The 800 Intelligence™ Timeline unites powerful tools into a single, intuitive view—enabling you to understand every caller, conversation, and opportunity effortlessly. This unified workflow integrates four smart features: Enhanced Caller ID, Lead Overview, Call Summary, and Custom Fields.

Together, they paint a complete and actionable picture of each interaction—so you can focus on what matters most: engaging customers and closing more deals.

What’s Included in the Timeline

1. Enhanced Caller ID

Enhanced Caller ID brings caller context right as the call arrives—displaying details like the caller’s name, address, email, and carrier. This real-time insight lets your team qualify leads faster, follow up smarter, and ditch manual lookups.

*Note: There is an additional cost to enable Enhanced Caller ID.

Learn more.

2. Lead Overview

Lead Overview builds a dynamic profile of each prospect’s journey—tracking touchpoints, sentiment, and activity history. Powered by AI, this feature automatically keeps your team informed and ready to prioritize the best opportunities.

Learn more.

3. Call Summary

The Call Summary provides a snapshot of each call, highlighting the most important details at a glance. This includes:

• Short Summary – A brief description of the call for quick reference.

• Long Summary – A more detailed account of the call, including caller context and outcomes.

The Call Summary ensures you don’t have to replay or reread entire transcripts — you can see the essentials right away.

Learn more.

4. Custom Fields

The Custom Fields section gives structure to the call record by standardizing how information is logged. Fields include:

• Recommended Next Steps

• Call Overview

• Conversation Insights

• Sentiment

• Appointment

• Lead

• Value

• Qualified

• Sale

• Agent Name

• Caller Name

• Score  
  * Note: This is an AI field. It does not include a default prompt. The configuration must be set by the user, as businesses often use different scoring methods.

These fields make reporting more reliable, improve agent accountability, and provide clear data for sales and support teams.

Learn more.

How It Works Together

IMPORTANT: If a call does not have a transcription, there will not be any AI data.

*Note: Enhanced caller ID is an add-on and is not automatically enabled by default. There is an additional cost to enable. If a call does not have a transcription, there will not be any AI data

Why the Timeline Matters

• All-in-One Context: Pull call summaries, caller details, lead status, and follow-up fields into one streamlined timeline.

• Time Savings: Skip between features less and focus on engagement.

• Consistency & Efficiency: With structured fields and AI-generated summaries, everything stays organized and accurate.

• Better Prioritization: Enhanced data and AI insights help you identify your best prospects faster.

• Smarter Conversations: Know who’s calling, what was discussed, and what action is next—all in real time.

How to Use the 800 Intelligence™ Timeline

1. Log in to your 800.com account.

2. Go to your Call History or Dashboard.

3. Open any call record by directly clicking the phone number or clicking the Timeline icon to reveal the Timeline view.

   

4. You’ll see:

   • Caller details powered by Enhanced Caller ID

   • Lead Overview with qualification status

   • A Call Summary with sentiment and next steps

   • Structured data in Custom Fields

5. Use these insights to decide whether to follow up, nurture, or escalate.

Best Practice Tip

Regularly review the Timeline after each call to ensure fields are up to date and AI-generated insights align with your team's actions. This helps keep your records clean, your team informed, and customer paths clear.