Assigned agent
View the active business agent, service status, launch stage, and configured call direction.
Platform
The customer dashboard shows the assigned agent, connected phone number, call activity, usage, and recent outcomes without exposing provider secrets.
Dashboard
View the active business agent, service status, launch stage, and configured call direction.
See the connected number, forwarding path, or telecom setup attached to the customer account.
Review recent calls, outcomes, transfers, missed-call coverage, and follow-up needs.
Monitor minutes, call volume, and plan limits so the business can understand utilization.
Capture caller details, request summaries, routing outcomes, and next actions for the team.
Manage approved business information, users, onboarding status, and support requests.
Integrations
Integration scope depends on the customer workflow, provider access, compliance requirements, and testing plan.
CRM, lead intake, help desk, email, and ticketing workflows for summaries and follow-up.
Calendars, appointment platforms, property systems, practice management tools, and service platforms.
Approved internal applications, databases, and workflow endpoints that can safely receive structured call data.