Atlas
  1. Documentation
Atlas
  • Documentation
    • Dashboard
    • Campaigns
    • Account
    • Knowledge
    • Global Actions
    • Contacts
    • Call Records
    • Agents
    • Campaign Actions and integrations
    • Integrations
      • Integrations
      • Zapier
      • Make
      • Keragon
      • Go High Level
  • API Reference
    • API documentation
    • Authentication
      • Authentication
      • Authorization
      • Token
      • User Info
    • Triggers
      • Subscribe
      • Unsubscribe
      • Campaigns
      • PerformList operation
    • Actions
      • Start a Call
  1. Documentation

Dashboard

Overview#

The Dashboard Page provides an overview of various metrics and campaigns. It includes tabs for different sections, summary cards for campaigns, and a modal dialog for purchase confirmations.

Accessing the Dashboard#

Login: Ensure you are logged in to access the dashboard.
Navigation: Navigate to the dashboard page from the main menu.

Viewing Campaigns#

Deployment Tab: Click on the "Deployment" tab to view campaign details.
Top Campaigns: The top campaigns are displayed in summary cards.
Campaign Name: The name of the campaign.
Campaign Type: Indicates if the campaign is a Widget, Inbound, or Outbound.
Metrics: Displays the number of calls and connection rate.
Detailed View: Click on the campaign link to view detailed information about the campaign.

Viewing Metrics#

Deployment Tab: Click on the "Deployment" tab to view various metrics.
Metrics Displayed:
Calls Made/Received: Number of outbound and inbound calls.
Voice Bubble Interactions: Number of interactions via the voice bubble.
Connection Rate: Percentage of successful connections.
Total Talk Time: Total duration of calls.
Bookings Made: Number of bookings made.
Transfers Made: Number of transfers made.

Managing Elements#

Your Elements Section: Scroll to the "Your Elements" section.
Elements Displayed:
Agents: Click to manage agents.
Contacts: Click to manage contacts.
Knowledge Files: Click to manage knowledge files.
Global Actions: Click to manage global actions.
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Campaigns
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