6. Verify

Heedify supports end-to-end call verification via the Realtime Dashboard and Analytics modules, integrated with Microsoft Teams — before inviting your agents, run a round-trip test call to confirm the routing path you built in steps 1 to 5 works end-to-end.

Test call

  1. Ask one of your provisioned agents to sign in to Teams and stay Available
  2. From another phone, call your Teams resource account number
  3. Listen for your greeting message
  4. Confirm the call rings on the agent’s Teams client
  5. Answer, talk, hang up

Watch in realtime

  1. Open Realtime Dashboard from the sidebar
  2. Filter by your entity
  3. You should see:
    • The agent in the Ready (or Busy during the call) bucket
    • The call appear in the Live calls widget
    • The queue stats update

Heedify Realtime Dashboard widget showing agent in Ready bucket and a live call in the Live calls panel

Check the analytics

After the call ends, wait a minute and open Analytics:

  1. Select your entity
  2. Make sure today’s date is in the range
  3. Your test call should appear in Calls List and contribute to the Dashboard widgets

Historical analytics data is retained for 365 days by default. Contact sales@heedify.io for longer retention.

Done

You’ve completed the minimum Heedify setup. Keep going with: