Understanding Your Integration Conversion Volume
Use this guide to help you identify the volume of conversions you could expect to see passed to your integrations.
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Knowledge Base Articles
Invoca Reporting Suite
Learn how to get started with Invoca reporting.
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How to search for a word or phrase from all your Invoca phone calls in your Calls Report
If you've set up your Invoca account to capture transcripts of your phone calls, you can search throughout all your phone calls at once for any word or phrase that was spoken in those calls. First, log in to your Invoca account. Click Reports in the...
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How to keep sensitive and personal data out of your call recordings and transcripts
Some of the most powerful features in your Invoca account — such as Signal AI — use recordings of your phone calls to give you actionable insights on the real spoken words and phrases happening in your phone calls. However, some data isn't meant to l...
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What kinds of data can Invoca collect about a phone call?
You use Invoca to track and learn from your phone calls, but exactly what data can you capture from those calls? Broadly, this data falls into three categories: Marketing Data from your callers’ browser session or offline data, which Invoca ties to...
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Viewing Marketing Data and Signals in your Invoca reports
Once your Invoca account has been set up to capture Marketing Data and Signal insights from your phone calls, you can view that information using your Invoca reports. Specifically, you can use the following reports for different lenses on your Invoca...
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How to add reporting data to your lookup tables
If you route your phone calls to many different call centers using lookup tables , you can choose to have this routing data reflected in your Basic Knowledge: Invoca reports. This is useful if you want to see additional information in reporting — suc...
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Using your Invoca reports
In your Invoca account, you have access to reports on all the phone call and marketing attribution data you collect with Invoca. This article will help you become a master of your reporting suite, so you can find the information you need quickly and ...
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Viewing each promo number in your Invoca account with the Number Usage Report
If you want to find out which promo numbers have been used in your Invoca account — useful for confirming billing numbers and monitoring the performance of your RingPool auto-scaling — Invoca includes a report called the Number Usage Report. You can...
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How to update the time zone of your Invoca reports
If you work in a different time zone than the one your Invoca network is provisioned in, you can change the local time zone of your Invoca account to get more accurate reports. Here's how: Log in to your Invoca account. Click on your profile picture...
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How to review your phone calls by listening to recordings and reading transcripts
Invoca's conversation review features help you gain the deep, nuanced insights you can only get from listening to your actual phone calls, but much more efficiently. This article will help walk you through the following: Easily review lists of the m...
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How to manage access to recordings of your phone calls
Need to listen to your phone calls? You can set up your Invoca account to record your phone calls — useful for an in-depth look at the data in your Invoca reports, evaluating the performance of your sales agents, manually training the accuracy of you...
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Understanding your Transactions Details Report: Column definitions
Among your Invoca reports, your Transactions Details report is a great resource to troubleshoot the data in your Invoca account. Whenever phone call or Signal data is added or changed in your Invoca account, the Transactions Details report keeps a re...
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Call Details Report Column Definitions
Columns defined below that contain the words Advertiser or Publishermay be known by other names. If you don't see one of these columns on your Call Details report, check out our article Using your Invoca reports to learn more about filtering and chan...
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How to save and schedule your Invoca reports
Your Invoca reports are extremely flexible tools, which means it can take some effort setting your filters and columns to view exactly the data you want (see Using your Invoca reports to learn more). This article will teach you how to save and schedu...
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How to disable call recordings
Your Invoca account can record phone calls — an excellent tool for gathering insights and intelligence based on the contents of your calls, enabling tools such as Voice Signals, Signal AI, and conversation review. However, you may not want to record ...
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What is a Transaction in your Invoca reports?
Every time some reporting data about a phone call changes in your Invoca account, your Invoca account logs it as a Transaction, viewable in your Transactions Details Report. These changes could occur either when the phone call itself takes place, or ...
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How to correct Transactions records in your Invoca reports
If the records you keep in your Invoca account change after the fact — for example, due to refunds or chargebacks, you can correct your Invoca records to match your final tally. Invoca offers two methods to do this: either manually in your Transactio...
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