A quick guide to each part of your portal. Your portal only shows the tabs your AI staff member is equipped for — so if you don't see something described here, it's simply not part of your setup. Stuck on anything? Hit Request Support and we'll help.
If your business has more than one agent — say a phone receptionist and a website chat assistant — use the dropdown in the top bar to switch between them. Every tab shows the selected agent's activity.
Your at-a-glance dashboard: this month's usage against your plan, total calls or chats, average length, activity per day, quality trend, busiest times, and what people are asking about.
The usage bar counts minutes for a voice agent and conversations for a chat agent. It turns red when you're nearly out — contact us to upgrade.
The Rolling 12 view shows your last twelve months side by side, so you can see how things are tracking.
Every message your AI staff member takes lands here — who it's from, their number, and what they wanted.
Mark done when you've dealt with one, and use the ✎ comment to note things like "called back, no reply". Search and the Open/Done/All filters help you find anything fast.
Jobs your team logs through the agent — timesheets, quote requests, materials orders, and general to-dos — arrive here with their priority (Urgent, High, or Low).
Use the Assigned dropdown to give a task to a staff member, tick it done when finished, and filter by status, priority, or person. You can also add tasks by hand with + New.
Visits and appointments your agent books with callers — date, time, name, contact details, and address. The agent only offers times that fit your availability.
Your health and safety register. When someone reports an accident, injury, or near miss to the agent, the full details land here — what happened, who was involved, severity, and treatment.
If an incident may be notifiable under health and safety law, it's flagged clearly and an alert email goes to your nominated address so nothing slips through.
The complete record of every conversation — a summary, the full transcript, and a quality score for each one. Open any conversation to read exactly what was said.
Search works across everything, so you can find that call from three weeks ago in seconds.
If your business has chosen a data retention period, transcripts older than that period are removed automatically — the statistics stay.
What your AI staff member knows. The cards at the top cover the basics — opening hours, service areas, things you do, and things you don't — keep these current.
Below that is custom knowledge: add anything people commonly ask with + Add knowledge. Edit or delete any item any time.
Changes can take a little while to reach the agent. Some agents are set up with their own specialised knowledge base managed by Incendo — if that's yours, this section may not appear.
Your team list. Add people with + Add staff (name required, email and mobile optional). Staff here appear in the Tasks "Assigned" dropdown.
Shows which features are switched on for your agent, including your greeting and the daily digest email — a summary of your latest activity sent to your chosen address every 24 hours.
Integration relay: if you'd like each conversation's data forwarded automatically to your own system the moment it ends, enter your endpoint URL and signing secret here. Leave it blank if you don't need it.
Who can sign in to this portal. Admins can invite new users by email and remove access when someone leaves.
The portal works like an app — no app store needed.
You'll get an orange icon on your home screen that opens full-screen, just like an app.
Orange button, top right. Tell us your name, email, and what you need — it comes straight to the Incendo team.