> ## Documentation Index
> Fetch the complete documentation index at: https://docs.travon.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Learn how to navigate the Travon AI dashboard and where the main operational workflows live.

## Dashboard overview

The Travon dashboard is where your team manages the day-to-day operation of voice workflows.

This is where you create agents, launch campaigns, monitor calls, inspect transcripts, review outcomes, and improve performance over time.

<Note>
  If you are new to Travon, do not try to learn every section at once. Start with Agents, Campaigns, History, and Analytics. That will give you the clearest view of how the platform works.
</Note>

## What you can do from the dashboard

<Columns cols={2}>
  <Card title="Create and manage agents" icon="microphone-lines">
    Define the purpose, tone, language, and behavior of each voice agent.
  </Card>

  <Card title="Launch campaigns" icon="phone-volume">
    Start outbound calling workflows using selected agents, lists, schedules, and execution settings.
  </Card>

  <Card title="Review call history" icon="clock-rotate-left">
    Inspect transcripts, summaries, outcomes, and key call-level details to understand what happened.
  </Card>

  <Card title="Track performance" icon="chart-line">
    Monitor answer rates, conversions, transfers, call durations, and broader campaign trends.
  </Card>

  <Card title="Configure integrations" icon="plug">
    Connect telephony, CRMs, internal systems, or automation flows that support your workflow.
  </Card>

  <Card title="Improve workflow quality" icon="wand-magic-sparkles">
    Use real call data to refine prompts, workflows, fallback behavior, and handoff conditions.
  </Card>
</Columns>

## Main dashboard areas

### Agents

The Agents section is where you create and update your AI voice agents.

This is typically where you configure:

* agent name
* role and objective
* language and voice
* prompt behavior
* workflow or step logic
* fallback rules
* transfer or handoff conditions

A good agent setup should be specific, measurable, and tied to one clear use case.

### Campaigns

The Campaigns section is where you run outbound execution.

This is where teams usually:

* select an agent
* upload or connect a contact list
* configure scheduling
* manage retries
* monitor campaign progress
* review outcomes at the batch level

<Tip>
  For first-time launches, always start with a small batch before scaling to a large audience.
</Tip>

### History

The History section helps you inspect calls one by one.

This is often the most useful area when you are debugging or improving performance.

You may review details such as:

* transcript
* summary
* call status
* timestamps
* disposition or outcome
* transfer behavior
* edge-case handling

### Analytics

The Analytics section helps you understand trends across many calls rather than just one.

Teams commonly use this section to track:

* connected vs unanswered calls
* campaign performance
* conversion or qualification rates
* transfer rates
* call duration trends
* workflow drop-off patterns

### Telephony and numbers

Depending on your setup, the dashboard may include a dedicated area for telephony and number configuration.

This is where you manage:

* connected phone numbers
* routing setup
* provider settings
* webhook flows
* inbound and outbound behavior

### Integrations

The Integrations area is where Travon connects to the rest of your business systems.

Examples can include:

* telephony providers
* CRM systems
* webhooks
* internal APIs
* external workflow automations

## A typical daily workflow

Most operations teams use the dashboard in a repeating loop.

<Steps>
  <Step title="Review performance">
    Start by checking campaign results, major trends, or drop-offs in Analytics.
  </Step>

  <Step title="Inspect real calls">
    Open History and review actual transcripts to understand where the workflow succeeded or failed.
  </Step>

  <Step title="Update the agent or workflow">
    Refine prompts, branching logic, fallback handling, or transfer rules based on what you observed.
  </Step>

  <Step title="Relaunch or continue">
    Run another controlled batch or continue the workflow with improved settings.
  </Step>

  <Step title="Measure again">
    Compare the updated performance and continue improving iteratively.
  </Step>
</Steps>

## What new users should focus on first

If this is your first time in the dashboard, focus on these four areas in order:

<Columns cols={2}>
  <Card title="1. Agents" icon="user-gear">
    Understand how each agent is defined and what business use case it is responsible for.
  </Card>

  <Card title="2. Campaigns" icon="bullhorn">
    Learn how calls are launched, scheduled, and tracked operationally.
  </Card>

  <Card title="3. History" icon="file-lines">
    Review real calls and get comfortable reading transcripts and outcomes.
  </Card>

  <Card title="4. Analytics" icon="chart-pie-simple">
    Learn how to measure performance across a larger set of calls.
  </Card>
</Columns>

## Suggested ownership by team

Different teams usually use different parts of the dashboard most heavily.

| Team        | Main areas                                   |
| ----------- | -------------------------------------------- |
| Operations  | Campaigns, History, Analytics                |
| Product     | Agents, Workflows, Analytics                 |
| Engineering | Telephony, Integrations, API-related setup   |
| QA          | History, workflow review, edge-case analysis |
| Leadership  | Analytics, trends, business outcomes         |

## Best practices for using the dashboard

* keep agent names clear and specific
* launch in small batches before scaling
* review transcripts before making major prompt changes
* track business outcomes, not just call counts
* define handoff rules before going live
* revisit workflows regularly using real call behavior

<Warning>
  Do not judge workflow quality only by whether the agent sounds fluent. The real test is whether the call reaches the correct business outcome reliably.
</Warning>

## Recommended next steps

<Columns cols={2}>
  <Card title="Launch Your First Agent" icon="rocket" href="/docs/get-started/quickstart/launch-your-first-agent">
    Follow a step-by-step beginner guide to set up and test your first workflow.
  </Card>

  <Card title="Agents, Workflows, and Campaigns" icon="diagram-project" href="/docs/key-concepts/agents-workflows-and-campaigns">
    Understand the three building blocks behind most Travon deployments.
  </Card>

  <Card title="Platform" icon="layer-group" href="/docs/get-started/overview/platform">
    Go back to the platform overview to understand how the main system layers fit together.
  </Card>

  <Card title="Travon AI" icon="circle-info" href="/docs/get-started/overview/travon-ai">
    Return to the main product overview for a broader introduction.
  </Card>
</Columns>