Platform Overview
This guide introduces you to the Hanc.AI dashboard — where you'll manage your voice agents, view analytics, and configure all platform features.
Dashboard Layout
When you log in, you'll see the main dashboard:
┌─────────────────────────────────────────────────────────────────────────────┐
│ TOP BAR │
│ ┌──────────┐ ┌────────┐ ┌────────┐ ┌────────┐│
│ │ Logo │ │Language│ │Workspace│ │ User ││
│ │ HANC.AI │ │ EN ▼ │ │ ABC ▼ │ │ Menu ││
│ └──────────┘ └────────┘ └────────┘ └────────┘│
├─────────────┬───────────────────────────────────────────────────────────────┤
│ │ │
│ SIDEBAR │ MAIN CONTENT AREA │
│ │ │
│ ┌─────────┐ │ ┌─────────────────────────────────────────────────────────┐ │
│ │Dashboard│ │ │ │ │
│ ├─────────┤ │ │ Current page content appears here │ │
│ │Voice │ │ │ │ │
│ │Agents │ │ │ • Metrics and charts │ │
│ ├─────────┤ │ │ • Tables and lists │ │
│ │Knowledge│ │ │ • Forms and settings │ │
│ │Base │ │ │ • Agent configurations │ │
│ ├─────────┤ │ │ │ │
│ │Phone │ │ │ │ │
│ │Numbers │ │ │ │ │
│ ├─────────┤ │ │ │ │
│ │Call Logs│ │ │ │ │
│ ├─────────┤ │ │ │ │
│ │Integra- │ │ │ │ │
│ │tion │ │ │ │ │
│ ├─────────┤ │ │ │ │
│ │Team │ │ │ │ │
│ ├─────────┤ │ │ │ │
│ │Settings │ │ │ │ │
│ └─────────┘ │ └─────────────────────────────────────────────────────────┘ │
│ │ │
└─────────────┴───────────────────────────────────────────────────────────────┘
Top Bar
The top navigation bar provides quick access to global features:
Logo
Click to return to the main dashboard from any page.
Language Selector
Switch between supported languages:
- EN — English
- DE — German (Deutsch)
Workspace Selector
If you have multiple workspaces, switch between them here. Each workspace is a separate environment with its own:
- Agents
- Knowledge bases
- Phone numbers
- Team members
- Call logs
User Menu
Click your name/avatar to access:
- Profile settings — Edit your personal information
- Billing — Manage subscription and payments
- Logout — Sign out of the platform
Sidebar Navigation
The left sidebar is your main navigation. Here's what each section contains:
Dashboard
Purpose: Overview of your platform activity
What you'll see:
- Call statistics (total calls, duration, success rate)
- Recent agent activity
- Quick action buttons
- Daily/weekly trends charts
Key metrics:
| Metric | Description |
|---|---|
| Total Calls | Number of calls handled |
| Avg. Duration | Average call length |
| Success Rate | Calls completed without escalation |
| Active Agents | Agents currently deployed |
Voice Agents
Purpose: Create and manage your AI voice agents
Features:
- Agent list — View all your agents
- Create new agent — Start from template or scratch
- Agent settings — Configure each agent's behavior
Agent card shows:
- Agent name and description
- Status (active/inactive)
- Connected phone numbers
- Quick actions (edit, test, duplicate, delete)
Knowledge Base
Purpose: Manage information your agents use to answer questions
Features:
- Create knowledge base — Start a new information repository
- Upload files — Add documents with business information
- View/edit content — See what's in each knowledge base
- Connect to agents — Link knowledge bases to agents
Supported file types:
- PDF documents
- Word documents (.docx)
- Text files (.txt)
- Markdown files (.md)
- HTML files
- CSV spreadsheets
Phone Numbers
Purpose: Manage phone numbers for voice agents
Features:
- View numbers — See all connected phone numbers
- Buy numbers — Purchase new phone numbers
- Configure routing — Assign agents to numbers
- Import from Twilio — Connect existing Twilio numbers
Number information:
- Phone number
- Assigned agent (inbound)
- Outbound agent (if different)
- Status (active/inactive)
Call Logs
Purpose: View history of all calls handled by agents
Features:
- Call list — Chronological list of all calls
- Filters — Filter by date, agent, duration, status
- Call details — View individual call information
- Transcripts — Read full conversation transcripts
- Audio playback — Listen to call recordings
- Export — Download call data as Excel/CSV
Call record shows:
- Date and time
- Duration
- Agent used
- Caller ID (if available)
- Call status
- Sentiment (positive/neutral/negative)
Integration
Purpose: Connect Hanc.AI to external services
Available integrations:
| Integration | Purpose |
|---|---|
| Twilio | Phone numbers and telephony |
| API Keys | Generate keys for external apps |
| Webhooks | Send data to your systems |
| Calendars | Google Calendar, Outlook |
Twilio integration:
- Enter Twilio Account SID
- Enter Auth Token
- Import existing phone numbers
- Or purchase new numbers
Team
Purpose: Invite and manage team members
Features:
- Team list — View all workspace members
- Invite members — Add new team members by email
- Manage roles — Set permissions for each member
- Remove members — Revoke access
Roles:
| Role | Permissions |
|---|---|
| Owner | Full access, billing, delete workspace |
| Admin | Manage agents, team, settings (no billing) |
| Member | View and use agents, view call logs |
Settings
Purpose: Account and billing configuration
Sections:
Profile:
- Edit name and contact info
- Change password
- Notification preferences
Billing:
- Current plan details
- Upgrade/downgrade plan
- Payment methods
- Invoice history
- Usage statistics
Common Interface Elements
Buttons
| Button Style | Purpose |
|---|---|
| Primary (filled) | Main action (Create, Save) |
| Secondary (outline) | Alternative action (Cancel, Back) |
| Danger (red) | Destructive action (Delete) |
| Icon button | Quick actions (edit, copy, delete) |
Tables
Tables display lists of items (agents, calls, numbers):
┌─────────────────────────────────────────────────────────────────┐
│ Name │ Status │ Created │ Actions │
├─────────────────────────────────────────────────────────────────┤
│ Reception Bot │ ● Active │ Jan 15, 2024 │ [Edit] [Delete] │
│ Sales Agent │ ○ Inactive│ Jan 20, 2024 │ [Edit] [Delete] │
│ Support Bot │ ● Active │ Feb 1, 2024 │ [Edit] [Delete] │
└─────────────────────────────────────────────────────────────────┘
[◀ Previous] Page 1 of 3 [Next ▶]
- Click column headers to sort
- Use pagination to navigate long lists
- Use search/filter to find specific items
Forms
Forms collect information for creating or editing items:
┌─────────────────────────────────────────────────────────────────┐
│ Create Voice Agent │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Agent Name * │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Reception Assistant │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Description │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Handles incoming calls and books appointments │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Template │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Customer Service [▼] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ [Cancel] [Create Agent] │
│ │
└─────────────────────────────────────────────────────────────────┘
- Fields marked with * are required
- Dropdown menus show options with [▼]
- Save/submit buttons are usually bottom-right
Modals (Popups)
Modals appear for:
- Confirmations ("Are you sure you want to delete?")
- Quick forms (invite team member)
- Detailed views (call transcript)
Click outside the modal or press Escape to close.
Notifications
Notifications appear in the top-right corner:
| Type | Color | Purpose |
|---|---|---|
| Success | Green | Action completed successfully |
| Error | Red | Something went wrong |
| Warning | Yellow | Attention needed |
| Info | Blue | General information |
Quick Actions
Create Agent (Quick)
From the dashboard, click "Create Agent" to quickly start a new voice agent.
Test Agent (Quick)
On any agent card, click "Talk to Agent" to immediately test the agent.
View Recent Calls
Dashboard shows recent calls. Click any call to see details.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Esc | Close modal/popup |
Ctrl + S (or Cmd + S) | Save current form |
Enter | Confirm/submit in dialogs |
Mobile Experience
The platform is responsive and works on mobile devices:
- Sidebar collapses to a hamburger menu
- Tables become scrollable cards
- Forms stack vertically
- All features remain accessible
For the best experience, we recommend using a desktop or tablet for complex configurations.
Browser Support
Recommended browsers:
- Google Chrome (latest) ✓
- Mozilla Firefox (latest) ✓
- Microsoft Edge (latest) ✓
- Safari (latest) ✓
Enable JavaScript and allow cookies for full functionality.
Next Steps
Now that you know your way around:
- Create Your First Agent — Build a working voice agent
- Knowledge Base Setup — Upload your business information
- Phone Numbers — Connect real phone numbers
Need Help?
- Can't find a feature? — Use the search function in the sidebar
- Interface issues? — Try refreshing or clearing cache
- Questions? — Contact support@hanc.ai