Two ways to build a list of calls to review in Invoca — from a dashboard tile or from your Calls Report.Invoca’s conversation review features let you review phone calls in depth, whether you’re looking for new marketing insights or coaching opportunities for sales agents. Before you can review individual calls, you need to build a list of calls to review. Applies to: Call review, Calls Report, dashboards
Before you begin
You need Observer-level permissions or higher to review calls.Building your list from a dashboard tile
If you’ve already built a dashboard tile that compiles the types of calls you want to review, click View Report from that tile’s Action dropdown menu. A playlist of the calls in that dashboard appears.Building your list from your Calls Report
- Go to Reports > Calls Report.
- Use filters, signals, and custom columns to narrow the report to the exact calls you’d like to review.
- Once your report is filtered, click List View next to your list of filters.