In order to collect the result of the calls, it is necessary that the integration with the telephony has already been configured. If you haven't done this step yet, I suggest you go to the Settings > Integrations menu, configure and then come back here.
Understanding the call termination process
When completed, Exact Spotter displays a screen where the Pre-Salesperson describes how the call went, including the result of the same, the observations (if any) and informs the quality of the call.
Knowing this, let's go step by step to activate the Connection Results collection configuration.
1. Login to the Exact Spotter page with a Manager account .
The. Enter your email and password and click Sign in .
2. After login, go to Settings > Manage Integrations .
3. From the Integrations menu, go to Software Calls and click the Enable call results collection switch .
Note: When active, the switch will turn blue:
4. Spotter has some types of default Connection Results, as shown in the image below. However, the manager can register new call results through the Settings > Manage Defaults > Call Results menu .
To create a new connection result, click on " ", describe the Connection Result and click on Save to insert the registered result.
5. Activate, Deactivate and Edit the Connection Result created at any time you want, using the buttons:
6. When accessing the call extract , in the left side menu with a Manager account, it is possible to view the main call data. Such as lead , call result, date and time, call duration and cost.
It is possible to create a trigger with Call Results through a Workflow created by the Manager .
7. Access the Workflow side menu and click on +Add Workflow
8. Select as Event: Binding Result , choose Event Result.
9. Define the Workflow action by clicking +Add Action .
Consult the Action registration specifications in the article, configuring a workflow .
After saving the Workflow it will be displayed like this
The collection of call results can also be viewed in the form of a report through Business Analytics (Side Menu):
10. To insert the Link Result parameter into a Business Analytics report , simply select the Link data group .
Data will only be displayed in the report if the collection setting is enabled.
That's it, now you know all the possibilities for collecting, viewing and configuring call results
Rate this article so we can improve our service?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article