Sidebar navigation
The sidebar groups your workspace into four areas: Activity- Dashboard — home screen with setup guide and alerts
- Leads — all captured leads from calls, forms, and chat
- Calls — call log with recordings and transcripts
- Messages — SMS and chat conversations
- AI Receptionist — enable and configure your 24/7 call answering service
- Agents — create and manage your AI voice agents
- Voice Library — browse and preview available voices
- Knowledge Base — add the business information your agents use
- Phone — claim and manage phone numbers
- Chat Widget — configure the website chat widget
- Analytics — call volume, lead data, and performance metrics
- Reminders — automated appointment reminder campaigns
- Reputation — review request campaigns
- Instant Lead Response — auto-call new leads within seconds
- Calendar — connect your booking calendar
- SMS — two-way SMS conversations
- WhatsApp — WhatsApp messaging
- Email — email follow-up sequences
- Integrations — connect to your CRM, calendar, and other tools
- Settings — billing, team members, notifications, and business profile
Dashboard home
The dashboard home shows a Setup Guide that tracks your onboarding progress. Each step links to the relevant page and awards tokens when completed. Steps include:- Create your first agent
- Connect Cal.com
- Set up AI Receptionist
- Configure phone numbers
- Set up your knowledge base
- Test your agent
Multi-location support
If your account has multiple locations, a location switcher appears in the top bar. Select a location to view and manage its agents, phone numbers, and analytics independently.Where to go next
AI agents
Create and configure the AI voice agents that answer your calls.
Knowledge base
Add the business information your agents use to answer questions.
Phone numbers
Claim a local number or assign an existing number to an agent.
Analytics
Track call volume, lead conversion, and agent performance.