Contents x
      Dialpad Business Intelligence (BI)
      • 07 Sep 2023
      • 2 Minutes to read
      • Print
      • Dark
        Light
      • PDF
      Contents

      Dialpad Business Intelligence (BI)

      • Updated on 07 Sep 2023
      • 2 Minutes to read
      • Print
      • Dark
        Light
      • PDF
      • New
      Article Summary

      Dialpad Business Intelligence (BI) is a tool that provides customized reports and analyses using Dialpad data. It offers advanced filtering options, automated calculations, and formatting to replace manual work. Users can create custom reports and scorecards, schedule and send them to internal or external parties. The tool allows for the creation of custom filters and aggregations to view core metrics for different groups and users. It also provides a timeline of contact center agents' activities for auditing or troubleshooting purposes. Dialpad BI is a paid add-on feature with a one-month trial period. Cancelling the feature will result in losing access to BI features and removing all saved/scheduled reports. Feedback on the feature can be given through a feedback form available in Dialpad BI. The feature is available in English and can be used anywhere.

      Dialpad Business Intelligence, affectionately known as Dialpad BI, provides the power of a full-featured business intelligence tool directly on top of your Dialpad data. It allows you to create customized reports and analyses, providing you with the metrics you need, in the format you need them, and sent to whomever you need.

      Who can use this feature

      Dialpad BI is available for Contact Center or Ai Sales Users.

      This feature is a paid add-on and you'll need to have Company Admin or Analytics specific permissions.

      Why use Dialpad BI?

      Knowledge is power and we know how important it is to your company's success to have robust data at your fingertips.

      Dialpad BI offers the following features, and more!

      • Access more filters, and with more complex filter logic, than are available elsewhere in Dialpad's other Analytics features. This includes filtering call data for business hours, for multiple users/contact centers simultaneously, and much more.
      • Add automated custom calculations and formatting on your data to replace manual work you might be doing in a spreadsheet to get the specific metrics or content that you're looking for
      • Set up a custom report or scorecard for the specific metrics that you need to routinely report on. This includes the capability to save and schedule these reports, and send them to internal and/or external parties at a frequency of your choosing to keep them in the loop.
      • Create custom filters and aggregations to get a single, at-a-glance, view of the core metrics for all the groups and users you need, including using custom date/time intervals, subtotals, and totals.
      • Visualize a timeline of what each of your contact center agents are doing throughout their shifts for auditing or troubleshooting purposes.
      • Drill down on metrics of interest, and download a list of call records that comprise the metric, including much of their call metadata.

      Contact us today to get started! 

      Frequently asked questions

      Is there a cost for this feature?

      This is a paid add-on feature, and we are pleased to offer a 1 month trial period where you can test out the capabilities at no cost, to decide if it's right for you.

      What happens if I cancel this feature?
      You will lose access to the Dialpad BI features, and all existing saved/scheduled reports will be removed from the system.

      How can I give feedback on this feature?

      We love feedback and can't wait to hear from you! Use this form to send us your thoughts/suggestions.

      You can also find a link to the form by clicking the purple Give Dialpad BI Feedback button on the top right of every page in Dialpad BI.

      BI_Give_Feedback.png

      Can I use BI anywhere?

      Absolutely! However, this feature is only available in English.

      Get started

      Contact us today to add BI to your plan!

      Next up, be sure to read through these other handy Help Center articles to get you on your way.  

       

       

      Was this article helpful?
      Related articles
      What's Next
      Ai that works for you.
      Products
      Company
      Top Features
      Dialpad Apps
      Need Help?
      Connect with Us
      © 2023 DIALPAD, INC.