This page walks you through every screen you see before you start working: how to sign in, what each item in the left navigation does, how to edit your own profile, and what the Overview home page tells you at a glance.

Sign in

The login screen is the first thing you see at /login. The left half is a branded welcome panel; the right half is the sign-in form.

Fields

FieldWhat to enterRequired
EmailYour operator email address (for example you@company.com). Standard email format.Yes
PasswordYour account password. Masked by default.Yes

Buttons

ButtonWhat happens when you click it
Sign inSubmits the form. The button reads “Signing in…” while it works and is disabled until the response returns. On success you land on the Overview page. If the credentials are wrong, an error appears as a toast notification in the corner.
Eye / Eye-offToggles the password between hidden dots and plain text. The icon switches to show the current state.
If sign-in fails, check the exact email (no trailing spaces) and that Caps Lock is off. Reveal the password with the eye icon to confirm what you typed before retrying.

The dashboard shell

Once you sign in, every page is wrapped in the same shell: a navigation sidebar on the left, a content area on the right, and (on phones) a header bar with a menu button. The sidebar is grouped into sections. The current page is highlighted so you always know where you are. Items you are not permitted to see are hidden automatically — if a row is missing for you, it is gated to a higher role.
Nav itemWhere it goesWho sees it
OverviewThe home dashboard (/dashboard).Everyone
BotsBot management — create and edit voice agents. See Bots.Everyone
Knowledge BaseUpload and attach documents your bots can search. See Knowledge base.Everyone
Call LogsCall history, recordings, and transcripts. See Call list.Everyone
CampaignsOutbound dialling campaigns. See Campaigns.Everyone
ReportsAnalytics and reporting. See Reports.Everyone
CarriersTelephony carrier configuration. See Carriers.Super admin only
UsersTeam member management. See Users.Everyone
FleetLive status of the call-handling servers. See Fleet.Everyone
API KeysKeys for letting external systems trigger calls. See API keys.Everyone
Release NotesVersion history and recent changes. See Release notes.Everyone
SettingsSystem-wide configuration. See Settings.Super admin only
The sidebar groups its items under section labels — a main block (Overview, Bots, Knowledge Base, Call Logs, Campaigns, Reports), then Telephony, Team, and System. Any section with no items you can see is dropped entirely, so the sidebar stays short for limited-access accounts.
Some accounts are set up as calls-only — for example a partner who only watches outcomes. These accounts see just Call Logs and Campaigns in the sidebar. If your sidebar is that short by design, that is why.

Profile card and shell buttons

At the bottom of the sidebar is your profile card, plus two action buttons.
ButtonWhat happens when you click it
Profile (gear icon)Opens the Profile modal, where you can change your display name and password. See below.
Sign out (logout icon)Logs you out and returns you to the login screen.
Menu (hamburger, phones only)Slides the sidebar in over the page on a small screen. The icon becomes an X; tap it again to close.
The profile card itself is not a button — it shows your avatar (the first letter of your name or email), your display name (or email if no name is set), and your role.

Profile modal

Click the gear icon in the sidebar profile card to open this modal. It has two independent sections separated by a divider: Display Name and Change Password. Each section saves on its own.

Fields

FieldWhat to enterRequired
Display NameThe name shown across the console (for example Jane Doe). Pre-filled with your current name.No
Current PasswordYour existing password, for verification.Yes (to change password)
New PasswordThe new password you want to set.Yes (to change password)
Confirm New PasswordRepeat of the new password. Must match New Password exactly.Yes (to change password)

Buttons

ButtonWhat happens when you click it
Save NameSaves the display name. Reads “Saving…” while it works, then shows a success toast and updates your name across the console. The button is disabled during the save.
Change PasswordChecks that New Password and Confirm New Password match, then submits the change. On success, all three password fields clear and a success toast appears. If the current password is wrong, an error toast explains why. The button is disabled during the save.
Close (X)Closes the modal without saving anything not already saved. You can also close it by pressing Escape or clicking outside it.
Changing your password does not log you out, but use the real new password the next time you sign in. The two new-password fields must match exactly or the change is rejected before it is sent.

Overview page

The Overview page (/dashboard) is your home screen — “Your voice AI platform at a glance.” It opens to Today by default and is built from four stat cards, a recent-calls list, a call-volume panel, and a release-notes widget.

Date range buttons

These buttons sit at the top and control the period for the call-volume panel and the metrics.
ButtonWhat happens when you click it
TodayShows today’s calls and minutes. This is the default.
YesterdayShows the full previous day.
7 DaysShows the last seven days.
Week to DateShows from the start of this week through now.
Month to DateShows from the start of this month through now.
CustomReveals two date inputs (From and To) so you can pick any range.
The active preset is highlighted. All ranges use your display timezone, so the numbers match your working day.
FieldWhat to enterRequired
Custom date range — FromStart date of the custom range. Only shown when Custom is selected.No
Custom date range — ToEnd date of the custom range. Only shown when Custom is selected.No

Stat cards

Four cards summarise the platform for the selected period.

Active Bots

How many bots are currently active.

Calls

Number of calls in the selected period (Today by default).

Minutes

Total talk minutes in the selected period.

Fleet Available

Free capacity on the call-handling servers right now.
The first three cards load quickly. Fleet Available is fetched separately and shows a ”…” placeholder while it loads — it can take a few seconds on a cold start and never holds up the rest of the page. While the whole page is loading, you may briefly see four blank card placeholders.

Recent calls

A table-style list of the latest calls. Each row shows:
  • Caller ID / session ID (truncated)
  • Status badge
  • Duration (formatted as Xm Ys)
  • Date and time
Click any row to open the full call detail and transcript at that call’s page. See Call detail. If there are no calls, the panel reads No recent calls. The status badge tells you the outcome at a glance:
BadgeMeaning
completedThe call finished normally (green).
activeThe call is in progress right now (blue).
transferredThe call was handed to a human or another destination (grey).
failedThe call did not complete (red).
unknownStatus could not be determined (grey).

Call volume and minutes

This panel adapts to the date range:
  • Seven days or fewer — a bar chart. Each bar shows the call count and label; hover for the minutes.
  • More than seven days — a table with Date, Calls, and Minutes columns.
If the selected period has no calls, the panel reads No calls in this period.

Latest release widget

Shows the most recent release: version number, date, title, and the top three changelog entries.
ButtonWhat happens when you click it
View AllOpens the full release history. See Release notes.

Where to go next

Build a bot

Create your first voice agent.

Run a campaign

Set up outbound dialling.

Review calls

Listen to recordings and read transcripts.

Manage your team

Add operators and set roles.