Below is a quick tour of what your clients can see in their dashboard:

Core Client Features

• Analytics – Provides insights into the performance of the agent.

• Conversations – View, search, and filter conversations between agent and user.

• Knowledge Base – Allows clients to view and manage their knowledge base data sources. (n8n excluded)

• Agent Settings – Allow clients to configure their agents themselves.

• Topics – Tag and organize conversations smarter.

• Custom Menus – Build tailored navigation and pages you want your clients to see.

• Custom Metrics – Define and visualize any data using flexible chart types and filters.

OpenAI Agents

• Edit Assistant – Edit the OpenAI assistant settings and configurations.

• Chat Interface – Interact with the OpenAI Assistant and view the chat history.

Retell & VAPI Agents

• Leads – Import, segment, and qualify contacts for outbound calls

• Campaigns – Schedule call blasts, set pacing controls, and monitor delivery

• Phone Numbers – Provision and manage dedicated caller IDs in seconds