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.