Dashboard & Features

Navigating the Telvoip Dashboard

The Telvoip Dashboard is the main overview screen you see after logging into your account. It provides a real-time summary of call activity, usage statistics, and performance indicators.

This guide was updated Jun 2026.

The Telvoip Dashboard is the main overview screen you see after logging into your account. It provides a real-time summary of call activity, usage statistics, and performance indicators.

1. Accessing the Dashboard

After logging into Telvoip, you are automatically directed to the Dashboard page. If you navigate away, click “Dashboard” from the left sidebar menu to return. The Dashboard displays performance metrics based on a selected time range. This allows users to analyze trends and performance over different reporting periods. Available Time Filters: Last 24 Hours Last 7 Days Last 30 Days To change the reporting period: Locate the time filter selector on the Dashboard. Choose your preferred time range. The metrics will automatically refresh to reflect data for the selected period.

The top navigation bar contains status controls and account options.

A. User Status

Your current Webphone status is displayed near the top center of the screen.

When your status shows “ONLINE”, you are available to:

Receive inbound calls Participate in call queues Make outbound calls

Changing Your Status

To go offline:

Locate the “ONLINE” status indicator at the top center of the interface.

Click the status button.

Your status will change to “OFFLINE.”

When set to OFFLINE, you will not receive inbound calls or queue assignments.

To change your availability status:

2. Select the appropriate status:

Available

On Break

Your status determines whether you can receive inbound calls.

B. Quick Access Icons

Located in the top-right corner:

Notifications (Bell icon) – View alerts and updates.

User Profile – Access your account details.

Webphone Settings (Gear icon) – Configure the webphone system or personal preferences.

Dialpad (Grid icon) – Access Telvoip’s online dialpad

C. Dialpad

Next to the status indicator, you will see the Dialpad icon represented by a grid of dots.

The Dialpad allows you to manually place outbound calls directly from the Telvoip interface.

Using the Dialpad

Click the Dialpad icon. Enter the phone number you wish to call. Click the Call button to initiate the call. The Dialpad is useful for: Calling customers directly Returning missed calls Dialing internal extensions Making quick outbound calls without opening additional modules

D. Webphone Settings

The Webphone Settings icon allows you to configure your calling preferences and device settings. This icon typically appears as a settings or phone configuration symbol in the top bar.

Webphone Settings Include:

The Webphone Settings panel includes the following configuration details:

Display Name – The name associated with your VOIP account.

SIP Username – Your unique SIP identifier used to authenticate and register your webphone.

SIP Password – A secure password used together with the SIP username for authentication.

SIP Domain – The domain of the voice server handling your calls.

WebSocket URL – The secure connection endpoint used by the webphone to communicate with the Telvoip telephony server.

These settings are usually configured automatically and should only be modified if instructed by a system administrator.

The Left Sidebar Navigation provides access to all Telvoip modules. It is organized by function, allowing users to move efficiently between communication tools, customer management systems, collaboration features, and administrative controls. Each section of the sidebar supports a specific operational function within Telvoip.

A. Dashboard

The Dashboard serves as your operational overview. From here, users can: Monitor real-time call activity View inbound and outbound call statistics Track performance metrics Identify system usage trends This section is ideal for supervisors and team leads who need immediate visibility into operations.

B. Call Center

The Call Center contains the core telephony and messaging tools used for customer interaction. It Combines:

Call Logs - View detailed records of inbound and outbound calls, including timestamps, duration, call status, and agent activity.

Campaign Manager - Create, launch, and monitor outbound call campaigns.

Call Center Admin - Configure call queues, routing rules, IVR menus, and team structures.

B. Omnichannel

The Omnichannel section This section centralizes digital customer engagement channels. Available Modules:

Gmail - Send and manage email communications directly from Telvoip via Google Mail.

Mail Merge - Create and distribute bulk or personalized email campaigns.

WhatsApp – Manage and respond to WhatsApp conversations.

Instagram – Handle Instagram direct messages.

Facebook – Manage Facebook Messenger interactions.

By consolidating social and website messaging into a single interface, Telvoip reduces platform switching and improves response time.

D. CRM (Customer Relationship Management)

The CRM section connects Telvoip with external customer management platforms, ensuring agents have full customer context during interactions. Telvoip supports integration with: Zoho Odoo HubSpot

What CRM Integration Enables

When integrated, Telvoip can: Display customer information during inbound and outbound calls Automatically log calls into CRM records Provide access to full communication history Allow agents to add notes directly to customer profiles Reduce manual data entry and duplication

Why This Matters

For Agents: Access relevant customer information instantly. Deliver personalized and informed responses. For Supervisors: Monitor engagement activity across accounts. Maintain accurate documentation of customer interactions. For Administrators: Configure CRM synchronization settings. Ensure data consistency across platforms. The CRM section acts as a bridge between communication activity and structured customer data management.

E. Internal Collaboration Tools

The Internal Collaboration Tools help teams coordinate without leaving the Telvoip platform. Available Tools:

Webchat – Respond to live website chat conversations in real time.

Teamchat - An internal messaging tool that allows agents and supervisors to communicate in real time.

These tools improve workflow efficiency by keeping operational communication centralized within the system.

F. Administration

The ‘Admin’ section provides system-wide configuration controls and access management.

This section is typically restricted to authorized users. Administrative capabilities may include: User creation and management Role and permission assignment System configuration settings Security and access controls CRM integration management If a module is not visible, users should contact their system administrator to confirm access permissions.

Use the sidebar as your primary navigation tool. Modules may appear or be restricted depending on your assigned role. Ensure CRM integrations are properly configured before expecting synchronized data. Regularly review user permissions within the Admin section for operational security.

4. Performance Summary Cards

At the top of the dashboard, you will see key performance summary cards. These provide a quick snapshot of activity within the selected time range.

A. Total Calls

Displays: Total number of calls Percentage comparison to the previous period Use this to monitor overall call volume trends.

B. Total Hourly Calls

Displays: Number of calls within the selected timeframe Percentage change Helps identify traffic patterns and peak periods.

C. Talk Time (Seconds)

Displays: Total duration of all calls This metric helps evaluate workload and engagement levels.

D. Usage Statistics

Displays: Aggregated system usage metrics This may reflect overall activity or consumption depending on configuration.

Call Distribution Section

The Call Distribution panel shows:

Inbound calls Outbound calls Percentage breakdown This helps determine whether your team is handling more incoming support calls or making outbound calls.

Abandoned Calls Section

The Abandoned Calls area displays missed or unanswered calls. To filter results: Use the dropdown on the right. Options include: Inbound, Inbound Missed, Outbound, and Outbound Missed. Select the call type you want to review. Monitoring abandoned calls helps improve response times and reduce customer wait times.

Time Range Filter

In the upper-right area of the dashboard, you will find a time filter (e.g., “Last 24 Hours”). To change the reporting period: Click the dropdown. Select a predefined range or custom period. All dashboard metrics will update based on your selection.

Best Practices for Using the Dashboard

For Agents: Confirm your status is set correctly before starting your shift. Monitor missed calls during active hours. Review call performance daily. For Supervisors: Monitor call volume in real time. Track abandoned calls. Compare performance across time ranges. For Administrators: Review usage statistics regularly. Analyze distribution trends. Adjust routing or staffing as needed.

Summary

The Telvoip Dashboard provides: Real-time call monitoring Performance tracking Workload visibility Multi-channel integration access Operational insight at a glance It serves as the central control panel for managing communication performance within your organization.

Accessing the Telvoip Call CenterDashboard & Features / Guides How to Set Up Telvoip Campaign ManagerDashboard & Features / Guides Managing Phone Lines for CampaignsDashboard & Features / Guides

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