The calls dashboard is where you review everything that happened on every call — who called, what they needed, how urgent it was, and what the agent did. This article walks through every element of the dashboard so you know exactly how to use it.
Getting to the dashboard
There are two places where call data lives:
- Account dashboard — the home screen after login. Shows aggregate KPIs across all agents. Go here for a high-level health check.
- Agent Analytics tab — inside each agent's editor (Agents → Edit → Analytics). Shows call data for that specific agent only.
For day-to-day call review, most businesses use the Leads tab inside the agent editor — it shows every call where the agent captured caller details, with urgency flagging and one-tap WhatsApp alerts.
The KPI tiles
The top of the dashboard home shows four summary tiles covering your entire account:
The call list
Below the KPI tiles is a chronological list of recent calls across all agents. Each row shows:
- Caller initials avatar — generated from the name the agent captured
- Caller name — as captured by the agent during the call
- Call summary — a one-line description of what the caller needed
- Timestamp — when the call ended
- Urgency badge — HIGH / MEDIUM / LOW, assigned by the agent based on caller language and context
Click any row to open the full call record. See Reading a call summary for a detailed walkthrough of what's inside.
Filtering and searching
The call list can be filtered by:
- Agent — view calls from a specific agent only
- Date range — today, this week, this month, or a custom range
- Urgency — show only HIGH urgency calls to prioritise callbacks
- Search — search by caller name or keyword in the summary
Per-agent analytics
For deeper analysis of a single agent, go to Agents → Edit → Analytics. This tab shows:
- Total calls, unique callers, total minutes, average call duration
- Leads captured vs calls received (lead capture rate)
- Bookings requested and confirmed
- Resolved vs unresolved call counts
- Export all to CSV — downloads a spreadsheet of every call with all fields
The Leads tab
The Leads tab (Agents → Edit → Leads) is the fastest way to review actionable call data. It shows only calls where the agent successfully captured the caller's name and contact details — skipping hang-ups, wrong numbers, and calls where no lead was generated.
Each lead shows urgency level, callback number, what they need, and a WhatsApp alert button. See Call notifications for how to set up automatic WhatsApp alerts so you don't need to check the dashboard manually.