Video Walkthrough

Geo Routers

Geo routers allow you to route callers based on their location.  You can choose to route callers based on the area code of the number from which they dial or their zip code.  Geo routers are not able to route callers based on the physical location of their mobile phones. Learn More

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Agent Scripts

Agent scripts are used to provide agents with a script that will display in the softphone for inbound or outbound calls. The scripts can use markdown to format the scripts so that they are easier to read. Additionally, the scripts can use variables that will be replaced with information from the call. Call scripts are associated …

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Activity Reports

The Activity Reports page provides an overview of your calls over a set time period sorted by a dimension of your choice. You can apply filters and date ranges to narrow down which calls you want to include in the report, and select a view (such as calls by source, calls by hour of day, or calls by …

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Help Tab

The Help tab is your go to location for all of the resources that CallTrackingMetrics has to offer. Learn More

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Triggers

Triggers can be used to automate processes in your account based on specific aspects of a call, allowing. you to to streamline actions in your account.   Learn More

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Creating Users

Learn how to create a new user along with an overview of the different user roles in CallTrackingMetrics.   Learn More

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Accounts

The accounts page gives you a full overview of all sub-accounts under your agency.   Learn More

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Manage Users

The manage users page gives you the ability to see a list of all users on your account and find other important pieces of information.   Learn More

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Accuracy Report

The Accuracy Report allows you to ensure that you have the proper number of Tracking Numbers assigned to a specific source.   Learn More