Dashboard Guide
Monitor calls, track analytics, and manage your AI assistant
Inbox Overview
When you log in, you land on the Inbox - your unified view of all customer communications.
Messages vs Contacts
Toggle between two views using the segmented control at the top:
| View | Shows | Best For |
|---|---|---|
| Messages | Recent calls and texts, sorted by latest activity | Quickly responding to new inquiries |
| Contacts | All contacts alphabetically | Finding a specific customer |
Filtering Your Inbox
Use the filter tabs to focus on what matters:
- All - Every contact and conversation
- Unread - Conversations you haven't reviewed yet
- Ignored - Contacts you've hidden (test calls, spam, etc.)
Searching Contacts
Type 3+ characters in the search bar to find contacts by:
- Name
- Phone number
- Message content
The search updates in real-time as you type.
Call History
Click any contact to see their complete interaction history.
What You'll See
For each call:
- Date and time of the call
- Direction - Inbound or outbound indicator
- Duration - How long the call lasted
- Status - Completed, failed, voicemail, etc.
- Summary - One-sentence AI-generated description
Call Status Indicators
| Status | Meaning |
|---|---|
| Completed | Call connected and finished normally |
| Voicemail | AI left a voicemail message |
| No Answer | Call wasn't picked up |
| Failed | Technical issue prevented the call |
| In Progress | Call is currently active |
Listening to Recordings
Click the play button on any call to listen to the recording directly in your browser. You can:
- Play/pause the recording
- Skip forward or backward
- See the total duration
Recordings are available immediately after a call ends. They're stored securely for 90 days by default.
Reading Transcripts
Click View Transcript to see the full conversation text. The transcript shows:
- Who spoke (AI or caller)
- Exactly what was said
- Timestamps for each message
Transcripts are searchable - use Ctrl/Cmd+F to find specific phrases.
Analytics Dashboard
Access analytics by clicking Analytics in the navigation. Get insights into your call performance at a glance.
Metrics Cards
Three key metrics displayed prominently:
| Metric | Description |
|---|---|
| Total Calls | All calls (inbound + outbound) in the selected period |
| Inbound Calls | Calls received from customers |
| Outbound Calls | Calls made by your AI to customers |
Time Period Selection
Use the dropdown to view analytics for:
- Today - Last 24 hours
- Last 7 Days - Past week
- Last 30 Days - Past month
Click the refresh button to update data manually.
Activity Charts
Visual breakdowns of your call activity:
Hourly Distribution (Today view)
- See which hours are busiest
- Identify peak call times
Daily Distribution (7/30 day view)
- See which days get the most calls
- Plan staffing around busy days
Timeline View
- Call volume over time
- Spot trends and patterns
Hover over any bar to see exact numbers.
Call Categories
See how your calls are being classified:
- Color-coded category pills
- Count per category
- Helps identify common call types
Categories are defined in Settings > Inbound > Custom Call Labels.
Top Questions
See the most frequently asked questions from callers:
- Ranked by frequency
- Shows question count
- Highlights questions NOT in your FAQ with a "Suggested" badge
Questions marked "Suggested" are being asked but aren't in your knowledge base. Click Add to FAQ to help your AI answer them better.
AI Insights
Your AI analyzes call patterns and generates actionable insights. Access via the Insights tab in Analytics.
AI Performance Tab
How well your AI is handling calls:
| Section | What It Shows |
|---|---|
| Strengths | What your AI does well |
| Areas for Improvement | Where the AI could improve |
| Missed Opportunities | Calls that could have gone better |
| Suggested Improvements | Specific actions to take |
Business Insights Tab
Strategic insights for your business:
| Section | What It Shows |
|---|---|
| Common Inquiries | What customers ask about most |
| Customer Pain Points | Frustrations customers express |
| Business Opportunities | Potential services or improvements |
| Process Improvements | How to streamline operations |
Insights are generated automatically based on call transcripts. The more calls you receive, the more accurate the insights become.
Outbound Campaign Monitoring
If you run outbound calling campaigns, monitor their progress here.
Campaign Call List
For each outbound call:
- Contact name and number
- Campaign name it belongs to
- Status - In Progress, Completed, No Answer, etc.
- Duration of the call
- Last attempt or completion date
- Call summary - Brief description of what happened
Call Detail View
Click any outbound call to see:
- Full transcript of the conversation
- Recording with playback controls
- AI notes - Additional context the AI captured
- Qualification results - Answers to your qualifying questions
Outbound Status Types
| Status | Meaning |
|---|---|
| In Progress | Call is currently happening |
| Completed | Call finished successfully |
| Interested | Contact expressed interest |
| Not Interested | Contact declined |
| No Answer | No one picked up |
| Voicemail | Left a voicemail message |
| Failed | Technical error occurred |
Real-Time Updates
Your dashboard updates automatically when:
- New calls come in
- Messages are received
- Call status changes
No need to refresh - just leave the dashboard open and watch activity appear in real-time.
Quick Actions
From the Inbox
- Click a contact to view their history
- Click the phone icon to initiate an outbound call
- Click the message icon to send a text
From Call History
- Play recordings inline
- View full transcripts
- Download recordings (if enabled)
From Analytics
- Add suggested questions to your FAQ
- Export data (coming soon)
- Share reports with team members
Next Steps
Now that you understand the dashboard: