> ## Documentation Index
> Fetch the complete documentation index at: https://docs.renchi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding the Dashboard

> Navigate Renchi AI and understand your call metrics at a glance

## 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:

```
📊 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
```

<Info>
  The sidebar collapses on mobile devices. Tap the menu icon to expand it.
</Info>

## Owner Dashboard

As an owner, you see the complete business picture.

### Key Metrics Cards

<CardGroup cols={4}>
  <Card title="Total Calls" icon="phone">
    All inbound calls today/this week/this month
  </Card>

  <Card title="Calls Handled" icon="check">
    Successfully resolved by AI without transfer
  </Card>

  <Card title="Bookings" icon="calendar">
    Jobs booked through voice agents
  </Card>

  <Card title="Transfer Rate" icon="arrow-right">
    Percentage transferred to human agents
  </Card>
</CardGroup>

### 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

<CardGroup cols={2}>
  <Card title="Schedule Callback" icon="phone-arrow-up-right">
    Mark item as callback scheduled
  </Card>

  <Card title="Create Booking" icon="calendar-plus">
    Convert inquiry to appointment
  </Card>

  <Card title="Mark Resolved" icon="circle-check">
    Close item as completed
  </Card>

  <Card title="Transfer" icon="arrow-right-arrow-left">
    Reassign to another team member
  </Card>
</CardGroup>

### 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

### Drill-Down Navigation

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:

<Tabs>
  <Tab title="By Agent">
    Select specific agents to compare performance
  </Tab>

  <Tab title="By Outcome">
    View only bookings, transfers, or specific outcomes
  </Tab>

  <Tab title="By Urgency">
    Filter emergency vs normal calls
  </Tab>

  <Tab title="By Problem">
    View calls by issue category (boiler, drain, etc.)
  </Tab>
</Tabs>

## Mobile Dashboard

The dashboard is fully responsive:

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

<Tip>
  Install the web app to your home screen for quick access. Look for the "Add to Home Screen" option in your browser.
</Tip>

## 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         |

## Next Steps

<CardGroup cols={2}>
  <Card title="Managing Calls" icon="phone" href="/getting-started/managing-calls-and-customers">
    Learn to handle calls and customer data
  </Card>

  <Card title="Analytics Deep Dive" icon="chart-mixed" href="/components/analyticsclient">
    Explore advanced reporting features
  </Card>
</CardGroup>