xMatix
Sign in Request demo
xMatix
PRODUCTS
SalesField SalesCRMRewardsClaimsInventoryProcurementWarehouse ManagementField ServiceServiceSupportTelephony & MessagingFinance & AccountingPayrollExpense ManagementCommercePortalsAnalytics & ReportingData StudioMobile AppSee all products →
PLATFORM
Platform overviewApp BuilderAutomationIntegrationsSecurity & GovernanceChange ManagementDevelopers
SENSE AI
Sense AI overviewSense AssistSense ControlSense VisionAI StudioTrust & governanceIn Claude & ChatGPTUse cases
SOLUTIONS
FMCG & DistributionManufacturing & Dealer NetworksAutomotive & DealershipsPharma & HealthcareConsumer DurablesAgri-InputsBuilding MaterialsService NetworksWarehousing & 3PLFinancial AccountingERP SoftwareIndia GST ComplianceUAE VAT & e-InvoicingSaudi ZATCA & VATAll solutions →
RESOURCES
Knowledge CenterDeveloper & CLIBlogGuidesWhat is xMatix?Company facts
COMPANY
AboutCareersPartnersEventsContactAuthorsLegal
Sign in Request demo
Home/Docs/Entity Reference/Call — entity reference
REFERENCE · Last reviewed

Call — entity reference

A telephony call log row (Call Register / CTI) - one row per inbound or outbound call. Generic, not case-specific: it links to or creates ANY record via the polymorphic relatedEntityName/relatedEntityId pair (Case, Order, Appointment, Lead, ...), which drives the screen-pop and the timeline Activity target. A ringing call is routed through the same Omni-Channel substrate as cases (resourceWorkId, queueId); on a terminal status (Completed, Missed, Voicemail, Failed, Declined) the handler computes waitSeconds (ring to answer) and durationSeconds (answer to end) and writes exactly one Call Activity onto the linked record (activityId is the idempotency guard). resourceName/queueName are denormalized display names stamped by the handler so lists and reports need no joins. Transcript text lives in the separate Transcript entity; transcriptStatus on the call is just a pipeline pointer (None/Pending/Ready/Failed).

Fields

FieldLabelTypeRequiredWhat it does
AccountIdAccountLookup → Account
ActivityIdActivityLookup, hidden
AnswerUtcAnsweredDateAndTime
CallIdCall IdText
ContactIdContactLookup → Contact
DirectionDirectionPickListValues: Inbound, Outbound.
DurationSecondsDuration (s)Number
EndUtcEndedDateAndTime
FromNumberFromText
NotesNotesMultiLineText
OutcomeOutcomePickListBusiness result of the call (Answered, Missed, Voicemail, Declined, Abandoned, Resolved) - distinct from Status, which is the telephony lifecycle state (Ringing, InProgress, Completed, Missed, Voicemail, Failed, Declined). Values: Answered, Missed, Voicemail, Declined, Abandoned, Resolved, Follow Up Required, Call Back Later, Escalated, No Answer, Wrong Number, Complaint, Sale, Information Provided, Diagnostic Decision, Scheduled Inspection, Case Logged.
ProviderProviderText
QueueIdQueueLookup → Queue, hidden
QueueNameQueueText
RecordingUrlRecording URLText
RelatedEntityIdRelated record idLookup, hidden
RelatedEntityLabelRelated recordText
RelatedEntityNameRelated entityTextMetadata entity name of the record this call is about - polymorphic with RelatedEntityId, no DB FK; any entity qualifies (Case, Order, Appointment, Lead, ...). Drives the screen-pop and decides where the terminal-call timeline Activity is written.
ResourceIdAgentLookup → Resource
ResourceNameAgentText
ResourceWorkIdWork itemLookup, hidden
RingStartUtcRing startDateAndTime
StatusStatusPickListValues: Ringing, InProgress, Completed, Missed, Voicemail, Failed, Declined.
ToNumberToText
TranscriptStatusTranscript statusPickListTranscription pipeline pointer (None / Pending / Ready / Failed). The transcript text itself is a separate Transcript row linked back to this call via its relatedEntityName/relatedEntityId - never stored on the Call. Values: None, Pending, Ready, Failed.
WaitSecondsWait (s)Number

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete the selected records.
CloneCloneServerAction (Clone)Create a copy of this record
CreateRecordFromCallCreate recordServerAction (CreateRecordFromCall)Creates a new record from the call and links the call to it. Default creatable targets are Case, Lead, Opportunity, Order, ServiceOrder and Task, overridable via the Telephony:CreatableEntities setting.
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete in a list page
EditEditEditEdit
EditEntityEditUIActionEditEntity
EditEntityDetailsEditEditEditEntity
EditInLineEditEditInlineEdit in page.
EditInLineListEditEditInlineEditInLineList
LinkToRecordLink to recordServerAction (LinkToRecord)Links the call to an existing record of ANY entity by setting the polymorphic RelatedEntityName/RelatedEntityId (plus label). Once the call reaches a terminal status, its timeline Activity is written onto that record.
NewNewNewNew