Overview
Session History is the selected-client audit trail for Platform dial sessions. It separates canonical client totals from the paginated Platform-session rows, filters by campaign, SDR, and calendar dates, and lets you expand a session to review calls, emails, and recordings. Talks uses the Qualified Conversation client-performance definition, including Referral, Not Interested, and Unqualified. Average call duration uses calls in that same set. Blacklisted Contact, Domain Blocked, and Prospect Hung Up do not increase Talks. Imported detail rows that lack a source disposition remain historical evidence and do not enter canonical CRM dial or Talk totals.
How to use this page
Read the session summary
Review Platform sessions in range, client or attached-session dials and Qualified Conversation talks, client or attached-session emails, and loaded-page session time. When both dates are set, the reconciliation note explains canonical CRM and deduplicated old-platform totals versus records attached to the paginated Platform sessions. Imported detail rows with no source disposition remain history and do not increase CRM dials or talks.
Review a directly linked session
A direct session link opens the selected client and exact session with its details expanded. Selected session appears in the filter summary. Calls appear in time order. Changing a campaign, SDR, or date filter removes the exact-session restriction. Clear filters removes the session and other filters while keeping the selected client.
Filter the audit trail
Choose a campaign, SDR, From date, or To date. Date filtering uses Eastern Time calendar dates. Changing these filters leaves an exact-session view. Clear filters returns to all campaigns, SDRs, and dates within the selected client.
Sort and page sessions
Select sortable headings for SDR, campaign, date, dials, talks, emails, average call, or status. Talks counts the narrower Qualified Conversation outcome set, and Avg Call uses calls in that same set. The page shows up to 100 sessions, with Previous and Next when more pages exist.
Expand a session
Select a row or press Enter or Space while it is focused. Review calls with contact, company, number, phone type, result, duration, time, and recording controls, plus sent session emails. Migrated old-platform call-detail rows are excluded from the CRM session detail metrics.
Play or export the evidence
Use Play All when recordings exist, or use the individual recording controls. Export CSV downloads the currently loaded filtered and sorted session rows.
What the buttons do
- All Campaigns / All Users
- Filters the session audit trail to one campaign or SDR.
- From / To
- Applies an Eastern Time calendar-date range and enables canonical client-total reconciliation when both dates are set.
- Clear filters
- Removes the selected-session restriction and campaign, SDR, and date filters while retaining the selected client.
- Export CSV
- Downloads the currently loaded filtered and sorted session rows.
- Play All
- Plays the available recordings in one expanded session in order.
- Previous / Next
- Moves between 100-session result pages.