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Talkdesk Live multiple dashboards

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Talkdesk Live can be configured to display multiple customized dashboards tailored for your call center's team or queue specific needs. Each admin and supervisor can customize his/her own dashboards.  

 

Duplicating Talkdesk Live dashboards:  

To duplicate and add a new dashboard in Talkdesk Live follow these steps:

  • Sign into your account as an administrator or supervisor.
  • Access the "Reporting” section [1] on the top menu.
  • Select the “Live" tab [2].
  • Click the More options "..." button [3] .
  • Select the "Duplicate" option [4].

A window will pop up  asking you to type in a name for the dashboard. If no name is entered a new "Untitled Dashboard copy" dashboard is created.  We recommend renaming it to a more useful title so you always know which dashboard you’re looking into when selecting from multiple options:

  • Click ‘Save [5].

 

Selecting, renaming and deleting dashboards:  

You can edit, rename and delete dashboards at any time. To do this, simply select the dashboard you wish to rename or delete from the Dashboards drop down menu [6] at the top left:  

 

  • Click the More options "..." button [7] .
  • Select the 'Rename' or 'Delete' option [8]:

Note: The delete option deletes all of the selected dashboard configurations and cannot be undone.

  • Enter the new name for your dashboard and save it:

  • Or confirm you wish to delete it.

   

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