#AiDial Client Guide

#Overview

Welcome to the AiDial portal client guide. This guide covers the customer-facing portal areas you use to review calls, manage support tickets, check billing, manage eligible team workflows, and update settings.

For authentication topics including signing in, multi-factor authentication, and session security, see the Authentication and Access Guide.

#Guide Contents

#Getting Started

• Getting Started — First-time portal orientation, sign-in, and initial setup

#Your Portal

• Dashboard — Analytics overview with call volume, performance, and sentiment trends
• Call Log — Search, filter, and review your call history
• Call Detail — View individual call metadata, transcripts, and recordings
• Recordings — Playback and download call recordings
• Export and Download — Export call data to CSV and download transcripts
• Support (/support) — Create, filter, review, and update support tickets

#Billing

• Billing — View your billing overview, invoices, and payment portal

#Team

• Team Management — Client Admins can manage team members, invitations, and roles; Client Managers can view the team list when the Team surface is available to their account.

#Settings

• Settings Overview — All available settings and their role-based access
• Profile — Your display name, email, MFA status, active sessions, and security settings
• Business Hours — Configure operating hours
• Call Limits — Set maximum call duration controls
• Consent Notice — Manage consent notice content
• Transfer Settings — Configure call transfer routing
• Tenant Settings — Display, billing contact, and security contact configuration
• Data Governance — View partner-managed data governance settings
• Notifications — Notification preferences
• Session Management — View and manage active sessions
• Data Deletion — Submit and track data deletion requests
• Plan and Entitlements — Review plan tier, capabilities, export formats, and usage limits

#Compliance

• PII Unlock Requests — Request access to sensitive call data
• Collection Notice — Manage collection notice profiles

#Other

• Audit Log — Review tenant-scoped audit activity and redaction-aware event details
• System Status — View system health and active incidents
• Troubleshooting — Common errors, empty states, and resolution steps

The client sidebar is role-based and is not a security boundary. Client Admin and Client Manager users generally see Dashboard, Calls, Support, Audit Log, Billing, Settings, and System Status. Client Staff users generally see Dashboard, Calls, Support, Settings, and System Status. The portal still checks your role and organisation scope on every protected request.

#Quick Reference

#Role Reference

Your access to portal features depends on your assigned role. See the Role Reference for a complete comparison of what each role can access.

#URL Anchor Convention

This guide uses kebab-case URL anchors derived from file paths for stable linking. For example, the call log section is available at /guides/clients/calls/call-log. This convention aligns with the portal's contextual help link registry.

#Related Guides

• Authentication and Access Guide — Sign-in, MFA, roles, sessions, and API authentication