> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/connecting-channels/call-blaze-v2/how-to-install-and-configure-call-blaze-app.md). # How to Install & Configure Call Blaze App This section is for agents/users who need to install and set up the Call Blaze mobile app on their Android device. ### **Requirements** * Android device with OS 10.0 or higher (preferred) * Latest version of Call blaze Installed * Active SIM card inserted into the device * Stable internet connection for realtime syncing ### Install the Call Blaze App Install the latest CallBlaze app from playstore on the agent's Android phone. {% embed url="" %} ### Log In to the Call Blaze App Open the CallBlaze app and log in using your Picky Assist account credentials and workspace url ### The Setup Wizard The CallBlaze V2 mobile app includes a Setup Wizard that guides agents through the required permissions, SIM configuration, and CRM Quick Actions before using the app.

1. **Allow App Permissions** Agents must grant essential system permissions using the "Grant" button located next to each item * Call Logs (Mandatory): Reads your call history to track and sync calls. * Phone (Mandatory): Required to track incoming and outgoing calls in real-time. * Contacts: Identifies caller names when syncing records. * Notifications: Receives real-time app notifications. * Display over other Apps: Shows follow-up actions and call summary popups after a call ends. * Disable Battery Optimization: Keeps call tracking running smoothly in the background without system interruption. Once the mandatory permissions are enabled, tap Continue to proceed. You can also tap Skip to continue without granting optional permissions. 2. **Configure SIM Card**
Enter the phone number associated with each available SIM slot for call syncing: * Enter the mobile number for SIM 1 (or SIM 2 if using dual SIMs) * Tap Configure to automatically place a verification call to 111 to bind and sync the SIM. * Tap Continue once configured, or tap Skip to set this up later. 3. **CRM Quick Actions** Configure the CRM calling shortcuts according to your preference. You can enable or disable the available Quick Actions from this page 4. **Setup Status** Displays a final checklist confirming completed setup items. Tap Continue to complete onboarding. {% hint style="warning" %} Note: All settings configured through the Setup Wizard can be changed later from the Settings section. This allows you to update permissions, SIM configuration, and CRM Quick Actions whenever required. {% endhint %} ## Navigating the Call Blaze ### Dashboard After completing the Setup Wizard, you will be taken to the CallBlaze Dashboard. Introduced in CallBlaze V2, the Dashboard provides a quick overview of the agent's call activity with real-time call log metrics. Agents can filter the metrics using the available time period tabs and view their latest device call history under Recent Calls. After completing the Setup Wizard, you will be taken to the CallBlaze Dashboard. Introduced in CallBlaze V2, the Dashboard provides a quick overview of the agent's call activity with real-time call log metrics. Agents can filter the metrics using the available time period tabs and view their latest device call history under Recent Calls.

From the dashboard you can view whether all the necessary configurations are completed or not by observing the banner. If all the configuration has done then a success message will appear like this;

If any required setup is incomplete, a “Complete Your Setup banner” will appear at the top of the Dashboard. Tap the banner to complete the pending configuration.

### Calls The Calls section displays all synchronized calls as individual cards with key details such as call status, duration, direction, SIM, and contact information. You can use the available call status tabs to filter the call logs and tap the Call icon on a call card to directly call the number.

Also user can create Followup task against each call logs by clicking on the Followup button over each call log cards. This will add as a Task in the web and will get notified when the due date is reached

{% hint style="warning" %} The **Follow-up** button will appear on call logs only if the **Write** permission for the **Call Log** module is enabled for the agent's role. {% endhint %} ### Settings The Settings section contains all CallBlaze app settings and configurations, including app permissions, SIM card details, and other setup options. Any settings configured during the Setup Wizard can be reviewed or updated here at any time

#### Followup Prompt If this feature is enabled after every answered call a popup window will appear for adding a notes and followup task against that particular call. It can be only enabled or disabled by the admin, the agent can have no access to edit. #### Add to Contact This feature is used to add the caller to the Contacts CRM in our platform if it is not in the Contacts. This feature also only admin have the update access #### Sim Cards Here you can configure your sim cards for call syncing. Here you need to enter the correct phone number of each sim and click configure button. Also you have the option to Reset the Configuration.

--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.pickyassist.com/setting-up-guide/connecting-channels/call-blaze-v2/how-to-install-and-configure-call-blaze-app.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.