Integrating the Call Widget into Your CRM Dashboard

The Call Widget is an essential feature of the CRM dashboard, providing users with a detailed visual and analytical overview of call activities. It’s designed to deliver real-time data on both inbound and outbound calls, empowering you to make informed, data-driven decisions efficiently.

Key Advantages:

• Comprehensive Visual Data: Quickly access key metrics such as the number of incoming and outgoing calls, call durations, and participant details, all in one place to facilitate swift decision-making.

• Personalized Dashboard Experience: Customize your dashboard by incorporating and adjusting the Call Widget to align with your specific business requirements.

• Seamless Setup: The Call Widget offers user-friendly configuration options, making it easy to integrate into your current dashboard setup without hassle.

How to Implement the Call Widget

Incorporating the Call Widget into your dashboard is a straightforward process that can significantly enhance your call management operations. Follow these steps to get started:

1. Navigating to the Dashboard:

   • Access the dashboard from the left-hand menu and click on the "Edit Dashboard" button. 

2. Adding the Call Widget:

   • Click the "Add Widget" button.

   • From the available options, select the "Calls" tab. 

3. Configuring the Widget:

   • Choose the call widget that best suits your needs.

   • After adding the widget, click "Configure" and complete the necessary fields.

   • For more advanced customization, click on "Advanced Settings" and adjust the options as needed.

   • Use the "Conditions" tab to set specific criteria for the widget, then click "Save."

4. Creating a Specialized Call Dashboard (Optional):

   • If desired, you can create a separate dashboard dedicated solely to call activities by clicking the button in the top left corner and selecting "Add Dashboard." 

• Name your new dashboard and choose its visibility settings—whether it's private or accessible to everyone—and confirm your choices. 

• Add the necessary call widgets by clicking the "+Add Widget" button.

By following these instructions, you will establish a fully operational call dashboard that delivers crucial insights into your call activities.

Troubleshooting & Frequently Asked Questions

Although the setup process is designed for ease of use, here are some tips and answers to common questions that may help you overcome any issues:

• Q: Is it possible to configure the Call Widget to display only incoming calls?

  • A: Yes, you can use the "Conditions" tab within the widget configuration to filter the widget to show only incoming calls.

• Q: What if the Call Widget doesn’t display any data?

  • A: Double-check that you have correctly configured the widget settings and conditions. If the problem persists, review your CRM’s call tracking configurations or contact support for further assistance.