Article #: 56

How To: create a Realtime Wallboard active calls widget

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Purpose: demonstrate how to create a Realtime Wallboard active calls widget

Steps

1. Web to ThreePBX CCaaS with the URL that has been provided
2. At the login screen, enter Username and Password and hit Login
3. Along the left-hand side in the navigation pane, select Realtime (upward arrow icon)> Realtime Wallboards
4. In the top right hand corner of the page, click New Wallboard.
5. Click Custom.
6. A new window called “Edit Wallboard” will appear. Fill out the fields of information below. The most important thing to do is give the Wallboard a title. Click Apply when done.

Please note that you can add this widget to an existing wallboard as well. You do not need to create a new wallboard in order to add this widget.

7. Click on the Active Calls Widget, which is located on the right side of the screen.
8. The Active Calls Widget will appear. Click on the widget and fields of information will appear on the right hand side of the screen as a sidebar.
9. The sidebar will by default be in the Data tab and will have three sections.
   a. Header: Here you can give your widget a title name.
   b. Values: Here you can select what kind of data you want to track. Agent and Skill are the most common values.
   c. Metric: Here you can select what metrics you want to include in the widget.
10. Give your widget a title name.
11. Select which kind of value you want to track by clicking the dropdown arrow. For this example, we will select Agent.
12. From here, click the pencil icon associated with the Agent field. Here you can choose which agents you want to be associated with this widget. You can also filter this out by skill. Simply click the pencil icon associated with the Skill field. Here you can choose which skills you want to be associated with this widget.
13. Now click the pencil icon associated with the Call Direction field. Here you can choose which call direction you want to be associated with this widget. In addition, you can also filter this out by event type. Simply click the pencil icon associated with the Event Type field. Here you can choose which event types you want to be associated with this widget.
14. Click the Design tab to customize the visual display of the Active Calls Widget. Here you can change the color of your widget background, font, and you can even add a border.
15. Click Apply when done.
16. Click Save and Exit.