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🏠 Dashboard

The Dashboard, or the home page, gives you a live view of your team’s daily activity - including who’s on the phone, call volumes, total call time, and messaging across SMS/WhatsApp/Email.

Open the Dashboard

  1. Go to Home (left-hand menu)

  2. You’ll land on the Dashboard

What you can see at the top

Across the team, the Dashboard shows:

  • Who is live on the phone

  • Inbound and Outbound calls

  • Total call time

  • Messaging activity across external contacts (SMS / WhatsApp / Email)

If your account has multiple teams, you can use the Teams filter to view activity for a specific team. So if you don't see all your teammates on the home page or you only see a few people, make sure you select the desired team from the top of the page (or just select All Teammates to see everyone).

View individual performance

Scroll down to see a breakdown per user, including:

  • Phone call metrics

  • Messaging activity (SMS / WhatsApp / Email)

User status colours

  • Green = Available

  • Orange = Busy / on a call

  • Red = Away

✅ This is especially useful when deciding who to transfer calls to (covered in a separate guide).

Note

The Dashboard shows daily activity only (today’s performance and live status).

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