How can we help?

Creating Live Dashboards

Follow

Talkdesk Live™ enables admins and supervisors to create and customize multiple dashboards to gain insights into real-time and intraday contact center performance

There are two methods for creating a Live dashboard:

  1. Using a dashboard layout template.
  2. Creating a dashboard by using an existing dashboard as a starting point.

Note: To create dashboards in Talkdesk Live, the Reporting: Live>Dashboards>Manage permission needs to be enabled on your assigned Role.

 

Using a Dashboard Layout Template

If you have not yet created a dashboard in Talkdesk Live, follow these steps:

1.png

1. Access Live by selecting Reporting [1] and clicking on Live [2].

2. Select a dashboard layout as a starting point [3].

3. Click on Create dashboard [4].


2.png

  1. Name your dashboard [5].
  2. You can change the dashboard layout you selected in Step 3, or continue with the layout you already selected [6].
  3. Click on Create dashboard [7].

If you already have at least one Live dashboard, follow these steps:

image8.png

1. Ensure you are signed in to your Talkdesk account.

2. Access Talkdesk Live by selecting Reporting [1] and clicking on Live [2].

3. Click Create new [3].

image3.png

4. Name the new dashboard [4].

5. Select a Dashboard Layout [5]. When you're done, click on Create dashboard.

 

Notes:

  • Pro and Pro+ accounts are able to create up to 3 different Dashboards (to get unlimited create features, please contact your CSM).
  • Accounts on select plans have unlimited access to Dashboards' creation.

 

Creating a dashboard by using an existing dashboard as a starting point

You can use an existing dashboard as a starting point to create other dashboards.


dashboards_5.png

  1. Click on Create new [1].
  2. Name your dashboard [2].
  3. Select one of your dashboards as a starting point [3].
  4. When the drop-down collapses, click on Create Dashboard.

Once you have created your dashboard, you can start editing dashboard settings and customizing the widgets.

 

Viewing Live Dashboards

To access Talkdesk Live, do the following:

image2.png

  1. Access Talkdesk Live by selecting Reporting [1] and clicking on Live [2].
  2. You can toggle between multiple dashboards by using the Dashboard drop-down [3].

 

Deleting a Live Dashboard

Once a dashboard has been deleted, it cannot be recovered.

To delete a Live dashboard:

image6.png

  1. Select the desired dashboard [1].
  2. Click on Settings [2].

image4.png

3. Choose Delete dashboard [3].

  1. Confirm the delete action when prompted.

For full details, check out these articles:

All Articles ""
Please sign in to submit a request.