Where everything is

A map of the dashboard — what lives where, so you never have to hunt.

Dashboard layout

The left sidebar is grouped into Build, Resources, Test & Monitor, and Account. Here's what each item is for:

Build

  • Agent Builder — create and configure a phone (voice) agent.
  • Workflow Call — build a structured, node-based call flow.
  • Website — build the chat agent for your site's embed widget.
  • Text — build an SMS / text agent.

Resources

  • Phone Numbers — buy and assign numbers to agents.
  • Knowledge — knowledge bases your agents answer from.
  • Clients — the white-label client portal (visible only when the Client portal feature is on).
  • Tools — custom tools/actions agents can call.
  • Integrations — connect Google/Microsoft/Apple Calendar, Stripe, Shopify, CRMs, and bring-your-own provider keys (BYOK).

Test & Monitor

  • Testing — run test cases against an agent.
  • Logs — every call and chat with transcripts and recordings.
  • Analytics — usage, cost, and provider breakdowns.

Account

  • Billing — token wallet, top-ups, auto top-up, usage breakdown, and the orchestration-fee rates. Enterprise contact is here too.
  • Profile & Security — your login, password, and account details.
  • Settings — business info, API keys, Features, and Privacy (below).

Features & Privacy (in Settings)

Open Settings to find two important sections:

  • Features — self-serve toggles for White-label branding, GDPR & compliance, and the Client portal. Anything turned off is hidden from your dashboard. Reload the page after toggling to update the nav.
  • Privacy & data — always available: call-recording retention, the data-protection measures that are always on, and a data export (download as PDF, TXT, or JSON) plus a tracked deletion request.
Tip · Everything is included — features are free to switch on; you only ever pay for usage.