Review and act on unprocessed calls quickly so customer communications receive timely follow-up.
Quick Start
Open the unprocessed call list.
Use filters to find the calls you need to review.
Open a call to review its details and classify it.
Prerequisites
You need access to Interaction History and to the locations whose calls you want to view.
Access the Unprocessed Call List
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Select History to open the Unprocessed list. The badge above History shows the number of unprocessed calls requiring attention.
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Review the Unprocessed calls shown by default. Select All to view the complete call history.
Find Calls in the List
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Review the unprocessed call list to identify calls that need attention.
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Choose filter values to narrow the results:
Select Communication type to show a specific communication type.
Select Time to choose a time period. The default is All Time.
Select Location to choose one or more locations you can access.
Select Additional Filters (+) to filter by phone number or employee. Select Apply to update the list, or Reset to clear all filters.
For long lists, use Page Pagination to enter a page number or select Next. Use the Results per Page dropdown to adjust the number of items shown.
Note: Records began to be archived in Storable CRM on August 26, 2026. Beginning September 21, 2026, the list displays the previous 13 months of data to support faster page loads. Archived data is not deleted and remains stored in Storable CRM.
Review and Classify a Call
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Review the call details in the list, including call duration, location, date, AI-generated summary, and overall sentiment. Hover over the summary icon to view the AI-generated call summary.
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Select the communication item to listen to a call or read a text or email transcript.
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Classify the call in the center of the screen. Review the sentiment analysis—Positive, Neutral, or Negative—and the transcript below it.
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Review unit data and the historical notes associated with the call in the right-side panel.