details.

Table columns explained

• Phone No.

  The caller’s phone number. A small language tag such as EN may appear next to it.

• Copilot

  The SimboConnect Copilot or phone line that handled the call, for example DEMO Line Integrated.

• Primary Reason

  The reason detected for the call, such as Request - Need Refill, Need Records or Request - Need Appointment.

• Interaction Time

  The time when the call interaction occurred.

• Duration (MM:SS)

  The call length in minutes and seconds.

• Resolved at

  The time when the call was marked as resolved.

• Resolved by

  Who resolved the call. This can be the Copilot when it resolved the request automatically or the name of a user when a person completed it.

• Assigned To

  The staff member responsible for follow up, if any.

Paging and list size

• The header shows Showing 50 entries.

• Use Prev 50 and Next 50 to move through older or newer pages of results.

View more details for a call

1. Click any row in the table.

2. The call details page opens where you can review the full information for that call.

Tips and good practices

• Start with a Date Range when you are hunting for calls from a specific day or week.

• Use Caller Number search to quickly find all calls from the same person.

• If your team manages multiple lines, select the right Copilot before you click Fetch History.

• Click Clear when results look unexpected to remove old filters.

• Use Resolved by to separate calls completed by the Copilot from those handled by staff for reporting or coaching.

• Check the Assigned To column to confirm ownership and avoid duplicate follow up.