Conversations
Review a conversation
To review a conversation in Nuteq, open a call or message thread to read the transcript, hear the recording, and check the outcome and next step.
By Nuteq TeamPublished 1 min read
In Nuteq, reviewing a conversation means opening one call or message thread to read the transcript, hear the recording, check the outcome, and follow up with the contact. Every voice call, text message, and WhatsApp thread opens the same way, so once you know how to review one, you know how to review them all.
Open a conversation
Go to Conversations in the sidebar and pick the record you want to look at. Calls and messages sit in the same list, and you can search by name or phone number, or filter by channel and by outcome, to find the one you need. Selecting a record opens it transcript first, so the words spoken (or typed) are the first thing you see, with the summary, outcome, and recording alongside them.
A call also shows who the agent spoke to, how long the call lasted, and when it happened. If the call created a lead, a "View lead" link sits right next to the caller's name, so you never have to go looking for it separately.
Read the transcript and hear the recording
Below the summary, the full transcript shows each turn of the conversation in order, labeled by who was speaking. Underneath it, a recording player lets you hear the actual audio. Clicking anywhere in the transcript jumps the recording to that exact moment, so you don't have to scrub through the whole call to hear one part again.
Text and WhatsApp threads work the same way, minus the audio. Every inbound and outbound message shows in order, along with its delivery status, so you can see whether a reply actually reached the customer or is still on its way.
Check the outcome and give feedback
Every conversation carries an outcome badge near the top, such as Resolved, Unresolved, Lead, Appointment, Transferred, Missed, or Voicemail. This tells you at a glance how the conversation ended, without reading the whole transcript. A call that is still being analyzed shows "Analysis pending" until that finishes.
Next to the outcome badge, a thumbs up and thumbs down let you rate how the agent handled the conversation. Thumbs down opens a box where you can describe what should have happened instead, with the option to save that correction to your agent's knowledge base so the same mistake doesn't happen again.
Follow up from the record
Every conversation is linked to a contact in your CRM, so a follow up starts from someone's full history instead of a bare phone number. Open the linked contact to call, text, or leave a note, and you'll see every other conversation, appointment, and lead tied to that same person.
If a conversation needs action, such as a customer who is still waiting on a reply or a booking request that hasn't been confirmed, it also shows up in the Needs attention list under Customers. That list is often the faster way to work through everything that needs a response, without opening each conversation one at a time.
Keep reading
Related content
- ConversationsThe Nuteq conversations inbox is one timeline of every voice call, SMS, and WhatsApp message your agent has handled for your business.Read more
- Contacts and leadsThe difference between a contact and a lead in Nuteq is that a contact is a person, and a lead is one request or job they asked about.Read more
- Follow-upsNuteq lists everyone waiting on a reply in one place, so you can follow up with a customer within minutes instead of hunting through calls and texts.Read more
- Improve your agentIn Nuteq, you teach your agent an answer for a missed question, review what it has learned, and add words it keeps mishearing, all from the Improve tab.Read more
Frequently asked questions
- How do I see what happened on a call?
- Open Conversations, then select the call. It opens transcript first, with the summary, outcome badge, and recording player all on one screen.
- Can I fix something the agent got wrong?
- Yes. Click the thumbs down button on the conversation and describe what was wrong. You can save the correction to your agent's knowledge so it answers better next time.
- Where do I follow up with someone after a call?
- Every conversation links to a contact record. Open that contact to call, text, or add a note, or use the Needs attention list under Customers to follow up faster.
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