Collaboration

Call commenting

Add comments to calls and assign them to teammates for follow-up.

Not every call ends when you hang up. A customer mentions a pending order. A prospect asks for a quote. A complaint needs someone else to own it. Call commenting gives your team a way to capture that context on the call record itself and hand the ball to the right person, without relying on memory, sticky notes, or a separate task app.

When a call is logged in Voxbi, anyone with access can add a written comment directly to that record. You can then assign the annotated call to a specific teammate, so they know exactly what happened and what action is expected. The call, the note, and the owner are all in one place.

When you'd use call commenting

  • A support agent takes a call that needs a manager's sign-off before the customer can be called back, so they leave a note and assign it to the manager.

  • A sales rep fields an inbound enquiry but is about to go into a meeting, so they comment on the call with the key details and pass it to a colleague to follow up.

  • A team lead reviews the day's call log and flags specific calls with instructions for agents to action before end of day.

How call commenting works in Voxbi

  1. Find the call in the log

    Open the call history in the Voxbi Cockpit or the Voxbi app. Every call your phone system handles is recorded there, with the number, direction, date, and duration.

  2. Add your comment

    Write a note on the call record: context from the conversation, what the customer needs, or what the next step is.

  3. Assign it to a teammate

    Assign the call to the colleague who should act on it. They can see the assignment and the comment attached to it.

  4. Track it through to completion

    The assignment keeps the call visible until the follow-up is done, giving your team a shared view of what still needs attention.

Frequently asked questions

Does the comment appear alongside the call record, or separately?

Comments are attached directly to the call record, so anyone looking at that call sees both the conversation details and the notes left by your team in the same place.

Can I assign a call to someone who was not on the original call?

Yes. The assignment is independent of who took the call, so you can route follow-up responsibility to any teammate, including a manager, a specialist, or another department.

Is there a way to see all calls that have been assigned to me?

Visibility into assigned calls depends on how your team uses the call log. The assignment is recorded on the call record, which can be filtered and searched in the Voxbi Cockpit's call history view.

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