{"id":899,"date":"2022-03-31T10:50:02","date_gmt":"2022-03-31T08:50:02","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=899"},"modified":"2023-01-11T14:44:57","modified_gmt":"2023-01-11T13:44:57","slug":"banner-maker-reporter-an-overview","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/banner-maker-reporter-an-overview\/","title":{"rendered":"Banner, Maker, Reporter: an overview"},"content":{"rendered":"\n

What are we talking about?<\/h2>\n\n\n

Banner<\/strong>: your main location for interactions (campaigns, calls, messagings, etc.). It\u2019s the most used feature.<\/p>\n

Maker<\/strong>: the back-office, where you can create and set up smart routings, users, calendars, etc. Access to each module can be administered according to the needs of the agents.<\/p>\n

Reporter<\/strong>: data and statistics to monitor and consolidate your business in real time.<\/p>\n\n\n

Banner<\/h2>\n\n\n

The agent’s and supervisor’s pop-up.<\/p>\n

Here, you can:<\/p>\n

    \n
  • Make or receive internal and external calls.<\/li>\n
  • Chat with other agents.<\/li>\n
  • Use the available resources to ease the resolution of callers’ problems.<\/li>\n
  • Have a 360\u00b0 view of your activities.<\/li>\n
  • Overview and manage your agents.<\/li>\n<\/ul>\n

    \"\"<\/p>\n\n\n

    Maker<\/h2>\n\n\n

    The laboratory for every INO service. It is structured as follows:<\/p>\n

      \n
    1. Users: create users and assign them profiles, roles and teams.<\/li>\n
    2. Entry points: configure (WhatsApp) phone numbers, facebook pages, mail boxes, payments and CTIs.<\/li>\n
    3. Routing: voice, messaging and mail smart routings, and transfer rules.<\/li>\n
    4. Media: sounds, playlists and document center.<\/li>\n
    5. Campaigns: voice, mail and messaging campaigns.<\/li>\n
    6. CRM: templates sheets and CRM fields.<\/li>\n
    7. Files: templates, status and types to aggregate your interaction cases.<\/li>\n
    8. Tasks: custom tasks (like reminders) for your agents.<\/li>\n
    9. Toolbox: everything else, from calendars to mail templates.<\/li>\n
    10. Data: for data bases and web services.<\/li>\n<\/ol>\n

      Modules can be accessed from the general menu or with the search bar.<\/p>\n

      \"\"<\/p>\n

      Note: some features can be found in a module’s tab, but they will not appear in the search results.<\/em><\/p>\n\n\n

      Reporter<\/h2>\n\n\n

      The Reporter’s main focus is data<\/strong>: was you last campaign successful? When is there a peak in activity? Which service is most in demand?<\/p>\n

      You can mix and match several filters to sort out what suits your needs with scheduled reports and customized dashboards.<\/p>\n

      \"\"<\/p>\n

      You can also export your datasets in CSV format, use hyper custom KPIs and consolidate date in real time.<\/p>\n\n\n

      Access and visibility<\/h2>\n\n\n

      Each application has its own philosophy, and a different way to access its content.<\/p>\n

        \n
      • Banner<\/strong>: access to the different modules and interactions (making calls, accessing Supervision, etc.) is set in the profile.<\/li>\n
      • Maker<\/strong>: the role allows to see the applications, modules and sub-modules. It also controls access to the different buttons: create, modify, download, delete, etc.<\/li>\n
      • Reporter<\/strong>: here, the owner or guest status will determine whether you can view and edit an exploration, a dashboard or an explorer.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"

        INO CX has three main components, which we will review and explain here.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[103],"ht-kb-tag":[132,112,131,133],"class_list":["post-899","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-ino-get-started","ht_kb_tag-banner","ht_kb_tag-first-steps","ht_kb_tag-maker","ht_kb_tag-reporter"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/899","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=899"}],"version-history":[{"count":11,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/899\/revisions"}],"predecessor-version":[{"id":3088,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/899\/revisions\/3088"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=899"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=899"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}