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File your unassigned calls in My Comms

Calls and emails that match no client go into My Comms. Move them into the right folder so they count towards that client.

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Written by James Caples

Who can do this: All users

Find your unassigned items

  1. Select My Comms.

  2. Go to the Unassigned tab. The number next to the tab shows how many items are unassigned.

  3. Optional: set a date range to see fewer items.

Move items into a folder

  1. Select the checkbox next to each item. You can select more than one.

  2. Select Assign to client or folder.

  3. Choose the folder and select Save.

Result: The items move into the folder. They now count towards the folder's CARE score and Kaizan AI answers.

Download transcripts

  1. Select the checkbox next to each call.

  2. Select the download option.

Result: You get one ZIP file. Calls with no folder are in an Unassigned folder inside the ZIP.

Note: Items you leave in My Comms move to Trash after 30 days. See Restore something from Trash.

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