My Desk
Today's dispositions
My leads
My recent calls
Dial session
Live status
Agent lines
Dialer activity
Live feed of everything the dialer is doing — dials, ringing, answers, voicemails, connects, and hangups. Newest first.
Lobby
Agents opt themselves in — browser is the default line. Give a thumbs-up when you're ready and the admin will start the session with everyone who's ready. Joining mid-session needs the admin's approval.
Lobby chat
Live call log
Every call connected to an agent this session, newest first. Lead details show only for your own calls.
Import contacts
Columns: name, phone required; optional street_address, city, state, zip. Header row auto-detected.
Quick add a lead
Assign leads to reps
Assigned leads appear on that rep's My Desk. When an assigned lead answers, the call routes to their line first if it's free.
Queue
Call history
Call outcomes
Every dial is categorized automatically and kept permanently — these logs survive session ends, refreshes, and logins.
Today’s dashboard
Team members
Create user
Referral submissions
Submissions from the public /refer.html landing page, newest first. Update each submission's status as it moves through the pipeline.
Twilio configuration
Update credentials
Saving verifies the credentials against Twilio (account lookup + number ownership) before storing. The token is never returned by the API.