Dashboard

Using the Dashboard

The Dashboard is the first screen you see after you log in. It shows today at a glance and anything waiting on you.

Here is what each part shows, from the top:

Get set up. A five step checklist that shows until you create your first agent. Click a step to go to the right screen.
Waiting on you. This line appears only when something needs you: follow-ups that are due, or new Reception messages, with a count of urgent ones. Click either link to jump there.
Calls today, Answered, Wins and Talk minutes. Today's totals. Answered also shows your pickup rate. Wins counts interested prospects, callbacks and transfers.
Usage bar. Connected calls used so far against what your plan includes. Click See plans or Plan and usage to open Billing.
Last 7 days. A bar chart of calls, answered calls and wins for each day.
Recent calls. Your latest calls. Click a row to open the call with its summary and transcript, or click all calls to open the Calls screen.
Active now. Calls in progress right now, each with a Hang up button.
Campaigns. Progress for each campaign. Click a campaign to open it, or manage to open the Campaigns screen.
Live activity. The same live feed as the Live console.

To reach any other screen, use the menu on the left. On a phone, use the tabs at the bottom and tap More for the rest.