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Dashboard overview

Everything you manage in JagCall lives in the left sidebar. Here's what each area does and where to go for common tasks.

Finding your way around

  • The switch at the top of the sidebar flips between Call Center (your day-to-day inbox, contacts, tasks, and agents) and Settings (numbers, billing, members, and tools).
  • Your name, workspace, and balance are at the bottom of the sidebar. Click them to open Profile, Billing, Help & Support, or to sign out.
  • Search sits at the top of the sidebar. Press Ctrl/⌘ + K from anywhere to open it.

Search everything

Type two or more characters to search your contacts, open tasks, text conversations, and calls at once, or to jump straight to a page. Type a phone number to start a text or look it up in your Phonebook. Calls and messages are searched on the server, so results are not limited to what is already loaded on screen.

Call History, Chat History, and Analytics

These pages are not listed in the sidebar. Open them from search, or from a number's Recent Calls and Send SMS shortcuts on the Phone Numbers page.

Calls & messaging

Where live activity and conversation history live.

Call Center

Calls and texts for one phone number in a single time-sorted list. Pick the number under Inboxes, filter by All, Calls, or SMS, search, and start a new message. Until the first call or text arrives, it shows a getting-started view with your number and next steps.

Live Calls

In-progress calls updating in real time, with live duration and stats. Listen in on an active call to monitor your agent.

Call History

Past calls with transcripts and recordings. Filter by All, Incoming, Outgoing, or Test, use the Missed and Unresponded chips, and narrow by who handled the call (anyone, AI agent, or human). Press play on a row to hear the recording without opening the call.

Analytics

Dashboards for call and SMS volume, cost, sentiment, top keywords, and agent performance over 7, 30, or 90 days.

Voicemails

Voicemails left on your numbers, with audio playback. Use Voicemail settings to turn voicemail on or off and set each number's greeting; before your first voicemail, the page shows these settings in place.

Contacts & tasks

Keep track of who you talk to and what needs to happen next.

Phonebook

Your contact book. Add people manually or import a CSV (name, phone, email, company, tags, notes). Each contact also has a Notes thread shared with your team, and its own Tasks.

Tasks

Every follow-up across your contacts in one list, grouped as Overdue, Today, Upcoming, and No date. Click a title to edit it, set the due date or assignee in place, or tick several tasks to complete, assign, reschedule, or delete them together. The sidebar badge counts tasks that are overdue or due today.

Task reminders

In Profile, choose whether to get a morning digest (about 8:00 in your timezone) of your overdue and due-today tasks by email, as a push notification, or both. The digest is sent only once JagCall has switched the feature on; the Profile page tells you if it has not yet.

Build & automate

Where you create agents and the workflows around them.

Agents

Create and edit AI voice and SMS agents — voices, prompts, LLM settings, flows, and publishing.

Automations

Event-triggered workflows that react to calls and messages — retries, follow-up SMS, webhooks.

Campaigns

Outbound batch calling — upload contacts, pick an agent, schedule, and track progress.

Knowledge Base

Upload documents so your agents can answer questions from your own content.

AI Training

Import real conversations to improve agents and review AI-suggested prompt patterns.

Setup & configuration

Numbers, connections, and developer tools.

Phone Numbers

Buy or port numbers, assign voice and SMS agents, set SMS hours, and release numbers you no longer need.

Integrations

Connect Google Calendar, Cal.com, Calendly, Frubix and Workiz CRMs, Zapier, and Stripe payments.

API Keys & Webhooks

Create scoped API keys, connect AI assistants over MCP, and register webhook endpoints. API Keys and Webhooks are under Tools in the Settings view.

Account & billing

Billing

Your subscription plan and usage, prepaid balance for overage, numbers, payment methods, and invoices.

Members

Invite teammates by email and set their role — admin or member (optionally limited to specific numbers). People new to JagCall create their account from the invite. Only the owner can manage members.

Profile

Your name, email, and timezone, task reminders, company details, password, and two-factor authentication.

What you see depends on your role

Members limited to specific numbers only see calls, texts, and history for those numbers. The platform console is for JagCall staff only. Your day-to-day account and company settings live under Profile.

Still need help?

Can't find what you're looking for? Send us a message and our team will get back to you.

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