#Export and Download

#Overview

The portal provides CSV export for filtered call data from the Calls page. The current Calls review surface is inline: direct links to /calls/<call-id> redirect back to /calls?expand=<call-id>, where the transcript preview and mounted actions appear inside the Calls page.

For eligible inline reviews, the mounted transcript action downloads a redacted TXT transcript. The BFF route also supports PDF and TXT-with-review-history requests, but those PDF and review-history controls are not mounted in the current inline Calls review surface.

These downloads use your signed-in portal session. You do not need to enter or send an API key.

#Prerequisites

• You are signed in to the AiDial portal
• For CSV export: navigate to the Call Log
• For inline TXT transcript download: expand an eligible call in the Call Log
• The calls belong to your tenant and assigned project scope
• If your account has multiple project scopes, select the project before exporting

#CSV Call Export

Export your filtered call list as a CSV file for use in spreadsheets or other tools.

#How to Export

1. In the Call Log, apply export-supported filters: project, date range, status, caller, and agent
2. Select Export CSV...
3. Review the export dialog or mobile sheet, including the matching-call count and any role-gated options
4. Select Download CSV
5. The portal shows preparation feedback while the server streams the file
6. Once complete, the CSV download starts automatically and the portal shows how many rows were exported

CSV export is handled in the current request through the portal BFF route /api/exports/calls; it is not a background export job. Larger filtered ranges can take longer. You can cancel an in-progress export from the export dialog or mobile sheet.

#Export Limits

• Maximum 10,000 calls per export. If your filter matches more than 10,000 calls, narrow your date range or add additional filters.
• One export at a time for the same user and tenant. Wait for your current export to complete before starting another.
• The portal may show an omitted-row count if matching calls are no longer available or no longer in scope by the time the CSV is streamed.

#What the CSV Includes

Each row represents one call with these columns:

• call_id
• project_id
• call_started_at
• call_status
• channel
• caller
• agent
• duration_seconds
• summary
• transcript

The transcript column contains collapsed redacted transcript text. CSV values that could be interpreted as spreadsheet formulas are neutralised before download.

The current backend CSV schema does not include a signed recording-link column. Use recording-specific controls where they are available for the call.

#Transcript Download

Download an individual call transcript as a redacted TXT file from the inline Calls review surface when the download action is visible for your role and the call.

#How to Download

1. In the Call Log, expand the call you want to review
2. In the inline transcript side panel, select Download transcript
3. The TXT download starts automatically

TXT downloads include call metadata at the top followed by speaker-prefixed transcript lines.

The underlying same-origin transcript BFF route is /api/calls/[callId]/transcript. It accepts TXT and PDF formats, and TXT can include labelled quality-review history when include_quality_history=true; however, the currently mounted inline Calls action sends the TXT request only.

Transcript downloads are checked server-side for your role and call scope. Out-of-scope or unavailable transcripts return the same not-found style message, so the portal does not reveal whether another tenant or project has a matching call ID.

#Role-Specific Notes

• Client Admin: CSV export is available for in-scope calls. Admin-only CSV sensitive options are shown in the export dialog and are still checked server-side. Inline TXT transcript download is shown only when the inline review eligibility allows it. Decrypted transcript access uses the separate PII unlock and sensitive access workflow.
• Client Manager: CSV export is available for in-scope calls. Admin-only CSV sensitive options are disabled, and the current inline Calls review surface does not show the transcript download control.
• Client Staff: CSV export is available for in-scope calls. Caller details may be masked in the portal, and the CSV caller column may show [REDACTED]. Admin-only CSV sensitive options are disabled, and the current inline Calls review surface does not show the transcript download control.

#Security and Scoping

CSV export and transcript download requests are checked against your role, organisation, and assigned project scope before a file is returned.

CSV export and transcript downloads must come from the signed-in portal session. Navigation visibility is not the security boundary; the portal performs access checks for each request and forwards only the server-side bearer token to aidial_api.

#Common Issues

• Export button disabled: There may be no matching calls, more than 10,000 matching calls, a required project may be missing, or an export may already be in progress.
• "Too many results" message: Your filter matches more than 10,000 calls. Add filters to narrow the results.
• "Rate limited" message: You have made too many export requests in a short time. Wait a few minutes and try again.
• "Already in progress" message: An export is already running for your user and tenant. Wait for it to finish or cancel the in-progress export.
• Empty export result: Your filters matched calls previously, but no rows were available when the export ran. Adjust the filters and try again.
• Transcript download unavailable: The inline download action may be hidden for your role or the transcript may be missing, outside your current access scope, or temporarily rate-limited.
• PDF or review-history option not visible: The current inline Calls review surface mounts only the TXT download action.

#Related Pages

• Call Log - Search and filter calls before exporting
• Troubleshooting - Common errors and resolution steps