Easy Call Report Configuration

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

General Settings

In the "General" area, you can activate or deactivate basic functions and extensions in Easy Call Report. Here you will find a brief description of each extension so that you can get an overview

Enable Telemetry

The telemetry feature allows us to collect call record data to display the Easy Call Report Call History. Without this feature it's not possible to provide Call History and callrecord updates. This data is not shared with third parties and deleted after 6 months.

Enable Microsoft Planner

With Microsoft Planner Integration, you can create tasks in Microsoft Planner directly from Easy Call Report. This feature is only available with a Professional license or higher.

Enable Personal Tasks

With Personal Tasks, users can create tasks in their personal task list (Microsoft Todo) directly from Easy Call Report.

Enable Personal Contact Creation

With Personal Contact Creation, users can create contacts in their personal address book directly from Easy Call Report.

Enable Send Mail

With Send Mail, users can send emails directly from Easy Call Report.

Enable Entra ID Lookup (Name resolution)

With Entra ID Lookup, you can search for contacts in your organization's Entra ID. The phone numbers must be stored in E164 format (e.g. +41791234567).

Enable Shared Mailbox Search (Name resolution)

With Shared Mailbox Search, you can search for contacts in shared mailboxes. This feature requires a Shared Mailbox provided by Easy Contact Sync.

Enable Easy Lookup (Name resolution)

With Easy Lookup, you can search for contacts directly in your third party backends, without synchronising contacts to a Shared Mailbox.

Enable Search.ch Integration (Name resolution)

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.

Enable Webhook Integration

With Webhook Integration, you can send call records to your own webhook.

Voice App Configuration

The voice app 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.

You can set up a voice app in two different ways. Namely for the first time with a guided wizard and for the more experienced the voice app can be created directly

Create voice app via wizard

Create voice app directly

1. Click "Add Voice App"

1. Now the setup wizard will start and you can click on "Get Started"

1. Select your voice app

1. Assign your team, where the notifications should be send

1. Configure what kind of notification you want to receive and press "Next"

1. Select your language and time zone and click on "Finish"

You have successfully created a new voice app

1. Click "Add Voice App (Classic)"

1. Select your voice app

1. Assign your team, where the notifications should be send

1. Configure what kind of notification you want to receive

1. Optional: Select your Microsoft Planer Bucket

1. Create a tag for the topic of the conversation

1. Select your language and time zone

1. Check your configuration and press "Create"

You have successfully created a new voice app