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Chapter 8 · Guide 8.7

Review voice call recordings, transcripts, and missed-call SMS

Listen to customer call recordings, review AI transcriptions in Voice Calls, and configure instant speed-to-lead missed-call texts.

6 minute readVerified August 29, 2026
OwnerOffice staff

At a glance

Use this guide when

You are in the field, on a ladder, or after hours and need incoming customer phone calls answered, qualified, and logged 24/7.

Best practice

Set up instant Speed-to-Lead SMS alerts so missed callers receive an immediate personalized text while their intent is highest.

Watch for

Check call transcripts periodically to refine your automated greeting and ensure emergency routing numbers remain accurate.

01

Review inbound calls and audio recordings

  1. Open Voice Calls in the dashboard to see all inbound customer calls, call durations, and caller IDs.
  2. Click any call row to play the audio recording directly in your browser.
  3. Read the AI-generated caller transcript and concise job scope summary.
02

Speed-to-lead automated text cards

  • Automated SMS Trigger: When a customer call goes unanswered or disconnects, the system automatically sends a friendly follow-up text within 60 seconds.
  • Direct Estimate Link: The SMS includes your online booking or instant quote link so the homeowner can submit their project request without waiting.
  • Thread Synchronization: Homeowner text replies instantly appear in your two-way Messages inbox.
03

Convert calls to active leads and jobs

With one click from the Voice Call detail card, promote any recorded call into an active lead or schedule an on-site consultation visit with the caller’s address pre-filled.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Inbound calls connect to the AI receptionist and record audio transcripts.
  • Missed calls automatically create qualified leads in your dashboard inbox.
  • Instant SMS follow-up texts deliver with the correct booking and quote link.

Troubleshooting

When the workflow doesn’t look right

A recorded call audio player does not load.

Ensure browser audio permissions are enabled and audio files have completed cloud processing.

Missed-call SMS did not fire.

Check your available SMS credits in Plan & Usage and verify automated missed-call texts are enabled.

Keep going

Related guides

Configure AI receptionist and call routingConfigure AI call answering on Automations (#ai-receptionist), business hours, and phone call routing.Manage the lead Inbox, Board, and TableTriage new requests, prioritize urgent inquiries, and understand lead stage lifecycles.Work the two-way customer text inboxManage two-way SMS conversations, photo messages, and understand the carrier STOP opt-out invariant.
Review voice call recordings, transcripts, and missed-call SMS | Dashboard User Manual · Let's Get Quoted