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First login & interface tour

After verifying your email and logging in, you'll land on the Dashboard. Here's a quick tour of the layout.

The sidebar​

The left sidebar is your navigation:

  • Dashboard — team-wide trends and metrics.
  • Calls — the list of analyzed calls.
  • Risks — the Risk Zone (hard fails and low scores).
  • Departments — team structure and per-department settings.
  • Users — who has access.
  • Company Settings — the QA Playbook and alerts.
  • CRM Integration — your CRM connection.
  • Billing — plans and balance.

The top bar​

  • Search — find calls, managers, and settings.
  • Your avatar — access profile and language/theme settings.

The dashboard​

Your dashboard starts empty until the first calls are analyzed. The KPI cards (calls analyzed, average score, hard fails, violations) will populate as calls come in.

First steps​

Since the system is empty at first, the most useful thing you can do now is:

  1. Connect your CRM — without it, no calls are pulled.
  2. Configure the playbook — so calls are scored against your rules.
  3. Add users — so your team can log in.
tip

Your dashboard will look empty until the first batch of calls is analyzed — that's expected. See How it works for the timeline.