Home Dashboard
The Home Dashboard is the first screen you see after logging in. It gives you a high-level view of what your AI agents have been doing — calls handled, notes captured, and insurance activity — all in one place.
What You'll See
The dashboard displays an analytics panel for each active AI agent on your account.
Ira shows your receptionist's call and appointment performance — how many calls were handled, how many appointments were booked through AI, and how calls were resolved (booked, transferred, message taken, etc.).
Sia shows clinical note activity — how many patient visit sessions were recorded and how many notes were drafted and ready for provider review.
Milo shows insurance activity — the number of eligibility checks run and benefit verifications completed for upcoming patients.
Going Deeper
The Home Dashboard shows totals at a glance. For trend analysis, production breakdowns, recall performance, and provider-level reporting, head to AI Insights in the main navigation.
Common Questions
Q: How often does the dashboard refresh? The dashboard updates in real time. Agent activity appears within seconds of it happening.
Q: Can I see data from previous days? The dashboard focuses on recent activity. For historical data and trends, visit AI Insights.
Q: Why are some sections missing? Sections only appear for agents and features that are active on your account. Contact support if you think something should be visible but is not.