Tag: calls

aNinja Reports

Get reports on the workflow of your latest activities and interactions that you’ve made in aNinja in a certain period of time. aNinja reports are simple, understandable, and provide you with a detailed view of your business performance.

When every user can see his reports, admin users can see all users reports and stats.

On the top right of the Reports page, you can select the period and the user.

Accessing Reports

On the left sidebar, click on Reports icon.aNinja reports

aNinja reports

Below are the reports provided by aNinja:

  • Workflow Summary (ASR)
    • See All Steps Reached across the workflow.
  • Workflow Summary (LSR)
    • See the Last Steps Reached across the workflow.
  • Leads
    • See stats of leads created and Via API.
  • Opportunities
    • See figures of the Opportunity statuses.
    • On the right corner of the Opportunity report, see details of leads’ opportunities. Inside the report, you can export stats into a CSV file.
  • Emails
    • See stats of all sent and opened emails, and the open rate.
  • Texts
    • See stats of incoming and outgoing texts.
  • Calls
    • See stats of outgoing calls and their total duration.

History of Interactions and Activities of a lead

aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What’s the history of interactions and activities

Once the creation of a lead in your aNinja account, the system saves all the interactions and activities that you make to this lead, in the history section.

Moreover, they are listed in ascending order. So, the users and team members are kept in the loop of the actions performed on this lead.

In the history section you can view:

  • Calls made and durations.
  • Emails sent & received with this lead.
  • Notes that are left by any team member so any other user stays updated on any relevant info.
  • Texts sent to this lead.
  • Tasks assigned and their statuses.
  • Workflow steps changes.
  • Chatbot conversations initiated by this lead.
  • Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.The history of all interactions and activities for a leadYou can also filter activities and interactions that appear in the history section from “All Interactions” dropdown:

Including: Calls, Chatbot Conversations, Emails, Email Sequences,  Notes, Text Sequences, and Tasks.

Making a Call in aNinja

Making a Call in aNinja

In aNinja, you can dial a phone number, call a lead’s phone number from the lead view, and power call multiple leads, using the phone number you have saved in your aNinja profile.

Dialing a phone number from aNinja Web app

  • On aNinja Dashboard, on the top right, click on the phone icon.
    • The call is made through the phone number saved in your user profile.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

making a call in aNinja

Calling a lead from aNinja Web app

  • When on the Lead View, from the toolbar, choose the call feature. It opens a dialing window and automatically shows the primary phone number in the lead’s contacts.
    • Click on the green button to call.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

Calling multiple leads from aNinja Web app

  • On the Leads View, whether you choose to call all the leads in your CRM, or a group of leads that you have grouped using a Smartlist; on the top right of the page, hit the Power Dial Button.
  • This option allows you to call all the leads sequentially without bothering to go to each lead’s profile to call manually. When the current call is ended, the system starts calling the next lead in queue.

Accessing the calls log

  • If you are a user with a User role, you can view your own calls in Settings / Logs and listen to the conversations.

  • Users with Admin role can view calls and listen to call recordings of all users.

Note: For saved leads, you can keep notes of the calls. In the Lead View, click on Notes to enter relevant information that you picked up from the call.

Voicemails

The private or ring group phone numbers in aNinja have voicemail support. Voicemails, also known as voice messages, are recordings that the caller leaves when his call is not answered. And they are accessible in your aNinja Inbox, and in the “Last Incoming” dashboard widget.

aNinja has a default voicemail greeting, that you can additionally customize.

How to access the voicemails in aNinja

Voice mails appear in 2 places:

  • You can listen to the voicemails in the Inbox.Voicemails
  • See the voicemail in the Latest Incoming” dashboard widget.

How to customize your voicemail greeting

You can customize the voicemail greeting note that callers listen to when the call is not answered. You record the greeting and upload it in Settings > Phone Numbers.

aNinja Call Forwarding

When you’re out of reach, you might want to consider call forwarding to forward your incoming calls to an available phone number in aNinja.

Call forwarding with aNinja

  • On the top right of your login, click on the name dropdown > Profile
  • You can also access your profile from Settings > Users > click the edit pen next to your name.
  • Go to Calls
  • And toggle the Call Forwarding On/OffaNinja Call Forwarding
  • Enter the phone number that you want to forward the calls to
  • And hit Update
  • As a result, the call forwarding has now been configured!

Call forwarding info in the Lead view

The recordings of the forwarded calls are saved in the lead view with the note “Forwarded”.

If the number is busy or the call was canceled, it is saved as a missed-call.

The Voicemail or completed calls are saved as completed call + recording.

In the case of forwarded calls, voicemails appear as completed calls.

Call Forwarding info in Settings

We’ve also displayed the call forwarding info in Settings > Phone Numbers.

Forwarding message alert

The receiving number receives a “forwarding message alert” when he answers calls coming from the forwarded number.

It’s enabled by default in your Settings. However, you can choose to skip this forwarding message alert.

  • In Settings > Global Settings, un-toggle the checkbox:

“Include “aNinja Incoming call” on aNinja call forwarding”