SmarterTrack Help

Call Logs Overview

SmarterTrack's call logging feature provides agents with the ability to track customer service and sales calls. By requiring agents to track their phone conversations, companies can help to eliminate calls from falling through the cracks and reduce the number of unresolved customer issues. In addition, managers can use call logs and their associated reports to determine the number of calls answered or placed per agent or group over a period of time, to determine how much of an agent's workload is dedicated to calls, or to identify common phone complaints and their resolutions.

To access your call logs, log into the management interface with your agent account and click on the Call Logs icon. Depending on the role you are assigned, My Call Logs or Global Call Logs will load.

To better understand the different areas of call logs, please refer to the diagram below:

SmarterTrack call logs

Navigating SmarterTrack's Call Logs Interface

My Call Logs vs. Global Call Logs

The My Call Logs section organizes all of the call logs for which an agent is responsible. When an agent accesses My Call Logs by clicking on it in the navigation pane, all active call logs for the agent will load in the content pane. My Call Logs also gives agents the ability to see any inactive logs that they have previously had with end users.

In addition, the My Call Logs section organizes logs by group. That means that every group the agent is active in will be listed and the agent can drill down into each group to see their incoming and outgoing call logs.

Administrators and managers who are members of multiple groups may want to view incoming or outgoing call logs for those groups to better evaluate the actual needs of the organization or to gain valuable insight into company operations. To view all call logs in SmarterTrack, the manager or administrator MUST be a member of all groups within SmarterTrack. At the very least, they need to be members of multiple groups in order to see call logs for those groups. Once this is done, they simply click Global Call Logs in the navigation pane.

Regardless of whether you're accessing My Call Logs or Global Call Logs, the call logs in the system will load in the content pane when you open the respective call log section. In general, the following details will be available:

  • Subject - An agent-generated phrase that usually describes the call log. Very long subject phrases are truncated.
  • Phone - The phone number of the caller.
  • Name - The name of the caller.
  • Start Date - The date and time the call started.
  • Group - The group that is assigned to this call log.
  • Agent - The agent who handled the call.
  • End Date - The date and time the call ended.
  • Duration - The length of the call.

Performing Call Log Actions

In general, the following options are available from the content pane toolbar:

  • New - Creates a new call log.
  • Actions - Click this button and select the appropriate option to transfer a call log or select all call logs.
  • Select All - Selects all call logs.
  • Delete - Deletes the selected call log(s). For more information on deleted call logs, see Deleting Call Logs.
  • Transfer - Transfer the selected call log(s) to another group or agent. For more information, see Transferring Call Logs.
  • Sort - Sorts the list of call logs in ascending or descending order based on the selected option, such as start date, phone number, department, etc. Clicking on Reset Sort Order will return the sort order to its default status.
  • View - Click this button and select the appropriate option to choose the details that are displayed about a call log in the content pane.
  • Refresh - Click this button to force a refresh of the call log list.