Client Dashboard Features

The moment your client logs in, they land on a real-time dashboard showing the metrics that matter most:

Metric	What It Shows
Total Calls	Number of calls handled in the selected period
Avg. Duration	How long the average call lasts
Quality Score	AI-generated score based on conversation quality
Sentiment	Overall caller sentiment — positive, neutral, or negative
Goodbye Rate	Percentage of calls that end naturally (not hang-ups)
Peak Hours	When the most calls come in, displayed as a chart

Your client can filter by date range — today, this week, this month, or a custom range. The dashboard updates in real time, so they always see fresh data.

Below the KPIs, there's a Recent Calls section showing the last several calls with quick-glance info: caller name (if known), time, duration, and sentiment emoji. Clicking any call opens the full detail slideout.

The Calls tab gives your client a complete, searchable log of every call their AI agent has handled. Each row shows:

• Caller phone number and name (if recognized)
• Date and time of the call
• Duration
• Sentiment indicator
• Quality score
• Whether a booking was made

Clicking any call opens a detail slideout with the full picture:

• Audio playback — listen to the actual call recording
• AI summary — a concise paragraph of what happened on the call
• Full transcript — every word, speaker-labeled
• Caller intent — what the caller was trying to accomplish
• Data collected — any names, emails, or phone numbers captured
• Actions taken — bookings made, messages left, transfers attempted

Your clients love this feature. Instead of wondering "what happened on that call?", they can hear it themselves or read the transcript in seconds.

Under the Agent tab, your clients can fine-tune how their AI receptionist behaves — within the boundaries you've set. They can edit:

• Business profile — name, address, phone, hours, website
• Custom greeting — what the agent says when it picks up
• FAQs — question-and-answer pairs the agent uses to respond
• Knowledge base — upload documents (PDFs, text files) for the agent to reference
• Business hours — set when the agent should answer vs. go to voicemail

Changes take effect within seconds — there's no need to redeploy or restart anything. Your client updates their hours, and the next call reflects it immediately.

Beyond the dashboard KPIs, the analytics section provides deeper insights:

• Call volume trends — see patterns over days, weeks, or months
• Peak call times — identify when the phone rings most
• Common caller intents — what people call about most frequently
• Quality trends — track whether call quality is improving over time
• Sentiment breakdown — the ratio of positive, neutral, and negative calls

This data is gold for your clients. A dentist can see that most calls come in Monday mornings. A plumber can discover that 40% of callers ask about emergency rates. This kind of insight helps them run a better business — and makes your service indispensable.

The Billing tab shows your client everything related to their subscription and usage:

• Current plan and monthly cost
• Usage this billing period (minutes used, calls handled)
• Payment history with downloadable invoices
• Payment method on file

If you use platform billing (Stripe integration), your clients can update their card, view invoices, and manage their subscription directly. If you handle billing externally, this tab displays the plan details you've configured without self-service payment controls.

Clients with multiple staff members can invite additional users to their portal. Each team member gets their own login and can view calls, listen to recordings, and review analytics.

This is especially useful for businesses with office managers, partners, or receptionists who need visibility into what the AI agent is handling. The client (account owner) controls who has access and can revoke invitations at any time.