Dashboard tour

The console is where you run everything - build your voice agents, point them at lists, buy numbers, and watch how the calls went. This page is a guided walk through it: what each area is for, what every number on the home screen means, and where to click when you’re looking for something specific.

The whole console is organised around the natural life of a call: you build an agent, launch a campaign that points that agent at a list, and then measure what came back. The layout mirrors that story, so once you’ve got the shape of it, you’ll always know roughly where a thing lives.

New here? You can skim this page and start clicking - nothing in the console charges you or dials anyone until you deliberately launch a campaign. Poke around freely.

The shape of the screen

Every page has the same frame, so these three things are always where you left them:

The left sidebar - your main menu. Every major area of the product is one click away here. It stays put as you move around.
The main area - the page you’re currently on fills the rest of the screen.
The bottom of the sidebar - your wallet balance and your account menu (your name and initials). These live at the very bottom, pinned there no matter which page you’re on.

If your business runs more than one workspace, you’ll also see a workspace switcher near the top of the sidebar - that’s how you hop between, say, your production account and a test one without logging out. See Workspaces.

Tip: the oyehello logo at the top-left is always a shortcut home. Lost? Click it and you’re back on the Overview.

Here’s the menu top to bottom, with a one-line “go here to…” for each. (If you’re a team member with limited access, you’ll only see the sections you’re allowed into - that’s normal, not a bug. See Team & roles.)

Overview

Your home base and the first thing you see after signing in. A glanceable summary of what your agents did recently and what needs a look. We break this screen down in detail further down this page.

Agents

Go here to create and manage your agents - the voice workers that actually talk to callers. Each agent shows up as a card with its state (Draft or Published), its direction (outbound, inbound, or both), its compliance pack, and its voice and language at a glance. Clicking a card opens the builder. This is where most people start. See Create an agent.

Compliance

Go here to manage the rulebooks your agents follow - calling-time windows, Do-Not-Disturb scrubbing, contact-frequency caps, consent and recording notices. These are called compliance packs, and the platform enforces them before a number is ever dialled. See Compliance packs.

Knowledge

Go here to upload the documents your agents answer from - FAQs, policies, price lists, product sheets. Attach a knowledge base to an agent and it answers from your real content instead of guessing. See Knowledge base.

Campaigns

Go here to run outbound calling. A campaign points one agent at one calling list, sets the schedule and dialling rules, and starts making calls. The campaign view shows live progress - dialled, connected, and how each call turned out. See Campaigns.

Pipeline

Go here to work the outcomes like a sales board. Once agents finish calls, the results (interested, callback booked, meeting booked, not interested…) roll up into a Kanban-style pipeline you can move cards through. See Dispositions & outcomes.

Numbers

Go here to buy and manage the phone numbers you call from and receive calls on. A number can be the caller ID for a campaign, or it can be routed to an agent so that agent answers incoming calls. See Phone numbers.

Integrations

Go here to connect your other tools - CRM, helpdesk, calendar, messaging - so agents can look things up mid-call and push outcomes afterward. See Integrations.

Tools

Go here to manage the mid-call actions your agents can take - transfer to a human, book a meeting, send a WhatsApp or SMS, call your own API. You grant these per agent; this is where they’re set up. See Tools & actions.

Analytics

Go here to dig into every call. This is the deep view: searchable transcripts, recordings, the outcome/disposition of each call, and the structured fields your agents captured. It also holds the day-by-day charts and the compliance audit log (which calls were blocked, and why). See Calls & transcripts.

A quick mental model: the top of the menu is building (Agents, Compliance, Knowledge), the middle is running (Campaigns, Pipeline, Numbers), and the bottom is connecting and measuring (Integrations, Tools, Analytics). Overview sits above it all as the summary.

These live at the bottom of the sidebar and follow you everywhere.

Wallet balance

A small card showing your current balance and an Add shortcut. oyehello is prepaid - your balance funds every call, and calls are billed per minute. When the balance runs low, dialling stops, so keep half an eye on this before a big run. Click Add (or Billing & wallet in the account menu) to top up. See Billing & wallet.

Tip: the home dashboard turns your balance into something more useful - an estimate of how many minutes of calling you have left at your current rate. More on that below.

Click your name/initials at the very bottom to open it. Inside:

Profile - your own name and personal details.
Account settings - workspace-level settings: company details, team and roles, danger-zone actions. See Workspaces.
Billing & wallet - top up, see transactions, manage invoicing. See Billing & wallet.
Help & support - reach the team and check system status.
Light / Dark mode - flip the theme. (The console is built for both; pick whichever is easier on your eyes.)
Sign out.

The home dashboard (Overview)

This is the screen you land on. It’s deliberately light - a summary, not the deep analytics - and it shows one of two states depending on where you are.

When you’re brand new

Before you’ve built your first agent, the Overview is a setup guide. You’ll see:

A setup checklist - four steps in the order you’ll actually do them: Verify your business (KYB) → Build your first agent → Attach a caller number → Create a campaign. Each is a link that drops you straight into that task, and the progress bar fills as you go.
Your trial credit - the free calling credit on your wallet, translated into a rough number of minutes so it means something. Nothing is charged until an agent actually dials.
Greyed-out stat tiles (Calls placed, Connect rate, Meetings booked, Spent) sitting at zero - placeholders that come alive the moment your first agent starts talking.

Do this first: the checklist is the fastest path to a live call. Follow it top to bottom and you can’t really go wrong.

Once you’re running

The moment you have an agent, the Overview switches to the running view - a real snapshot of the last 7 days. The four tiles across the top are the numbers worth glancing at each morning. Each one also shows a small ▲/▼ delta comparing this week to the week before (it shows “ - “ when there’s no prior week to compare against, never a made-up arrow).

Calls placed

What: how many calls your agents made in the last 7 days. Why: it’s your raw activity level - are your campaigns actually dialling? How to read it: a rising number means your runs are healthy; a flat or falling one usually means a campaign paused, ran out of list, or hit an empty wallet.

Connect rate

What: the share of calls where a real person actually picked up (connected ÷ placed), shown as a percentage, with the connected count beside it. Why: this is the single best health signal for your list and timing. You can have a great agent and still get nowhere if nobody answers. How to read it: a low connect rate almost always points at when and whom you’re calling, not the agent. The When to dial card lower down (see below) tells you the best hours to fix exactly this.

Meetings booked

What: how many calls ended with a meeting or demo actually booked, in this window. Why: for most teams this is the outcome that pays for everything - the closest thing to “did it work?” How to read it: if calls are placing and connecting but this stays at zero, look at the agent’s call goal and script, not the dialling.

Spent

What: what you were charged for calling in the window. Why: it keeps cost visible next to results, so you can judge whether the outcomes were worth it. How to read it: pair it with Meetings booked in your head - spend going up while meetings stay flat is your cue to tune the agent or the list.

A note on averages: the deeper Analytics section also tracks things like average call length - handy for spotting agents that hang up too fast or ramble too long. The home tiles keep it to the four headline numbers; head to Analytics for the full breakdown.

“Needs your attention”

Just under the tiles, a bar appears only when something actually needs doing - it’s not a noisy notification feed. It surfaces real, actionable things:

Wallet empty or running low (with roughly how many minutes of calling you have left).
Business not yet verified (KYB) - live calling stays locked until it is.
Numbers awaiting activation.
Calls that were blocked by a compliance gate (a link takes you to the audit log to see why).

If nothing’s wrong, the bar simply isn’t there. Good sign.

The cards below

The rest of the home screen is a set of glanceable panels, each with a link to its full page:

Campaigns - your most recent campaigns with a progress bar for each (dialled vs total). Click one to open it.
What the agents captured - a breakdown of call outcomes (meetings, callbacks, not interested, no answer…) so you can see the shape of your results at a glance. Links through to the Pipeline.
Wallet - your balance again, but here it’s shown as minutes of calling left at your current rate - the most human way to read it.
Last 7 days - a simple day-by-day bar of dialled volume, so you can see your rhythm.
When to dial - your busiest calling hours, drawn from your own history, with the single best hour called out. Concentrating dials in these windows tends to lift your connect rate.

Every panel has an honest empty state - until real calls arrive, it tells you what will show up here rather than showing fake data.

Where to start as a new user

If you’ve just signed in and want the shortest path to a working call:

Follow the setup checklist on the Overview - verify your business, then build an agent.
Build your first agent in Agents. It’s a short 3-step wizard.
Test it before it ever calls a stranger - test your agent with a simulated call or a call to your own phone.
Get a number in Numbers to dial from.
Launch a campaign from Campaigns - point your agent at a list and let it run.

That’s the whole loop. Everything else (integrations, knowledge bases, the pipeline board) makes it better, but isn’t needed for your first call.

Finding an agent, campaign, or call quickly

Looking for a specific agent? Go to Agents - every agent is a card, labelled with its name, state, and voice. The name is the one you gave it, so name agents after the job they do and they’ll be easy to spot later.
Looking for a campaign? Go to Campaigns for the full list, or check the Campaigns card on the Overview for the most recent ones. Click any campaign to open its command centre.
Looking for one particular call? Go to Analytics - it’s every call, searchable, with the transcript, recording, outcome, and captured fields for each. This is the place to answer “what did the agent actually say on that call?” See Calls & transcripts.
Looking for why a call didn’t happen? The audit log inside Analytics shows calls a compliance gate blocked, and the reason.

Tip: most screens have small inline hints right where you need them. If a field or button isn’t obvious, hover or look for the helper text before hunting through docs.

Next: Create an agent → - build your first voice worker, every setting explained in plain language.