Agents View - Dashboard

Agents View - Dashboard

This article will give you an overview of the dashboard from an Agents point of view:

1. You can keep track of total calls from this field:

2. Monitor the duration of your calls here:

3. Track your break intervals using this feature:

4. Check the duration of paused moments at your convenience:

5. Evaluate your sales performance through this section:

6. Review and analyze your callback statistics here:

7. Initiate the Matrix predictive dialer by clicking 'Start' to commence lead calls:

8. Take a break by clicking on the "Pause button" when needed:


9. Specify the type of break you prefer using the provided options:

10. Use the drop-down menu to switch between different pause categories:

11. Select a break type from the drop-down menu provided:

12. 
Access the dialpad by clicking on the "dialpad" icon on the top right next to your profile icon where you also have the profile settings:

13. Switch to a different campaign by clicking "Switch Campaign":

14. Choose a campaign from the drop-down menu and save your selection by clicking "Change Campaign":

15. Configure your profile settings by clicking "My Profile":

16. Use the pop-up menu to customize your profile settings:

17. Perform a system check on your device by clicking "System Checker":

18. Access audio input settings by clicking 'Settings' and choose your preferred device:

19. Confirm your device choice by clicking "OK":

20. Leave a review by clicking "Review Us":

21. Monitor the pre-set script in this section:

22. Review calls that occurred throughout the day in this area:

23. Utilize the "Search" field to find specific calls:

24. View the date for the monitored calls displayed here:

25. Adjust the number of entries you'd like to see using the drop-down menu:

26. Navigate to the Callbacks section by clicking "Callback" to monitor callbacks:

27. Monitor your callbacks in this dedicated section:


    • Related Articles

    • Dashboard

      This article will navigate you through the available options of the dashboard. 1. Click "Dashboard" to navigate to the dashboard on the left-hand side. NOTE: You can navigate to the dashboard menu only if you have Admin or Manager permissions: 2. ...
    • Statistics and Reports - Agents

      This article will provide you an overview of the Agents report and it's functionality: Navigate to the Statistics and Reports from the left and click on "Agents" from the down menu: From here you will be able to view and monitor statistics for you ...
    • Callbacks

      This article will provide you an overview of the Callbacks section and it's functionality: 1. Navigate to the callbacks menu by selecting "Callbacks" on the left-hand side: 2. Search for a specific callback using the "Search anything..." field: 3. ...
    • Dashboard Overview

      This article will show you the general overview of the Axiom Dashboard and it's features: 1. The server time is displayed at the top of the page: 2. Bring up your dial pad by clicking 'Dialpad.' Note: This option is available only if your ...
    • Reset Agent Password

      To reset an agents password please follow the steps below: 1. Click on "Users" from the menu on the left: 2. Click on the user you wish to reset the password for: 3. Click on "Edit" so you can make changes to the agents details: 4. Click on the ...