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Tinkle CX Dashboard

This guide explains how to navigate and manage your Quick Settings in the Tinkle CX dashboard. Completing these steps will allow you to quickly control call forwarding, switch active numbers, access voicemails, and manage your global availability status.

This guide applies to all Tinkle CX users who need to adjust their daily telephony preferences. Admin users and users assigned to specific call queues will also learn how to access their respective settings.

Every user dashboard includes:

  • Quick Settings: Provides quick access to frequently used settings.

  • Call Stats: Displays the number of calls made, answered, and missed.

  • Timeline: Provides an overview of activity during the previous seven days.

  • Calls in the Last 7 Days: Presents a daily breakdown of calls.

  • Talk Time: Shows the number of minutes spent on calls each day.

The Quick Settings panel allows you to manage different scopes of your account depending on your role and permissions.

Quick Settings Tabs

Tab

Description

Visibility

Personal

Manages your individual telephony settings, such as forwarding and voicemails.

All users

Business

Controls company-wide settings and routing.

Admin users only

Queues

Manages settings specific to call queues (e.g., Sales or Support).

Users assigned to active queues

 Click the Personal tab to access your individual settings. 

 Click the Queues tab to view settings for your assigned queues. 

 Click the Business tab to manage company-wide configurations. 

Configuring Personal Settings

The following options are available under your Personal tab.

 Click Call forwarding to choose where your incoming calls should be redirected if you are unavailable. 

 Click Switch number to change the caller ID displayed on your outgoing calls. 

 Click Voicemail inbox to view and manage your voice messages. 

 Click Tinkle app login to display a QR code. Scan this code with your mobile device to instantly log into the Tinkle app. 

 Click Do not disturb to update your availability status. 

 Select a preset status, such as Available, Break, or Meeting, and define an auto-clear duration for when your status should revert to normal. 

Q: Why can't I see the Business or Queues tabs?

A: Standard users only have access to the Personal tab. You need admin permissions to see Business settings, and you must have queues configured for your account to see the Queues tab.

Q: How do I log into the mobile app without typing my credentials?

A: Click the "Tinkle app login" option in Quick Settings to display a QR code. Scan this code with your mobile device's camera to log in automatically.

Q: Does turning on Do Not Disturb in dashboard affect my other devices?

A: Yes, enabling Do Not Disturb from the Tinkle CX dashboard applies it globally across all applications you are logged into. In contrast, turning it on from the desktop app moon icon only affects that local device.

Term

Definition

Quick Settings

A dashboard panel containing quick access to telephony and availability controls.

Call Forwarding

A feature that redirects incoming calls to a different designated number or user.

Do Not Disturb (DND)

A status that mutes incoming calls and notifications across your devices.

QR Code

A barcode that can be scanned by a mobile device to automatically complete actions, such as logging into an app.