✨ When You Need This Guide
Use this guide if you're asking:
“Where can I see Charlie’s call log?”
“How many calls has Charlie handled?”
“Can I listen to voicemails or see transcripts?”
“How do I check if Charlie answered a call?”
“Is there a way to filter calls by patient type or status?”
This guide walks you through how to view and filter Charlie's call history in Aloha, including access to voicemail recordings, summaries, and call outcomes.
✅ How to Use the Charlie AI Call Log 🗂
Here’s how to find and understand Charlie’s call history in your dashboard:
Open the Call Log
On the left-hand sidebar of Aloha, click Call Log.
Choose a Date or Range
Use the calendar icon on the top right to select a single day or custom range.Understand Call Status
Green Dot: Call was handled by Charlie
Red Dot: Charlie did not handle the call
These indicators help you quickly assess outcomes at a glance.
Click a Patient’s Name for Details
Listen to the conversation between the patient and Charlie
See a summary or transcript of the call's purpose and outcome
Use Filters to Narrow Your View
At the top, you can select columns or filters to customize your log. For example:Show only new patients
Filter by handled = No to focus on calls Charlie didn’t complete
💡 Common Scenarios & Solutions
Scenario | What It Means | What You Can Do |
I see red dots on calls | Charlie didn’t complete the call | Review the call by clicking the patient’s name and listen to the audio |
I can’t find a specific day’s calls | The date range may not be set | Click the calendar icon and select the right timeframe |
I want to hear what the patient said | Click the patient name to access the voicemail or transcript | Replay the recording or read the summary |
Too many calls showing | Use filters to sort by type, status, or patient category | Adjust filters at the top to refine your dashboard |
🎉 You’ll Know It Worked When:
You can see green and red call indicators
You’re able to click into calls and hear recordings
Call summaries or transcripts appear with patient info
You can filter the log to fit exactly what you’re trying to track
💬 Need Help? We’re Just a Message Away
Questions about what you're seeing—or not seeing? Our support team is ready to help you make the most of your Charlie Call Log.
📧 Contact us via the Aloha support portal or chat directly with our team.
You’ll typically hear back within one business day.
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