Search for the Dashboard icon in the Options Menu. Click Plus (+) to the right of the Search field. Under each tab, enter the required information.
Information Tab
|
Field Name |
Description |
|
Name |
The name of the dashboard. |
|
Description |
A description of the dashboard. |
|
Statistics |
The type of statistics you want the dashboard to display. The types are:
|
|
Custom Fields |
Custom fields from the database can be added to the dashboards, using this field. NOTE: This field is only visibly for dashboards displaying the Campaigns, Outbound Lists, Queues and Users statistics. |
Notifications Tab
|
Field Name |
Description |
|
Third Party System |
The third-party system to send the message to. The options are Microsoft Teams, None and Slack. |
|
Alarm Pop Message |
The message that will be sent when the alarm is triggered (the conditions are met). |
|
Alarm Clear Message |
The message that will be sent when the alarm is no longer being triggered. |
Alarms Tab
Alarms are a way to see pass or fail conditions for scorecards made up of classifications. In the Alarms tab, you can pick the classifications and/or scorecards you want alarms for.
When an alarm goes off, individual cells in the dashboard can be highlighted instead of the entire row. In a Dashboard object, the Alarms tab must be enabled, and the Alarm on Column option must be enabled.
Microsoft Teams and Slack
When an alarm is triggered in a dashboard, customizable notifications can be sent to Microsoft Teams and Slack. To send messages, the Dashboard object must have the Third Party System field in the Notifications tab with a value different than “None”. These messages will be sent when an alarm is triggered (“Pops”) and when the alarm is no longer being triggered (“Clears”).
To enable this, an administrative user must configure the third-party information inside the Tenant object on the Nextiva knowledge base in either the Slack Alarms or Microsoft Teams Alarms tabs.
For Microsoft Teams, make sure that in your Azure app, the following permissions are granted to Nextiva:
- ChannelMessage.Send
- ChannelSettings.Read.All
- Chat.ReadWrite
- Mail.ReadWrite
- Mail.Send
- openid
- profile
- Team.ReadBasic.All
- User.Read.All
- User.Read.All
- User.ReadBasic.All