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The dashboard is your home base for building agents, placing calls, and reviewing results. This page explains what each area is for so you know where to go next.

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The home page

When you sign in you land on the dashboard home, which summarizes your call activity:
  • Call volume — how many calls your agents have handled over time
  • Average handle time — the typical length of a call
  • Trends — changes in activity so you can spot busy and quiet periods
If you’re brand new and the charts are empty, that’s expected. Create an agent and place a first call to start seeing data — see Create your first agent.

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Where things live

Build and configure your AI agents at /agents. Each agent has tabs for overview, personality, voice, scripts, questions, data extraction, appointments, and a website widget.
Review every call at /calls — listen to recordings, read transcripts and summaries, and filter by agent or direction. Schedule outbound calls at /scheduled-calls.
Generate prospect lists at /lead-generation and run automated outreach at /campaigns.
Define your services and bookable appointments at /offerings, connect a calendar, manage /locations, and curate your /knowledge-base and FAQs.
Invite teammates at /members, track consumption at /usage, and manage organization settings at /settings.

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Roles and access

Some pages are restricted to organization owners and admins. Members with read-only access won’t see configuration pages like agent creation, calls, or settings. See Invite and manage members for details on roles.

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Troubleshooting

  • Make sure you’ve created at least one agent
  • Place a test call (via the website widget or a scheduled outbound) to generate data
  • Confirm you’re viewing the right organization if you belong to more than one
Your role may be limited to read-only access. Ask an owner or admin to upgrade your role on the Members page.