Dashboard overview
Who this is for: Owners and Admins only. Members are redirected to AI training and do not see the dashboard.
Open the dashboard
After you choose a workspace, you land on Home / Dashboard with the greeting Welcome back, …
Action cards
Four shortcuts to the main areas:
| Card | Purpose |
|---|---|
| AI Training | Start a practice call (same flow as reps) |
| Conversation Review | Browse and score team sessions |
| Performance Overview | Team metrics and rep drill-down |
| Settings | Company profile, invites, avatars, features |
Badges on cards may show counts (for example scenarios ready, new conversations this week).
Recent sessions
The Recent sessions panel lists the latest AI training calls with trainee, title, date, score, and trend.
- Click a row to open that conversation’s detail report.
- Click View all → to open the full Conversation Review list.
Credits in the top bar
The pill next to your profile shows remaining credits for the company. Reps see this too; it is not manager-only.
If something goes wrong
- Empty recent sessions — Normal for a new company; reps need to complete at least one call.
- Members asking for dashboard access — They only need AI Training; see Roles and permissions.