SIMCOAICustomer docs
Control centre

Use the SIMCOAI dashboard

Understand the main dashboard areas for daily operations, customer support, phone calls, analytics, billing and account settings.

Find the right module quicklyKnow what each dashboard area controlsKeep customer operations measurable
SIMCOAI dashboard modules stay grouped by the work your team needs to do.
SIMCOAI dashboard modules stay grouped by the work your team needs to do.
Navigation

Main areas

The dashboard is grouped by workflow, not by vendor. Use the left navigation and top tabs to move between setup, voice, intelligence, growth, platform and account tools.

Home

Readiness, quick actions, metrics and health checks.

Operations

Orders, refunds, bookings, escalations and customer records.

Voice

Numbers, call studio, call logs, conversations and caller ID rules.

Intelligence

Knowledge base, AI testing, memory and automation policies.

Account

Billing, add-ons, users, security and legal acceptance.

Daily use

What to check each day

Start with the attention panel, then review any conversations that were escalated or could not be completed automatically.

  • Open operations needing attention.
  • Review missed or transferred calls.
  • Check unresolved chat conversations.
  • Confirm booking/refund/order captures are assigned.
  • Watch plan limits and add-on usage.
Performance

Keep the dashboard fast

Use search to jump directly to modules and avoid leaving many heavy admin tabs open at once. SIMCOAI now uses lean static assets, cache-busted styles and reduced decorative motion for faster page loads.

Use Ctrl K or the search bar for modules.

Close old tabs after billing or setup changes.

Refresh after plan upgrades so entitlements reload.