The Home account overview
Spend, capacity and the state of every channel on one screen. The thirty-second check that catches most problems before customers do.
Home is not a vanity dashboard. It answers four operational questions that otherwise require four separate investigations: can we still make calls, are we running out of anything, is every channel alive, and is outbound working?
Reading it takes about thirty seconds and it catches the failures that are otherwise invisible — a disconnected channel, a calling balance about to run out, a plan limit approaching. Make it somebody's Monday morning habit.
Steps
Read the calling balance first
This is real money — carrier minutes and AI voice — and it is the one number on this screen that can stop your phones working outright.
Unlike a plan allowance that resets monthly, a balance runs down. Know roughly what a normal week costs you so an unusual one is obvious.
Check seats used against the plan
"4 of 10 — 6 left on this plan." This is the number to look at before you promise somebody a login, and before you plan a hiring round.
Check live channels, and the disabled count
"4 of 5 · 1 disabled" is doing real work. A disabled channel is not an error and will never report itself — but it also is not receiving anything, and somebody disabled it for a reason that may no longer apply.
Read dial attempts with the connect rate
Volume and quality together. Volume alone tells you how busy you were; the connect rate beside it tells you whether the effort landed.
Then work down the page
Capacity against the plan, the channel estate, the lead funnel and bot-versus-agent load. Each answers a different question and each has its own tutorial.
Do it weekly, not when something feels wrong
The failures this screen catches are silent. A dead channel looks like a quiet week, which is why waiting for a symptom does not work.
Check it worked
Write down today's calling balance and the date. Check it in a week. That gives you your real burn rate, which is the number you need in order to notice when something changes.
The parts people get wrong
- The header carries a conversation count and connect rate, so you get the headline before you even scroll.
- Everything on this screen respects roles. What a person can see is governed by their role, not by the page.