Advanced Analytics - Settings

Description: The purpose of this article is to provide a detailed overview of the Settings section of Ooma Enterprise Advanced Analytics.

Advanced Analytics serves as the primary digital workspace for end-users involved in call analytics. Within this portal, users can access various tools and features to efficiently manage and supervise their call analytics.

When you click on the respective option in the left-hand menu, the main space of the app will display the "Settings" page.

The appeared interface of the "Settings" page is divided into two primary sections.

• The main space of the page: this area is used to display the parameters associated with the chosen settings category from the menu located on the left side.
• The left-hand menu: it features a collection of setting categories, organized into subcategories. Upon selecting a category or subcategory, the corresponding list of parameters will be displayed in the main space of the page. Below, you will find a list of categories that include subcategories. A category with subcategories duplicates the settings list of one of its subcategories. The descriptions of these categories will indicate which subcategories they double to avoid repetitive text.

• General: this category duplicates the setting list of the "Location" subcategory.

• Portal: within this subcategory, you will discover a list of features that can be disabled. 

By doing so, these features will be concealed from the list of Advanced Analytics features found in the left-hand menu of the "Home" page on Advanced Analytics.

• Location: within this particular subcategory, you will find a comprehensive list of parameters that are associated with location and session settings.

Moreover, there are two additional parameters that require clarification regarding their purpose.

• Session timeout: in this field, you have the ability to define the duration, in minutes, after which users will be automatically logged out of the portal if they remain inactive beyond this specified period.
• Sync Agent User Add-On with the PBX configuration: please disregard this option as it is not supported.

• Compliance: on this page, there is a single parameter represented by the "Suppress CName" check box. When this parameter is enabled, the Caller ID name linked to a call (along with any contact match data) will not be retained in the call data history.

This added security measure ensures that names cannot be connected to phone numbers, especially when data sensitivity is a concern. The goal is to eliminate personally identifiable information from call records.

• User Management: this category duplicates the setting list of the "Users" subcategory.

• Users: in this section, you can view a comprehensive list of all users configured on the communications platform and manage their access to Advanced Analytics. Once you enter this section, you will be presented with the table of existing users.

Under normal circumstances, all users on the communications platform will be loaded into the portal without any user interaction required. In some cases, you can manually add a new user by pressing the "+Add User" button and following the provided steps. For detailed instructions, please refer to the article accessible through this link.

• User Groups: in this section, you can access and view all the user groups that have been set up in the product, and control the membership of users in each group. Once you access this section, you will be presented with the table of existing user groups.

User groups serve to logically group users together within the system. These groups can be used in reports to monitor performance or apply filters for specific calls. Membership in user groups is optional, and users can be part of multiple groups, allowing for future use.

You can manually create a new user group by pressing the "+New Group" button and following the provided steps. For detailed instructions, please refer to the article accessible through this link.

• Client Profiles: within this section, you can set up user groups with specific profile controls and settings. Primarily designed for the desktop client, the Call Center settings should remain hidden until the Call Center feature becomes available. Once you access this section, you will be presented with the table of existing client profiles.

• Contact Directories: in this settings section, users are able to create and oversee Contact Directories. Contact information stored here will be attached to report data and provided to connect clients to give users additional information about who they are talking to. Once you access this section, you will be presented with the table of existing directories.

You can manually create a new Contact Directory by pressing the "+Add Contact Directory" button and following the provided steps. For detailed instructions, please refer to the article accessible through this link.

• Reporting: this category duplicates the setting list of the "Settings" subcategory.

• Reporting Settings: within this section, you can find general settings that control various system-level aspects of Advanced Analytics.

More information about the parameters you can set in this section is available through this link.

• Call Tags: this section provides information on the call tag configuration options. Once you access this section, you will be presented with the table of existing call tags.

Call tagging enables the inclusion of personalized information into call reporting logs. Call records can be enhanced with external data from sources beyond the communication platform, thereby providing a more comprehensive context for analyzing customer experience and user performance.

You can create new Tags by pressing the "+Add Tag" button and following the provided steps. For detailed instructions, please refer to the article accessible through this link.

• Real-Time Clients: the real-time clients section of the solution offers administrators a means to oversee and control the real-time client connections that have been set up by system users. Once you access this section, you will be presented with the table of existing real-time clients.

You can link clients by pressing the "Link Client" button and following the provided steps. Currently, there is only one type of client available to connect to Advanced Analytics: the Wallboard for Amazon Fire TV. 

For detailed instructions for linking an Amazon Fire TV, please refer to the article accessible through this link.

• Workspaces: within this section, you can access the tools to oversee the various workspaces that users have created. Once you access this section, you will be presented with the table of existing workspaces.

Workspaces serve as environments for users to generate and collaborate on reports, which can be shared with other system users.

You can create new Workspaces by pressing the "+Create Workspace" button and following the provided steps. For detailed instructions, please refer to the article accessible through this link.

All newly created Workspaces will be available from the Home page.

• CRM Integration: within this section, you have the ability to make additional configurations to facilitate successful login for customers using one of the Connect CRM User Add-Ons. This ensures a seamless experience when accessing the plugin. Once you access this section, you will be presented with the table of existing CRM integrations.

You can create new CRM Integration by pressing the "+New" button and following the provided steps.

• Back: upon selecting this option, you will be directed back to the "Home" page.

It is important to note that Advanced Analytics operates as a Single-Page Application (SPA) with a routing system that simulates page navigation, without actual page transitions. Consequently, any modifications made in any of the Settings sections will not be visible upon returning to the "Home" page unless the browser page is reloaded.

• Help: when you choose this option from the menu on the left-hand side, you will be directed to the OOMA Inc. user portal, which hosts numerous articles covering various features of Advanced Analytics.

• User name section: among all the setting options in the left-hand menu, this is the sole option that presents a submenu when clicked.

• My Profile: in this section, you have the ability to configure or modify various basic parameters of your profile
• Diagnostic Info: here you can find diagnostic information pertaining to your user profile. 
• Link Client: selecting this option will redirect you to a separate browser page displaying the login interface of Advanced Analytics. There, you will need to enter the user code that will be shown on your device. 
• Logout: By choosing this option, you will initiate a logout from Advanced Analytics.

More information about the parameters you can set in this section is available through this link.