Home
See your desk at a glance when you sign in: today’s calls, the queue, alerts and what is waiting for you.
Where to find it
Home › Home dashboard (Easy mode: Essentials › Home)
Open this screen
Steps
- Open “Home dashboard” under Home in the menu (in Easy mode, “Home” under Essentials).
- In Full mode, read the tiles at the top: “Calls today”, “Talk time”, “Sales today”, “Open pipeline”, “In queue now” and “Service level”.
- Check “Your shift” for calls you still have to log an outcome for and callbacks that are due, and press one to open it.
- Read “Alerts”; “Queue thresholds →” opens Queues & SLA, where the alert limits are set.
- Below, see “Calls, last 14 days”, “Pipeline”, “Today's operations”, “Team right now” and “Leaderboard, 7 days”.
- Use “Wallboard” or “Open dialer” at the top right to jump to the wall display or the dialer.
- In Easy mode, Home shows “Usage overview”, the setup checks, your phone lines, “Unlock more features” and “Announcements” instead.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Composer box (managers only) | Type what you want an agent to do and Composer proposes the change for you to approve. See the Composer how-to. | — |
| Getting started | Your account checklist (confirm email, profile, organisation name, invite a teammate). “Hide” hides it for this browser tab. It disappears once everything is done. | — |
| Your shift | Calls you have not logged an outcome for (opens Call history) and callbacks due (opens Inbound ops), plus your targets for today when an admin has set them. | — |
| Wallboard / Open dialer | Shortcuts at the top right to the wall display and the dialer. | — |
| Usage overview (Easy mode) | Calls received, Automated (answered with no staff member) and Phone time saved over the last 30 days. “View call history” opens the call list. | Last 30 days |
| This month's usage (Easy mode) | Managers see this month's usage amount (excl. tax) and “View plan & usage”; other members see “Your administrator manages billing.” | — |
| Announcements (Easy mode) | The latest product changes; “All announcements” opens the changelog. | — |
| Set up phone answering (managers) | Opens the setup wizard (“Start setup” / “Continue setup”) or Set up by voice. Shown in Easy and Full mode. | — |
Troubleshooting
The page only says “Loading…”.
The figures are read from your workspace every few seconds. If it stays on “Loading…”, reload the page; Composer stays usable while the figures load.
Why is “Phone time saved” a dash?
It is worked out from how long your staff spend on a call. With no staffed inbound calls, or no automated ones, in the last 30 days there is nothing to compare, so it shows “—”.
I don’t see the Composer box.
Only workspace managers see it. Ask an owner or admin if you need to build or change agents.
Tips
- Switch between Easy mode and Full mode with the switch at the top of every screen.
- The status bar above every page shows the local time, calls in queue, the longest wait, agents available, who is on the phone, the service level, calls handled today and alerts.
- Right under the greeting, the button with today's count opens the clients to call today (call-backs and follow-ups from calls): tap a phone number to call, or a name to open the call.
Good to know
- Every figure is your own workspace's; in the read-only demo they are sample data.
- Targets in “Your shift” show only when an admin has set them for you.
Related how-tos
- Clear what is waiting for you (Your shift) Log the outcomes you still owe and ring back the callbacks that are due, from the Your shift card on Home.
- Finish the last setup checks on Home See which setup steps are still open for answering calls and jump straight to the place that finishes each one.
- Open more features from Home (Unlock more features) Find the plan options and the features you can use now from one block on Easy mode's Home.
- Set your status (available, on break, offline) Tell the desk whether you can take calls by setting your own status.
- Wallboard Show the desk's live numbers large enough to read across the room: waiting calls, wait time, service level, agents, queues, today's leaderboard and alerts.
- Composer Describe the phone agent you want; Composer asks what it needs, then proposes each change for you to approve.
- Setup wizard Set up phone answering in seven steps, one at a time: a phone line and its business hours, your agent's voice, your AI prompt, the knowledge base your agent answers from, who to put through and the rules for calls, a test, then switching your AI agent on.
- Easy mode and Full mode Easy mode shows only the essentials. Full mode shows every console screen, such as queues, the dialler and reports.