Overview:
Search & browse is the place where you can search through calls using keywords and phrases. You can also quickly sort calls by
categories
, search terms, and other filters (including
teams
, date ranges,
agents
, etc.). You can save these searches as reports and place them on a dashboard for easy access later.Search & browse makes it easy to:
- Enter search terms and apply filters to quickly find relevant call results.
- Use the customizable graph feature to view call trends.
- Easily save your Search & browse results into an individual
reportso you don’t need to manually replicate the search each day.
- After saving your desired Search & browse results, share your saved report with other Tethr users for collaboration and visibility to call activity over time.
Elements of search & browse:
- Search & browse tab: begins a new search.
- Search bar: allows you to quickly search through calls.
- Quick access filters: allows easy access to the three common report filters (i.e., timeframe, teams, and categories).
- Filters button: allows you to filter the calls. This feature contains all filter criteria including the common filters.
- Filter criteria: displays as blue tags to indicate at a glance what filters are applied to the call results.
- Show graph link: opens a graph to display your call trends based on the applied search terms and filters. Clicking the link again will hide the graph. Learn more about the graph.
- Save as report button: allows you to save the search as a report which can be accessed through the Reports tab.
- More actions ( ••• ) button: provides a menu of additional options.
- Sort options: allows you to sort the call results by agent, call length, and relevance.
- Call results: displays calls matching your report's applied search terms, filters, and sorting methods. Learn more about the call results.
What's next?