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The DialNexa dashboard platform map shows which area owns each part of Voice AI operations. Agents define caller behavior, Knowledge Base stores reference documents, Phone Numbers route traffic, Batch Calls launch campaigns, Workflows automate lead paths, Integrations connect tools, Call History audits calls, and Workspace Settings contains telephony, members, AI app access, developer access, and billing. DialNexa left sidebar showing workspace context, dashboard navigation tabs, help access, and profile controls.
Start with the area that owns the object you need to change. Use Call History to verify the result after a test or live call.

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DialNexa Dashboard Platform Map By Tab

Use this as the first routing table for the dashboard.

Overview

Check today’s call metrics, weekly volume, wallet balance, active agents, and recent calls.

Agents

Create, import, organize, edit, test, publish, duplicate, export, move, and delete Voice AI agents.

Knowledge Base

Create document collections and attach them to agents that need grounded answers.

Workflows

Build node-based automation with voice calls, conditions, wait times, application actions, leads, and lead history.

Phone Numbers

Buy or link numbers, assign inbound and outbound agents, manage SIP trunks, and place single outbound calls.

Batch Calls

Upload recipient CSVs, choose an outbound number, set schedule and retries, save drafts, and start campaigns.

Call History

Filter calls, open details, play recordings, read transcripts, review extracted fields, inspect transfers, and export data.

Integrations

Connect available providers, validate connections, inspect actions, and request new integration coverage when enabled.

Workspace Settings

Open Workspace settings in the main navigation to manage General, Members, Billing, Telephony, Voices, Call capacity, AI app access, and API keys & webhooks.
The left navigation changes state based on workspace context and account readiness.

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Move Through The Platform Without Losing Context

1

Start with the owner tab

Open the area that owns the object you need to change: agent, knowledge base, number, batch, workflow, integration, call record, or workspace setting.
2

Publish before routing

For agent behavior, publish the version before assigning it to numbers, batch campaigns, or workflows.
3

Launch from the execution surface

Start one call, a batch, or a workflow from the page designed for that launch mode.
4

Confirm in Call History

Use Call History as the common proof layer after any live or test action.
Use Webhooks for the workspace event endpoint. Use Agent Webhooks from agent settings when you only need to enable or disable webhook events for that agent.
A test call can prove the agent talks. Phone number assignment proves the right agent is routed for live inbound or outbound traffic, on its latest published version.
Workflow status describes the automation. Call status describes one call inside that automation.
Connection stores credentials. Actions are the actual things an agent function or workflow application node can perform.

Dashboard Overview

Understand overview behavior.

Navigation Reference

Read the navigation details.

Phone Numbers

Route live traffic correctly.

Call History

Audit what happened.