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AurionAI

Find your way around the dashboard

3 min readBy Emmanuel Yazbeck

The dashboard has three areas: the sidebar on the left, the top bar, and the page in the middle. What you see in each area depends on your organization's product profile and on your role.

Prerequisites

You are signed in. Read Sign in.

The sidebar

The sidebar groups the pages in sections:

  • Core:
    • Dashboard and Analytics: all profiles.
    • Inbox and Tasks: Helpdesk and AI Voice + Helpdesk.
    • Voice Conversations: AI Voice and AI Voice + Helpdesk.
  • Customers: Contacts and Companies, with Helpdesk and AI Voice + Helpdesk.
  • Tools:
    • KB Creator: all profiles. It is hidden for the Read-only role, when the tool that your organization connected cannot receive new knowledge base articles, and when an administrator turned this option off.
    • Knowledge Base: Helpdesk and AI Voice + Helpdesk. You need permission to view the knowledge base.
  • Admin: Configuration, for administrators only.

A section appears only when it has at least one page for you. For example, with the AI Voice profile, the Customers section does not appear. Read Product profiles and Roles and what they can do.

On a large screen, to make the sidebar narrow, select Collapse sidebar at the bottom of the sidebar. The sidebar then shows only icons. On a small screen, the sidebar is hidden. Select Open menu in the top bar to open it.

The sidebar of an organization that has both the voice agent and the help desk

The sidebar of an organization that has only the voice agent

The top bar

From left to right, the top bar can show:

  • A link to What's New, with the latest changes to AurionAI. Read What's new and service status.
  • Notifications: the bell shows new notifications. Some notification types appear only for the Helpdesk and AI Voice + Helpdesk profiles.
  • My Status: your availability as an agent. It appears only for the Helpdesk and AI Voice + Helpdesk profiles.
  • The language list. Read Change the language.
  • Your name or picture. Select it to open the user menu. The menu shows your email address and your role. It has Profile & Settings and Sign Out. Administrators also see Tenant Settings, Legal and Billing.

The top bar with the bell, the language list and the user menu

The home page

Select Dashboard in the sidebar to open the home page. It gives a summary of the activity of your organization:

  1. At the top, choose the period: Today, Last 7 days or Last 30 days.
  2. Read the key figures, for example AI Resolution Rate. The figures depend on your profile.
  3. Read Recent Activity for the latest events.
  4. Use Quick Actions to go to a page directly.

With the Helpdesk and AI Voice + Helpdesk profiles, the home page also shows Performance and Channel Health.

Result

You know where to find the pages, your notifications, your settings and the summary of your organization.

If something goes wrong

  • A page from this article is missing. Your product profile, your role or your plan can hide it. Ask your administrator.
  • The sidebar shows only icons. It is collapsed. Select Expand sidebar.
  • You see the onboarding wizard instead of the dashboard. Your organization has not finished its setup. Read Set up your organization.

Still stuck? Submit a request or .