Navigating the dashboard

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 menu (bottom of sidebar)

• Profile, Team, Integrations, Billing, Settings

• Theme selector (Light, Dark, 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 selector in the user menu.