Calls
Manage your sales calls with AI-powered recording, transcription, and analysis
Calls
The Calls feature is where conversations turn into insights. Aura automatically records your sales calls, transcribes them, and provides AI-powered analysis to help you improve your sales performance.
Calls Overview
┌─────────────────────────────────────────────────────────────────────────────┐
│ CALLS VIEW │
├─────────────────────────────────────────────────────────────────────────────┤
│ FILTERS: Today | This Week | This Month | All | Outcome ▼ | Rep ▼ │
├─────────────────────────────────────────────────────────────────────────────┤
│ ┌─────────────────────────────────────────────────────────────────────────┐│
│ │ UPCOMING CALLS ││
│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ││
│ │ │ Jane Doe │ │ Bob Smith │ │ Alice Chen │ ││
│ │ │ Today 2pm │ │ Tomorrow │ │ Wed 10am │ ││
│ │ │ Discovery │ │ Demo │ │ Follow-up │ ││
│ │ └─────────────┘ └─────────────┘ └─────────────┘ ││
│ └─────────────────────────────────────────────────────────────────────────┘│
│ ┌─────────────────────────────────────────────────────────────────────────┐│
│ │ RECENT CALLS ││
│ │ ┌─────────────┬────────┬──────────┬───────────┬─────────┐ ││
│ │ │ Lead │ Date │ Duration │ Outcome │ Score │ ││
│ │ ├─────────────┼────────┼──────────┼───────────┼─────────┤ ││
│ │ │ John K. │ Today │ 32 min │ Won ✓ │ 78/100 │ ││
│ │ │ Sarah M. │ Today │ 28 min │ Pending │ 72/100 │ ││
│ │ │ Mike R. │ Yest. │ 45 min │ Lost ✗ │ 65/100 │ ││
│ │ └─────────────┴────────┴──────────┴───────────┴─────────┘ ││
│ └─────────────────────────────────────────────────────────────────────────┘│
└─────────────────────────────────────────────────────────────────────────────┘Key Features
Automatic Recording
When your call starts, Aura's AI Notetaker joins automatically to:
- Record audio and video
- Generate real-time transcript
- Capture participant information
AI-Powered Analysis
After each call, receive:
- 7-stage framework scoring across 7 sales stages
- Key moments with timestamps
- Objections identified and categorized
- Coaching recommendations
Outcome Tracking
Record what happened:
- Won (with optional cash collected)
- Lost (with reason capture)
- No-show
- Rescheduled
Full Context
Every call connects to:
- Lead information
- Previous calls
- Notes and activity
- Pipeline stage
Call States
Calls progress through these states:
| State | Description | What Happens |
|---|---|---|
| Scheduled | Meeting booked | Calendar invite sent |
| Started | Meeting in progress | Notetaker recording |
| Attended | Meeting completed | Processing begins |
| Completed | Analysis ready | Full insights available |
Terminal states:
- No-show: Prospect didn't attend
- Cancelled: Meeting was cancelled
In This Section
Call Lifecycle
Understand how calls progress from scheduled to completed.
Recording Outcomes
How to record call outcomes (Won, Lost, No-show) and why it matters.
AI Notetaker
How the AI Notetaker works, joins calls, and captures content.
AI Analysis
Understanding the AI-generated insights, summaries, and recommendations.
7-Stage Framework
Deep dive into the 7-stage sales scoring methodology.
Objections
Tracking and analyzing objections across your sales conversations.
Quick Actions
From Calls View
- Filter by date: See specific time ranges
- Filter by outcome: Focus on won, lost, or pending
- Search: Find calls by lead name
- Export: Download call data
From Call Details
- Watch recording: Replay the full call
- Read transcript: Searchable text version
- View analysis: AI-generated insights
- Record outcome: Log the result
- Add notes: Capture additional context
Integration Points
Pipeline Connection
Calls automatically update the pipeline:
- Call scheduled → Lead moves to Scheduled
- Call attended → Lead moves to Attended
- Outcome recorded → Lead moves to Closed/Lost
Analytics
Call data flows into:
- Performance dashboards
- Rep scoring
- Objection heat maps
- Trend analysis
Quick Links
Getting Started
- Quick Start - Set up your first call
Configuration
- Zoom Integration - Connect video conferencing
- Settings - Configure objection categories
Analysis
- Analytics - Call performance metrics