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Navigating the Portal

Learn how to navigate the VoiceCenter interface, use the sidebar, and find features.

Who should read this:All Users

VoiceCenter uses a horizontal navigation bar at the top of the page. This guide explains the layout and how to find what you need.

Portal Layout

The VoiceCenter interface is divided into three main areas:

  1. Top Navigation Bar — Contains the main menu categories, your account menu, notifications bell, theme toggle (light/dark mode), and the live clock.
  2. Page Content — The main working area below the navigation bar. Each page has a Page Header with breadcrumbs, the page title, and action buttons.
  3. Footer — Links to documentation and support.

The top menu is organized into dropdown categories:

MenuWhat It Contains
DashboardMain overview with KPIs and call activity
TeamLive monitor, teams management, performance
VoiceCall recordings, voicemail, callbacks
CRMContacts, leads, tasks
OutreachCampaigns, SMS messaging
NumbersYour numbers, requests, porting, routing, regulatory
PBXExtensions, IVR, call flows, queues, round robin, audio files
OperationsSIP trunks, caller ID, fraud limits, rate deck
AnalyticsCall analytics, agent performance, QA, transcriptions, sentiment
BillingWallet, invoices, usage
SettingsGeneral, permissions, keyword monitoring, automations

Not all menu items are visible to every user. The navigation is filtered based on your role and permissions. Agents see fewer items than administrators.

Theme Toggle

Click the sun/moon icon in the top navigation bar to switch between light mode and dark mode. Your preference is saved in the browser and persists across sessions.

Notifications

The bell icon in the top bar shows real-time notifications for:

  • Incoming call alerts
  • Keyword monitoring alerts
  • Callback reminders
  • System notifications

Click the bell to view recent notifications.

Browser Softphone

If your account has the browser softphone enabled, you will see a floating dialer button in the bottom-right corner. Click it to expand the dial pad and make outbound calls directly from the browser.

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