Agency Dashboard Overview
A visual tour of your agency dashboard — everything you see when you log in.
Your Agency Dashboard at a Glance
When you log into the Agency Portal, the Dashboard is the first thing you see. It's designed to give you an instant pulse on your agency — how many clients you have, how your agents are performing, and whether anything needs your attention.
Sidebar Navigation
The left sidebar is your primary navigation. Here's what each item takes you to:
| Menu Item | What It Does |
|---|---|
| Dashboard | Your home screen — KPIs, recent activity, and quick actions |
| Clients | List of all your client businesses with quick-access links to their profiles |
| Templates | Browse and manage the Template Marketplace (145 templates across 19 categories) |
| Calls | View all calls across all clients in one place — filter, search, and review |
| Analytics | Aggregated performance data across your entire agency |
| Billing | Agent Fuel balance, usage history, auto-reload settings, and payment methods |
| Branding | Logo, colors, portal name, custom domain, and email branding configuration |
| Settings | Agency profile, team management, notifications, and account preferences |
Tip: The sidebar shows your current Agent Fuel balance at the bottom. The balance text changes color based on your credit level: green means you're in good shape, yellow means you're getting low and should consider a top-up, and red means you're critically low and should reload immediately to avoid service interruptions.
Dashboard Stats
The main dashboard area displays key performance indicators (KPIs) that update in real time:
Top-Level Metrics
- Total Clients — the number of active client businesses in your agency
- Active Agents — how many voice agents are currently live and answering calls
- Total Calls — the total number of calls handled across all agents (with date range filter)
- Agent Fuel Balance — your current credit balance with color-coded status
Recent Calls
Below the top-level metrics, you'll see a Recent Calls section that shows the latest calls across all of your clients. Each call entry displays:
- Client name and caller phone number
- Call duration
- AI-generated summary (one-line preview)
- Quality score and sentiment indicator
- Timestamp
Click any call to open the full call detail slideout with the complete transcript, recording player, and detailed analytics.
Agent Fuel Usage
A usage chart shows your Agent Fuel consumption over time, helping you spot trends. If you notice usage climbing, it usually means your agents are handling more calls — which is a good sign for your agency's growth.
Notification Bell
In the top-right corner of the dashboard, you'll see a bell icon. This is your notification center. It alerts you to important events across the platform:
- New client sign-ups and agent deployments
- Low Agent Fuel balance warnings
- Failed payments or billing issues
- Agent errors or connectivity issues
- Team member invitations and role changes
Unread notifications show a red badge with a count. Click the bell to see your full notification feed, and click any notification to jump to the relevant page.
Quick Tips for Using the Dashboard
The dashboard stats update in real time. When a call comes in, you'll see it appear in the Recent Calls section within seconds. KPI numbers refresh automatically as data flows through the system.
The dashboard layout is fixed to show the most important information at a glance. However, you can use date range filters on most metrics to zoom into specific time periods — today, this week, this month, or a custom range.
We recommend a quick daily review of three things: (1) your Agent Fuel balance to make sure you're not running low, (2) the Recent Calls section to spot any unusual activity, and (3) your notifications for any alerts that need attention.
Quality scores are rated from 1 to 10 and color-coded: green (8-10) means the agent handled the call excellently, yellow (5-7) means the call was adequate but could be improved, and red (1-4) means the agent struggled and the call may need review. Use low-scoring calls to identify areas where the agent's knowledge base or configuration needs improvement.
Note: The dashboard is optimized for both desktop and mobile. On smaller screens, the sidebar collapses into a hamburger menu, and the dashboard cards stack vertically for easy scrolling.
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