The five tiles
The table
One row per campaign, newest first.
When the workspace has no campaigns, the page says No campaigns yet with a Create Campaign button.
The printable report for one campaign
On a campaign page, click Report at the top. It opens a document titled Vishing Engagement Report, marked Confidential, with today’s date and your workspace name. The sections include Engagement overview (scenario, pretext, objective, targets, window, call window and Authorized by with the reference and signing date), Executive summary with an Overall rating, Results at a glance and Recommendations. Two buttons sit above it:- Print / PDF opens your browser’s print dialog. Choose “Save as PDF” there to keep a copy.
- CSV does not work today and shows an error. Use Print / PDF or the auditor pack instead.
Problems
The average looks too low or too high
The average looks too low or too high
The average is per campaign, not per person. A campaign that reached nobody counts as 0%, and a one-person campaign counts as much as a hundred-person one. Use each campaign’s own results for the real picture.
A campaign in progress shows 0%
A campaign in progress shows 0%
The rate updates as calls finish and the analysis runs. Open the campaign and click Sync & analyze if it stays at 0% after the calls have ended.
The page is empty but I have campaigns
The page is empty but I have campaigns
The page lists the workspace you are signed in to. Check with your owner that you are a member of the right workspace. See Invite your team and roles.