ScanBizScanBiz
SectorsBlogLog inFree trial
All help pages

Read your dashboard

Make sense of the figures on the home page, pick the period, and know which conversation to start your day with.

The Dashboard is the home page of ScanBiz. It answers two questions: what happened over the period, and what should I start with.

Steps

  1. At the top of the page, pick the period: Today, 7 days, 1 month, All time, or Exact dates to enter a From and a To. Every figure on the page follows that choice.
  2. Read the row of figures. Depending on what is connected to your account, you will find Incoming calls, Outgoing calls, Missed calls not returned, Meetings, Open alerts and Alerts over the period.
  3. Under each figure, the vs … over the previous period line compares with the period just before, of the same length: it is the change that matters, not the figure on its own.
  4. Scroll down to To handle first: these are the conversations waiting for an action from you, most urgent first. Each line quotes the customer's sentence that raised the alert.
  5. On a line, Listen to the call or Read the email opens the conversation; Mark as handled takes it off the list once you have dealt with it.
  6. Further down, two tables give the trend: how the number of calls and emails changes over time, and What your customers talk about — your topics, from the most frequent to the least, with their change.

If something goes wrong

  • "No conversation is waiting for an action over this period": nothing is addressed to you, or your period is too short. Switch to 1 month for a wider view.
  • "No data for this period" in the tables: no conversation was analysed over the period you picked. If that is unexpected, check your credits — see Follow your credits and your billing.
  • "Your data can't be read right now": click Retry. If the message comes back, report it with the ? button at the bottom of the screen.

Good to know

  • Missed calls not returned counts incoming calls nobody answered and for which no conversation was recorded with that number within 24 hours. The same number is counted only once over the period.
  • If your account has groups, a filter lets you show one group only: the figures and the list to handle are recomputed on that group alone.
  • For detailed analysis over time, use Trends in the menu; the dashboard is made to be read in thirty seconds.

Other help pages

Connect your 3CX

Link your 3CX phone system to ScanBiz so that every recorded call is sent, transcribed and analysed automatically, with nothing to install.

Connect your Yeastar

Connect your Yeastar P-Series phone system to ScanBiz so every recorded call is sent, transcribed and analysed automatically.

Set up an alert

Choose what fires an alert, which channels and staff members it watches, then who receives the alert email and how often they get it.

Read a conversation

Find on a single page the summary of a call, an email or a meeting, its alerts, the contact's details, the recording and its transcript.

Connect your Microsoft 365 mailbox

Link a Microsoft 365 mailbox (contact@, support@…) to ScanBiz so that every email received is analysed like a call, with the same alerts.

Connect your Gmail mailbox

Link a Gmail or Google Workspace mailbox (contact@, support@…) to ScanBiz so that every email received is analysed like a call, with the same alerts.

Install an agent

Add an AI agent to your ScanBiz workspace from the catalogue, for yourself or for the whole team, and try an agent beyond your plan free for 30 days.

Organise your team

Sort your colleagues into groups so each of them opens ScanBiz on their own conversations, understand the difference between Administrator and Member, and request access for a colleague.

Follow your credits and your billing

See how much credit you have left, understand what a conversation costs, top up, subscribe and find your invoices.

Manage your topics

Choose what ScanBiz looks for in your conversations: add a topic, rename it, remove it, and make sense of the counter that comes with your plan.

Record your meetings

Connect your calendar so the ScanBiz assistant joins and records your meetings on its own, and choose which ones it takes.

Report a problem or ask a question

Describe what is wrong without leaving the screen, follow where your report stands, and ask the ScanBiz assistant a question.

Read your dashboard