← Back to integrations
Plecto Integration
Plan team performance dashboards around the Brightcall metrics that matter to you. 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
Define your metrics
Agree which calling activities and outcomes belong on your Plecto dashboard.
02
Team and period mapping
Choose how to group results by team member, project, and reporting period.
03
Data delivery review
Confirm the available data source, refresh frequency, and dashboard setup with our team.
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 Plecto 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.
