Find an unassigned call
Select My Comms from the left panel.
Go to the Unassigned tab — the number of unassigned calls appears in red next to the tab name.
From here you can see all calls that haven't been assigned to a folder yet.
Assign a call to a client or folder
Assigning a call moves it into a client or internal folder, where it contributes to that folder's AI analysis — including chatbot answers and relationship scoring.
Tick the checkbox next to the call you want to move. You can select multiple calls at once.
Scroll to the bottom of the page and select Assign to client or folder.
Choose the destination folder and select Save.
To delete a call instead, select Delete at the bottom of the page.
Note: Calls left in My Comms are moved to Trash after 30 days.