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The dashboard is organized around the work your team performs. The available areas can differ by workspace plan and member permissions. Start by checking the workspace name shown in the dashboard header.

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Main areas

The product navigation groups pages into Dashboard, AI Voice Agents, Call Campaigns, Sales Team, APIs & Integrations, and Settings & Billing suites. The available suites depend on your plan and permissions. For example, Phone Numbers lives under APIs & Integrations in the UI but is used for inbound calling; Basic plans lock Campaigns, Credit Logs, IVR numbers, and Sales Team with an upgrade message.
If an area is missing, confirm that you selected the correct workspace and have the required permission.

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Find and manage items

Use search, filters, and status controls where available to narrow long lists. Open an item to view its details before editing it, especially when several agents or campaigns have similar names. Common list patterns across the dashboard:
  • Search placeholders name the field, such as search by name, number, or agent - match that field instead of guessing.
  • Status filters use Active, Inactive, or All; outcome tabs use All, Qualified, Callback, No Outcome, Pending.
  • Date filters pair a preset range (1 Day, 1 Week, 1 Month, 6 Months) with a custom date picker - keep one range while comparing.
  • Paging offers rows per page 10 / 15 / 25 / 50; empty lists explain what to create next rather than showing a blank table.
Use clear names that include the purpose, audience, or region. Names such as Support - India - English are easier for a team to recognize than numbered test names.

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Read the header

The dashboard header shows a time-aware greeting with your name, the active workspace selector, the notification bell for recent items, and Help & Resources for documentation and the full notification list. Always glance at the workspace name before creating anything - every agent, campaign, number, and billing record belongs to the selected workspace.

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Working with workspaces

Agents, knowledge, campaigns, phone numbers, team access, and billing belong to the selected workspace. Check the workspace selector before creating or changing an item. Switching workspaces changes the records and settings you can see. If a colleague refers to an item you cannot find, first confirm that you are both viewing the same workspace and date range.

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A typical daily workflow

  1. Review dashboard alerts and recent activity.
  2. Check active calls or campaigns.
  3. Open call logs for conversations that need attention.
  4. Use analytics to identify repeated issues.
  5. Update the prompt or knowledge and test the change.
New workspaces also show a Get Started setup checklist on the dashboard (welcome message, create-agent shortcut, and template suggestions) - working through it in order is the fastest first-day path. An Expiry Alert dialog appears when the subscription nears or passes expiry and redirects to Subscription & Plans; do not dismiss it without renewing, because expired workspaces stop calling. A weekly variant adds: review credit usage against plan limits, audit team access and pending invites, archive unused agents and campaigns, and refresh the permanent test set with real caller phrasing from the week’s calls.

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Plan-locked areas

Basic workspaces show upgrade messages instead of the feature. Expect locks on Campaigns, Credit Logs, IVR and virtual numbers, and Sales Team overview and assignment. If a locked page is essential, compare the required capability (concurrent calls, contacts per file, number count, team seats) with Silver, Gold, and Platinum before requesting an upgrade - the billing page lists each limit.

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Keep work organized

  • Assign an owner for each live agent and campaign.
  • Use draft or test items for changes that are not ready for callers.
  • Record important updates so the operations team knows what changed.
  • Archive or clearly rename unused items to reduce selection mistakes.

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Help and account tools

Use Help & Resources for documentation and notifications. Use Settings & Billing for workspace members, account activity, profile, subscriptions, billing, credit usage, and problem reports. The APIs & Integrations suite also contains the user-facing Phone Numbers page. Technical setup in that suite should be completed only by the person responsible for your workspace connections.
Dashboard totals summarize activity. Use Call Logs when you need the details of one conversation.

Create an agent

Start with the guided setup.