Home
Your workspace at a glance — calls, caller satisfaction, what needs attention, recent calls, and a short setup checklist.
Home is the first screen you see when you open a workspace. It answers three questions in one glance: how are my agents doing, is anything wrong, and what should I do next?
Pick a period
Use the switch at the top right of the banner to change what the numbers cover:
| Option | Window |
|---|---|
| Today | The last 24 hours. |
| This week | The last 7 days. |
| This month | The last 30 days. |
Each headline number also shows how it moved against the period just before it, so a drop or a spike is easy to spot.
The four headline numbers
| Card | What it tells you |
|---|---|
| Calls today / this week / this month | How many calls your agents handled in the period you picked, compared with the period just before. |
| Calls this week | A fixed 7-day view, compared with the 7 days before. |
| Average call length | How long a typical call lasted, across the calls in the period. |
| Caller satisfaction | The share of rated calls where the caller sounded satisfied, judged from the conversation. It appears once enough calls have been rated. |
Needs your attention
Home only raises things that are real and fixable. Typical items:
- Agents without a phone number — they can only take web calls and test calls until you assign a number.
- A website import that failed — your agent is missing that knowledge. Open Knowledge to try again or dismiss it.
- Texting registration that has not been started, is waiting on review, or needs changes — see Messaging.
When there is nothing to fix, the list says so. If Home cannot load your call figures it shows an error instead of pretending you have no agents.
Finish setting up
A new workspace also shows a short checklist. Each step links to the right page and ticks itself off when you are done:
- Create your first agent.
- Get a phone number.
- Add knowledge for your agents.
- Make a test call — see Talk to Assistant.
- Connect a calendar for bookings.
- Register your numbers for texting (shown when texting is available to you).
Recent calls, caller sentiment and busiest agents
- Recent calls lists the latest calls with the agent, caller, length, a Risk badge and the time. Choose View all calls to open Calls.
- How callers felt splits scored calls into Positive, Neutral and Negative.
- Busiest agents ranks your agents by call count for the last 30 days.
Use Home as a morning check. For trends, call outcomes and busiest hours, open Analytics.