> ## Documentation Index > Fetch the complete documentation index at: https://docs.callintel.io/llms.txt > Use this file to discover all available pages before exploring further. # Organization Admin Dashboard > The Organization Admin Dashboard provides comprehensive management tools for your specific organization. From here, you can manage agents, calls, users, credits, and configure your organization settings. ## Getting Started Log in with your admin credentials to access the organization dashboard. ``` Email: [your-email] Password: [your-password] Organization: [Your Organization Name] ``` *** ## Dashboard Overview The main dashboard displays key metrics and insights for your organization. ### Key Metrics View real-time statistics for your organization: * **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 ### 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 ### Date Range Selection Filter all metrics by time period: ``` Preset Options: - Last 7 Days - Last 30 Days - Last 90 Days - Custom Date Range ``` *** ## Agent Management ### Viewing Your Agents See all AI agents assigned to your organization. **Agent Information Displayed:** * Agent Name * Status (Active/Inactive) * Knowledge Base * Voice & Language * Last Used * Total Calls Made * Success Rate ### Creating New Agents **Step 1: Agent Basics** ``` Agent Name: [Give your agent a descriptive name] Description: [Optional description of purpose] Language: [Select from 80+ languages] ``` **Step 2: Voice Configuration** Choose voice settings: * **Voice**: Select from available voice options * **Speed**: Adjust speaking speed (0.5x - 2x) * **Tone**: Professional, Friendly, Neutral, etc. **Step 3: System Prompt** Define agent behavior: ``` 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." ``` **Step 4: Knowledge Base** Select a knowledge base or create new: * Sales information * Product details * Support documentation * Custom knowledge **Step 5: Advanced Settings** Configure: * **Temperature**: Response creativity (0-1) * **Max Tokens**: Response length * **Custom Tools**: Integrations (Gmail, Telegram, APIs) * **Calling Mode**: Phone, Web, or Batch ### Managing Existing Agents **Edit Agent** Update configuration, voice, prompts, or knowledge base. **Test Agent** Make a test call to verify agent behavior: ``` Web Call: Direct call through web interface Phone Call: Call using assigned virtual number ``` **Agent Statistics** View performance metrics: * Total calls handled * Success rate * Average call duration * Customer satisfaction (if available) **Duplicate Agent** Clone existing agent configuration for quick setup. **Delete Agent** Remove agent from your organization (archived calls remain). *** ## Knowledge Base Management ### What is a Knowledge Base? A Knowledge Base contains information your agents use to provide accurate answers. It's the training data that enables intelligent responses. ### Creating a Knowledge Base **Step 1: Basic Information** ``` Name: [Descriptive name] Description: [What this KB covers] Language: [Primary language] ``` **Step 2: Add Content** Choose input method: Type or paste text content directly Fetch content from websites automatically Upload PDF, DOCX, or TXT files **Step 3: Organization & Formatting** Structure your content: ``` Format Options: - FAQ pairs (Question & Answer) - Product documentation - Policy documentation - Training materials - Customer guides ``` **Step 4: Review & Publish** Preview content and publish Knowledge Base. ### Managing Knowledge Bases **View All KBs** * Complete inventory of your knowledge bases * Size and content count * Last modified date * Assigned agents **Edit KB** * Update content * Add/remove information * Modify structure * Update assignments **Duplicate KB** * Clone existing KB * Modify for different purpose * Saves configuration time **Delete KB** * Remove KB permanently * Agents lose this reference * Consider impact before deleting ### Search & Organization **Search Function** Find specific KBs by name or content. **Filter Options** * By language * By size * By assignment status * By creation date *** ## Batch Call Management ### What are Batch Calls? Batch calls allow you to send multiple automated calls to a list of contacts simultaneously using a selected agent. ### Creating a Batch Campaign **Step 1: Campaign Setup** ``` Campaign Name: [Descriptive name] Campaign Description: [Purpose and details] Agent: [Select your agent] Caller ID: [Select phone number] ``` **Step 2: Upload Contacts** Prepare contact list in CSV or XLSX format: ``` Required Columns: - Phone Number (10-15 digits) - First Name - Last Name Optional Columns: - Email - Company - Custom Field 1 - Custom Field 2 ``` Upload contacts: * Click "Upload File" * Or drag & drop * Review parsed data * Correct any errors **Step 3: Campaign Settings** Configure call parameters: ``` 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] ``` **Step 4: Preview & Confirm** Review before launching: * Contact count * Agent assignment * Caller ID * Schedule details * Cost estimate (credits) **Step 5: Launch Campaign** Send calls immediately or schedule for later. ### Monitoring Batch Campaigns **Campaign List View** Track all campaigns with details: | Column | Information | | ------------- | ------------------------ | | Campaign Name | User-defined name | | Agent | Assigned agent | | Status | Running/Completed/Failed | | Recipients | Total contacts | | Calls Placed | Number completed | | Success Rate | Percentage successful | | Started | Campaign start time | **Campaign Details** Click campaign to view comprehensive information: ``` Calls Completed: X/Y Success Rate: X% Calls in Progress: X Calls Queued: X Failed Calls: X Total Cost: X credits Estimated Completion: X ``` ### Call Results **Call Log** View individual call details: * Contact name & number * Call status * Duration * Transcript * Outcome **Download Results** Export campaign results: ``` Format Options: - CSV (Excel compatible) - JSON (API format) - PDF (Report format) Includes: - Contact information - Call results - Transcripts - Call duration - Timestamps ``` **Retry Failed Calls** Automatically retry failed calls: * Select failed calls * Configure retry parameters * Launch retry campaign *** ## Call History & Management ### Viewing Your Calls Access complete call records for your organization. **Call List Display** Each call shows: * Agent Name * Contact Information * Call Type (Inbound/Outbound) * Call Status * Duration * Date & Time * Sentiment (if available) ### Detailed Call Information Click any call to view complete details: ``` 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 ``` ### Call Transcripts View complete conversation history: **Transcript Format:** ``` [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!" ... ``` **Transcript Features:** * Speaker identification * Timestamps for each message * Message duration * Sentiment analysis (if available) * Action items identified ### Search & Filtering **Basic Filters:** * **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 **Advanced Search:** * Search by phone number * Search by contact name * Search by call ID * Text search in transcripts **Saved Filters** Create custom filters for quick access: ``` Example Filters: - "Failed Calls This Week" - "Long Duration Calls" - "Agent Performance Review" - "High Priority Contacts" ``` ### Call Actions **Download Transcript** Save call transcript as: * PDF document * Text file * JSON format **Export Calls** Bulk export multiple calls: * Select call range * Choose export format * Download results **Tag Calls** Organize calls with custom tags for categorization. **Add Notes** Attach notes to specific calls for context. *** ## Virtual Phone Numbers ### Managing Your Numbers View all phone numbers assigned to your organization. **Number List Shows:** * Phone number * Status (Active/Inactive) * Country/Region * Type (Local/Toll-Free) * Agents using it * Last used ### Adding New Numbers **Request New Number** ``` 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 ``` ### Testing Numbers **Test Outbound Call** Call test number to verify outbound capability. **Test Inbound Call** Call the number yourself to verify it rings. **Callback Test** Request automated callback to verify functionality. ### Number Assignment Assign numbers to your agents: 1. Select number from list 2. Click "Assign Agents" 3. Select target agents 4. Configure routing 5. Save assignment ### Number Settings Configure number behavior: **Inbound Settings** * Agent to receive incoming calls * IVR (Interactive Voice Response) options * Call forwarding * Voicemail setup **Outbound Settings** * Default agent for outbound calls * Caller ID (own number or organization name) * Call recording preferences * Availability hours *** ## User Management ### Viewing Organization Users See all users in your organization. **User Information:** * Name * Email * Role (Admin/User) * Status (Active/Inactive) * Last Activity * Created Date ### User Roles **Admin Role** * Full access to all features * Can manage users * Can modify organization settings * Can view all reports **User Role** * Can make calls with assigned agents * Can view own call history * Limited reporting access * Cannot modify settings ### Creating New Users **Step 1: User Information** ``` First Name: [User's first name] Last Name: [User's last name] Email: [user@company.com] ``` **Step 2: Role Assignment** Select user role: * Admin (full access) * User (limited access) **Step 3: Agent Assignment** Assign which agents they can use: * Select one or multiple agents * Or leave unassigned for admin **Step 4: Send Invitation** System sends invitation email with login link. ### Managing Existing Users **Edit User** * Change role * Update name/email * Modify agent assignments * Change status (active/inactive) **Reset Password** User can reset their own password via email link. **Deactivate User** Temporarily disable account without deletion. **Delete User** Permanently remove user from organization. ### Search & Filter * Search by name or email * Filter by role * Filter by status * Filter by creation date *** ## Organization Settings ### Basic Information View and update organization details: ``` 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] ``` **Update Settings** Click "Edit" to modify any information. ### Domain Configuration Set up custom domain for your organization: ``` Primary Domain: [your-company.com] Domain Status: Verified/Unverified Setup Date: [Date configured] ``` **Domain Setup Process** 1. Enter your domain 2. Add DNS records (provided by system) 3. Verify ownership 4. Domain becomes active ### API Credentials **API Key Management** ``` Your API Key: [masked-key-xxxxx] Actions: - Click to reveal full key - Copy to clipboard - Regenerate new key ``` **API Key Security** * Never share your API key * Keep key in environment variables * Regenerate if compromised * Rotate keys monthly ### Webhook Configuration Set up webhooks for real-time call notifications: **Add Webhook URL** ``` Webhook URL: https://your-domain.com/webhooks/calls Authentication: Bearer token (optional) Events: Select which events to receive ``` **Webhook Events Available:** * Call Started * Call Completed * Call Failed * Agent Assigned * Call Transferred * Participant Joined/Left **Test Webhook** Send test payload to verify configuration. **View Webhook Logs** See recent webhook deliveries and responses: ``` 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 ``` *** ## Billing & Credits ### Understanding Credits **Credit System Basics** ``` 1 Credit = 1 minute of AI calling Credits are consumed per minute of: - Outbound calls - Inbound calls - Web calls - Batch calls ``` ### Credit Usage **View Credit Consumption** Track current month usage: ``` Monthly Allowance: X credits Used This Month: X credits Remaining: X credits Daily Average: X credits/day Projected Month End: X credits remaining ``` **Usage Breakdown** See credits consumed by: * Agent (which agents use most) * Call Type (phone vs web vs batch) * Date (daily usage trends) ### Subscription Plans **Current Plan** View your organization's subscription tier: ``` Plan Name: [Your Plan] Billing Cycle: [Monthly/Annual] Next Billing Date: [Date] Monthly Credits: [X credits] Additional Features: [List] ``` **Plan Comparison** * Monthly Cost: \$\[X] * Credits/Month: \[X] * Basic Features * Email Support * Monthly Cost: \$\[X] * Credits/Month: \[X] * All Features * Priority Support * Custom Domain * Custom Pricing * Custom Credits * Full Features * Dedicated Support * Custom Integrations ### Upgrade/Downgrade Plan **Change Plan** 1. Select new plan from comparison 2. Review pricing changes 3. Confirm change 4. Updates take effect immediately or end of cycle **Prorated Charges** * Upgrading mid-month: Pay difference for remainder * Downgrading mid-month: Credit for remainder * Automatic adjustment applied ### Purchase Additional Credits **Add Credits Anytime** ``` Standard Rate: $[X] per credit Bulk Discounts: - 1,000+ credits: [X]% off - 5,000+ credits: [X]% off - 10,000+ credits: [X]% off ``` **Purchase Process** 1. Select credit amount 2. Review pricing 3. Choose payment method 4. Complete payment 5. Credits added immediately ### Payment History **View All Transactions** See complete billing history: | Date | Type | Amount | Status | Invoice | | ---------- | ---------------- | ------- | ------ | ------- | | 2024-12-01 | Plan Payment | \$99.00 | Paid | View | | 2024-11-01 | Plan Payment | \$99.00 | Paid | View | | 2024-10-15 | Credits Purchase | \$50.00 | Paid | View | **Invoice Details** Click any transaction to view: * Item description * Amount charged * Payment method * Transaction ID * Billing address **Download Invoice** Export invoice as PDF for accounting. *** ## Branding Settings ### Customize Organization Branding Personalize the appearance of your organization dashboard. ### Logo Upload **Upload Your Logo** ``` Supported Formats: PNG, JPG, SVG Recommended Size: 200x50px Maximum File Size: 2MB ``` Upload methods: * Click to select file * Drag & drop ### Color Scheme Customize brand colors: **Primary Color** * Action buttons * Links and highlights * Primary UI elements **Secondary Color** * Secondary buttons * Accents * Hover states **Text Color** * Primary text * Labels * Body content **Live Preview** See color changes in real-time. ### Custom Domain Display dashboard on your own domain: ``` Domain: [your-company.com] Status: Active/Pending Verification SSL Certificate: Auto-installed ``` ### Email Branding Customize email templates: * Company logo * Brand colors * Email signature * Reply-to address *** ## Advanced Features ### Integration Management View and manage integrations with: Send emails directly from agents Send Telegram messages to customers Connect WhatsApp Business API Connect to external systems View all available integrations Configure OpenAI, Gemini, and more ### Compliance & Security **Call Recording** Configure recording preferences: * Record all calls * Record inbound only * Record outbound only * No recording **Data Retention** Set how long to keep: * Call recordings * Transcripts * Call logs * User data **Security Settings** * IP whitelist * Two-factor authentication * Session timeout * Login attempt limits *** ## Best Practices ### Efficient Call Management * Organize agents by function/team * Create focused knowledge bases * Monitor call success rates * Review failed calls for improvement ### Credit Optimization * Monitor daily usage trends * Adjust batch call schedules to off-peak hours * Consolidate similar calls into batches * Review agent efficiency ### User Management * Assign minimal necessary permissions * Regularly audit user access * Remove inactive users * Maintain clear role structure ### Knowledge Base Quality * Keep information up-to-date * Organize logically by topic * Use consistent formatting * Remove outdated content *** ## Troubleshooting Common causes: Invalid phone numbers, insufficient credits, agent not configured properly. Check call logs for specific error messages. View the dashboard overview card showing "Credits Remaining" or go to Billing & Credits section for detailed usage. Deleted agents cannot be recovered, but their call history remains. Create new agent if needed. Calls will fail until you purchase more credits or your plan renews. Purchase additional credits immediately. Go to Organization Settings > Webhooks, select the webhook, click "Test" button. Check webhook logs for delivery confirmation. *** ## Need Help? View complete API reference and integration guides Email support team at [callintel01@gmail.com](mailto:callintel01@gmail.com) View full API and integration documentation