Get to know the Inbound dashboard

Purpose: Understand what you’re seeing and how calls are organized.

Where: Top navigation → Inbound.

What you see

• Toolbar (top‑right):

  • Search box

  • Filter (blue circle with sliders)

  • Collapse Call Logs / Refresh Call Logs

  • Items per page picker

• Tabs/shortcuts (top‑left): ALL, All‑ES, Appointments, Refill, Veronica (preset filters).

• Call table columns:

  • Phone No. — the caller’s number; rows are grouped by phone number so related calls stay together.

  • Copilot — which AI/line handled the call (e.g., DEMO Line Integrated).

  • Primary Reason — AI‑detected intent (e.g., Request – Need Appointment, Need Refill).

  • Interaction Time — when the call happened.

  • Duration (MM:SS) — call length.

  • Assigned To — owner(s) (if any). If an owner’s name appears in green, it indicates that that owner is actively working on the item.

  • Status — Open or In‑progress.

• Type & language icons (far‑left): phone or message icon + language badge (e.g., EN).

• Floating actions (bottom‑right): blue phone (dialer) and blue chat (HIPAA‑compliant messaging).

Tips

• Rows within the same phone number block are related; work them as a thread.

• Use Refresh Call Logs to load recent activity without leaving the page.