In this article, you will learn about:
Team View
The “default” team will always be presented first. If you choose to create more teams within Observe, you will find that selecting the teams could modify the number of calls presented on the main page and change the overall performance of moments tied to that “team” scorecard.
Date Range
By default, the view in Observe.AI is always set to the last 7 days. You have complete flexibility to customize the date range of data presented in the main window.
*Note: The date range is dependent on when calls started being processed by Observe.AI.
1. When clicking into the date selector dropdown, you will be presented with the following default options:
2. To customize your timeframe, select the calendar icon in the date dropdown box:
3. A pop-up calendar window will be presented. Simply click your start date and your end date and select “Ok.”
4. Once you’ve selected a custom timeframe, the date range will be applied to the view settings under the Scorecard tab, Calls tab, Leaderboard Tab, Analyze tab, and the Coaching tab.