Dashboard

Dashboard Overview

The Smartflo “Dashboard” provides a comprehensive overview of your telephony services, including live data on call activities, quick access to key features, and video tutorials. This screen is designed to help you manage your calls and access important functions easily.

Getting Started with Dashboard

Log in to your Smartflo account using your unique User ID and Password. Once logged in, you will be directed to the main dashboard, which provides an overview of key metrics and offers quick access to essential features. Here's an explanation of the key sections on the Smartflo dashboard:

1. Live Data

The Live Data section provides real-time insights and is divided into three categories: Calls, Total Missed Calls, and Total Answered Calls. These metrics offer a snapshot of call activity, helping to monitor and manage call handling efficiency.

Live Data	Description
Active Calls	Shows the total count of active calls in real time, including dialer and HPBX.
Total Answered Calls	Shows the total count of answered incoming calls (HPBX).
Total Missed Calls	Shows the total count of missed incoming calls (HPBX).

2. Quick Access

This section provides easy access to essential features such as My Numbers, TTS (Text-to-Speech), and Manage Contact Groups. A customization option is also available to tailor this section based on your specific needs.

Quick Access	Description
My Numbers	Access and manage all the numbers linked to your account.
TTS (Text-to-Speech)	Create dynamic TTS messages for automated calls. Example: "Hello `<Variable>`, this is an automated broadcast call."
Manage Contact Groups	Enables you to create and organize contacts along with their details.

3. Video Tutorials

These video guides provide step-by-step instructions and visual demonstrations to help you understand and use the Smartflo portal effectively.

4. Click to Call

The Click to Call functionality helps you call agents or customers instantly with a single click.

Click the Click to Call button on the top-right corner.
Enter the desired number under Customer Number (10-15 digits; prefixes +91 and 0 allowed).
Select the agent under Select Agent.
Choose the DID number under Select Number.
Click the Call button.

5. Schedule Calls

The Schedule Calls section shows all calls scheduled by agents on both the dialer and HPBX.

Field	Description
Destination	Displays the customer’s name and phone number.
Schedule Date	Shows the scheduled call date.
Note	Includes notes added during scheduling.
Assigned To	Displays the assigned agent’s name.
Action Button	Allows editing or deleting scheduled calls.

6. Send SMS

The portal allows you to send SMS with a click. Follow these steps:

Click Send SMS on the top-right corner.
Enter the recipient's mobile number.
Select Text (For English) as the message type.
Use a pre-approved template from Smartflo (Template Management).
Click Send to dispatch the message.

Note: Only DLT-approved templates can be used for SMS.

7. Need Help?

The Need Help button opens the knowledge base. Use the expand icon to open it in a new tab.

8. Profile Settings

In Profile Settings, you can:

View your registered number and email address.
Access the Change Password option.
Sign out of your account.