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Overview

The Dashboard is your SmartAlex command center. It provides a quick overview of your account status, key metrics, and guides you through setup.

Setup Checklist

New accounts see a setup checklist guiding you through the essential first steps:
1

Create Your First Agent

Build your AI voice agent with custom personality and knowledge.Status indicators:
  • Gray circle: Not started
  • Green check: Completed
2

Get a Phone Number

Provision a phone number for your agent to receive calls.
3

Test Your Agent

Use Quick Test to verify your agent works as expected.
4

Assign Number to Agent

Connect your phone number to your agent to go live.
Once all steps are complete, the checklist is replaced with your analytics dashboard.

Key Metrics

After setup, your dashboard displays:

Call Summary

MetricDescription
Total CallsAll calls in the selected period
Inbound CallsCalls received on your numbers
Outbound CallsCampaign calls made
Web CallsCalls from website widgets

Performance Metrics

MetricDescription
Average DurationMean call length
Connect RatePercentage of answered calls
Sentiment ScorePositive vs. negative call ratio

Cost Overview

MetricDescription
Current UsageMinutes used this billing period
Estimated CostProjected monthly cost
Wallet BalancePrepaid credit remaining

Time Period Selection

View metrics for different time periods:
  • Today - Current day
  • Yesterday - Previous day
  • Last 7 days - Weekly view
  • Last 30 days - Monthly view
  • Custom range - Select specific dates

Quick Actions

The dashboard provides shortcuts to common tasks:
ActionDescription
Create AgentStart the agent creation wizard
Get NumberProvision a new phone number
Start CampaignCreate a new outbound campaign
View CallsJump to call logs

Recent Activity

See your most recent calls at a glance:
  • Caller/recipient name or number
  • Call direction (inbound/outbound/web)
  • Duration and outcome
  • Sentiment indicator
  • Click to view full details

Notifications

System notifications appear on the dashboard:
  • Campaign completions
  • Usage alerts
  • Billing reminders
  • New feature announcements