Understanding the Dashboard

Role-Based Views

Renchi AI has three user roles, each with a tailored dashboard experience:

Role	Access Level	Dashboard Focus
Owner	Full access	Business metrics, revenue, all agents
Admin	Management	Team performance, agent configuration
Member/CSR	Limited	Personal queue, assigned calls

The sidebar provides access to all Renchi AI features:

📊 Dashboard          Your role-based home view
🤖 Agents            Create and configure voice agents
💬 Conversations     Call history and recordings
📥 Inbox             Action items requiring follow-up
👥 Customers         Customer database
📈 Analytics         Detailed performance reports
⚙️ Settings          Account and organization settings

The sidebar collapses on mobile devices. Tap the menu icon to expand it.

Owner Dashboard

As an owner, you see the complete business picture.

Key Metrics Cards

Total Calls

All inbound calls today/this week/this month

Calls Handled

Successfully resolved by AI without transfer

Bookings

Jobs booked through voice agents

Transfer Rate

Percentage transferred to human agents

Call Outcome Breakdown

Visual breakdown of how calls concluded:

Outcome	Description	Icon
Booked	Customer scheduled an appointment	📅
Resolved	Issue handled, no appointment needed	✅
Transferred	Handed off to human agent	📞
Callback	Customer requested callback	🔔
Voicemail	Left a message	📩
Abandoned	Caller hung up	❌

Recent Activity Feed

Live feed showing:

New incoming calls
Completed bookings
Emergency escalations
Team member actions

Agent Performance Overview

Quick stats for each active agent:

Calls handled today
Average response time
Current status (active/disabled)

Admin Dashboard

Admins focus on team management and operational efficiency.

Team Performance Section

Metric	Description
Active Members	Team members currently online
Calls in Queue	Awaiting human follow-up
Avg Response Time	Time to first human response
Resolution Rate	% of items closed same day

Agent Management Panel

Quick access to:

Enable/disable agents
View agent configurations
Check ElevenLabs sync status

Pending Actions

Items requiring admin attention:

New team member approvals
Configuration change requests
Integration issues

Member (CSR) Dashboard

Customer Service Representatives see a focused view of their work.

My Queue

Action items assigned to you:

Priority: High
└── Callback request from John Smith (Boiler breakdown)
    📞 +44 7700 900000 | Requested: 2:30 PM today

Priority: Normal
├── Follow up: Quote approval (Emma Wilson)
└── Reschedule request (Robert Brown)

Quick Actions

Schedule Callback

Mark item as callback scheduled

Create Booking

Convert inquiry to appointment

Mark Resolved

Close item as completed

Transfer

Reassign to another team member

Today’s Summary

Calls handled
Bookings created
Items resolved
Average handling time

Common Dashboard Elements

Date Range Selector

Filter all metrics by time period:

Today
Yesterday
Last 7 days
Last 30 days
Custom range

Refresh Button

Click the refresh icon to fetch the latest data. The dashboard auto-refreshes every 60 seconds.

Export Options

Export data in multiple formats:

CSV - Spreadsheet compatible
PDF - Formatted report
JSON - Raw data for integrations

Understanding Metrics

Call Volume Trends

The line chart shows call patterns over time:

📈 Peak Hours Identified:
   └── 9-10 AM: High volume (post-opening rush)
   └── 1-2 PM: Moderate (lunch inquiries)
   └── 5-6 PM: High volume (end of day emergencies)

Use this to:

Staff appropriately during peak times
Configure transfer thresholds
Identify training opportunities

AI Resolution Rate

Percentage of calls handled entirely by AI without human intervention.

Rate	Assessment	Action
80%+	Excellent	Knowledge base is comprehensive
60-80%	Good	Consider adding more FAQ content
40-60%	Fair	Review common transfer reasons
Under 40%	Needs work	Audit agent configuration

Customer Satisfaction Indicators

Inferred from call outcomes:

Short call + Booking = Positive experience
Long call + Transfer = May need training improvement
Abandoned calls = Wait time or greeting issues

Navigating Between Views

Click any metric card to see detailed breakdowns:

Total Calls (Today: 47)
└── Click to view
    ├── List of all 47 calls
    ├── Filter by agent
    ├── Filter by outcome
    └── Export option

Quick Filters

Use the filter bar to narrow results:

By Agent
By Outcome
By Urgency
By Problem

Select specific agents to compare performance

Mobile Dashboard

The dashboard is fully responsive:

Metric cards stack vertically
Charts scroll horizontally
Tables have horizontal scroll
Sidebar becomes a slide-out menu

Install the web app to your home screen for quick access. Look for the “Add to Home Screen” option in your browser.

Keyboard Shortcuts

Shortcut	Action
`G` then `D`	Go to Dashboard
`G` then `A`	Go to Agents
`G` then `C`	Go to Conversations
`G` then `I`	Go to Inbox
`R`	Refresh current view
`/`	Focus search

​Role-Based Views

​Navigation Sidebar

​Owner Dashboard

​Key Metrics Cards

Total Calls

Calls Handled

Bookings

Transfer Rate

​Call Outcome Breakdown

​Recent Activity Feed

​Agent Performance Overview

​Admin Dashboard

​Team Performance Section

​Agent Management Panel

​Pending Actions

​Member (CSR) Dashboard

​My Queue

​Quick Actions

Schedule Callback

Create Booking

Mark Resolved

Transfer

​Today’s Summary

​Common Dashboard Elements

​Date Range Selector

​Refresh Button

​Export Options

​Understanding Metrics

​Call Volume Trends

​AI Resolution Rate

​Customer Satisfaction Indicators

​Navigating Between Views

​Drill-Down Navigation

​Quick Filters

​Mobile Dashboard

​Keyboard Shortcuts

​Next Steps

Managing Calls

Analytics Deep Dive

Role-Based Views

Navigation Sidebar

Owner Dashboard

Key Metrics Cards

Call Outcome Breakdown

Recent Activity Feed

Agent Performance Overview

Admin Dashboard

Team Performance Section

Agent Management Panel

Pending Actions

Member (CSR) Dashboard

My Queue

Quick Actions

Today’s Summary

Common Dashboard Elements

Date Range Selector

Refresh Button

Export Options

Understanding Metrics

Call Volume Trends

AI Resolution Rate

Customer Satisfaction Indicators

Navigating Between Views

Drill-Down Navigation

Quick Filters

Mobile Dashboard

Keyboard Shortcuts

Next Steps