Dashboard overview

Overview is the page you land on. It answers one question: is anything wrong right now, and what happened today. The cards refresh on their own, so a call that lands while you are looking at it appears without a reload.

The home page#

Account status#

A bar across the top answering one question: can customers actually reach you. It is always there, and it shows the healthy states as well as the broken ones, because "where do I change this?" gets asked as often as "what is wrong?".

• Number: the line answering your calls, or a warning that it is still provisioning or has been released
• Caller ID: which number people see when you call them, and whether the verification call has finished
• Name: the business name carriers display, on numbers in a country that has a registry for it
• Texting: whether your messaging registration is approved

A dot marks each one: green for healthy, amber for in progress, red for needs attention, grey for not set up rather than broken. Every chip links to the screen that changes it.

Upcoming appointments#

Bookings for the next seven days: customer, service, date and time, assigned staff member and status. Open one to see the whole record, including the intake answers the AI collected. See Appointments.

Phone numbers#

Each number you hold, its friendly name, the location it belongs to and whether it is active.

If calls are not reaching Asisto yet, How to route calls on this card walks through forwarding your existing line.

Calendar#

Which calendar accounts are connected, and whether they are syncing. Connect or disconnect from here.

This is worth checking when availability looks wrong. The AI only knows about a staff member's other commitments if that person has connected their own calendar, so an unconnected calendar is the usual reason somebody gets double-booked.

Recent calls#

The latest calls: number, direction, status, time and duration, plus the location and line each came in on. Missed calls are marked so they stand out. Open any row for the transcript, the recording and the summary.

Calls that are still running do not live here. They sit at the top of the Calls page, where you can take one over from the AI.

Today's performance#

Six numbers for today, with a bar chart of call volume by hour underneath:

• Total Calls
• Answered, which also shows your answer rate when there were missed calls
• Missed
• Voicemail
• Appointments
• Avg Duration

The chart is the useful part over time. It shows the hours your phone is busiest, which is what tells you whether your opening hours match when people actually call.

Getting around#

Sidebar#

• Home: this page
• Calls: live calls, full history and analytics. A green badge shows how many calls are running right now
• Call routing: phone menus and department rules
• Messages: SMS and MMS threads
• Contacts: your customer records
• Dialer: outbound calls from the browser
• Outreach: automatic callbacks and follow-up sequences
• Settings: everything about your account and organization
• Reconfigure business: reopens the setup wizard. Admins only.

Favorites#

Star a contact and it pins to the sidebar. Drag to reorder. Clicking one opens their record, where Call dials them.

Search#

Cmd+K on a Mac, Ctrl+K on Windows. It jumps to any page in the dashboard.

Feedback#

The feedback control sends a note straight to us, and it is the fastest way to report something broken.

Appearance#

Light, dark or matched to your device. Change it from your name at the bottom of the sidebar, or in Settings → Account → Profile → Preferences. The choice is yours alone and does not affect your teammates.

On a phone#

The dashboard works on a phone and a tablet. The sidebar collapses, tables scroll, and the dialer works from a mobile browser, which is what makes returning a missed call from the car practical.