Dashboard

Where all the magic happens.

Dashboard is the place to monitor and answer incoming calls.


The Dashboard is the main hub for answering and managing incoming calls for Callbird.

 
Notion image
 

When you first log in to the dashboard, you will be enable sound notifications for incoming calls.

Notion image

Answering an incoming call


When calls come in - you will be notified several ways to ensure you have the opportunity to field it:

  • You will hear birds chirping! This is your signal to flip over to the Callbird tab to accept an incoming call.
💡
It’s a good idea to leave the Callbird tab open on your device anytime you would field a Callbird call, so you can easily see / hear a new call and respond to it quickly.
  • If you are in the dashboard, you will see a new tile under “Incoming Calls” that is green and has an Accept Call button. This is where you can ultimately accept calls. It will have the following information on the tile:
    • Name
    • Seconds since the caller clicked
    • Location
    • Device
    • Source page (what page the caller clicked your Callbird from)
    • Name, company & email if the caller chooses to provide it
Notion image
  • You will be notified in Slack or Teams if those integrations are set up in the Company Settings.
  • You will be notified via SMS and/or phone call if you have set them up in My Settings
 

Streaming


At the top of the Callbird Dashboard there is a Streaming On/Off toggle. This allows you to trigger live streaming from your camera to your Callbird Page (callbird.com/yourname), or to your Callbird Widget.

Notion image

If multiple team members are streaming to Callbird Widget at the same time, Callbird will randomly select one user to stream for each website visitor.

 

When you press streaming on, a red flashing dot will appear to indicate that streaming is active.

Notion image

Team Members


The Team Members section shows other users associated with the Company, and whether or not they are currently online.

💡
It’s helpful to see who is else monitoring Callbird, to ensure that calls from Widget are always answered in a timely fashion.

Other Menu Options


My Settings and Company Settings are available in the left side menu of the Callbird Dashboard.

 

Logging Out


To log out of Callbird, simply click the upper right hand user icon, and select “Logout”.

Notion image
 
 

Last updated on August 4, 2021