Overview
The main control room for calls, bookings, revenue signals, setup status, and next actions.
Dashboard guide
Understand every VoxsAgents dashboard feature.
Each guide explains what the page does, how to set it up, when staff should use it, and which related pages matter.
Workspace
All plans
Agents
Create and manage AI receptionists, prompts, voice settings, behavior, and connected numbers.
Calls
View inbound/outbound call history, summaries, recordings, transcripts, duration, status, and outcomes.
Knowledge Base
Stores business facts the AI should answer from: services, hours, policies, pricing notes, and FAQs.
Activity Feed
Recent timeline of calls, appointments, tasks, and automation events across the workspace.
Notifications
Inbox for call alerts, bookings, admin updates, failed automations, and system notices.
Billing
Plan, subscription, included minutes, usage, and overage management.
Organization & Members
Manage workspace name, members, roles, and organization-level settings.
Settings
Workspace-level preferences that affect the dashboard and connected features.
Booking
Calendar
Shows appointments captured by the AI agent, public booking link, manual booking, and test flows.
Business Hours
Controls when appointments and outbound automations should be considered valid.
Booking Link
Public link customers can use to request an appointment or callback without logging in.
Booking Control
Controls whether bookings are auto-created or require staff approval.
Reschedule Inbox
Captures customer reschedule requests for staff review.
Manual Booking
Lets staff create appointments directly from dashboard.
Booking Sources
Shows where appointments came from: call, public link, widget, test lab, manual, or campaign.
Business Rules
One hub for operational rules: hours, services, booking control, tags, contact rules, and reminders.
Service Catalog
Defines services, duration, value, and active status for booking and analytics.
Service Packages
Groups multiple services into package offers with duration and value.
Deposit Flags
Flags appointments that may need a deposit or staff payment follow-up.
Waitlist
Captures customers when requested slot is unavailable and helps staff follow up when time opens.
Availability Test
Tests booking logic like tomorrow 4 PM, Saturday morning, same-day booking, and closed hours.
No-show Risk
Highlights appointments more likely to no-show based on confirmation, history, and reminder signals.
Setup
Templates
Prebuilt prompt and workflow templates for common industries like dental, salon, home service, restaurant, clinic, and law firm.
Setup Wizard
Guided setup flow for agent, number, hours, knowledge, notifications, and testing.
Setup Nudges
Short reminders for missing setup items that can block real business use.
Agent Readiness
Shows whether each agent is ready based on prompt, business hours, number, knowledge, tests, and handoff rules.
Script Preview
Preview how the agent should answer common customer situations before live calls.
Health Check
Workspace-level readiness checks for number, agent, hours, notifications, knowledge, tests, SMS, and outbound consent.
Analytics
Revenue
Shows usage, estimated booked value, recovered value, and revenue-related operating signals.
Analytics
General performance reporting for calls, usage, bookings, and operating trends.
Lead Value
Estimates potential value from calls/leads based on service, urgency, and booking status.
Service Revenue
Shows which services generate appointments, leads, and estimated value.
Conversion Funnel
Shows the path from calls to leads, follow-ups, appointments, confirmations, completions, and reviews.
Call Reasons
Breaks down top customer reasons like appointment, pricing, emergency, service question, cancellation, wrong number.
Support
Feature Docs
A searchable guide explaining every dashboard sidebar feature, setup steps, plan level, and related pages.
Contact
Send support or admin requests from inside the dashboard.
Customers & follow-up
Customers
Customer timeline with calls, appointments, leads, notifications, handoff tasks, and internal notes.
Customer 360
Drawer-style customer profile with full activity, appointment count, call count, and value signals.
Customer Merge
Detects duplicate customers created by phone formatting, repeated calls, leads, and appointments.
Customer Score
Scores customer reliability using calls, appointments, no-shows, and message history.
Action Center
Unified inbox for missed calls, failed automations, delivery issues, reschedule requests, and staff tasks.
Follow-up Workflow
One-click queue for callbacks, lead review, and open staff follow-ups.
Handoff Inbox
Inbox for calls the AI could not fully solve: urgent, angry, pricing confusion, booking failed, or transfer failed.
Pipeline
CRM-style stages for leads and calls: new lead, needs follow-up, booked, missed, lost, completed.
Saved Views
Reusable filters like urgent unresolved, booking failed, high-value missed calls, or low-quality calls.
Lead Priority
Ranks leads by urgency, value, returning customer status, and low intent.
Next Best Action
Rule-based recommendations for what the owner or staff should fix next.
Recovery
Missed Revenue
Shows missed calls, callbacks, booked appointments, estimated lost revenue, and recovered revenue.
Missed Call Replay
Replay missed/failed calls into action: call back, create task, mark spam, or add to campaign.
Recovery Goal
Sets monthly missed-call recovery targets for calls, appointments, and revenue.
Notifications
Daily Digest
Owner email summary of calls, missed calls, bookings, failed automations, urgent handoffs, and recovered revenue.
Delivery Log
Shows email/SMS/customer/owner notification delivery status and failure reasons.
Reminders
Reminder Settings
Controls 24h/2h/30m reminders and customer vs owner reminder behavior.
Reminder Reliability
Explains why reminders were sent, skipped, failed, or still pending.
Automation
Automation History
Shows callback, reminder, campaign, and notification automation job timeline.
Automation Timeline
Health timeline combining outbound jobs and notification delivery events.
Automation Dry Run
Preview which reminders, callbacks, or campaigns would run before they actually run.
Incident Center
Summarizes production issues like cron failure, email failure, provider failure, database error, or indexing issue.
Failed Automation
Inbox for failed callback, reminder, campaign, review request, or sync jobs.
VIP / Blocklist
Rules for VIP customers, blocked/spam callers, and repeat no-show contacts.
Call Tag Rules
Keyword-based rules that add tags like emergency, pricing, booking, spam, or human requested.
Closures
Configures holiday or closure messages so callers hear accurate availability.
Automations
Controls instant callback, appointment reminder calls, SMS settings, and outbound authorization.
Website Widget
Lead capture widget for website visitors to request a callback or save lead details.
Compliance
Consent Center
Manages consent, opt-out, preferred contact method, and outreach permission.
Compliance Guard
Checks quiet hours, duplicate contact, opt-out, launch/free number limits, and consent before outbound automation.
Scale
Reactivation
Outbound campaigns for opted-in past customers to bring them back for appointments.
Smart Routing
Rules for routing emergency, booking, pricing, VIP, after-hours, and location-specific callers.
Locations
Manage branches, location codes, assigned numbers, agents, and reporting boundaries.
Team
Team Follow-up
Tracks open tasks, overdue follow-ups, average age, urgent unresolved work, and task details.
Staff Performance
Shows assigned tasks, resolved tasks, overdue tasks, and average response time by staff.
Staff Mobile View
Mobile-friendly daily screen for tasks, upcoming appointments, and missed calls.
Quality
AI Compliance Checker
Checks transcripts for diagnosis, exact price promises, card collection, and missing emergency escalation.
Agent Test Lab
Runs scripted scenarios against an agent before live customers reach it.
Call Quality
Scores calls for greeting, clarity, outcome, compliance, and follow-up.
Agent Performance
Agent-level analytics: booking rate, missed recovery, duration, sentiment, failed tools, quality score, and common questions.
Agent Versions
Saves prompt/voice/settings history so changes can be audited and rolled back.
Growth
Reviews
Review request workflow and review-related business follow-up.
Review Booster
Queues manual or automatic review requests to happy or completed customers.