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The Overview page

One glance at how your agents are doing — calls, spend, activity, and what changed while you were away.

The Overview is where the dashboard lands you. Everything on it covers the last 30 days, and the New agent button in the header jumps straight to the Agents screen when the numbers are less interesting than building something new.

The numbers at the top

Four stat tiles, each with a small sparkline:

  • Account balance — your prepaid credit in pounds. It shows "—" until billing is set up — see Credit & top-ups.
  • Calls · 30 days — how many calls your agents handled. A "+" suffix means there were more than this page counted; the call log has the full set.
  • Active agents — how many agents are running, across how many teams, and whether everything answering for them is healthy.
  • Spend · MTD — what this month has cost so far.
Good to know

Where a priced figure isn't available yet, spend and per-call cost on this page are estimated from call duration at the standard pay-as-you-go per-minute rate — whatever your plan — so treat them as a guide. The authoritative numbers live in Usage.

Call volume and recent activity

The Call volume chart plots calls per day across the last 30 days — the quickest read on whether traffic is growing, spiky or seasonal. Next to it, Recent activity lists your latest calls as events — Completed call, Transferred, Missed call — each with who called, which agent answered, a relative time and a status badge. Both start empty and fill up as soon as your agents take their first calls.

Recent calls

The bottom of the page shows your latest calls with time, agent, caller, duration, an estimated cost and status. Click any row — or View all → — to open the full call log, where you can search, filter, and open any call in detail.

Standard and Focused layouts

A segmented toggle in the page header switches between two layouts:

  • Standard — the tiles, chart, activity feed and recent-calls table described above. The everyday view.
  • Focused — a dark spend hero for when money is the question: this month's spend, front and centre, with calls, hours of talk-time, balance and agent count alongside a mini chart, plus three mini-KPIs — Calls · MTD, Active agents and Avg. cost / call.

The toggle isn't remembered — the Overview opens in Standard next time you load the dashboard.

After time away

Come back after a month or more and a Welcome back card appears at the top of the Overview, listing up to three things that changed while you were gone, tagged NEW or IMPROVED. Show me what's new walks you through them on the screens where they live; Maybe later dismisses the card. Either way it clears, so it only ever shows once per return — and it stays out of the way if you're mid-way through the product tour.

Last updated 2026-07-30