Dashboard Overview
A tour of the EWT Voice Agent dashboard: home screen, Quick Actions, Getting Started checklist, sidebar navigation, and what's coming soon.
1. Home Screen
When you log in, the dashboard home screen gives you an at-a-glance view of your account. It shows recent activity, the Quick Actions bar for one-tap access to common tasks, and (for new accounts) a Getting Started checklist to guide your initial setup.
The home screen is designed to get you to your most common actions in one click -- without digging through the sidebar.
2. Quick Actions Bar
The Quick Actions bar sits near the top of the home screen. It provides one-tap shortcuts to the most frequent dashboard tasks:
| Action | What It Does |
|---|---|
| Make a Call | Opens the outbound call dialer. Choose an agent and dial a number directly from the dashboard. |
| New Agent | Opens the agent creation form. Takes you directly to the Build → Agents page with a new agent pre-loaded. |
| + New Receptionist | Opens the receptionist creation wizard. Choose a template (including the new Message Taker template), configure a greeting, and assign a phone number. |
| New Campaign | Starts the campaign creation wizard in the Outreach section. |
| Contacts | Opens your contact list where you can view, add, or import contacts for campaigns. |
| Call History | Goes directly to the Activity → Call Logs page showing all recent calls. |
| Enable Notifications | Triggers the push notification permission prompt. Only shown if you have installed the PWA and have not yet granted notification permission. |
3. Getting Started Checklist
New accounts see a Getting Started checklist on the home screen. It walks you through the six steps needed to go from a blank account to a live, working AI agent. Each step auto-detects completion so the checklist updates as you make progress.
Link your OpenRouter API key (LLM), ElevenLabs API key (voice), and Twilio account (phone calls). Go to Settings → Integrations.
Build your first AI agent with a system prompt, model, and voice. Use the Quick Action or go to Build → Agents → New Agent.
Provision a Twilio number and assign it to your agent. Go to Build → Phone Numbers.
Call the assigned number or use the in-dashboard dialer to verify the agent responds correctly.
Give your agent access to documents, FAQs, or product information by uploading a knowledge base. Go to Build → Knowledge Bases.
Use your agent to make outbound calls at scale. Upload a contact list and configure your campaign in Outreach → Campaigns.
Once all six steps are complete, the checklist collapses and is replaced by your normal home screen activity view. You can re-open it any time from the Settings menu if you need to revisit a step.
4. Sidebar Navigation
The sidebar has been reorganized into four labeled sections. Every link has a tooltip that appears on hover (useful when the sidebar is collapsed on smaller screens).
| Section | Links |
|---|---|
| Activity | Home, Call Logs |
| Build | Agents, Receptionist, Knowledge Bases, Phone Numbers |
| Outreach | Campaigns, Contacts, SMS |
| Admin | Settings |
Each sidebar link has a tooltip that shows its label when you hover over it. On narrow screens where the sidebar collapses to icons only, tooltips are the primary way to identify each link.
5. Recent UI Improvements
Several interface improvements were shipped to make the dashboard faster and more usable on both desktop and mobile.
Mobile-friendly message inbox
The message inbox (inside each receptionist's Messages sub-tab) now uses a card-based layout on small screens. On mobile, messages appear as stacked cards with the caller name, time, and summary clearly visible without horizontal scrolling. On wider screens, the traditional table layout is preserved.
Settings page table of contents
The global Settings page now has a table of contents with jump links at the top. Each settings card (Integrations, VoIP Softphone, Notifications, etc.) is listed, and clicking a link scrolls directly to that card. This is especially useful on the Settings page, which has grown to include many configuration sections.
Compact call filters
Call filters on the Call Logs page have been reorganized into a compact grid layout instead of the previous stacked vertical layout. Filters for date range, agent, direction, and status now sit side by side in a row, reducing the vertical space they occupy and keeping more call log entries visible above the fold.
6. SMS (Coming Soon)
The SMS tab (under Outreach in the sidebar) currently shows a Coming Soon banner. SMS messaging is in development and will allow you to send and receive text messages through the same platform -- using your AI agents to handle two-way SMS conversations, follow-ups after calls, and standalone text campaigns.