Use This Section When
Use this section when your agents are already handling real work and your team needs to monitor operations, review outcomes, coordinate follow-up, and improve performance. This is where business users spend most of their time after launch.Who Uses Manage
This area is built for operations teams, support leads, campaign managers, QA owners, and anyone responsible for what happens after an agent goes live.Choose the Right Path
Operations lead
Start with Dashboard, Conversations, Notifications, and Tasks if you need daily visibility and follow-up workflows.
Campaign manager
Start with Campaigns and Contacts if you run outbound programs and care about list-level outcomes.
Quality or QA owner
Start with Quality Studio if your job is finding recurring failure patterns and improving them.
Agency operator or account manager
Start with the agency path if you support multiple client accounts and need a cleaner boundary between client access and internal access.
What Each Page Helps You Answer
| Page | Main business question |
|---|---|
| Dashboard | What is happening right now, and are key metrics moving in the right direction? |
| Conversations | What happened in a specific call or chat? |
| Notifications | What needs my attention right away? |
| Tasks | What follow-up work does my team need to do? |
| Campaigns | How is an outbound program performing? |
| Contacts | Who are we calling or speaking with, and what history do we have? |
| Quality Studio | What recurring problems should we fix? |
| Trust Center | Are our retention, data-request, and public trust settings in order? |
| Web Widgets | What experience do website visitors see? |
Explore Manage Pages
Dashboard
Monitor live performance and customize your analytics layout
Conversations
Review transcripts, call metadata, exports, and quality flags
Notifications
Review and act on alerts in the in-app notifications inbox
Tasks
Coordinate follow-up work in board, list, and calendar views
Campaigns
Run outbound campaigns and track contact-level outcomes
Contacts
Manage people, import CSVs, and review contact conversation history
Quality Studio
Track issues, analyze quality trends, and resolve problems
Trust Center
Manage retention, data requests, and public trust settings
Web Widgets
Configure, share, and deploy website widgets tied to your agents
Quick Start
Check Dashboard
Open Dashboard for a live snapshot of conversations and performance trends.
Review recent conversations
Go to Conversations to inspect transcripts, status, and follow-up needs.
Handle operational alerts
Use Notifications to clear unread items and jump to related resources.
Assign follow-up work
Use Tasks to create, assign, and schedule actions from production activity.
Close the quality loop
Use Quality Studio to turn flagged conversations into tracked issues.
Next Steps
Dashboard
Start with live activity and performance trends
Conversations
Review what actually happened in calls and chats
Quality Studio
Turn recurring problems into tracked fixes
Campaigns
Review outbound program performance