Dashboard Overview
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Role
Organization: -
Tenant ID: -
Metrics
Recent Activity
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Contacts Directory
| Name | Phone | Company | Notes | Status | Actions |
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Tasks Management
| Priority | Task Title | Due Date & Time | Status | Assigned To | Actions |
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Appointments & Schedule
| Title | Contact | Location | Start Time | End Time | Status |
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Invoices & Billing
| Invoice # | Client / Contact | Issue Date | Due Date | Total Amount | Status | Actions |
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Embeddable Client Chat Support
Active Inquiries
Select a chat conversation
Select a chat room on the left to start responding.
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Support Tickets
| Subject | Contact | Status | Priority | Updated | Actions |
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Internal Team Sync
Channels
# general
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Thread Replies
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Calls & Softphone
Softphone Dialpad
Ready to place browser calls
Call History
| Phone | Contact | Status | Duration | Started At |
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Time Tracking
00:00:00
Time Entries
Notifications Center
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Agency Team Roster
| Name | Role |
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Settings
Theme Customization & Workspace Accent
Customize the overall application appearance and primary color scheme.
Custom Accent:
Email & Ticket Settings (BYO Provider)
Configure outbound email (Resend, SendGrid, or Postmark) so agents can reply to tickets by email. Inbound emails create tickets automatically via the webhook below.
Inbound Email → Tickets
After saving your API key, a unique secure webhook URL is generated. Point your email provider’s inbound webhook to it. Incoming emails create tickets only for your workspace.
Example providers: Resend Inbound, Postmark Inbound, or any service that POSTs JSON with from, subject, and text/html.
Invoice Letterhead & Branding
Configure your formal agency letterhead details displayed on all generated invoices.
User Profile & Photo
Update your display name and profile picture URL.
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Twilio Credentials
Configure your Twilio keys to enable voice dialing and outbound SMS notifications.