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Geckoboard Integration
Explore a shared dashboard for Brightcall activity and team follow-up metrics. The Brightcall team will help confirm the connection method, available data, and scope for your account before you begin.
BRIGHTCALL.AI + YOUR PLATFORM
Overview
01
Select key indicators
Choose a small set of calling measures that help the team understand daily progress.
02
Consistent definitions
Agree how calls, reached contacts, and follow-up outcomes should be counted.
03
Dashboard setup
Review the data route and update schedule before building the Geckoboard view.
PLAN YOUR WORKFLOW
From a conversation to the next step.
Start with the way your team works today, then explore where Brightcall.ai could fit.
STEP 01
Describe your Geckoboard use case and select the records, events, or data to include.
STEP 02
Confirm the connection method and field mapping with the Brightcall team. Follow the available guide for your setup.
STEP 03
Test a small sample, review the result with your team, and then enable the agreed workflow.
Supported features and requirements are confirmed with our team.
LET’S BUILD THE RIGHT SETUP
Getting started
01
Tell us about your tools
Share the platform, your team’s process, and the outcome you’re aiming for.
02
Map the workflow together
Identify the customer context, conversations, and follow-up your team needs.
03
Confirm your setup
We’ll review supported capabilities, availability, and requirements before you get started.
