Easy Call Report Configuration
Follow these steps to configure and enable Easy Call Report in your tenant
Last updated
Follow these steps to configure and enable Easy Call Report in your tenant
Last updated
In the Easy Platform Configuration Portal you are able to manage and configure Easy Call Report for your tenant.
Easy Platform Configuration Portal is just accessible for Microsoft Teams Administrators
Easy Platform Configuration Portal URL: https://admin.easyplatform.app/
After you have opened the Easy Call Report tab, you will first see a small statistic with an overview of all calls in the last 30 days.
At the same time you can see how many licenses you have already used and how many are still available.
Finally, you can also contact the support if you need help
In the "Manage Feature" 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
If Analytics is activated, you will receive visual statistics of all calls in the last 30 days on the start page of the Easy Call Report Configuration Platform
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 it is highly protected.
This feature must be activated if you have the Professional version in use.
Otherwise the call history will not work!
This feature allows you to connect your Easy Call Report with your Microsoft Planner. This gives you the option of creating an entry in the Microsoft Planner for a register card in Easy Call Report at the touch of a button, which takes over all the information from the Easy Call Report
This feature is only available in the Professional version
Enabling the Entra ID 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.
The "Easy Contact Sync" product is required for this feature
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
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. 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 assignment to which channel the bot sends the call cards. Please note that you must activate the Easy Call Report bot for the corresponding channel
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.
If you activate Notification, the tabs are sent to the previously defined channel.
Otherwise, this can be deactivated. No register cards are then sent to the channel
Here you can specify the tags that should be available in this auto attendant/call queue. These can then be used specifically in the call history
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 following languages are available:
English
German
French
Spanish
Italian
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.
In the Planner you define the plan in which the integration should create the entries when they are created from the Easy Call Report
Then define the exact bucket in the previous plan. This allows you to work directly with the Microsoft Planner
