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The Call List tab in the Spechy app provides a comprehensive overview of all call activities. Here’s how to use the Call List tab: Accessing the Call List Tab On the left sidebar of the Spechy app, locate and click on the “Call List” option. This will open the Call List tab. Campaign Calls Under the Call List tab, you will find the “Campaign Calls” option in the dropdown menu. Clicking on “Campaign Calls” will display all the campaign calls. You can view the details of each call, including the date, time, and the agent who handled the call. Missed Call List Also in the dropdown menu, you will find the “Missed Call List” option. Clicking on “Missed Call List” will display all the missed calls. Using the Search Bar and Switch You can use the search bar to find specific calls. There is a switch labeled “Not Called” and “Called”. Use this switch to filter the calls based on whether they have been returned or not. Viewing Call History Click on the “History” button to view the call history for each missed call. Exporting Contacts In the Missed Call List, there is an “Export” button. Click on this button to export the contacts you have filtered. You can use this feature to create a list of contacts for future reference or for further action. The Call List tab provides a comprehensive view of call activities, allowing you to monitor and manage all calls effectively. It is a powerful tool for ensuring efficient communication and customer service.

The Reminders tab in Spechy is a powerful feature that allows users to efficiently manage and keep track of their reminders. This document provides an overview of the Reminders tab, its functionality, and how to effectively use it. Accessing the Reminders Tab To access the Reminders tab, navigate to the left sidebar in Spechy and click on the “Reminders” option. A dropdown menu will appear, displaying two options: “All Reminders” and “My Reminders.” All Reminders When selecting the “All Reminders” option, users will be directed to a page that displays all reminders available in the system. This page includes various features to enhance the user experience. Search Bar At the top of the All Reminders page, there is a search bar that allows users to search for specific reminders based on keywords or criteria. This feature enables users to quickly find the desired reminder among a large number of entries. Filter Next to the search bar, there is a filter option that enables users to refine their search results further. Users can apply filters based on criteria such as reminder type, assigned user, date, and outbound channel. This functionality helps users narrow down their search and find specific reminders based on specific parameters. Switch for Completed/Not Completed Reminders On the All Reminders page, there is a switch that allows users to toggle between viewing all reminders and viewing only the not completed ones. This feature provides users with the flexibility to focus on pending tasks and prioritize their work effectively. Creating a New Reminder To create a new reminder, users can click on the “Create New Reminder” button, typically located at the top or bottom of the All Reminders page. When creating a new reminder, users can specify the following details: Adding a Note In addition to the above details, users have the option to add a note to the reminder. This feature allows users to include additional information or instructions related to the reminder, providing context and clarity to the assigned user(s). Exporting Reminders Spechy’s Reminders tab offers the convenient functionality of exporting reminders. Users can export their reminders to external file formats, such as CSV or Excel, for further analysis or sharing purposes. This feature allows users to have a backup of their reminders or utilize the data in other applications or systems. My Reminders Tab In addition to the All Reminders tab, Spechy’s Reminders feature includes a separate tab called “My Reminders.” This tab specifically displays all the reminders that have been assigned to the user. The My Reminders tab offers a similar interface and functionality as the All Reminders tab, providing a personalized view of reminders that require the user’s attention. Users can access the My Reminders tab by selecting it from the dropdown menu in the Reminders tab’s left sidebar. Upon entering the My Reminders tab, users will find a familiar layout, including the search bar, filter options, and the switch for completed/not completed reminders. This consistency in interface design ensures a seamless user experience and allows users to navigate between the All Reminders and My Reminders tabs effortlessly. By utilizing the My Reminders tab, users can focus solely on the reminders assigned to them, enabling them to prioritize their tasks and efficiently manage their workload. The ability to view and interact with reminders specific to the user enhances productivity and ensures that important deadlines and actions are not overlooked. In conclusion, Spechy’s Reminders tab provides users with a comprehensive toolset to manage and organize their reminders effectively. With features such as search, filter, switch for completed/not completed reminders, the ability to create new reminders with various specifications, exporting reminders, and the dedicated My Reminders tab, users can streamline their workflow and ensure timely completion of tasks.

The Tickets Dashboard tab in the Spechy app provides an overview of ticket activities for agents. Here’s how to use the Tickets Dashboard tab: Accessing the Tickets Dashboard Tab Filtering Agents Viewing Ticket Activities The Tickets Dashboard tab provides a comprehensive view of ticket activities for agents. It allows you to monitor the status and progress of tickets assigned to agents, as well as track their performance in terms of ticket handling and creation. You can find the Tickets Dashboard tab on the left sidebar of the Spechy app. Simply click on the “Tickets Dashboard” option to access it.

The Tickets tab in the Spechy app allows you to manage and track customer support tickets. Here’s how to use the Tickets tab: Accessing the Tickets Tab Viewing Ticket Lists Searching and Filtering Tickets Adding a New Ticket Editing or Deleting a Ticket The Tickets tab in the Spechy app allows you to efficiently manage and track customer support tickets. You can view, search, filter, add, edit, and delete tickets as needed. This feature helps you provide timely and effective support to your customers.

The Companies tab in the Spechy app allows you to manage and organize your company information. Here’s how to use the Companies tab: Accessing the Companies Tab Viewing Company Lists Searching and Filtering Companies Adding a New Company Editing or Deleting a Company The Companies tab in the Spechy app allows you to manage your company information efficiently. You can view, search, filter, add, edit, and delete companies as needed. This feature helps you keep track of your company contacts and ensures effective communication and engagement.

To access the Contacts tab in the Spechy app, follow these steps: In the Contacts tab, you will find the following features: All Contacts and My Contacts Dropdown Menu Viewing Contacts Creating a New Contact Editing or Deleting a Contact The Contacts tab in the Spechy app allows you to manage your contact list efficiently. You can view, search, filter, create, edit, and delete contacts as needed. This feature helps you keep track of your contacts and ensures effective communication and engagement.

The Conversation Dashboard tab in the Spechy app provides a comprehensive view of social media statistics and real-time data updates for different communication channels. Here’s how to use the Conversation Dashboard tab: Accessing the Conversation Dashboard Reviewing Social Media Statistics Utilizing Action Buttons Creating a Customized Dashboard To access the Agent Statistics dashboard, follow these steps: Selecting User Group Reviewing Agent Statistics Customizing Agent Dashboard

The Agent Dashboard tab is a key feature of the Spechy app, providing agents with a personalized and customizable view of their tasks and activities. This tab allows agents to efficiently manage their tickets, calls, conversations, and user status. Let’s explore the different components and customization options available in the Agent Dashboard tab: Edit Icon Within the Agent Dashboard tab, you will find an Edit icon. Clicking on this icon enables you to customize the current agent dashboard according to your preferences. You have the flexibility to add or exclude specific elements such as tickets, calls, conversations, and user status from your dashboard. This customization feature allows you to tailor the dashboard to your specific needs and focus on the most relevant information for your role. Tickets The Tickets section in the Agent Dashboard tab provides agents with an overview of their assigned tickets. Agents can view and manage their tickets, track their progress, and ensure timely resolution. This section allows agents to stay organized and prioritize their ticket-related tasks effectively. Calls By selecting the Calls option in the Edit icon menu, agents can access a comprehensive view of all the calls they have made. This section displays call logs, call duration, and other relevant call details. Agents can review their call history, access call recordings, and analyze their call performance. This feature helps agents track their communication activities and improve their call handling skills. Conversations Similar to the Calls section, the Conversations section in the Agent Dashboard tab allows agents to manage their ongoing conversations with customers. Agents can view and respond to messages, ensuring timely and effective communication. This section provides a centralized location for agents to handle customer conversations, improving response times and customer satisfaction. User Status The User Status feature in the Agent Dashboard tab allows agents to set their availability status and track the time spent in each status. Agents can choose to be online, offline, or any other available status. This feature helps agents manage their availability for incoming calls, messages, and conversations, ensuring efficient resource allocation and effective customer support. Agents can also view the duration they have spent in each user status, allowing them to analyze their availability patterns and make adjustments as needed. Customization and Creating New Dashboards In addition to customizing the current agent dashboard, agents also have the option to create new dashboards. This feature allows agents to create multiple dashboards tailored to different aspects of their work. By creating new dashboards, agents can have a personalized view of their tasks, calls, conversations, and user status, enhancing their productivity and efficiency. The Agent Dashboard tab in Spechy empowers agents to manage their tasks, calls, conversations, and user status effectively. By customizing the dashboard and creating new ones, agents can personalize their view and focus on the most relevant information for their role. This enhances their productivity, improves customer service, and contributes to overall operational success.

The Live Ops tab is an essential feature of the Spechy app, located on the left navigation bar. This tab provides access to various functionalities that help you monitor and manage your live operations effectively. Let’s explore the different components of the Live Ops tab: Wallboards Upon opening the Live Ops tab, you will find the Wallboards section. Wallboards are customizable dashboards that display real-time information and key metrics related to your live operations. These visual displays provide a comprehensive overview of your team’s performance, customer interactions, and other relevant data. You can easily track important metrics, such as call volume, response times, customer satisfaction ratings, and more, all in one centralized location. Edit Icon Next to the Wallboards section, you will find an Edit icon. Clicking on this icon allows you to customize and configure your wallboards according to your specific needs. You can choose which metrics and data points to display, rearrange the layout, and adjust the visual elements to create a personalized and informative dashboard. This flexibility ensures that you can focus on the metrics that matter most to your business and make data-driven decisions. Create New Wallboards On the right side of the Live Ops tab, you will find an icon that allows you to create new wallboards. By clicking on this icon, you can easily set up additional wallboards tailored to different aspects of your live operations. Whether you want to monitor specific teams, campaigns, or performance indicators, creating new wallboards enables you to have a comprehensive view of your operations and make informed decisions. The Live Ops tab in Spechy provides you with powerful tools to monitor and optimize your live operations. By utilizing wallboards and customizing them to your specific needs, you can gain valuable insights, track performance metrics, and ensure efficient and effective communication with your team and customers. Make the most out of the Live Ops tab to enhance your operational efficiency, improve customer satisfaction, and drive business success.