Creating Talkdesk Live Dashboards

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>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:

creating_live_dashboards_1.png

1. Access the Live tab on Talkdesk Workspace™  [1].

2. Click on Create new [2]. A pop-up window will open.

3. Name your dashboard [3].


creating_live_dashboards_2.png

4. Choose a starting point [4].

 

creating_live_dashboards_3.png

  1. Click on Create dashboard [5].

Notes:

  • Pro and Pro+ accounts are able to create up to 3 different Dashboards.
  • Accounts on select plans have unlimited access to Dashboards' creation.

 

Deleting a Live Dashboard

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

To delete a Live dashboard:

creating_live_dashboards_4.png

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

 

creating_live_dashboards_5.png

3. Choose Delete dashboard [3].

4. Confirm the delete action when prompted.

 

For full details, check out these articles:

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