AiDial Docs

#Portal Guides

Audience-facing portal usage guides live here. These guides explain how to use the portal, understand your access, and find the right customer or partner workflow.

#Guide Sections

  • Client Guides — primary customer-facing guide set for Dashboard, Calls, Support, Billing, Settings, Audit Log, Status, and eligible Team workflows. Shared Dashboard, Calls, Billing, Settings, and Status help links currently point partner roles to these client guides until dedicated partner guides are published.
  • Partner Guides — partner-facing guide set for Partner Team, Clients, API Keys, Projects, Integrations, and Escalation Boundaries. Shared Dashboard, Calls, Billing, Settings, and Status help may still point to client guides when the same page behaviour applies to partner roles.

#Access Notes

  • The portal checks your signed-in role and organisation before showing or loading guide-backed workflows.
  • Navigation visibility is a convenience. If a direct link is outside your role or organisation scope, the portal may show an access-denied or not-found style response.
  • Partner users may see some shared customer guides when the same portal page behaviour applies to partner roles.