Client Management

The Clients tab in your dashboard is your go-to tool for managing and organizing your client interactions. Located on the left-hand menu, this tab provides an overview of all calls that lasted beyond the 25-second buffer and were paid for. Here's a breakdown of what you'll find and how to use it:

Features of the Clients Page

1. Client Overview:

   • The page displays a detailed list of all your paid calls, making it easy to track and manage your client interactions.

2. Information Displayed:

   • Client ID: A unique identifier for each call.

   • Client Name: The name saved by the agent (if entered).

   • Caller ID: The phone number of the client.

   • Recording Link: A direct link to access the call recording.

   • Disposition Status: The status or outcome of the call as selected by the agent.
     
     

3. Quick Access to Client Details:

   • On the right-hand side of each record, you'll find two important buttons:

     • View Client Info: Provides a quick view of the client’s details.
       
       

     • Edit: Allows you to:

       • Update client information.

       • Modify dispositions.

       • Add or edit notes related to the client.
         
         

Exporting Client Data

The Clients tab includes an Export feature, allowing you to download your client information and recordings in a CSV format. This feature helps you keep offline records and manage your data efficiently.

1. How to Export:

   • Click the Export button located at the top of the Clients tab.

   • Select the data you wish to export, including client details and call recordings.

   • The exported file will be saved in a CSV format for easy access and analysis.
     
     

2. Why Export?:

   • Maintain offline records of client interactions.

   • Share client data with your team or use it for external reporting purposes.

Filtering Clients

The Clients tab offers a powerful Filter feature to help you quickly find specific client records. This makes it easier to locate past interactions without scrolling through the entire list.

1. How to Use Filters:

   • At the top of the Clients tab, use the search and filter options.

   • Filter by:

     • Email

     • Phone Number

     • Client Name
       
       
       

2. Benefits of Filtering:

   • Save time by quickly narrowing down the client list.

   • Locate specific call recordings or details for follow-ups.

By utilizing the Clients tab effectively, you can streamline your client management process, ensure accurate record-keeping, and make informed decisions for follow-ups and future interactions. If you need assistance, our support team is here to help!