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.

Picky Callblaze: Calls & CRM - Apps on Google PlayGooglePlay

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.

Agent Onboarding through Setup wizard

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.

1. 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.

2. CRM Quick Actions

Configure the CRM calling shortcuts according to your preference. You can enable or disable the available Quick Actions from this page

1. Setup Status

Displays a final checklist confirming completed setup items. Tap Continue to complete onboarding.

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.

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.

Dashboard Page

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.

Banner for Incomplete Setup

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.

Call Log Page

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

Followup Task Menu

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.

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

Settings Page

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.

Sample Sim Card Configuration