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Platform Navigation

The left sidebar is split into Main and Administration.

Main​

  • Dashboard: KPI cards and top-level health
  • Calls: Search, filter, and inspect call records
  • WhatsApp: Chat threads and message analytics
  • Customers: Customer-centric history and context
  • Analytics: Trends, sentiment, categories, and patterns
  • Action Items: Follow-up tasks from calls

Administration​

Visible to owner role.

  • Agents: Agent-level summaries and details
  • Team: User invites, role management, and mappings
  • Settings: Integrations, Notifications, Customer Management, Categories

Route Reference​

  • / for Dashboard
  • /call-records for Calls
  • /whatsapp for WhatsApp
  • /customers for Customers
  • /analytics for Analytics
  • /action-items for Action Items
  • /agents for Agents
  • /users for Team
  • /settings and /settings/* for configuration sections