# Easy Call Report Configuration

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

{% hint style="info" %}
Easy Platform Configuration Portal URL: <https://admin.easyplatform.app/>
{% endhint %}

### 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

<figure><img src="/files/n87MxCjfMa01AEFg6z3i" alt=""><figcaption></figcaption></figure>

#### 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.

{% hint style="danger" %}
This feature must be activated if you have the Professional version in use.&#x20;

**Otherwise the call history will not work!**
{% endhint %}

#### 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.

{% hint style="danger" %}
This feature is only available in the Professional version
{% endhint %}

#### 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).

{% hint style="danger" %}
The phone number must be stored in Entra ID in the following format E164 so that this integration works properly: +41XXXXXXXXX | +49XXXXXXXXXXX | etc.
{% endhint %}

#### 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.

{% hint style="danger" %}
The "Easy Contact Sync" product is required for this feature
{% endhint %}

#### 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.

{% hint style="danger" %}
&#x20;This feature must be set up together with TwinCap First. Additional costs will apply.
{% endhint %}

#### 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.&#x20;

{% hint style="warning" %}
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
{% endhint %}

#### 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.

{% hint style="info" %}
Please note that just Call Queues and Auto Attendants configured in the Microsoft Teams Admin Center are supported.
{% endhint %}

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

{% tabs %}
{% tab title="Create voice app via wizard" %}

1. Click "Add Voice App"

<figure><img src="/files/PjK5py7ao2GABOHpR1cA" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Wl3hQ5gTIERwEvbmfeUO" alt=""><figcaption></figcaption></figure>

3. Select your voice app

<figure><img src="/files/LuMeZq1lWnKj9TtjGDG0" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lBvMs0sznrMbFeHJd93t" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/MoWspTWgLcIpgzlbcRIj" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PWIrwmr1XkBvbU8Q74qC" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
You have successfully created a new voice app
{% endhint %}
{% endtab %}

{% tab title="Create voice app directly" %}

1. Click "Add Voice App (Classic)"

<figure><img src="/files/WmIvvlCZHlJtkyAE7cFq" alt=""><figcaption></figcaption></figure>

2. Select your voice app

<figure><img src="/files/6QWYvzT9OP1ZX9Ymp4vE" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/rXQwhgjbTOxaaisZdZME" alt=""><figcaption></figcaption></figure>

4. Configure what kind of notification you want to receive

<figure><img src="/files/YN0i79VUYkROqLzuqjNL" alt=""><figcaption></figcaption></figure>

5. Optional: Select your Microsoft Planer Bucket

<figure><img src="/files/5e9cbsoBdKyeQGZn97JY" alt=""><figcaption></figcaption></figure>

6. Create a tag for the topic of the conversation

<figure><img src="/files/FmWz2jwTPDou3oHhk6eo" alt=""><figcaption></figcaption></figure>

7. Select your language and time zone

<figure><img src="/files/230quho4O87RgJOc7eZk" alt=""><figcaption></figcaption></figure>

8. Check your configuration and press "Create"

<figure><img src="/files/uC1OeJVmEyRDxpnI0yeE" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
You have successfully created a new voice app
{% endhint %}
{% endtab %}
{% endtabs %}

{% hint style="danger" %}
[Click here for the next steps in Microsoft Teams](/getting-started/teams-channel-configuration.md)
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.easycallreport.easyplatform.app/getting-started/easy-call-report-configuration.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.