Dashboard tour
Find your way around the console - the sidebar, the Home page and where everything lives.
The console is where you run everything: build agents, launch campaigns and nudges, answer chats and WhatsApp messages, and see what came back. This page walks through the frame of the screen, the Home page, and every item in the left sidebar, with a link to the page that covers it in detail.
New here? You can click around freely. Nothing dials anyone or charges your wallet until you deliberately start a call, a nudge or a campaign.
The shape of the screen
Every page has the same frame:
- The left sidebar - your main menu. It stays put as you move around.
- The main area - the page you’re on.
- The bottom of the sidebar - your wallet balance and a row of icons for your profile, settings, help, theme and log out.
At the top of the sidebar, the oyehello logo always takes you back to Home. Under it is the workspace switcher: if your email belongs to more than one workspace, this is how you move between them without logging out. See Sign up & workspace.
Home
Home is the first page you see after signing in. It’s a calm launcher rather than a wall of numbers:
- A greeting with a short status line - how many agents are published and how many campaigns are running.
- Quick actions - four cards: Build an agent, Launch a campaign, Get a number and Common questions. You only see the cards your role is allowed to use.
- Start from a template - a few ready-made agents (for example an appointment reminder, COD order confirmation, delivery follow-up and first-round screening). Click one, or All templates, to open the template gallery and create an agent from it. See Create an agent.
- Hear one before you build one - if you already have a published agent, Call me now places a real test call to your phone with it, in the language you pick. If you don’t have one yet, the button reads Build one to try and takes you to the templates.
The numbers live in Analytics, not on Home. See Analytics.
The sidebar
Below Home, the menu is split into sections. Each section folds open and closed - click its title. A section opens on its own when you land on one of its pages (from a link, an email or the back button).
You only see what your role can open, and some items appear only when that feature is turned on for your workspace (for example Chat, WhatsApp, or Contacts and Follow-ups). That’s normal - see Workspace & team.
Create
| Item | Go here to… |
|---|---|
| Agents | Create and manage your agents. Each agent works on one channel (Call, Chat or WhatsApp), chosen when you create it. See Create an agent and Prompt & flow builder. |
| Compliance | Manage the compliance packs your call agents follow - calling hours, do-not-call checks, frequency caps. See Compliance packs. |
| Knowledge | Upload the documents your agents answer from. See Knowledge base. |
| Tools | Set up the actions agents can take during a conversation, such as transferring to a person or calling your own API. See Tools & actions. |
Telephony
| Item | Go here to… |
|---|---|
| Campaigns | Point an outbound agent at a contact list and watch the run live. The Data streams button at the top of this page is where live lead feeds live. See Campaigns and Data streams. |
| Nudges | Place one AI call to one number, now or at a set time, and follow it to a single result. See Nudges. |
| Inbounds | Every call your inbound agents answer, sorted by outcome - pick an agent to see its board. See Inbound calls. |
| Numbers | Buy and manage your phone numbers and choose which agent answers each one. See Phone numbers. |
| Analytics | Every call, with transcripts and recordings, plus dashboards for outcomes, call patterns, numbers, daily stats and compliance. See Analytics and Calls & transcripts. |
| Item | Go here to… |
|---|---|
| Inbox | Read and answer WhatsApp conversations, and take over from the agent. See Inbox and handoff. |
| Campaigns | Send an approved template to a contact list. See Campaigns and follow-ups. |
| Templates | Create and track your WhatsApp message templates. See Templates. |
| Messages | Every WhatsApp message sent or received, with its status. See Inbox and handoff. |
| Analytics | How your WhatsApp agents and templates perform. See Analytics, evals and billing. |
| Settings | Connect your WhatsApp Business Account, manage numbers and opt-out keywords. See Overview and connecting. |
Chat
| Item | Go here to… |
|---|---|
| Chat Inbox | Conversations from your website chat widget, including ones waiting for a person. See Chat widget. |
| Analytics | How your chat agents are doing: conversations handled, resolved by the AI, and handed to a person. See Analytics. |
Outcome
| Item | Go here to… |
|---|---|
| Contacts | One record per person, with every call, chat and WhatsApp message, notes, an owner and a short AI brief. See Contacts & follow-ups. |
| Follow-ups | Overdue callbacks, hot leads and calls still to wrap up, in one list. See Contacts & follow-ups. |
| Integrations | Connect your CRM, calendar, sheets and other tools. See CRM & tools. |
Developer
| Item | Go here to… |
|---|---|
| Api Keys | Create keys so your own code can use the REST API. Owners and admins only. See API keys. |
| Webhooks | Send events to your own HTTPS endpoint. Owners and admins only. See Webhooks. |
| Documentation | Opens these docs in a new tab. |
Badges
Some items show a small count:
- Chat Inbox and WhatsApp Inbox show how many conversations are awaiting a human. The total also appears in the browser tab title, so you notice it from any page.
- Follow-ups shows how many follow-ups are due.
When a section is folded, its badges still show next to the section title.
The bottom of the sidebar
- Wallet balance - your balance and the word “left”. Click it to open Billing, where you top up and download invoices. See Billing & wallet.
- Your initials - open your profile: personal details, preferences, notifications and security.
- Settings (gear) - Account settings: General, Workspaces, Team members, API keys, Webhooks and Danger zone. See Workspace & team.
- Help (question mark) - common questions, contact support and system status.
- Theme (sun / moon) - switch between light and dark.
- Log out - asks you to confirm first.
Where to start as a new user
- Build an agent - from Home or Agents, start from a template. See Create an agent.
- Test it - call your own phone before it calls anyone else. See Test your agent.
- Get a number in Numbers. See Phone numbers.
- Launch a campaign for a list, or fire a nudge for one person. See Campaigns and Nudges.
- Read the results in Analytics and work them from Contacts and Follow-ups.
Next: Create an agent →