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Use shortcut dashboards (preset filters)

Purpose: Jump to common call categories with one click.

  1. On the Inbound page, click a shortcut: Like All, All‑ES, Appointments, Refill, or Orders.

  2. The table updates to show only matching calls. For example, Appointments shows calls with “appointment” intents.

  3. Use Items per page to adjust how many calls you see at once.

These shortcuts are just filters saved by the user only for quick access. You can also make your own (see Create Your Own Persistent Dashboard Favorites).