AiDial Docs

#Getting Started

RoleAccess Level
Client AdminFull customer portal orientation, including editable settings and team management
Client ManagerBroad customer portal orientation, with team and most operational settings in read-only mode
Client StaffDay-to-day portal orientation for dashboard, calls, support, status, and personal settings

#Overview

This quick-start guide walks you through your first time using the AiDial portal. By the end, you will have signed in, reviewed your dashboard, understood which sections your role can access, and configured or reviewed your first available setting.

#Prerequisites

  • You have received your portal login credentials from your organisation's administrator or AiDial partner
  • Your organisation's AiDial tenant is active and your account has been assigned a portal role and project scope
  • You have access to a web browser (Chrome, Firefox, Safari, or Edge)

#Step 1: Sign In

Follow the sign-in instructions in the Signing In guide. The portal uses your email address as a login hint, then directs you to the AiDial identity provider to enter your password and complete any provider-hosted checks.

#Step 2: Set Up Multi-Factor Authentication

Client Administrators, Client Managers, and Client Staff can use multi-factor authentication (MFA), but MFA is not mandatory for those client roles unless an explicit tenant or user policy requires it. Follow the Multi-Factor Authentication guide for step-by-step enrolment instructions.

#Step 3: Review Your Dashboard

After signing in, you will land on the Dashboard. The dashboard shows an overview of your call activity including:

  • KPI trends — Total, completed, missed, and failed calls, plus average duration
  • Call volume — Daily or weekly call counts over your selected date range
  • Sentiment — Positive, neutral, and negative sentiment distribution for in-scope calls

Use the date range filter at the top to switch between today, the last 7 days, 30 days, 90 days, or a custom range.

If your organisation has not yet received any in-scope calls, the dashboard displays first-run guidance with a link to the call log and a refresh action. If a selected date range has no matching calls, the dashboard shows an empty filtered-results state.

#Step 4: Configure or Review a Setting

Navigate to Settings in the sidebar. Settings are role- and project-scoped. As a Client Administrator, you can start with one of these live settings:

  1. Business Hours — Set your organisation's operating hours
  2. Call Limits — Review and update the maximum call duration control
  3. Notifications — Choose which alerts you receive

Client Managers can review many operational settings but cannot edit most of them. Client Staff can manage their own profile, notification preferences, and active sessions; billing, team management, audit log, PII unlock requests, and most operational settings are not available to Client Staff.

#Step 5: Explore the Guide

Use the Client Guide table of contents to find documentation for any portal feature. Each page includes a role-access table showing what your role can do, step-by-step instructions, and guidance for common issues. Some pages describe features that may be hidden from your navigation or unavailable because of your role.

#Access and Scoping Notes

  • The browser uses your signed-in portal session. You do not need to enter or send an API key.
  • Navigation visibility is not a security boundary. Access, tenant scope, project scope, and MFA state are enforced server-side.
  • Out-of-role or out-of-scope tenant/project requests are denied without revealing whether another tenant's resource exists.

#What to Do Next

  • View your calls: Go to the Call Log to search and review call history. Client Staff can view calls with caller details masked and caller search disabled.
  • Check your billing: Visit Billing to view plan details, usage, invoices, and billing portal access. Billing is available to Client Admins and Client Managers.
  • Manage your team: See Team Management to view team members. Client Admins can invite and manage members; Client Managers have read-only access.
  • Understand your role: Review the Role Reference to see what you can access

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