Owner Login

Secure company dashboard access
Edit Agent
Update credentials, target, manager mapping, cloud number and status.
Optional. Upload only if you want to replace the current photo.
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Agent
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Total Calls
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Today
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Connected
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Follow-ups
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Avg Duration
Call Logs
Follow-ups
Lead Feedback
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Lead History
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Reported Call
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Cloud Call
Recording details
Recording
Cloud
Download
Playback stays inside the dashboard. Download remains optional for sharing or audit.
AI Summary
Not generated
Generate a summary after the recording loads.
Transfer Agent Ownership
Move cloud number, device, leads and follow-ups to another agent. Old history stays with the old agent. Effective time must be now or in the past.

1 Agents

New staff member not listed? Onboard the agent first from the card above, then run the transfer.

2 Effective From & Mode

Historical Lock (Recommended)
Old calls, reports and follow-ups stay with the old agent. Use current or past effective time so the ownership switch happens immediately and history remains locked.
Full Reassignment
Also moves assigned leads and open follow-ups/callbacks to the new agent. Ownership change still requires a current or past effective time.

3 Transfer Scope

4 Preview & Confirm

      Recent Transfers

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