Understanding the Dashboard in Bigfoot Agent Panel
Welcome to the Dashboard section of the Bigfoot Agent Panel. This crucial tool offers a comprehensive view of your operational queue and callback work, streamlining your daily tasks and improving efficiency.
The Importance of the Dashboard
The Dashboard serves as the hub for managing your queue, reviewing scheduled callbacks, and accessing queue Call Detail Records (CDR) charts. By having this information at your fingertips, you can effectively prioritize your tasks, ensuring a prompt and quality service for our valued customers.
How the Dashboard Works
The Dashboard updates in real-time through the backend event stream, providing a continuous, up-to-date snapshot of your queue. This means that you'll always have the latest information, even during refreshes, with data rows persisting without disappearing.
Using the Dashboard
To get started, ensure that you're logged into the correct tenant domain and assigned queue. For callback work, verify that the callback is linked to a case and that the desired callback number is present.
Callback Work and CRM Admin
It's essential to understand that the Dashboard is the operational queue and callback view, while the CRM Admin is where the linked case is maintained. By clicking on a scheduled callback, you can open the corresponding CRM case, allowing you to document, dial, or close the case directly from the CRM record.
Common Questions and Issues
- Q: Why can't I see some data rows during refreshes?
A: Data rows should persist and not disappear during refreshes due to the real-time event stream. If you encounter this issue, please contact our support team for assistance.
- Q: How do I ensure that my callbacks are linked to cases?
A: Ensure that each callback is associated with a case in the CRM before scheduling the callback.
How Bigfoot Voice Handles This
At Bigfoot Voice, we continuously strive to improve our services and provide you with the best tools for your daily tasks. The Dashboard is just one example of our commitment to your success.
By understanding and utilizing the Dashboard, you'll be better equipped to manage your operational queue, review callbacks, and access valuable queue CDR charts. This, in turn, will enable you to deliver exceptional service to our customers.
Thank you for choosing Bigfoot Voice as your hosted IP PBX provider. We appreciate your business and look forward to continuing to serve you.