Voice AI Dashboard

Summary

The Voice Dashboard gives garage owners a single-screen overview of how the Voice AI is performing. It shows call volume, resolution rates, outstanding promises, escalations, flagged calls, after-hours activity, and a promise queue summary. The page auto-refreshes so the data stays current throughout the day.

Prerequisites

• You must have the voice.escalations.view capability. Without it, the page redirects to the main dashboard.
• Your Voice AI must be configured and set to LIVE status in Voice Settings. If it is not live, the page shows a setup prompt with a link to /settings/voice.

Steps

Opening the Voice Dashboard

1. Select Voice from the main navigation, then select Dashboard. The page opens at /voice/dashboard.
2. The page header reads “Voice Dashboard” with the subtitle “Monitor your Voice AI performance”.

Understanding the empty states

1. If your Voice AI is not yet live, you see a card reading “Complete your setup to go live” with a link to Go to Voice Settings.
2. If your Voice AI is live but no calls have come in today, you see “No calls yet today” with the message “Your AI is ready and listening. Call metrics will appear here as calls come in.”

Reading the stat cards

1. Once calls start arriving, five stat cards appear across the top of the page in a grid. Each card shows a label, a large number, a delta indicator comparing to the previous period, and a sparkline showing the last seven data points.
2. The five stat cards are:
   • Calls Today - total calls handled today. Context text reads “vs. yesterday”.
   • Resolved % - percentage of completed calls resolved without escalation. Context text reads “of completed calls”.
   • Promises Due - number of outstanding promises requiring fulfilment. Clicking this card navigates to /voice/promises. Context text reads “View promises”.
   • Escalations - number of escalations raised today. Clicking this card navigates to /voice/escalations. Context text reads “View queue”.
   • Flagged - number of calls flagged for review today. Clicking this card navigates to /voice/calls?flagged=true. Context text reads “View flagged”.
3. Delta indicators use colour coding: green with an up arrow for increases, red with a down arrow for decreases, and neutral for no change.
4. If any individual stat card fails to load, it displays a dash instead of a number. Other cards continue to work independently.

Reviewing the Promise Queue summary

1. Below the stat cards, the left column shows a Promise Queue panel.
2. This panel displays four colour-coded boxes counting promises by status:
   • Pending - grey
   • Approaching - amber
   • Overdue - red
   • Fulfilled - green
3. A “View all promises” link in the top-right corner navigates to the full Promise Queue at /voice/promises.
4. If there are no promises, you see an empty state reading “No promises to track right now. When your AI makes commitments to callers, they’ll appear here.”

Reviewing the Activity Summary

1. The right column shows two sections stacked vertically.
2. The After-Hours Activity section shows three metrics for calls handled outside business hours: Calls, Resolved, and Bookings. The time period covered is shown above the metrics (for example “18:00 - 08:00”).
3. The Flagged Calls section shows how many calls have been flagged today. If any exist, you see the count and a “View calls” link to /voice/calls?flagged=true.

Auto-refresh behaviour

1. The dashboard polls for updated data automatically. You do not need to refresh the page manually. Data updates appear without a full page reload.

Expected Outcome

You can see at a glance how your Voice AI is performing today - how many calls it handled, what percentage it resolved, whether promises are being kept on time, and whether any calls need your attention. Clickable stat cards let you drill into specific areas quickly.

Troubleshooting

Problem	Cause	Fix
Dashboard redirects to /dashboard	Your role lacks the voice.escalations.view capability	Ask your admin to assign the required capability to your role
”Complete your setup to go live” message appears	Voice AI has not been activated	Go to Settings > Voice and complete the go-live process
A stat card shows a dash instead of a number	Temporary data fetch error for that widget	Wait for the next auto-refresh cycle. Other cards are not affected
Dashboard shows “No calls yet today” despite calls happening	Calls may have occurred before midnight or a data delay	Check the Call Logs page at /voice/calls for the full list

Permissions

Capability	Required for
voice.escalations.view	Viewing the Voice Dashboard