Your Dashboard

The dashboard is your command center for monitoring and managing your AI receptionist. It gives you a quick overview of activity, access to your AI agents, and a way to reach your Customer Success Manager.

Getting to the Dashboard

When you log in, you land on the Dashboard page. You can always return to it by clicking Dashboard at the top of the sidebar. The page header reads "Your AI Frontdesk at a glance."

Key Metrics

At the top of the dashboard, three stat cards show your activity over the last 7 days:

  • Calls Answered (Last 7 days) -- Total calls your AI receptionist handled, with a daily trend chart
  • Texts Sent (Last 7 days) -- Total text messages sent by your receptionist, with a daily trend chart
  • Revenue Impact (Last 7 days) -- Estimated revenue based on an average of $25 per call answered, with a daily trend chart

Each card includes a small area chart showing the daily breakdown for the past week.

My AI Agents

Below the metrics, the My AI Agents section displays your agents in two columns:

Inbound Suite

Your inbound agents appear here. Each agent card is expandable and shows the sub-agents available:

  • AI Receptionist -- Your phone-answering AI
  • AI Website Embeddable -- A chatbot you can embed on your website
  • AI Texting Agent -- Handles text message conversations

If you have an active subscription, you can click Add More Receptionist to create additional agents.

If you do not have a subscription yet, you will see a prompt to Subscribe Now or Create Demo Account.

Outbound Suite

Your outbound campaign agents appear here. Each agent card expands to show Outbound Campaigns.

If you do not have an outbound subscription, you will see options to Subscribe Now or Create Demo Account.

Recent Activity

The Recent Activity section shows your three most recent calls and texts from the past 7 days. Each entry includes:

  • Whether it was a phone call or text message
  • The caller's name or phone number
  • A brief summary or content preview
  • The date and time (shown in your agent's configured timezone)

Click View All to go to the full call logs.

Customer Success Manager

On the right side of the dashboard, a card shows your assigned Customer Success Manager with:

  • Their name, title, and photo
  • A link to book a call via Calendly
  • A Request an Integration button that opens a form where you can describe integrations you need with your existing tools

The sidebar organizes all features into groups:

Top-level items:

  • Dashboard -- The overview page described here
  • Ask Frontdesk -- AI-powered assistant for configuring your receptionist

AI Workers:

  • Receptionist -- Configure your AI receptionist (greeting, workflows, knowledge base, and more)
  • Chatbot -- Website chatbot embeddable widget
  • Web Forms -- Manage web forms

Customer Hub:

  • Call Log Inbox -- Unified inbox for all call activity
  • CRM (Customers) -- Contact and lead management
  • Outbound -- Automated outbound campaigns
  • Calendar -- Calendar and appointment management
  • Tickets -- Support ticket tracking
  • Notify Me -- Notification preferences
  • Analytics -- Usage statistics and charts

Bottom items:

  • Settings -- Account and agent settings
  • Get Live Help -- Contact support

Agent Home Page

When you are viewing a specific agent (rather than the organization-level dashboard), the Overview page shows a welcome message: "Welcome back, [Agent Name]." It displays your receptionist's provisioned phone number and summary cards:

  • Estimated Time Saved -- Based on 7 minutes saved per call answered
  • Estimated Revenue -- Based on $30 estimated per text sent
  • Calls -- Total call count with a View Details button
  • Voicemails -- Total voicemail count with a View Details button
  • Texts -- Total text message count with a View Details button
  • Edit Receptionist -- Quick link to the configuration page
  • Notifications -- Quick link to notification settings
  • Free Month -- Referral program (invite a friend, both get a free month)

Each card has a View Details button that navigates to the relevant section.

Next Steps