Dashboard tour
A tour of the Phynxa dashboard: voice and WhatsApp agents, phone numbers, tools, knowledge, contacts, campaigns, analytics, history, team and billing.
The sidebar on the left is the whole product. Each item opens one area. The items sit under headings (Agents, Build, Customers, Insights and Manage); click a heading to fold or open it. Phynxa remembers which ones you folded in this browser.
| Sidebar item | What it is for |
|---|---|
| Dashboard | Calls, successful calls, agents and average call length for the last 24 hours, 7 days or 30 days, a call chart, your top agents, call outcomes, recent calls and a Talk now button to talk to an agent. |
Agents
| Sidebar item | What it is for |
|---|---|
| Voice agents | Create, edit, test and publish voice agents. Each agent has its own page with the tabs Assistant, Tools, Knowledge, Logs, Website and Advanced. |
| WhatsApp agents | Agents that answer your customers on WhatsApp. Each agent has the tabs Assistant, Conversations, Analytics, Knowledge, Tools and Advanced. |
| Phone numbers | The tabs Numbers, Providers and Webhook setup: your numbers, your phone providers, and the web addresses to paste into the provider's console. |
Build
| Sidebar item | What it is for |
|---|---|
| Tools | Your API tools (what agents can call during a conversation) and, on the second tab, Webhooks (where finished calls are sent). |
| Knowledge | Knowledge bases: documents, pasted text and web pages that agents search while talking. |
| Integrations | Connected apps: CRMs, calendars, email, Slack and more. |
Customers
| Sidebar item | What it is for |
|---|---|
| Contacts | Your contact list. The Scheduled tab holds single calls you scheduled. |
| Campaigns | Batches of outbound messages, on the tabs Voice calls and WhatsApp. |
| Appointments | What agents captured: appointments and inquiries. The Forms tab defines what an agent asks for. |
Insights
| Sidebar item | What it is for |
|---|---|
| Analytics | Charts and breakdowns over a date range, on the tabs Overview, Calls, Agents, Performance and Conversions. |
| History | Every call, with its transcript, summary and cost. |
Manage
| Sidebar item | What it is for |
|---|---|
| Team | Members, roles, invitations and an activity log. |
| Plans & Billing | The plans, your balance, how to buy a plan, your payment history and your WhatsApp slots. |
| Settings | The tabs Profile & Account (your profile, password, workspace name and developer API keys) and API Usage. |
The workspace card
Below the logo, at the top of the sidebar, the Workspace card shows the workspace you are working in. Click it to see every workspace you belong to, with your role in each, and pick one to switch. Each workspace has its own agents, numbers, contacts, plan and team.
The account menu
At the very bottom of the sidebar, the card with your name and email opens the account menu, where you can open Invitations, Plans & Billing and Settings, or sign out. On the card, a percentage and a thin bar show how much you have used: the minutes of the Free demo ("x of 10 free min used") or the credit you bought ("$x of $y used"). Next to Plans & Billing the menu names your plan: Free demo, Pay as you go or the name of the plan you bought.
What members can see
Owners and admins can change everything. Members can see every page and can test agents, but controls that change things are shown greyed out with a note about who can use them. See Team and roles.
Related guides
Something here does not match what you see in the dashboard? Let us know.