The SnapCall dashboard is the main tool to monitor workspace activities, overview media shared and change any settings. Its primary purpose is to allow admins to stay in control of the workspace and agents to monitor their activities, change personal settings as well as display media from clients.
From the Dashboard, admins have access to multiple options, such as create or amend their company Public Page, connect their CRM with SnapCall, add an FAQ to SnapCall and manage Flows.
Agents instead can join calls or listen any recording that is stored on your workspace. They can also generate links to join videocalls, or to record new media.
Monitor Clips and Calls
From the menu on the left side of your dashboard, you can access two main menu related to our main features:
Calls: from here you can overview all video calls generated by your agents or customers, you can join them as a participant as well as access all recordings in your workspace. From here, you can also copy links of your videocall, amend some of their data (for example their title) or filter the list by agents, date or more.
Clip: here is where you can access all link recorders, delete or play media, as well as filter the list by user, date and more. If you open any of the item on the list, you would be redirected to the media viewer.
SnapCall Insights - View live call and clip statistics
Here you have access to charts, metrics or other global information related to your workspace activity. There two many tabs available: Clips and Calls.
You have access to a consistent number of data and statistics, such as number of calls, total number of users, total number of call minutes and many other figures. On top of that, filters allow you to define the data you'd like to keep an eye on.
Data breakdown: from the same page you can apply different filters according to the exact data or trend you'd like to follow
Data comparison: if you click 'Add to compare', you can monitor multiple data in the chart below at the same time. For example, you can compare the performance of different users or teams using the same chart on the page.
Manage integrations
As SnapCall can be integrated with multiple third party applications and CRMs, here is where you can manage all settings related to this topic.
Options are many but here you can find a brief list of all those available:
Public Page: configure, personalize and set up your page to receive media and queries from your customers via SnapCall.
Knowledge Base: connect SnapCall with your FAQ center, allowing your agents to receive article recommendations relevant to the media shared by your customers.
Integrations: connect SnapCall with your supported CRM so that a ticket would be created or updated for each interactions mde by your customers.
Flow: customize your SnapCall Clip experience to provide step by step instructions to customers when they record a media.
Manage workspace settings
Here is where you can define media expiration, enable automatic recordings and customize name and logo of your workspace.
Notifications: define when and who SnapCall should notify when certain events happen. Notifications are sent via email as soon as the defined event take place. An example of event would be a new media available, a recording would be available and so on
Organization settings: define how long media should we keps, where (Europe, Asia or America) and if SnapCall should automatically record audio calls.
Plan & Billings: monitor your current SnapCall plan and access your invoices.
