DialNexa Calls Overview - DialNexa Documentation

Get Your First Call Working

New to calls? The fastest path from zero to a live conversation:

Get a number

Point it at a published agent

Assign a published agent version to the number for inbound answering, or place a single outbound call.

Verify in Call History

Open Call History and confirm the status, transcript, and recording match what you expected.

A call is not complete when it rings. It is complete when you can explain what happened afterward.

Call Entry Points

Different product surfaces create different kinds of call records.

Entry point	How it starts	Where to review
Inbound call	A caller dials a DialNexa number assigned to an inbound agent version.	Call History
Outbound call	A user or API starts a single call through an outbound number and agent version.	Call History
Batch call	A campaign calls many recipients from a CSV file.	Batch Calls and Call History
Workflow call node	A workflow lead reaches a Voice Call node.	Workflow lead history and Call History
Web call	A browser or web experience starts a web-type call.	Call History

The Route Decides The Agent

Routing is the first thing to check when a call uses the wrong behavior.

Phone number assignment

Numbers can have inbound and outbound agent ids and version numbers.

Batch Calls use numbers that already have an outbound agent version attached.

Voice Call nodes require an active phone number with outbound agent configured.

Web calls create web-type records and can be terminated by API.

Investigate A Call From Start To Finish

Find how it started

Check whether the call came from inbound, outbound, batch, workflow, web, or test.

Confirm the route

Open the number, batch, or workflow node that selected the agent version.

Open the call detail

Review status, recording, transcript, summary, extracted fields, transfer data, and audio cache.

Export or annotate if needed

Use exports for reporting and annotations for prompt improvement suggestions.