Easy Call Report Configuration

Follow these steps to configure and enable Easy Call Report in your tenant

n the Easy Platform Configuration Portal you are able to manage and configure Easy Call Report for your tenant.

Easy Platform Configuration Portal URL: https://admin.easyplatform.app/

Easy Platform Configuration Portal is just accessible for Microsoft Teams Administrators

Configuration Portal Setup

During the first launch of the Configuration Portal you are asked to provide App consents several times. This needs to be done by a tenant administrator with Application Administrator or Global Administrator privileges.

Overview Easy Call Report Configuration

After clicking the Easy Call Report tab you are able to see all required information of your tenant. The four tiles at the beginning are guiding you step by step through the installation.

Licenses

First of all you see can overview of all available and used licenses. If you add a new voice app for to the configuration list on the page below, it reduces the count of available licenses.

The tenant consent for Easy Call Report is required to retrieve all call information and send them to your Microsoft Teams channels. This only needs to be done, if you didn't consent the Easy Call Report App in the Teams Admin Portal during the Installation Guide.

Connect Calls

The Connect Calls tile is a very important one. You need to enable the connection the first time. We have a background job to automatically update the connections every night (GMT). If you forget to click the "Connect Calls" button, we should be able to receive the calls one day later.

You must connect your tenant to Easy Call Report the first time. Otherwise we are not able to retrieve any calls of your tenant and the call alerts won't work

Features

Easy Call Report 2.0 provides many new features which can be configured in the "Manage Features" section.

Enable Analytics

Analytics are some basic reports of your calls displayed on the home page of the Easy Platform Configuration Portal. You can enable or disable them.

Enable Telemetry

Telemetry is a very important feature, if you are using the Call History feature. If you are enabling this feature, we are saving all detected missed and answered calls in a database. This database is located in Switzerland and highly protected.

You cannot use the call history feature, if you are disabling the telemetry!

Enabling the Azure AD Search enables us to search for telephone numbers of incoming calls in your tenant. If there is an existing contact in your tenant with a matching telephone number, the bot will display the contact information in the call card.

Enabling the Shared Mailbox Search enables us to search for telephone numbers of incoming calls a shared mailbox. The search is just supported in mailboxes that are handled by Easy Contact Sync. If there is an existing contact in your tenant with a matching telephone number, the bot will display the contact information in the call card.

Enable Search.ch Integration

Enabling the Search.ch Integration enables us to search for telephone numbers of incoming calls in Search.ch. If there is an existing contact in your tenant with a matching telephone number, the bot will display the contact information in the call card.

Please note, that you need your own API Key, to search against Search.ch. You can get an API Key for free directly from Search.ch

Call Queue & Auto Attendant Configuration

The call queue & auto attendant configuration is the centerpiece of Easy Call Report. You are able to select existing Call Queues and Auto Attendants and configure them for Easy Call Report.

Please note that just Call Queues and Auto Attendants configured in the Microsoft Teams Admin Center are supported.

After adding a new call queue or auto attendant to the configuration panel, you can configure various settings. The settings are configured for the specific call queue/auto attendant and Microsoft Teams association.

First of all you can set up a description (optional). There you can identify your call queues easier. The description is not displayed to the end users in any case.

The Teams Channel is the association to which channel the bot is sending the call cards. Please note, that you must enable the Easy Call Report App for the corresponding app (see Teams Channel Configuration).

If you enable answered calls as well, the bot is sending all calls of the call queue to the channel. No matter they are missed or not. Answered calls are displayed as a "Call Information" card. The card is displaying, who was answering the call.

Within the language setting you can specify the language of the cards, which are send to the channel. This setting is independent of the language of the call history. The call history feature is using the language of Microsoft Teams.

The time zone setting is used to calculating the correct start and end time of a call. Microsoft is sending the call records in UTC. If you have multiple call queue agents around the globe and a follow the sun call center, this setting is important. The standard setting is Western Europe Standard Time.

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