Setting up Call Analytics on Digital Voice for Business

Call Analytics gives you reports on your business calls. Here’s how to set it up, choose what call data each person can see, and start using it.

Before you start

• You’ll need to be a Digital Voice for Business administrator to create users and change who can see call data.
• Decide whether each user should see only their own call data, or call data for the whole business.

Step 1: Create users as an administrator

First, a Digital Voice for Business administrator needs to create each user and give them the right package and add-ons.

1. Log in to BT Business My Account as an administrator.
2. Select Products & Services from the top menu, then choose Digital Voice for Business from the dropdown.
3. Select Advanced settings in the top right corner. A new tab will open, and you’ll either:
   • be asked to complete the quick setup, where you can create new users.
   • go to the Digital Voice for Business dashboard, if setup has already been completed.
4. If you’re on the dashboard, scroll down to the Users tile and select Add new user.
5. In User details, choose Individual User as the user type and enter the person’s email address.
   Important: we’ll use this email address to set up the user’s applications, including Call Analytics, so make sure it's correct.
6. Select Go to packages.
7. Choose a voice package for the user. You’ll see which packages are available and how many licences you have left. Each user can only have one voice package. Select Learn more to see what each package includes.
8. If you’ve bought add-ons such as Call Analytics Pro, you'll see them under Choose optional add-ons. Tick the box to add Call Analytics Pro for this user. You can give each user more than one add-on. Select Learn more to compare the add-ons with what’s included in the user’s package.
9. Finish the rest of the Create a user steps, and add more users if you need to.
10. Once you’ve created the user, they’ll get the next steps to start using Call Analytics.

Step 2: Set up Call Analytics access for users

1. Log in to BT Business My Account as an administrator.
2. On the Digital Voice for Business dashboard, go to Your current applications and select Launch in the Call Analytics tile. If you’ve been assigned the add-on, the tile will say Call Analytics Pro.
3. In Call Analytics Web app, open User management.
4. Select the user and update access, so they only see the call data they need for their role.
5. Save your changes, then ask the user to log in to Call Analytics and check they can see the right data.

Step 3: Log in to Call Analytics as a user

1. Log in to your BT Business My Account.
2. On the Digital Voice for Business dashboard, go to Your current applications and select Launch in the Call Analytics tile. The web app will open in your browser. If you have the add-on, the tile will say Call Analytics Pro.
3. In the web app, select Help for guidance on using Call Analytics. Some of it covers features that aren’t part of Digital Voice for Business, so not everything will apply to you.

Having trouble?

• If you can’t see Call Analytics, log in to BT Business My Account and check that the right package or add-on has been assigned to you.
• If you can see more call data than you expected, ask your administrator to check your access in User management.
• If you can see Call Analytics on your dashboard but it doesn’t open when you select Launch, contact us.