My Calls Guide

——Learn how to view call records of individual answered/outbound calls in the agent workbench through this article

Role of My Calls

My Calls is a module for the agent to view call records of individual answered/outbound calls in the agent workbench, providing you with these capabilities: In this module, the user can view the answered/outbound call records of the agent who has logged in to the current account, e.g.: missed calls of inquired/transferred/locked agents.

Main Functions of My Calls

● Query Call Records

1. Query call records of the login user (including transferred, inquired and 3rd-party calls)
2. Support customizing list header fields

● View Call Details

1. View call records and agent call details
2. Query associated records, including call source record, callback record, downstream SMS record, and downstream contact plan
3. View tickets, including downstream tickets of the phone number and all tickets of the customer.
4. View or edit customer profile
5. View customer business records
6. View docking page

● Call Record Operation

1. Create Ticket
2. Support calling back customer numbers in call records
3. Support sending template SMS
4. Support creating contact plan

How to Use My Calls

● Query Call Records List

1. You can use common conditions such as department and time to query, or click the【Filter】button on the right side to expand Advanced Filter and use advanced conditions to query (Figure 1).

Figure 1: Query

2. You can customize query conditions (Figure 2).

Figure 2: Customize Query Conditions

● View Call Details

1. You can view call data in the「Call Details」tab. "Call Records" is call data at customer side (Figure 3). "Agent Call Details" is the call data at the agent side. If there are multiple agents participating in the call, multiple records will be displayed, such as transfer and inquiry scenarios (Figure 4). You can query the associated record of the call record, including call source record, callback record, downstream SMS record, and downstream contact plan (Figure 5).
2. You can view the records of the customer's chat, call and ticket in the「Business Records」tab (Figure 6).
3. You can view the downstream tickets created by this call and all tickets of the current customer in the 「Ticket」 tab; click the "Create Ticket" button in the upper right corner to create a downstream ticket for the current call (Figure 7).
4. You can view the customer profile in the「Customer Info」tab (Figure 8).
5. View docking page (Figure 9)

Figure 3: Call Details - Call Records

Figure 4: Call Details - Agent Call Details

Figure 5: Call Details - Associated Records

Figure 6: Business Records

Figure 7: Ticket

Figure 8: Customer Info

Figure 9: Docking Page

● Customize List Fields

Click the gear-shaped button on the far right of the header to customize the fields displayed in the list (Figure 10).

Figure 10: Customize List Fields

● Export Call Records and Recording

Click the【Export】button in the upper right corner of the list to export all the call records of the filter results or the call recordings on this page (Figure 11).

Figure 11: Export

● Recording Playback and Download

Click the【Play】and【Download】buttons in the operation column on the right side of the list to directly play or download the recording (Figure 12). In addition, you can also play or download the recording on the call details page.

Figure 12: Play and Download Recordings on List Page

● Create Ticket

Click the 'Create Ticket' button in the upper right corner of the call details to create a ticket for the current customer, and record and flow the customer problem to the agent processing the problem (Figure 13).

Figure 13: Create Ticket

● Callback

Click the "Create Ticket" button in the upper right corner of the call details to create a ticket for the current customer, and record and flow the customer problem to the agent processing the problem (Figure 14).

Figure 14: Callback

● Create Contact Plan

Click the "Contact Plan" button in the upper right corner of the call details to create a subsequent contact plan based on the customer number in the current call record. The user can set the start time, expiration time, executor, notes and other information of the contact plan, and the executor will be automatically reminded when the plan expires (Figure 15).

Figure 15: Create Contact Plan

Related article(s)

Docking Page Module Guide