Clinic guideTour of the dashboard

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Tour of the dashboard

What each part of the Voxlera dashboard is for, and where to find it.

The dashboard lives at app.voxlera.co. What you see depends on your role: pages and buttons you don’t have permission for are hidden.

SectionPageWhat it’s for
MainOverviewToday at a glance: live calls, outcomes, patients who need a human, unconfirmed appointments and more.
Call QueueCalls waiting to be placed or in progress, and the Automatic Outreach switch.
Call HistoriesEvery call with its transcript, recording, outcome and score.
International leadsEnquiries from patients abroad, their WhatsApp conversations and bookings.
AgentsConfigurationLanguages, active hours, voices, call behaviour and each agent’s timing.
TemplatesThe messages and call scripts agents use.
PlaygroundTalk to your agent in the browser to test it.
PMSDoctorsDoctors from your PMS, their working hours, calendars and the website form snippets.
AdminIntegrationsYour PMS and messaging connections.
Audit LogWho accessed or changed patient data, and when.

Press Ctrl + K (⌘ + K on a Mac), or use the search box in the header, to jump to any page, patient, call or staff member. This is also how you open the Patients list and a patient’s record.

Overview

The overview is made of cards. Click Edit dashboard to rearrange, hide or show them. The status bar at the top shows whether your PMS is syncing, whether automatic outreach is on, and the state of your phone numbers and messaging channels.

Useful cards include:

  • Needs a human — patients the AI couldn’t help, or who asked to speak to someone.
  • Unconfirmed · next 48h — upcoming appointments nobody has confirmed yet.
  • Calendar changes — appointments the AI rescheduled or cancelled.
  • Call quality — average call scores.

Clinic menu

The clinic name at the bottom of the sidebar opens a menu where you can switch clinic (if you belong to more than one), create a new clinic, and open Clinic Settings:

  • Edit clinic — name, logo, phone, time zone, language and opening hours.
  • Manage staff — invite and manage colleagues.
  • Edit roles — what each role can do.
  • Usage and Billing — call minutes, plan and invoices.

At the top right you’ll find notifications, a light/dark theme switch and your account menu, where you can change your dashboard language (English, Türkçe or Русский), manage your profile and security, and sign out.

Notifications

The bell shows alerts about calls, messaging, staff and security. In Clinic Settings → Notifications you choose, per event, whether to be told in the app, with a pop-up, or by email.