1. MiiTel Support
  2. MiiTel
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  1. MiiTel Support
  2. MiiTel
  3. Aggregation and Analysis
  4. Add an automatic call memo in the call history by specifying the conditions
  1. MiiTel Support
  2. MiiTel
  3. Aggregation and Analysis
  4. Add an automatic call memo in the call history by specifying the conditions

Add an automatic call memo in the call history by specifying the conditions

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This feature allows you to add an automatic call memo in the call history that meets the conditions.

You can use this feature to analyze each user's conversation tendencies or check the call details.

  Permissions or subscriptions required

Create automatic call memo conditions

You can set keywords, number of apperances, and speakers for the conditions.

  1. Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.

  2. Click cog-solid Open MiiTel Admin on the top right of the page.

  3. Click Call Memo > Call memo settings (call).
  4. Click Automatic call memo settings (additional).
  5. Click + Create automatic call memo conditions.
  6. After entering the details in each field, click Save.

eng_auto_callmemo_call_june2024.png

1word: Set the keywords you want to include in the conditions for the automatic call memo. If multiple keywords are set, a call memo will be added when the total number of apperances of each keyword exceeds the number of appearances set in the conditions. To add more keywords, check Keyword settings.

2Number of appearance: Set the number of appearances for the keywords. When the keyword appears more than this number, an automatic call memo will be added.

3Speaker: Set the speaker of these keywords. You can select from Customer, User, and All (Customer and User).

4Call memo name: Set the name of the call memo to be added when the conditions are met.

5Enable settings: Check the box to apply these conditions.

 

Below is an image of an automatic call memo added to the call history.

en_autocallmemo_sample.png

  IMPORTANT

  •   The automatic call memo be added from the call histories created after the conditions are set.
  •   If Enable these conditions is not checked, the settings are saved, but the automatic call memo will not be added.
  •   You can set up to 100 automatic call memos.
  •   When an automatic call memo is added manually from Call History, sticky-note-solid.svg is displayed on the call memo. (To determine whether the call memo was added automatically or not.)

  NOTE

  •   You can use the automatic call memo created from these conditions for the following features.

Disable automatic call memo conditions

  1. Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.

  2. Click cog-solid Open MiiTel Admin on the top right of the page.

  3. Click Call Memo > Call memo settings (call).
  4. Click Automatic call memo settings (additional).
  5. Click ellipsis-v-light (1).svg > Edit of the automatic call memo you want to edit.
  6. Uncheck Enable these conditions.
  7. Click Save.

Delete automatic call memo conditions

  1. Visit https://account.miitel.jp/v1/signin and log in to MiiTel Analytics.

  2. Click cog-solid Open MiiTel Admin on the top right of the page.

  3. Click Call Memo > Call memo settings (call).
  4. Click Automatic call memo settings (additional).
  5. Click ellipsis-v-light (1).svg > Delete of the automatic call memo you want to delete.
  6. Click Delete.

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