Adit Call Tracking Update — What’s New & How to Navigate the Enhanced UI
A concise, practical guide to the major UI changes and where to find familiar functions in the updated Call Tracking experience.
Purpose
This article explains the most important changes introduced in the new Call Tracking UI and provides quick direction for common tasks. It is focused on the high-impact changes and practical navigation steps so teams can adapt quickly.
Key improvements
- Dedicated Call Detail page: playback, structured call fields, tasks, tags and notes are consolidated in a single detail screen.
- Voicemail transcripts and AI summaries: faster triage without full audio playback.
- New Insights dashboard: richer analytics for operations and marketing (hourly volume, call-source attribution, patient-type breakdowns).
- Tasks from calls & voicemails: create and assign follow-ups from the call context.
- Export and saved views: export CSV/PDF from table settings and save custom table views for repeat reporting.
- Legacy Insights preserved: older reports remain available under Legacy Insights for continuity.
Core differences — Old UI vs New UI
| Area | Old UI | New UI |
|---|---|---|
| Playback | Bottom popup panel (playback + quick actions) | Dedicated Call Detail page with waveform, transcript, summary and structured fields |
| Tags & Notes | Available inline in popup | Moved to Call Detail → Tags / Notes (editing happens there) |
| Inline action items | Play, Notes, Appointment, Timeline, Tags | Call Detail, Patient Card, Task, Timeline (Archive for voicemails) |
| Unique Callers & Export CSV | Visible as sidebar items | Removed from sidebar; export options now in Table Settings; Save View available |
| Numbers | Numbers section in the left menu | Numbers removed from left menu — manage under Settings → Numbers |
| Insights | Legacy charts within old Insights | New Insights dashboard (advanced analytics); old charts accessible under Legacy Insights |
| Voicemail | Playback in popup; no transcript or summary | Detail page with AI-generated summary and transcript tab; tasks and archive available |
| Automation / mapping | No structured mapping; manual tagging only | Manual entry in editor maps to structured fields on save via backend mapping |
Where to find common items
- Open call playback: Click the call row → Call Detail page.
- Add or edit tags & notes: Call Detail → Tags / Notes.
- Create tasks: Use the Task action or the Tasks area at the bottom of Call Detail.
- Export & Save View: Use Table Settings → Export CSV / Download PDF / Save View.
- Manage phone numbers: Settings → Numbers (admin area).
- Access older reports: Call Tracking → Legacy Insights.
- Access new analytics: Call Tracking → Insights.
Admin checklist — recommended actions
- Inform staff that playback and editing now occur on the Call Detail page and provide a short demonstration.
- Create a single-page quick guide: Open Call Detail → Add Tags/Notes → Create Task.
- Confirm DIDs and number settings under Settings → Numbers.
- Decide which reports to Save View and set up recurring exports where needed.
- Grant Insights access to staff responsible for operations and marketing.
Voicemail & Insights — highlights
Voicemail
Voicemail entries now include an AI-generated summary and a transcript tab in Call Detail. This reduces the need to listen to entire messages and enables faster triage and follow-up.
Insights
The new Insights module offers operational and marketing views such as hourly call distributions, call-source attribution, patient-type breakdowns and saved, filterable views. Legacy Insights retain the older charts for continuity.
Data handling & migration notes
- All historical recordings and logs remain accessible.
- Structured call fields introduced in the new UI are populated from manual edits and mapped via the backend where applicable.
- No action should be required to retain existing data. If you require a full export for audit or archival purposes, contact Support.
FAQ
- Q: Has any customer data been deleted?
- A: No. Existing recordings, notes and tags remain accessible. Some items have moved to different sections of the UI.
- Q: Where do I export call data now?
- A: Open the table and use Table Settings → Export CSV / Download PDF. Save View stores filters and columns for repeat use.
- Q: Who should I contact for help or training?
- A: Contact Support at support@adit.com or call us @281-468-1445
- Q: Where are the older Insights?
- A: Older charts are available under Call Tracking → Legacy Insights.
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