Navigating the dashboard

Learn how the sidebar, pages, and navigation are organized so you can find what you need quickly.

Sidebar layout

The VoiceCraft sidebar organizes features by how often you use them:

Primary (daily use)

• Home - Workspace overview and quick stats

• Inbox - All conversations across agents

Customers

• Contacts - All callers and contacts in your workspace

• Appointments - Booked appointments (shown only if an agent has appointment booking enabled)

• Form Submissions - Submitted forms (shown only if an agent uses forms)

• Orders - Voice-captured orders (shown only if an agent has ordering enabled)

Insights

• Analytics - KPI dashboard with call volume, duration, booking, and escalation trends

• Reports - Detailed reporting

Outreach

• Call Campaigns - Outbound phone campaigns

• SMS Campaigns - Text message campaigns

Build

• Receptionists - Your AI voice agents

• Knowledge - Organization-level knowledge base documents

• Form Templates - Form builder (shown only if forms are enabled)

User avatar menu (bottom of sidebar)

Click your avatar or name at the very bottom of the sidebar to open the account menu. From here you can access:

• Profile - Edit your personal details

• Settings - Workspace settings, including General, Team, Billing, Integrations, and Data tabs

• Theme - Switch between Light, Dark, or System

• Sign out

Adaptive navigation

Sidebar items for Appointments, Form Submissions, Orders, and Form Templates only appear when at least one agent has that capability enabled. This keeps the sidebar clean and relevant to your setup.

Theme

Switch between light mode, dark mode, or system default using the theme submenu in the user avatar menu at the bottom of the sidebar.