Dashboard Guide: Overview
The Voxvaani dashboard is your central hub for monitoring activity, managing resources, and accessing every feature the platform offers. This guide explains the dashboard’s structure, what each section contains, and how to make the most of it based on your role.
Dashboard Sections
Top Navigation Bar
The navigation bar at the top of every page provides persistent access to essential controls:
- Brand Logo — Click to return to the main dashboard from any page in the platform
- Breadcrumbs — Shows your current location in the platform hierarchy; each segment is clickable for quick navigation up the tree
- Search Bar — Global search for features, contacts, campaigns, and settings pages
- Wallet Balance — Your current monetary balance with a link to the billing page
- User Menu — Access profile, settings, documentation, and logout
Sidebar Navigation
The sidebar organizes all features into logical groups. Each group expands to reveal sub-items when clicked:
| Section | Contents |
|---|---|
| Dashboard | Main overview page with summary cards and metrics |
| Voice & IVR | IVR Designer flow builder, Broadcasting for voice campaigns, Audio Library, Call Logs, TTS generator, Template Builder, Buy Phone Numbers |
| WhatsApp Suite | WA Non-API Bulk, WA API Bulk, Campaigns, Automation, Chatbot Config, Shared Team Inbox, Templates, Gather Results, AI Logs & Leads |
| Conversational AI | AI agent creation and configuration, chatbot deployment |
| CRM & Leads | Contacts database with import/export, tags, segments; Lead Scraper for lead generation |
| Bulk Emailer, email templates | |
| Billing & Support | Wallet & Billing, resource packs, plan upgrades, support tickets |
| Settings | Profile, voice provider, SMTP, AI keys, API keys, notifications, teams — all on a single page |
| Admin | Team management, balance allocation, system-wide reports (admin only) |
The Admin section is only visible to users with the Admin role. If you believe you should see this section but it is missing from your sidebar, contact your platform administrator to have your role upgraded.
Main Content Area
The main content area occupies the center of the screen and displays the active page’s content. On the default dashboard view, it shows:
- Summary Cards — At-a-glance KPIs such as campaign counts, usage metrics, and balance
- Charts & Graphs — Visual representations of performance and usage trends
- Quick Actions — One-click access to common tasks like launching campaigns or adding contacts
- Recent Activity Feed — A chronological log of recent events on the platform
Keyboard Shortcuts
For power users, Voxvaani supports the following keyboard shortcuts:
| Shortcut | Action |
|---|---|
/ | Focus the search bar |
Esc | Close any open modal, dropdown, or dialog |
Tab | Move focus to the next interactive element |
Shift + Tab | Move focus to the previous interactive element |
Enter | Activate the focused element (button, link, form submit) |
Press / (forward slash) from anywhere in the dashboard to instantly focus the search bar. Start typing the name of any feature, contact, or campaign to navigate directly to it.
Admin-Specific Features
Admin users have additional capabilities accessible from the dashboard:
- User Management Panel — Create, deactivate, and manage user accounts; adjust roles and permissions
- Balance Distribution — Allocate voice minutes, WhatsApp messages, emails, and CRM leads to individual client accounts
- Platform-Wide Reports — Aggregated analytics across all users, campaigns, and channels
- System Configuration — Global settings that affect all users within the organization