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WorkspaceAll plans
Overview
The main control room for calls, bookings, revenue signals, setup status, and next actions.
What this page is for
Use this page first each day to see what needs attention.
How to set it up
- 1Create at least one agent.
- 2Connect or import a number.
- 3Add business hours and notification recipients.
- 4Review setup warnings before going live.
Demo workflow
Overview workflow demo
A workspace user opens Overview and needs to understand what action to take.
1
Open the page
Go to Overview from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.