A saved search is a set of filters you can return to in one click, on All Calls and Team Insights. Set one as your default so All Calls opens exactly how you want it, share it with people or teams, and get notified when new calls match.
Searches we create for you
The Saved searches list starts with a few ready-made searches, shown below your own:
My recordings — recorded calls you hosted or joined. Everyone who can record gets this one.
My team's recordings — recorded calls from the teams you manage, or your own team if you manage none. This is the default view of All Calls for managers and admins.
Best in class calls — calls scored 4 or 5 by AI Call Scoring.
Coaching opportunities — calls scored 1, 2 or 3 (managers and admins).
Objections overcome — calls on closed-won deals where the customer raised a common objection.
Note: Best in class calls and Coaching opportunities only show scored calls, so they stay empty until your team has a scorecard. See AI Call Scoring.
My recordings and My team's recordings follow your role and teams, so they update if those change. If you delete one, it is not recreated.
Creating a saved search
Apply the filters you want (see Finding a conversation in All Calls).
Select Save search.
Give it a name and select Save changes.
If you pick a period preset such as Last 30 days, the saved search always means the last 30 days from today, so it keeps finding new calls. A custom date range stays fixed.
Editing a saved search
Open the Saved searches list and select the edit icon next to the search to change its name, set it as your default, share it, set up notifications or delete it.
To change its filters, select the saved search, adjust the filters on the page, then select Save search and choose to update the existing search (or save it as a new one).
Only the person who created a search can edit it.
Setting your default view
Tick Use as my default filter when saving or editing a search and it will be applied automatically every time you open the page.
Sharing a saved search
Under Share with, add the users and teams who should have it. They see the search in their own Saved searches list and can:
Use it — open it like any other saved search.
Set it as their default — so All Calls opens with it.
Remove it — from their own list only; nobody else is affected.
They cannot edit it or share it further. If the search has notifications turned on, everyone it is shared with receives them too — see Getting notified about new calls that match a saved search.
Note: If the creator of a shared search leaves your organisation, the search passes to a manager or admin it was shared with, so it keeps working for everyone.
Deleting a saved search
Select the edit icon next to the search and choose Delete. This removes it for you and everyone it is shared with, and stops any notifications.