If a call or email doesn't belong to a client domain, it'll end up in "Your Calls/Emails" - like your team discussions, strategy sessions, and catch-ups.
To organise this section, you have a couple options.
1) You can leave them in “Your Calls” – no action needed, but these calls and emails will be moved to trash after 30 days.
2) Move them to a relevant Client or Internal folder – to keep everything organised. For example, if you had a strategy call without the client present, you might want to move this into the client’s page so that all the related notes and commentary will be pulled into chatbot answers (but this call will now also affect the relationship score).
To move calls:
Open the left panel and navigate to "Your Calls".
Then, click the "Unassigned" tab - the number of unassigned calls will appear in red.
Once in Unassigned, you can select (or multi-select) calls by ticking the box on the left side.
Then scroll down to the bottom of the page, hit the yellow "Assign to Client or Folder" button and hit the green "Save" button - this will move the call.
To move calls to "Trash", hit the red "Delete" button.
