Dashboard
Welcome back! Here's today's overview.
High Task Volume Alert
0 tasks pending approval. TMs may be overwhelmed.
Total Calls
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Tasks Created
--
Triggers
--
Conf Calls
--
Tasks by Type
Conf Calls Summary
Calls by TM
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Task Approval Queue
Review and approve tasks before assigning to TMs
Pending Approval
0
Approved Today
0
Rejected Today
0
Approval Rate
--%
Pending Tasks
No tasks pending approval
Message Approval Queue
Review and approve SMS, WhatsApp, and Email messages
No messages pending approval
No messages pending moderation
Approved Tasks
Tasks that have been approved and assigned to TMs
Loading approved tasks...
Team Performance
TM leaderboard and performance metrics
Available
0
On Call
0
On Break
0
Offline
0
Performance Leaderboard
| Rank | TM Name | Status | Calls Today | Tasks Completed | Success Rate |
|---|---|---|---|---|---|
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Status Change History
Rejection Log
Learn from rejected tasks to improve QT rules
Top Rejection Reasons
No rejections yet
Recent Rejections
Loading rejected tasks...
Comms Hub
Select a conversation
typing...
Select a conversation to view messages
Select a conversation
AI Suggestions 0
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AI Copilot
Your intelligent assistant
Hi! I'm your AI Copilot.
I can help you with:
- 📱 Send SMS/WhatsApp/Email
- 📋 Update candidate stages
- 🔍 Look up information
- 📝 Create tasks & notes
- 📅 Schedule follow-ups
Type a command or ask me anything!
Quick Actions:
Try: "Send SMS about interview tomorrow"
Quick Templates
Admin Panel
System configuration and user management
System Status
Quick Actions
Mikee Number Pool Management
Manage which numbers are in the pool (direct webhooks) vs Proxy Service
| Phone Number | Name | Status | Webhooks | Actions |
|---|---|---|---|---|
| Click Refresh to load numbers | ||||
User Management
| Username | Name | Role | TM Profile | Menu Access | Actions |
|---|
Feature Flags
Enable or disable system features
System Settings
Granular control over system behavior
Time before showing break popup (1-30 min)
Seconds before auto-triggering break (10-120 sec)
How It Works
- User is inactive for 4 minutes
- Popup appears: "Are you on break?"
- If no response in 30 seconds → Auto-break
- Full-screen break overlay with timer
- TM is skipped in call routing while on break
Test Mode
Route all incoming calls to a specific agent for testing. All other agents will be set to offline.
Checking status...
Leave empty to use your own username (-)
Test Mode Active: All other agents are offline. Only - will receive incoming calls.
Remember to disable test mode when finished testing!
How Test Mode Works
- Enter the username of the agent who should receive all calls
- Click "Enable Test Mode"
- All other agents will be set to offline status
- Only the test agent will receive incoming calls
- When done testing, click "Disable Test Mode" to restore all agents
⚠️ Important
Test mode affects all agents in production. Make sure to disable it when finished!
Max time for post-call notes (30-300 sec)
Calls per TM at once (1-5)
Comms Hub Controls
These settings affect how calls are handled in the Comms Hub. Changes apply immediately to all active TMs.
AI Copilot
Configure how the AI assistant helps TMs during calls. Lower confidence = more suggestions but may be less accurate.
Remind about pending tasks after X minutes
Notifications
Control what notifications supervisors and TMs receive. These help maintain awareness without being overwhelming.
Super Admin Always Has Access
Super admins can always download/export regardless of these settings.
How long to keep records (30-365 days)
Communications Log
Central repository for all communications. Controls who can access recordings and transcripts.
- • Calls: Auto-recorded with transcriptions
- • SMS/WhatsApp: Stored with timestamps
- • Emails: Tracked for compliance
Sync Mikee Data
Import calls and SMS from Mikee to populate Comms Log with historical data.
How long to keep analytics data (30-730 days)
Analytics Insights
Track and analyze your team's productivity, break patterns, and communication efficiency.
Time before login request auto-denies (60-300 seconds)
Your Authenticator Setup
MFA Approvers
Super Admins can always approve. Grant permission to other admins below.
How MFA Login Works
- User enters username/password
- User sees a 2-digit verification code
- User contacts an approver with the code
- Approver verifies the 2-digit code matches
- Approver enters their authenticator code
- Login is approved or denied
TOTP is currently disabled - only 2-digit code verification required
Error Code Reference
Technical error codes are hidden from users. Use this reference to troubleshoot issues.
| Code | Service | User Message | Technical Details |
|---|---|---|---|
| Loading error codes... | |||
TM Profile Management
Manage team member profiles and their roles
| Name | Role | Skills | Languages | Priority | Status | Actions |
|---|---|---|---|---|---|---|
| Loading TM profiles... | ||||||
Feature Flags
Toggle features on/off without restarting the server
Recent Changes
| Time | Flag | Action | By | Reason |
|---|---|---|---|---|
| No recent changes | ||||
Dead Letter Queue
Failed operations that need manual attention or retry
| Time | Operation | Entity | Status | Retries | Error | Actions |
|---|---|---|---|---|---|---|
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No items in Dead Letter Queue - all operations successful!
| ||||||
System Health
Real-time system status, metrics, and maintenance actions
Memory Usage
Today's Call Statistics
By Status
Top Agents
Stale Calls Monitor
0 totalCalls stuck in a status beyond normal thresholds
Maintenance Actions
Change Password
Update your account password. Password must be at least 8 characters.
Permission Audit Trail
Track changes to roles, profiles, and sharing rules
| Date/Time | Entity Type | Entity Name | Action | Changed By | Details |
|---|---|---|---|---|---|
| Click Refresh to load audit logs | |||||
AI Provider Configuration
Manage AI providers for Claude, OpenAI, and other services
Available Providers
Switching Providers
Switching AI providers requires updating environment variables and restarting the server. Contact your system administrator to make changes.
Configuration Details
Sharing Rules Management
Configure data sharing rules between roles and users
| Rule Name | Object | Share From | Share To | Access | Priority | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading sharing rules... | |||||||
About Sharing Rules
Sharing rules determine how data is shared between different roles in the system. Higher priority rules are evaluated first. Rules can share data from owners, roles, or all users to specific roles or public access.
Roles Management
Manage user roles and hierarchy for access control
| Role Name | API Name | Hierarchy | Profile | Permissions | Type | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading roles... | |||||||
Role Hierarchy
System Roles
System roles (super_admin, admin, team_manager, agent) cannot be deleted. Their API names cannot be changed. You can modify display names, descriptions, and permissions for custom roles.
AI Agent Sessions
Monitor and debug AI agent execution sessions
| Session ID | Call ID | Status | Iterations | Created | Actions |
|---|---|---|---|---|---|
| Loading sessions... | |||||
Copilot Analytics
Usage metrics, ROI, and effectiveness tracking
Daily Usage Trend
Top Actions
Feature Flag Audit Log
Track all changes to feature flags
| Date/Time | Flag Key | Old Value | New Value | Changed By |
|---|---|---|---|---|
| Loading audit log... | ||||
AI Brain Knowledge Base
View and manage AI learned patterns and insights
| Type | Category | Title | Confidence | Created |
|---|---|---|---|---|
| Loading knowledge base... | ||||
Copilot Conversation History
Audit AI copilot interactions and responses
| Date/Time | Staff | Query | Action | Status | Actions |
|---|---|---|---|---|---|
| Loading conversations... | |||||
Transcription Cost Tracker
Monitor transcription costs by provider
| Date | Provider | Calls | Minutes | Cost (USD) |
|---|---|---|---|---|
| Loading costs... | ||||
Call Transcription Settings
Configure real-time transcription and AI summaries
Automatically transcribe all call recordings
Nova AI Settings
Identify different speakers (useful for 3-way calls)
Add domain-specific words. Format: word or word:boost (e.g., TadkaChef:2)
AI Summary Settings
Auto-generate summary when call ends
Provide context to help the AI better understand your business and calls
AI Agent Guardrails
View guardrail violations and safety limits
| Date/Time | Session ID | Guardrail Type | Violation | Action Taken |
|---|---|---|---|---|
| Loading guardrails... | ||||
Copilot Guardrails
Configure safety limits for copilot actions
| Pattern | Action Type | Alert Level | Status | Actions |
|---|---|---|---|---|
| Loading guardrails... | ||||
Feature Access Control
Control which roles can access specific features
Payments Module
Message Approval
System Logs
Recent system activity and errors
| Time | Type | User | Action | Details |
|---|---|---|---|---|
| Click Refresh to load logs | ||||
Payment Management
Manage payments, invoices, discounts, and instahires
Payment Dashboard
Total Revenue
$0
Paid Invoices
0
Pending
0
Chargebacks
0
Recent Transactions
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Active Instahires
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| Invoice # | Customer | Amount | Status | Due Date | Actions |
|---|---|---|---|---|---|
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| Name | Type | Store Credit | Created | Actions | |
|---|---|---|---|---|---|
| Loading customers... | |||||
| Date | Invoice | Amount | Status | Actions |
|---|---|---|---|---|
| Loading transactions... | ||||
| Job ID | Customer | Status | Metrics | Actions |
|---|---|---|---|---|
| Loading instahires... | ||||
| Code | Name | Type | Value | Used | Status | Actions |
|---|---|---|---|---|---|---|
| Loading discounts... | ||||||
| Link Code | Customer | Usage | Status | Actions |
|---|---|---|---|---|
| Loading pricing links... | ||||
| Date | Transaction | Amount | Status | Actions |
|---|---|---|---|---|
| Loading chargebacks... | ||||
Store Credit Management
Total Store Credit Issued
$0.00
Customer Store Credits
| Customer | Balance | Last Transaction | Actions |
|---|---|---|---|
| Loading store credits... | |||
Closure Reports
| Date | Instahire | Type | Actions |
|---|---|---|---|
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Analytics Dashboard
User activity, break times, calls, and communications insights EST/EDT
User Performance
| User | Calls | SMS | Emails | 3-Way Calls | Tasks | Approved | Rejected | Approval Rate | Activity Time |
|---|---|---|---|---|---|---|---|---|---|
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Organization Performance
| Organization | Users | Calls | SMS | Emails | 3-Way Calls | Tasks | Approval Rate |
|---|---|---|---|---|---|---|---|
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Week-over-Week Comparison
Calls
-
-
Talk Time
-
-
Messages
-
-
Logins
-
-
Breaks
-
-
Call Activity
Break & Idle Time
Message Breakdown
Call Statistics
Call Volume by Hour
Agent Performance
Detailed metrics per agent with inbound/outbound breakdown
| Agent | Inbound Calls | Outbound Calls | Inbound SMS | Outbound SMS | Emails | 3-Way Calls | Actions |
|---|---|---|---|---|---|---|---|
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Comprehensive Break Analytics
Break vs Idle Time Distribution
Break Frequency by User
Recent Breaks
Recent Idle Events
Communications Log
Quality audit, call recordings, transcriptions & message history
Total Calls
0
Pending Audit
0
Audited
0
Flagged
0
Avg Quality Score
-
| Date/Time | Type | Direction | Contact | TM | Duration | Recording | Call Log | Status | AI Summary | Audit Status | Score | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
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Quality Audit
Communication Details
Call Recording
Call Log
No call log available
Click "Request Call Log" to generate one using Deepgram AI
Generating call log...
This may take up to 60 seconds
Quality Assessment
1 = Poor, 5 = Excellent
Audit History
No previous audits
Call Recording
No recording available
This call was not recorded or the recording has expired
CRM
Manage candidates, employers, jobs, and lineups
Total Records
0
New This Week
0
Active
0
Placed
0
Stages & Picklists
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Custom Fields
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CRM Analytics
Total Candidates
0
+0 this period
Total Employers
0
+0 this period
Active Jobs
0
0 filled this period
Placements
0
$0 in fees
Candidate Funnel
Top Performers (Placements)
Recent Activity
Jobs by Status
Candidate Sources
Submitted
0Reviewed
0Phone Screen
0Interview
0Offer
0Accepted
0Placed
0Recycle Bin
Deleted records are kept for 30 days before permanent removal
Total Deleted
0
Candidates
0
Employers
0
Jobs
0
| Type | Name | Details | Deleted At | Deleted By | Auto-Delete In | Actions |
|---|---|---|---|---|---|---|
|
Recycle bin is empty |
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Record Details
Add New Record
Add to Dialer List
0 contacts selected
Choose an existing list or create a new one
Add to List Results
Create Disposition Set
Manage Dispositions
Set Name
Drag to reorder. Dispositions will appear in this order during calls.
Add New Disposition
Behavior Settings
Contact Timeline
0
Total Calls
0
Messages
0m
Talk Time
-
Last Contact
Call Routing Settings
Configure how calls are routed to your team
Team Groups
Priority Order
Drag TMs to set call priority. Top = First to receive calls
Business Hours
Timezone for business hours calculation
IVR Menu Settings
IVR Call Flow:
1 Greeting
First thing the caller hears
2 Menu Options
Leave blank to auto-generate: "Press 1 for [Label 1]. Press 2 for [Label 2]."
4 Transfer Message (after selection)
Played after caller makes a selection, before connecting
3 Menu Option Routing
Define what happens when caller presses each key
No agents selected
Priority 1 = First to receive call. Drag items to reorder.
No agents selected
Priority 1 = First to receive call. Drag items to reorder.
No agents selected
Priority 1 = First to receive call. Drag items to reorder.
No agents selected
Priority 1 = First to receive call. Drag items to reorder.
Tip: Create Team Groups above to route calls to specific team members (e.g., "Pricing Specialists", "Chef Support Team").
IVR Team Routing NEW
Assign agents to teams for IVR routing. Press 1 routes to Employee Team, Press 2 routes to Owner Team. Lower priority number = rings first (sequential).
Employee Team (Press 1)
Chefs, Staff, Candidates
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Owner Team (Press 2)
Restaurant Owners, Clients
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Receives All Calls
These agents receive calls from both Press 1 and Press 2
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Unassigned Agents
Drag agents to a team above to assign them
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Call Transcription Settings
Automatically transcribe all call recordings
Nova AI Settings
Identify different speakers (useful for 3-way calls)
Add domain-specific words. Format: word or word:boost (e.g., TadkaChef:2 for 2x boost)
AI Summary Settings
Auto-generate summary when call ends
Provide context to help the AI better understand your business and calls
Create Team Group
Edit TM Skills & Languages
QT Detection Rules
Current rules for automatic task creation
WARM LEAD
ActiveTriggers when:
- Outbound call to an Employee (candidate)
- Call has notes/description
Priority:
Medium
Task Format:
Subject: [QT] 🟡 Candidate Name
Description: Call notes + TM + Date
HOT LEAD
Coming SoonTriggers when:
- Call notes contain: "interested", "ready to join"
- Candidate confirmed availability
Priority:
Urgent
Keywords:
CALLBACK
Coming SoonTriggers when:
- Call result = No Answer / Busy / Voicemail
- Notes mention "didn't pick up", "try again"
Priority:
Normal
Keywords:
STALE LINEUP
Coming SoonTriggers when:
- Lineup open for 30+ days
- No recent activity or calls
Priority:
Medium
CONF FOLLOW-UP
Coming SoonTriggers when:
- Conference call completed
- Status = "Yet to Confirm"
Priority:
High
DROPOUT ALERT
Coming SoonTriggers when:
- Confirmed candidate shows signs of backing out
- Notes mention "changed mind", "other offer"
Priority:
Urgent
Keywords:
Rule Change Suggestion
Suggest changes to when rules should trigger, keywords to add/remove, or new rules to create.
Content Change Suggestion
Suggest changes to task subject format, description content, or how information is displayed.
Recent Suggestions
No suggestions submitted yet.
AI Learning Center
Track QTT's learning progress and improve accuracy
Total Analyzed
--
Tasks Created
--
Approval Rate
--%
Higher = AI is accurate
AI Accuracy Score
--%
Based on approval patterns
Analysis by Type
Approval Trend (Last 7 Days)
Top Rejection Patterns
These patterns are frequently rejected - AI should learn to skip them
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High Accuracy Patterns
These patterns are almost always approved - AI is doing well!
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Analysis History
| Time | Candidate | TM | Notes | AI Decision | Status | Reason |
|---|---|---|---|---|---|---|
| Loading analysis history... | ||||||
Showing 0 of 0 records
AI Training Actions Super Admin Only
Generate Training Report
Analyze rejection patterns and suggest prompt improvements
Export Training Data
Download all analysis data for external training
Reset Learning Data
Clear all historical data and start fresh
AI Improvement Suggestions
Loading suggestions...
Based on approval/rejection patterns
AI Brain Dashboard
Monitor and control TadkaChef's AI learning and decisions
Pending Actions
--
Total Learnings
--
AI Accuracy
--%
Today's Scenarios
--
Hot Leads
--
Live AI Activity
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Action Distribution
AI Recommended Next Actions
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Manual Corrections History
Loading correction history...
Loading pending actions...
Loading knowledge base...
Loading daily scenarios...
High Accuracy Patterns (AI Uses These)
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Rejection Patterns (AI Avoids These)
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Loading candidate profiles...
Loading employer profiles...
Drag rules to reorder priority. Higher rules are evaluated first.
Loading rules engine...
🤖 Co-Pilot Control Center
Monitor, control, and manage AI Co-Pilot usage across your team
Conversations Today
0
Actions Executed
0
Pending Approval
0
Red Alerts
0
Misuse Flags
0
Avg Response
0ms
Live Feed
Real-time Co-Pilot activityLoading live feed...
Top Users Today
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Query Types
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| Time | Staff | Query | Response | Action | Status | Flag |
|---|---|---|---|---|---|---|
| Loading messages... | ||||||
System Prompt Editor
Version History
No history yet
Persona Settings
Capabilities
Rate Limits
Quiet Hours
Blocked Actions (Require Approval)
Blocked Words & Phrases
Staff Leaderboard (Today)
| Staff | Queries | Productive | Non-Productive | Flags | Actions |
|---|---|---|---|---|---|
| Loading staff data... | |||||
Non-Productive Query Detection
AI automatically flags queries that are:
- Personal questions not related to work
- Repeated unnecessary queries (> 3 times)
- Attempts to bypass guardrails
- Inappropriate content
- Time-wasting conversations
Red Alerts - Critical Issues
Red Alert Triggers
Total Conversations (30d)
0
Approval Rate
0%
Avg Response Time
0ms
Active Users (7d)
0
Daily Usage Trend
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Usage by Hour
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Most Requested Actions
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Estimated ROI
*Estimates based on avg 2 min saved per query
🔥 Beast Mode
Power through your contact lists with auto-dial campaigns
Active Campaigns
0
Calls Today
0
Connect Rate
0%
Avg Call Duration
0s
Queue Size
0
| Campaign | Status | Progress | Agents | Connect Rate | Actions |
|---|---|---|---|---|---|
| Loading campaigns... | |||||
Select Campaign to Work On
0
0
0%
0
Waiting for Contact
Click "Get Next Contact" when you're ready to dial
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Contact
Attempt
1/3
Phone
--
--
Location
--
Stage
--
Notes
No previous notes
Contact Name
+1 555-0123
Connected
00:00
Select a script to display...
Quick Responses:
Track Response:
Select Disposition
Use number keys (1-9, 0) or click
Wrap-up Time
0s
Active Session
--Session Stats
Queue
0No contacts in queue
| Time | Contact | Campaign | Duration | Result | Disposition |
|---|---|---|---|---|---|
| Loading history... | |||||
| List Name | Contacts | Called | Remaining | Created | Actions |
|---|---|---|---|---|---|
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Disposition Sets
About Dispositions
Dispositions define call outcomes and trigger automated behaviors:
- Positive: Mark as successful
- Callback: Schedule follow-up
- Retry: Auto-reschedule
- Negative: End contact
- DNC: Add to Do Not Call
Keyboard Shortcuts
Press 1-9 during calls to quick-select dispositions
Press Enter to confirm
Multi-Channel Cadences
About Cadences
Cadences are automated multi-channel sequences:
- Call: Initiate phone call
- SMS: Send text message
- Email: Send email
- Voicemail: Drop pre-recorded VM
Cadence Stats
Pro Tips
• Space steps 2-3 days apart for best results
• Use SMS for quick follow-ups after calls
• Set skip conditions to avoid over-contact
Cadence Progress Tracker
| Contact | Cadence | Current Step | Progress | Next Action | Status | Actions |
|---|---|---|---|---|---|---|
| Loading cadence progress... | ||||||
Call Scripts
About Scripts
Dynamic scripts guide agents through calls with:
- Variables: Auto-fill contact data
- Branches: Different paths based on responses
- Responses: Track customer answers
- Tips: Inline coaching notes
Available Variables
Script Stats
Script Response Analytics
Select a script to view response analytics
Voicemail Recordings
About Voicemail Drops
Pre-recorded voicemails save time and ensure consistency:
- One-Click: Drop during active calls
- Auto-Detect: Only drops on voicemail
- Analytics: Track usage & performance
- Campaigns: Assign to specific campaigns
Recording Tips
- Keep recordings under 30 seconds
- Speak clearly and at a moderate pace
- Include a clear call-to-action
- Use MP3 or WAV format
- Test playback before using
Voicemail Stats
Voicemail Performance
0
Total Drops
0
Callbacks Received
0%
Callback Rate
0s
Avg Duration
Performance chart will display here
Campaign Assignments
Assign default voicemail recordings to campaigns. When agents dial a campaign contact, the assigned voicemail will be pre-selected for quick drops.
Loading campaign assignments...
Local Number Pool
Loading local numbers...
Local Presence
Increase answer rates by 40-60% by displaying a local area code when calling prospects. The system automatically matches outbound caller ID to the contact's area code.
Pool Statistics
Fallback Settings
Configure what happens when no local number matches the contact's area code.
Area Code Coverage
Number Usage Analytics
Top Performing Numbers
State Calling Hours
Configure allowed calling hours by state to comply with local regulations. All times are in the contact's local timezone.
Compliance Required
Federal and state laws regulate outbound calling. TCPA violations can result in fines up to $1,500 per call.
Compliance Status
Frequency Caps
Limit how often contacts can be called to avoid harassment and improve answer rates.
Per contact
Per contact
Until disposition
Same contact
TCPA Consent Tracking
Do Not Call (DNC) List
Compliance Reports
Recent Violations
Create New Campaign
Create Contact List
Add Entries to List
| Name | Phone | Stage | ||
|---|---|---|---|---|
| Search for contacts to add | ||||
0 contacts selected
Import Contacts from CSV
Edit Campaign
Manage Agents
Assigned Agents
No agents assigned
Available Agents
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Campaign Contacts
| Name | Phone | Status | Attempts | Last Called | Disposition |
|---|---|---|---|---|---|
| Loading contacts... | |||||
Schedule Callback
Contact Lists
Manage contact lists for Beast Mode dialer campaigns
Total Lists
0
Active Lists
0
Total Contacts
0
Pending Calls
0
| List Name | Type | Entity | Entries | Status | Created | Actions |
|---|---|---|---|---|---|---|
| Loading lists... | ||||||
Showing 0 of 0 lists
List Name
Description
Total Entries
0
Pending
0
Completed
0
Failed
0
DNC
0
| Contact | Phone | Status | Attempts | Last Outcome | Next Call | Actions | |
|---|---|---|---|---|---|---|---|
| Select a list to view entries | |||||||
Showing 0 of 0 entries
🛡️ AI Agent Control
Monitor and approve AI agent actions before execution
Pending Actions
0
Approved Today
0
Rejected Today
0
Guardrail Violations
0
No pending actions
All AI actions have been reviewed
| Session ID | Started | TM | Actions | Status | Controls |
|---|---|---|---|---|---|
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| Time | Violation Type | Description | TM | Severity | Actions |
|---|---|---|---|---|---|
| No guardrail violations | |||||
| Time | Action Type | Target | Confidence | Status | Reviewed By |
|---|---|---|---|---|---|
| Loading history... | |||||
⚙️ Settings
Manage your preferences and account settings
Profile Information (Contact admin to update)
Appearance
Notifications
Desktop Notifications
Receive notifications for incoming calls
Sound Alerts
Play sound for new tasks and calls
Email Digest
Receive daily summary email