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How do admins configure the Activities they want to track?
How do admins configure the Activities they want to track?

This shows how to configure the Activities you want to track (and possibly lock) as soon as you start using Sisu.

Shane Taylor avatar
Written by Shane Taylor
Updated over a week ago

Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

Key Takeaways:

  • To Locate: Select: Admin > Team Settings > Activities

  • There are two types of Activities, Pre-loaded (or basic) and Custom

    • All Activities can be checked or un-checked to make them active or inactive for the team.

    • All Activities can be locked or un-locked. A locked activity will be viewable on the dashboard, but cannot be recorded by an agent.

    • All Activities can be sorted by dragging and dropping individual activities into the desired order.

    • All Activities (active) can be viewed on the dashboard at the Team or Agent Levels.

  • Pre-loaded (basic) activities are already present when first accessing Activities.

    • The basic activity 'Conversations' is the only field which is fixed and will always be viewable on the dashboard.

    • Pre-loaded (basic) activities cannot be renamed or deleted.

  • Custom Activities can be created by selecting 'Add Custom Team Activity' on the top of the screen and choosing a name for the Activity label.

    • Custom Activities can be re-labeled after creation by selecting the pencil tool

    • Custom Activities can be deleted by selecting the trash can tool

  • *IMPORTANT*: Any changes made on the Activities screen will not take effect until "Submit" is selected. (Located at the bottom of the activities list)

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