Skip to main content

Export Options

CSV Export

Includes:
  • All call metadata (time, numbers, duration, status)
  • Agent information
  • Tags and custom fields
  • Filterable before export
Use Cases:
  • Import into Excel for analysis
  • Share with stakeholders
  • Create custom reports
  • Compliance and record-keeping

Transcript Export

  • Individual call transcripts
  • Bulk transcript download
  • Text or JSON format
  • For training and compliance

Creating Reports

Weekly Performance Report

  • Total calls handled
  • Success rate percentage
  • Average call duration
  • Top performing agents
  • Common issues identified

Monthly Analytics

  • Call volume trends
  • Agent performance comparison
  • Cost analysis (based on duration)
  • Customer satisfaction metrics
  • Improvement recommendations

Data Privacy and Compliance

Call recordings and transcripts may contain sensitive customer information. Ensure proper data handling and compliance with privacy regulations (GDPR, CCPA, etc.).
Best Practices:
  • Limit access to authorized personnel only
  • Implement data retention policies
  • Anonymize data when sharing externally
  • Secure exported files with encryption
  • Regular audit of access logs
  • Inform customers about call recording (if required by law)
Compliance Features:
  • Role-based access control
  • Audit trails for data access
  • Secure data storage
  • Configurable retention periods
  • Data export for subject access requests