To access Insights, go to https://insights.carexm.com
You will use the same login information that you use to access CXM to log into Insights. This means that if you change your CXM password, it will update in Insights as well.
Your CXM user must have the Analytics toggle turned ON in order to log into Insights.
Once logged in, you will be on the landing page and can choose from the different reports by hovering over the category in the left side bar:
Choose "Call Reports" and then "Call Volume by Heatmap"
This report displays the organizations call volume per hour for a specific time frame in a "Heat Map" style.
The report can be filtered by dates, inbound or outbound calls, staff name, and call code.
The report can be downloaded by file type:
