Client Details Dashboard

Overview of the Simpletalk Voice AI Platform Dashboard

Introduction to the Dashboard

At the beginning of the video, an introduction is provided to the main interface of the Simpletalk.ai dashboard, which serves as a control panel for managing various aspects of a user’s account. This includes an overview of outbound and inbound call minutes, phone numbers, payment methods, and subclients, which are especially relevant for agencies.

Account and Client Details

The dashboard displays specific client details such as the client's name and ID, which are essential for authentication purposes when making calls outside the dashboard, such as through another CRM system. It also provides metrics on the total calls and minutes used since the account was created, and whether calls are currently paused (which would prevent outgoing calls and display an error).

Financial Details and Usage Metrics

Financial aspects covered include the cost per minute for outbound and inbound calls, which varies depending on the user’s plan. The video elaborates on how the current balance affects the number of minutes available for use, demonstrating this with a hypothetical account balance and its corresponding available minutes for outbound and inbound calls.

Top-Up Mechanism

An automatic top-up feature is explained, which replenishes the account balance when it drops below a certain threshold, ensuring continuity in service without manual intervention. The mechanism of how minutes used since the last top-up are tracked and displayed on the dashboard is also discussed.

Management of Phone Numbers and Payment Options

Activated phone numbers and payment cards are essential components of the dashboard. Phone numbers must be registered to be used with the AI system, and payment cards linked to the account are used for automatic billing. The default card is highlighted as it is the one automatically charged during the account top-up process.

Agency Features: Managing Subclients

For agency users, the dashboard provides the functionality to manage subclients. This includes viewing their metrics, editing their call permissions, quotes, and balances. Agencies can adjust the rates charged to subclients and modify other account details as needed.

Future Topics and Additional Features

The video promises to cover additional topics in future installments, including the onboarding process for new clients and the management of subclient transactions. Further details will be provided on navigating the more complex features of the dashboard tailored to different user levels, from regular clients to enterprise-level users.

The overview serves as a foundational guide to navigating and utilizing the Simpletalk.ai dashboard, emphasizing its functionality for diverse users, from individual clients to large agencies.