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Objective

General view of the tenant with metrics and quick access.

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Access

Sidebar -> Dashboard Path: /app//dashboard

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Roles

  • owner, admin, agent, viewer

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Overview

The Dashboard shows:
  • Team Members (active users) -AI Agents
  • Emails
  • Conversations (web chat)
  • Documents -Voice Agents
  • Voice Calls -Tools
  • Integrations
It also displays cards with quick links to main modules. Dashboard with metrics

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Main actions

  • Click on a card to go to the corresponding module.
  • Use the quick links to create or configure resources.

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Good practices

  • If the metrics are at zero, check Integrations and Agents first.
  • Use the Dashboard to validate that the channels are active.