⚠️ Please note: This version of the Dashboard is currently in the early access phase. As we gather feedback, features and sections may be updated or changed.
To experience the new Dashboard, click on Try out our new Dashboard from the banner on the main Dashboard screen for access. 🔑
Initially, you will be able to switch back and forth between the old and new versions of the Dashboard at any point. We’ll be permanently moving all accounts to the new version of the Dashboard early next year, so you’ll have plenty of time to get comfortable with it first.
Our new and improved Dashboard is designed to improve the Admin user experience, improve performance, and align more with the agent Phone application. In this article, we will explore the new and updated features.
Once you have logged into the Dashboard, you will now land on the Numbers page by default, replacing the Home page. From here, you will find several changes.
The navigation in the sidebar has been reorganized so that Admins can reach important sections with fewer clicks, and navigate the dashboard more efficiently.
You will find a new tab in the Numbers section labeled Inactive Numbers. All numbers that need to be validated or are invalid will be listed here, separating them from Active numbers.
In the Numbers list you will find:
SMS-enabled numbers will be indicated by an SMS badge.
Business hour status is now visible, in addition to how many users are connected to the number.
Now, you can conveniently access the Users section directly from the navigation sidebar. Previously, Users were found under the Teams section.
In the Users list you will find:
Availability status has replaced extension numbers.
The Teams section has a slightly different layout, with the Create Team button located in the upper right-hand corner.
We've also added a full emoji keyboard for Team emojis.
Call & Stats -
This section has been rearranged. Analytics is now a first-level item in the sidebar with the new title “Stats”, along with Call Settings and Activity Feed.
Stats (formerly Analytics) -
Analytics is now structured in 4 subsections, organized as tabs within the Stats page.
Overview (replaces the page displayed when clicking Calls & Stats in the old dashboard)
My Company (formerly Account) -
Account has been renamed as My Company and moved to the bottom of the navigation sidebar.
In the Plan tab, we’ve improved the information available about your current plan and included a complete overview of all subscription plans.
In the Billing tab, we've now added the payment status for invoices.
Integrations & API -
Formerly found within Account, API keys are now available in the
Integrations & API section.
The top bar now hosts your Personal profile, Help, and Feedback section. It is visible throughout the dashboard and never changes.
Personal profile -
This section hosts the Edit profile option (previously accessible only by clicking on your user in the Users list) and the Log out action. Now you can edit your personal information or conveniently log out, all in one place.
This section replaces the ? icon in the old dashboard, without any further changes.
Have feedback for us? Select this button to submit feedback and suggestions!
Upgrading your Plan -
When a feature is not available for the current Plan you are subscribed to, you'll see the feature in a disabled state with the option to upgrade.
Pages and Subsections -
Subsections of a page are now organized in tabs, replacing the previous expansion of the sidebar (e.g. Calls & Stats), additional side menu (e.g. User details page), and sliding window on the right side of the screen (e.g. Business Hours settings for Numbers).
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!