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Creating and Editing Dashboards in the new version of Live

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Talkdesk Live enables admins and supervisors to create and customize multiple dashboards for each one of their teams.

Note: To use the new version of Live, you need to have the relevant permissions. By default, permissions are carried over from the previous Talkdesk Live (legacy) and are not currently editable in the new Talkdesk Live.

Creating Your First Live Dashboard on the New Version of Live

If you have not yet created a dashboard in the new version of Live, follow these steps:

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1. Ensure you are signed in with suitable or appropriate or authorized permissions,  i.e., your role’s permission is aligned with the access you need to have.

2. Access the new version of Live by selecting Reporting [1] and clicking on Live [2].

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

4. Click on Create dashboard [4].


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5. Name your dashboard [4].

6. See the previously chosen dashboard layout or change the selection [6].

7. Click on Create dashboard [7].

 

Notes:

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

 

Creating a Dashboard Based on a Previously Created Dashboard

Once you have created and customized a dashboard, you can use it as a starting point to create other dashboards.


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  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.

 

Selecting, Renaming, and Deleting dashboards

If you have more than one dashboard, you can toggle between them using the Dashboard drop-down. To rename a dashboard:

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1. Toggle to the desired dashboard [1].

2. Click on Settings [2].

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3. Edit the name [3].

  1. Click Save [4].

5. To delete a dashboard, ensure you have the correct dashboard selected, click on Delete dashboard [5] and confirm it in the warning pop-up.

 

Selecting a Timezone for your Dashboard

You can set your dashboard to have a different timezone than the one set for your account.

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As the example shows, you can go to settings and change the timezone for the entire dashboard. Below the title of the dashboard, you’ll see which timezone is being used. By default, it will show the account’s timezone.

Once you have your Dashboards created, you can now start adding and editing the widgets to them. For full details, take a look at the Configuring Talkdesk New Version of Live Widgets article.

 

Adding and Deleting Widgets on your Dashboard

It's possible to add more widgets to the default dashboard layouts. The new version of Live has now the ability to host up to 16 widgets per dashboard.

To add a widget to your Dashboard, follow these steps:

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1. Enable the Edit mode and click Add Widget [1], in the top-right corner of your screen.

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2. A pop-up window appears [2], asking you to choose the intended metric for the new Widget.

 

Additionally, we give you the possibility to remove widgets, including default widgets. Each dashboard needs to have at least one widget.

To delete a widget, do the following:

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1. After enabling Edit mode, select the Widget you wish to Delete [1] and press the “Delete Widget” button.

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2. A pop-up window appears to confirm if you wish to delete the widget. Hit Yes, delete widget [2] to proceed.

 

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