Organization Admin Dashboard

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Getting Started

Email: [your-email]
Password: [your-password]
Organization: [Your Organization Name]

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Dashboard Overview

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Key Metrics

• Total Calls: Number of calls made by your organization
• Active Agents: Agents currently deployed
• Call Success Rate: Percentage of completed calls
• Average Call Duration: Mean length of your calls
• Total Call Minutes: Aggregate duration of all calls
• Monthly Credits Used: Current month credit consumption
• Credits Remaining: Available credits in account

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Visual Reports

• Call Trends: Daily/weekly/monthly call volume
• Agent Performance: Individual agent statistics
• Call Duration Distribution: Visual breakdown of call lengths
• Success/Failure Ratio: Call outcome breakdown
• Credit Usage: Monthly credit consumption pattern

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Date Range Selection

Preset Options:
- Last 7 Days
- Last 30 Days
- Last 90 Days
- Custom Date Range

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Agent Management

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Viewing Your Agents

• Agent Name
• Status (Active/Inactive)
• Knowledge Base
• Voice & Language
• Last Used
• Total Calls Made
• Success Rate

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Creating New Agents

Agent Name: [Give your agent a descriptive name]
Description: [Optional description of purpose]
Language: [Select from 80+ languages]

• Voice: Select from available voice options
• Speed: Adjust speaking speed (0.5x - 2x)
• Tone: Professional, Friendly, Neutral, etc.

System Prompt Example:
"You are a helpful customer service representative for 
ABC Company. Be friendly, professional, and always offer 
to help with any questions about our products."

• Sales information
• Product details
• Support documentation
• Custom knowledge

• Temperature: Response creativity (0-1)
• Max Tokens: Response length
• Custom Tools: Integrations (Gmail, Telegram, APIs)
• Calling Mode: Phone, Web, or Batch

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Managing Existing Agents

Web Call: Direct call through web interface
Phone Call: Call using assigned virtual number

• Total calls handled
• Success rate
• Average call duration
• Customer satisfaction (if available)

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Knowledge Base Management

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What is a Knowledge Base?

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Creating a Knowledge Base

Name: [Descriptive name]
Description: [What this KB covers]
Language: [Primary language]

Format Options:
- FAQ pairs (Question & Answer)
- Product documentation
- Policy documentation
- Training materials
- Customer guides

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Managing Knowledge Bases

• Complete inventory of your knowledge bases
• Size and content count
• Last modified date
• Assigned agents

• Update content
• Add/remove information
• Modify structure
• Update assignments

• Clone existing KB
• Modify for different purpose
• Saves configuration time

• Remove KB permanently
• Agents lose this reference
• Consider impact before deleting

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Search & Organization

• By language
• By size
• By assignment status
• By creation date

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Batch Call Management

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What are Batch Calls?

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Creating a Batch Campaign

Campaign Name: [Descriptive name]
Campaign Description: [Purpose and details]
Agent: [Select your agent]
Caller ID: [Select phone number]

Required Columns:
- Phone Number (10-15 digits)
- First Name
- Last Name

Optional Columns:
- Email
- Company
- Custom Field 1
- Custom Field 2

• Click “Upload File”
• Or drag & drop
• Review parsed data
• Correct any errors

When to Call:
- Immediately
- Schedule for specific date/time
- Recurring (daily, weekly)

Time Zone: [Select recipient time zone]
Retry Failed Calls: [Yes/No]
Retry Count: [1-3 times]
Retry Interval: [Minutes between retries]

• Contact count
• Agent assignment
• Caller ID
• Schedule details
• Cost estimate (credits)

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Monitoring Batch Campaigns

Calls Completed: X/Y
Success Rate: X%
Calls in Progress: X
Calls Queued: X
Failed Calls: X
Total Cost: X credits
Estimated Completion: X

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Call Results

• Contact name & number
• Call status
• Duration
• Transcript
• Outcome

Format Options:
- CSV (Excel compatible)
- JSON (API format)
- PDF (Report format)

Includes:
- Contact information
- Call results
- Transcripts
- Call duration
- Timestamps

• Select failed calls
• Configure retry parameters
• Launch retry campaign

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Call History & Management

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Viewing Your Calls

• Agent Name
• Contact Information
• Call Type (Inbound/Outbound)
• Call Status
• Duration
• Date & Time
• Sentiment (if available)

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Detailed Call Information

Call Metadata:
- Call ID: Unique identifier
- Agent: Which agent handled it
- Contact: Phone/email
- Direction: Inbound or Outbound
- Start Time: When call started
- End Time: When call ended
- Duration: Total call length
- Status: Completed/Failed/Abandoned
- Cost: Credits used

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Call Transcripts

[HH:MM:SS] Agent: "Hello, how can I help you?"
[HH:MM:SS] Caller: "I'd like to place an order"
[HH:MM:SS] Agent: "I'd be happy to help with that!"
...

• Speaker identification
• Timestamps for each message
• Message duration
• Sentiment analysis (if available)
• Action items identified

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Search & Filtering

• Date Range: Select specific time period
• Agent: Filter by specific agent
• Status: Completed, Failed, Missed, etc.
• Call Type: Inbound, Outbound, Web, Phone
• Duration: Minimum/maximum call length

• Search by phone number
• Search by contact name
• Search by call ID
• Text search in transcripts

Example Filters:
- "Failed Calls This Week"
- "Long Duration Calls"
- "Agent Performance Review"
- "High Priority Contacts"

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Call Actions

• PDF document
• Text file
• JSON format

• Select call range
• Choose export format
• Download results

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Virtual Phone Numbers

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Managing Your Numbers

• Phone number
• Status (Active/Inactive)
• Country/Region
• Type (Local/Toll-Free)
• Agents using it
• Last used

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Adding New Numbers

Step 1: Select Region
- Choose country/region
- View available numbers

Step 2: Choose Type
- Local number (area code)
- Toll-free number
- International number

Step 3: Configure
- Set as inbound/outbound
- Assign to agents
- Save number

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Testing Numbers

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Number Assignment

1. Select number from list
2. Click “Assign Agents”
3. Select target agents
4. Configure routing
5. Save assignment

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Number Settings

• Agent to receive incoming calls
• IVR (Interactive Voice Response) options
• Call forwarding
• Voicemail setup

• Default agent for outbound calls
• Caller ID (own number or organization name)
• Call recording preferences
• Availability hours

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User Management

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Viewing Organization Users

• Name
• Email
• Role (Admin/User)
• Status (Active/Inactive)
• Last Activity
• Created Date

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User Roles

• Full access to all features
• Can manage users
• Can modify organization settings
• Can view all reports

• Can make calls with assigned agents
• Can view own call history
• Limited reporting access
• Cannot modify settings

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Creating New Users

First Name: [User's first name]
Last Name: [User's last name]
Email: [user@company.com]

• Admin (full access)
• User (limited access)

• Select one or multiple agents
• Or leave unassigned for admin

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Managing Existing Users

• Change role
• Update name/email
• Modify agent assignments
• Change status (active/inactive)

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Search & Filter

• Search by name or email
• Filter by role
• Filter by status
• Filter by creation date

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Organization Settings

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Basic Information

Organization Name: [Your company name]
Description: [What your company does]
Website: [www.yourcompany.com]
Phone: [+1-XXX-XXX-XXXX]
Country: [Select country]
Industry: [Select industry]

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Domain Configuration

Primary Domain: [your-company.com]
Domain Status: Verified/Unverified
Setup Date: [Date configured]

1. Enter your domain
2. Add DNS records (provided by system)
3. Verify ownership
4. Domain becomes active

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API Credentials

Your API Key: [masked-key-xxxxx]

Actions:
- Click to reveal full key
- Copy to clipboard
- Regenerate new key

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Webhook Configuration

Webhook URL: https://your-domain.com/webhooks/calls
Authentication: Bearer token (optional)
Events: Select which events to receive

• Call Started
• Call Completed
• Call Failed
• Agent Assigned
• Call Transferred
• Participant Joined/Left

Timestamp           | Event          | Status  | Response
--------------------|----------------|---------|----------
2024-12-13 10:30:00 | call_completed | Success | 200 OK
2024-12-13 10:15:00 | call_started   | Failed  | Timeout

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Billing & Credits

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Understanding Credits

1 Credit = 1 minute of AI calling
Credits are consumed per minute of:
- Outbound calls
- Inbound calls
- Web calls
- Batch calls

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Credit Usage

Monthly Allowance: X credits
Used This Month: X credits
Remaining: X credits
Daily Average: X credits/day
Projected Month End: X credits remaining

• Agent (which agents use most)
• Call Type (phone vs web vs batch)
• Date (daily usage trends)

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Subscription Plans

Plan Name: [Your Plan]
Billing Cycle: [Monthly/Annual]
Next Billing Date: [Date]
Monthly Credits: [X credits]
Additional Features: [List]

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Upgrade/Downgrade Plan

1. Select new plan from comparison
2. Review pricing changes
3. Confirm change
4. Updates take effect immediately or end of cycle

• Upgrading mid-month: Pay difference for remainder
• Downgrading mid-month: Credit for remainder
• Automatic adjustment applied

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Purchase Additional Credits

Standard Rate: $[X] per credit
Bulk Discounts:
- 1,000+ credits: [X]% off
- 5,000+ credits: [X]% off
- 10,000+ credits: [X]% off

1. Select credit amount
2. Review pricing
3. Choose payment method
4. Complete payment
5. Credits added immediately

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Payment History

• Item description
• Amount charged
• Payment method
• Transaction ID
• Billing address

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Branding Settings

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Customize Organization Branding

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Logo Upload

Supported Formats: PNG, JPG, SVG
Recommended Size: 200x50px
Maximum File Size: 2MB

• Click to select file
• Drag & drop

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Color Scheme

• Action buttons
• Links and highlights
• Primary UI elements

• Secondary buttons
• Accents
• Hover states

• Primary text
• Labels
• Body content

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Custom Domain

Domain: [your-company.com]
Status: Active/Pending Verification
SSL Certificate: Auto-installed

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Email Branding

• Company logo
• Brand colors
• Email signature
• Reply-to address

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Advanced Features

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Integration Management

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Compliance & Security

• Record all calls
• Record inbound only
• Record outbound only
• No recording

• Call recordings
• Transcripts
• Call logs
• User data

• IP whitelist
• Two-factor authentication
• Session timeout
• Login attempt limits

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Best Practices

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Efficient Call Management

• Organize agents by function/team
• Create focused knowledge bases
• Monitor call success rates
• Review failed calls for improvement

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Credit Optimization

• Monitor daily usage trends
• Adjust batch call schedules to off-peak hours
• Consolidate similar calls into batches
• Review agent efficiency

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User Management

• Assign minimal necessary permissions
• Regularly audit user access
• Remove inactive users
• Maintain clear role structure

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Knowledge Base Quality

• Keep information up-to-date
• Organize logically by topic
• Use consistent formatting
• Remove outdated content

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Troubleshooting

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Need Help?