CONNECTOR SETUP
Start using CallTrackingMetrics in Claude
Connect CallTrackingMetrics to Adzviser, add Adzviser to Claude, and start asking questions about your data.
Connect CallTrackingMetrics to Adzviser
Connect CallTrackingMetrics using your API access key and secret key.
Add Adzviser to Claude
Open Adzviser in Claude's connector directory, select Connect, and sign in to your Adzviser account when asked.
Open Adzviser in Claude ↗Ask your first CallTrackingMetrics question
Ask Claude to list your Adzviser workspaces and show the account connected to each. Choose a workspace, pick a date range, and ask what you want to know.
COPY-AND-PASTE PROMPT
Try a complete CallTrackingMetrics analysis in Claude
Choose the right connected account, run a useful analysis, and get the supporting numbers and next steps in one response.
Compare recent results with the previous period and call out the largest changes.
First, show the account connected for CallTrackingMetrics in each Adzviser workspace. Ask me which one I want to analyze. Then run this analysis: Analyze the CallTrackingMetrics call trends from the workspace I choose for the last 30 complete days. Show: Calls, Inbound calls, Outbound calls, First time callers, Answer rate, and Avg. call duration (sec) over time. Are calls increasing or decreasing? What is driving the trend? Start with the main takeaway, show the supporting numbers in a table, and suggest three next steps. If part of the answer is uncertain, say what information is missing.
ANALYSIS PLAN
Shape a CallTrackingMetrics decision brief for Claude
Give Claude a clear scope, ask it to show its evidence, and finish with practical next steps for your team to review.
Start with the numbers
Weekly overview of call activity. Ask for the underlying figures and a clearly named comparison period.
See the “Weekly Call Volume Summary” promptSeparate facts from explanations
Compare recent results with the previous period and call out the largest changes. Ask Claude to label possible causes as explanations to investigate, not facts.
See the “Call Volume Trend Analysis” promptTurn the findings into next steps
Optimize spend based on call attribution. Request a short list of actions to consider, the evidence for each, and what to measure next.
See the “Marketing Channel ROI Optimization” prompt
