Dashboard

Overview of all agents and sessions
Total Users
agents + admins
Agents
active reps
Sessions
total calls
Today
calls today
Objections
detected total

Recent Sessions

AgentClientStageDurationObjectionsDate
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Users

Manage agents and admins in your organization
PhotoNameEmailRoleSessionsLast ActiveActions
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🎯 Prospects

Client database — track pipeline stage and load info onto calls
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📚 Frameworks

Upload company info, frameworks, policies & deals that agents can activate during calls
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📖 Playbook Rules

Train the AI on your specific objections, triggers, and coaching responses
➕ Add Playbook Rule
Objection Type
Trigger Phrases (comma separated)
Best Next Question
Coach Note
Why This Works
Confidence %
Severity
📖 Current Rules
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All Sessions

View every call across all agents
AgentClientStageDurationBuying SignalsObjectionsDate
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📅 Company Calendar

All bookings and prospects across your organisation
Total Bookings
This Week
Confirmed
Total Prospects
DATE & TIME PROSPECT AGENT INTERESTED IN STATUS SOURCE
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⚙️ Company Settings

Configure AI coaching, transcription, and organisation preferences
🧠
AI Coaching Settings
Model, style and sensitivity for all agents
Model
Quality
Speed
Best For
Advanced
★★★
Slower
Deepest coaching, catches subtle objections
Standard
★★☆
Faster
Balanced speed & quality
Lite
★☆☆
Fastest
Quick calls, high call volume
🌐
Language Settings
AI coaching and platform UI language defaults
Language for coaching tips, objection responses, summaries, and AI analysis. Applies to all agents in this org.
Default language for all buttons, labels, and interface text. Each agent can override this in their own settings.
🎙️
Transcription Settings
Audio chunk timing
How often audio is sent for transcription. 5s recommended
Pause in speech before sending chunk. Default: 1500ms
🏢
Organization
License and seat information
Plan
Sessions
Seats
🔐
Account & Password
Update your admin password
🖼️
Company Logo
Shown on all booking pages instead of the CloseSignal logo
No custom logo uploaded
PNG, JPG, SVG — max 400 KB. Recommended: horizontal logo, transparent background.

🔄 Agent Queue

Company-wide booking link that auto-assigns prospects to agents in rotation
A
Agent
agent · 0 sessions
📊 Overview
📞 Sessions
🧠 Manager Tips
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Total Calls
Avg Objections
Avg Buy Signals
Win Signal Rate
Objection Rate
Avg Talk Ratio
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