Setting Up Call Widget on Dashboard

The Call Widget provides users with a comprehensive visual and analytical overview of call activity. Designed to deliver real-time insights on both inbound and outbound calls, the widget supports data-driven decision-making for improved operational efficiency.

Key Benefits

  • Visual Insights: Access instant call data, including metrics on incoming and outgoing calls, call durations, and participant-specific details, enabling quicker, more informed decisions.
  • Customizable Dashboards: Personalize your dashboard by adding and configuring the Call Widget to align with your specific business needs.
  • Seamless Setup: With intuitive customization options, configuring the Call Widget is straightforward, ensuring smooth integration with your existing dashboard.

Implementing the Call Widget into your dashboard is a simple yet impactful way to improve your call management. Follow these steps to get started:

Accessing the Dashboard

Navigate to your dashboard from the left-hand menu, then click the "Edit Dashboard" button.

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Adding the Widget

Click the Add Widget button in the upper right-hand section.

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Proceed to select the "Calls" tab and view the available widgets within this section.

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Choose the Call Widget that best suits your needs.

Customizing the Widget

After choosing a widget, complete the required fields within the Configure section. This includes editing the title of the widget and selecting your metric preferences.

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For advanced customization, select "Advanced Settings" and complete the relevant fields.

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Use the "Conditions" tab to apply specific filters.

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Click the Save button to apply the changes.

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By following these steps, you'll create a fully functional call dashboard that provides valuable insights into your team's call performance.

Frequently Asked Questions

Q: Can I customize the Call Widget to display only incoming calls?

  • Yes, you can filter the widget to show only incoming calls by using the "Conditions" tab during configuration.

Q: What should I do if the Call Widget is not displaying any data?

  • Ensure that the widget settings and conditions are correctly configured. If the issue persists, check your platform's call-tracking settings or contact support for assistance.
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