Pull and analyze a recent call

Updated August 20, 2026

The call picker lives in the builder, inside the Pull the call card, subtext RingCentral, transcript via Fireflies. Open the builder from Build proposal from call on the Proposals page. See The Proposals page.

#Open the picker

Click Pick a recent call. A modal opens, headed Pick a recent call, subtext Live from RingCentral. It is loading a live list of recent recorded calls from your RingCentral account, not a cached or sample list.

#Who your picker shows

Two controls sit at the top of the picker:

A producer picker, defaulting to All producers, listing everyone on the RingCentral account.
A time-range picker with three fixed presets: Last 48h, Last 7 days (the default), and Last 30 days.

The producer dropdown lists everyone, but your agency owner's call visibility setting on the Security page is what governs what you can pick from it. Under own calls (the default), your picker stays scoped to your own linked RingCentral extension regardless of what you select there, unless the owner has granted you coaching access to a specific colleague's calls too. Under whole workspace, or with a coaching grant covering more than one extension, the picker shows more than your own. See Your team and call visibility for how an owner sets this up.

If your account has no RingCentral extension linked yet, and visibility is set to own calls only, the picker shows no calls with a plain explanation instead of an empty list: "No RingCentral extension is linked to your account yet, so there are no calls to show. Your agency owner can link it."

There is no separate phone-number search field in this picker. If the call you want does not show up, widen the time range or change the producer (if your visibility allows it), rather than looking for a text box to type a number into.

#What a call row shows

Each row in the list shows two lines:

The resolved client name or number, plus the call duration formatted as minutes and seconds. A small icon in front of the name marks a call already transcribed; see Which calls are already transcribed for what the icons mean and how to preview one without picking it.
A direction pill, either Inbound or Outbound, followed by the date and time the call happened, followed by the raw phone number or extension on the other end, and, when known, who actually took the call.

While the list is loading, the picker shows Loading calls…. If nothing matches your current filters, it shows No recorded calls in this window. If the RingCentral request itself fails, you will see a Could not load calls message with the underlying error and a Retry button.

#Pick a call to analyze

Click any row. The row shows it is busy and its duration text changes to transcribing… while ProClose downloads the recording, transcribes it, and runs the structured analysis over the transcript.

When it finishes, the Pull the call card's status line updates to show the client name, the call's date and time, and its duration, followed by one of two tags:

(from cache, already transcribed) if this exact recording had already been analyzed before.
(transcribed live) if this was the first time.

If the call's client name is available and you have not yet typed anything into the Search a name... field on the Find the client card, that field fills in automatically, and its status line updates to pulled from the call. If the Agent field is empty and the call has an agent name attached, that fills in too.

Right below the source cards, a From the call card appears with the extracted prospect, sentiment, current carrier, and next step, plus the summary and any lines of business the call mentioned. See Call insights, explained for what each of those fields means and where else they show up. The same card also carries an internal-only Coaching notes section, a score, strengths, missed questions, and more, never shown to a client. See Coaching notes on a call.

If analysis fails for any reason, the row returns to normal and you will see an alert starting with Could not analyze this call: followed by the specific error, most commonly the 25MB recording limit covered in Call analysis: caching, limits, and privacy.

#What happens next