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 |
Navigation Sidebar
The sidebar provides access to all Renchi AI features: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: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:- 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
Drill-Down Navigation
Click any metric card to see detailed breakdowns: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
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 |