Web UI reference

Find the screen you are looking at, then follow its reference or the task you want to perform. Administration screens are included in this directory; their configuration instructions belong to Administer.

Availability: Screens and actions depend on your role, team permissions, enabled features and modules. A control being visible does not establish permission to save or publish. Check the linked task's availability note before making a change.

Navigate the application

The sidebar selects the main area; the header keeps your team context and account controls available while you work. Expand or collapse the sidebar with its toggle. On a narrow screen, open it before selecting a destination; selecting an item closes the expanded navigation.

Sidebar item	Destination and purpose
Dashboard	/dashboard: reporting and application metrics.
Apps	/apps: find or create an application, then open its Overview or Flow Designer.
Conversations	/conversations: review permitted conversation records. This item is shown for users with log-view access, including global read access or the current team's eligible MEMBER/ADMIN role; an ordinary team VIEWER does not get it.
Settings	/settings: team and account-related configuration areas, each with its own permissions.

A missing item can reflect your role or selected team. A visible navigation link does not authorize every action on its destination. Follow Access and teams before requesting broader permissions.

Header controls

• Team selector: establishes the team context used by the interface. A permitted global reader can also have an all-teams option. Wait for the team switch to finish and verify the selected team before editing; a failed update restores the previous selection. See team selection.
• Search: finds application navigation results; its keyboard and optional assistant behavior are described below.
• Documentation/help: opens documentation in a separate tab and includes the application version in the link. Verify the documentation's selected version; the link itself is not proof that every page matches the running release.
• Administration: opens /admin-settings when the user's administration or global-read permissions expose the control. Global read access can show administration without granting edit rights.
• Notifications: opens /settings/notifications; its badge summarizes unread entries. Use notification guidance for scope and shared read-state effects.
• Avatar: opens User Settings, showing account identity and the Theme, Language, settings-link and Logout controls. Follow personal preferences for persistence and account-language behavior. Language is selected in that drawer, not through a separate header language switch.

Find an application with global search

Click the header search field, or press Cmd+K on macOS / Ctrl+K elsewhere while focus is outside another input or text area. Type an application search term and wait for results to refresh. Application results are limited by the server's access filter; select the intended team first. This is application navigation, not a full-text search across conversation logs or every configuration field.

Use the arrow keys to highlight a result, Enter to select it, or Escape to close the result list. Selecting an application opens its app page and clears the search text. Use the Apps list and its filters when the quick results do not identify the application you need; an empty or incomplete quick-result list is not proof that the application was deleted.

The interface can render an Agents result group, but this release's agent-search hook uses the application query and then filters for agent-style application links. Do not rely on global search as a complete node/agent catalogue. Open the owning application's Flow Designer to inspect its actual nodes.

Optional assistant: when the deployment supplies the assistant integration, an Ask AI result can appear. Selecting it with text sends that text to the assistant; the empty-query action opens the chat without sending a message. With no navigation result highlighted, Enter can send the entered query to the assistant. Highlight the application result explicitly when you intend to navigate, and keep credentials and private conversation content out of assistant queries. If the assistant entry is absent, ordinary application search remains the navigation path.

Applications and conversations

Screen or area	What to look up	Reference
Dashboard	Widgets, reporting period, metric meanings and QA	Read and configure the dashboard
Apps	Creation paths and initial app/flow state	Create an application
Flow Designer	Canvas and source editing	Build a flow
Node inspectors	Settings, exits, mappings, per-node fields and runtime effects	Inspector reference
Provider editor	Mode, credentials, realtime/LLM/STT/TTS, audio and recovery controls	Provider field reference
Manage Actions	Embedded/shared actions, parameters, code and instructions	Action editor
Node catalogue	Available node types and their purpose	Node reference
Flow Settings	App state, QA, duration, caching, language and Shared Voice Flow	Settings reference
Variables & Resilience	Declarations/pickers and staged failure policies	Variable catalogue, resilience
Version History	Status, restore, direct publication and draft deletion	History reference
Browser action capabilities	Read aloud, transform, listen and side-flow controls	Browser action reference
Flow source	Authoring source and validation	Build a flow
Draft and publish	Saving versus publication	Save, test and publish
App recording settings	Output selection and recording frequency	Choose recording outputs
Endpoints	Phone/browser fields, readiness, access lists and route reconciliation	Entry-point inspector
Conversations	Find a call; Overview, Timeline, Flow run, recordings and Debug	Review a conversation

For provider modes, channel selection and node overrides, use Choose a channel and provider.

Registration and document review

Screen	Task and controls	Reference
Register	Plan, details, email PIN, document review and checkout	Registration journey
Registration status / cancellation	Pending, completed, expired and uncertain payment outcomes	Setup status
My Subscription → Legal Documents	Current versus accepted versions, downloads and Review & Accept	Team document review

Team and platform administration

Screen or area	What to look up	Reference
Team settings	Shared defaults, save boundaries and resource readiness	Team configuration
Teams / Manage Team	Creation, member/server-group assignments and decommissioning	Team lifecycle
Team recording storage	Destination and retention responsibilities	Configure team storage
Users and Invite User to Team	Identity creation, invitations, memberships and global assignments	User provisioning
Change platform role	Actor email verification, eligibility and session consequences	Platform-role workflow
API keys	Creation, scope selection, one-time copy, usage and revocation	Manage team API keys
Variables	Shared values and secret lifecycle	Team variables and secrets
Tools	Reusable team requests	Team tools
Notifications	Visibility, review and read state	Notifications
My Subscription	Usage, spending cap, thresholds, plan changes and billing state	Subscription and usage
Custom Deals	Agreement versions, checkout, application and discontinuation	Custom agreements
Job History	Attempts, states, results and diagnostic limits	Background jobs
Cron Schedules	Fields, Run Now, history and deletion effects	Recurring schedules
Sign-in and account recovery	Password expiry, reset, Microsoft prerequisites and sessions	Account recovery
User Settings drawer	Browser theme, account language and logout	Personal preferences
Languages	Catalogue metadata, translation overrides, reset and deletion	UI languages
Platform settings	Section-specific saves, global defaults and visibility	Platform configuration
Platform Secrets	Key/purpose metadata, Set Secret, rotation and deletion	Platform secret controls
Header Manipulation	Reusable rules, conditions, substitutions and activation	Configure SIP header rules
SIP and egress trunks	Inbound identification and outbound routing	Configure trunks, routes and numbers
Access Logs	Filters, local-time bounds, UTC rows and feed scope	Security evidence and export

For missing teams or actions, follow Access and team permissions.

Find a task or diagnose a result

For your first application, follow Start here. To understand where audit events, runtime messages and SIP captures fit, open Logs and diagnostics.

Coverage during migration

This directory makes the existing screen references discoverable. It is not yet a complete control-by-control reference. Screens, dialogs and actions are being checked against the product; links marked existing guide retain their published documentation until that review is complete.

Fleet controls

Screen or area	What to look up	Reference
Server Groups	Voice/API limits, provisioning settings, save and deletion boundaries	Configure a server group
API rate limits	Active configuration, per-IP tiers, cache and validation	Adjust API rate limits