Review call recordings from the Bookweld dashboard
Where recordings live, the thirty-second scan, what to look for in the AI summary, and how to mark a call for follow-up or share it with a tech.
Before you start
Where recordings live.
Every call Bookweld answers is captured in three places at once: the inbox, the dashboard, and the call detail page. You can reach the same recording from any of them.
Three places, same recording
- Inbox: every call arrives as a one-line email with the AI summary and a play button. Useful when you are not at a desk.
- Dashboard → Call History: the search and filter surface. Browse by date, outcome, or customer name.
- Call detail page: opens when you click a row. Audio + transcript + AI summary + the actions (Flag, Forward, Mark Resolved).
Each call has three pieces
- Audio: the recording itself. Browseable with a playhead and a speed control.
- Transcript: search the full text, jump to the line you want, copy a snippet into an email.
- AI summary: three short lines at the top of the call. Most owners skim the summary and only listen on the calls flagged for follow-up.
How to scan a recording
The thirty-second scan.
Most calls do not need the full listen. Here is the four-step scan that gets you ninety percent of the value in under a minute.
Step 01 of 04
Open the recording
From the Bookweld dashboard, click Call History. Each row is one call: the customer name, the time, the duration, and a one-line outcome ("Booked", "Lost", "Callback queued").
Step 02 of 04
Skim the AI summary
Click a row to open the call. At the top you will see a short three-line summary written by the Bookweld agent. It is two sentences and a "what happens next" line. Read those first.
Step 03 of 04
Jump to a highlighted moment
Below the summary is the transcript. Moments the agent flagged (a complaint, a price question, a request for a human) are highlighted in the brand color. Click a highlight to skip straight to that timestamp.
Step 04 of 04
Play the relevant snippet
Once you are at the timestamp, the audio player jumps with you. You do not have to listen to the full call to find the line you care about. Most owners spend thirty seconds per call after they have scanned the summary.
What to look for
The three lines in the AI summary.
The summary is written so a tech can read it without listening. Here is the line-by-line reading order.
What they wanted
A one-line version of the caller's actual ask ("AC not cooling, upstairs unit, before Friday"). This is the line your tech reads first.
What we said
The agent's offer in the caller's own words ("we can send a tech tomorrow morning, $129 dispatch"). If the caller pushed back, that push-back is here too.
What happens next
The downstream action ("booked with Jordan at 9am", "callback queued for Diane", "lost, urgent AC"). This is the line that decides your follow-up.
Booked vs lost opportunity
The third line tags the call as Booked, Lost, or Callback queued. Booked means a job is on the calendar. Lost means the caller hung up or refused. Callback queued means the agent booked time for a dispatcher to call them back.
Caller sentiment
A small mood chip sits next to the summary (neutral, frustrated, or warm). Most calls are neutral. Frustrated calls are worth a check-in even when the outcome was Booked. Warm calls are worth a thank-you note.
Marking and follow-up
What each action does next.
Flag, Forward, Mark Resolved. Three buttons, three different downstream paths. Here is what each one triggers.
Flag for callback
Click Flag on a call. The call moves into the Callbacks list on your dashboard and surfaces in the next morning's digest. Your dispatcher sees the customer name, the time of the call, and the original ask without re-listening.
Send to a teammate
Click Forward, pick a teammate, and add a one-line note ("Mike, this is your alley"). The teammate gets an email and a dashboard notification with the recording attached. The flag moves to their queue.
Mark resolved
Click Mark Resolved after the call has run its course (a booking landed, the customer was called back, the complaint was addressed). Resolved calls drop off your main list but stay searchable for the next ninety days.
Still stuck?
We will read a call with you.
One fifteen-minute call. Send us a recording in advance and we will walk you through the scan, point out the parts your team would care about, and answer questions about forwarding or role access, all without a signup.