Dashboard Overview

The Waveline dashboard brings calls, messages, inboxes, contacts, analytics, and account settings into one workspace. The areas and settings you see depend on your role in the organization.

Find your way around

• Phone contains your calls and messages. Use the tabs at the top to switch between them.
• Inboxes contains the personal and shared inboxes available to you. Use All, Mine, Shared, and Teammates’ lines to narrow the directory. The calls, messages, and settings you can use depend on your access to each inbox.
• Contacts contains saved people and organizations your team communicates with.
• Analytics shows communication activity and performance information available to your role.
• The Call and Message buttons in the sidebar open the dialer or message composer without leaving the current page.
• Availability controls whether you are ready to receive calls through eligible routing.

Your access can differ between inboxes. See Inbox Participants for viewing, calling, messaging, and management permissions.

Search your workspace

Select Workspace search in the sidebar, or press Cmd+K on Mac or Ctrl+K on Windows. Enter at least three characters, then use All, Calls, Messages, or Contacts to choose the results you want.

Select a result to open it. Closing the dialog clears the query and filters.

Call results show the call time, and message results show the conversation’s latest message time. Contact results do not have an activity timestamp.

For matching rules, filters, and mobile instructions, see Call History, Conversations, and Contacts Overview.

Management areas

Open Settings to find personal preferences and the management areas available to your role. Owners and Admins can use:

• Numbers manages active numbers, new-number purchases, and port requests.
• Devices manages supported SIP and deskphone devices.
• Trust Center contains business, calling, and messaging registration.
• Team manages members, roles, and pending invitations.

Billing is available to the organization Owner. Everyone can open Preferences and Security. Use Security to manage two-step verification; Owners and Admins can also require it for the organization. Other management areas depend on your organization role.

If an area is missing from Settings, it usually means your role does not include access to it.

Set your availability

Use Availability in the sidebar when you are ready to answer calls. Set yourself unavailable when you are away, off shift, or should be skipped by eligible routing.

Availability works alongside inbox membership, business hours, ring groups, notification permissions, and app connection. Being available does not make a device ring if another part of the routing setup is incomplete.

Set your preferences

Open Settings → Preferences. Changes save automatically. Light or Dark Mode and Call Method apply to the current browser, while your default inbox, concurrent-call setting, and SMS signature are saved to your Waveline profile.

Light or Dark Mode

Choose System, Dark, or Light. System follows the appearance setting on your device.

Default inbox

Choose the personal or shared inbox Waveline should use first when you start a new call or message. Choose an inbox you can call or text from; an inbox you only view cannot be your default. You can select a different eligible inbox in the call or message composer when needed.

Call method

Choose how call buttons should place outbound calls:

• Voice uses Waveline's built-in web phone.
• SIP sends outbound calls to your configured SIP device.
• Ask Every Time lets you choose when starting each call.

Use Voice unless an administrator has configured a SIP device for you.

Concurrent calls

Under Concurrent Calls, turn on Allow concurrent calls if your eligible devices should alert you about another incoming call while you are already on a call. If you answer the new call, Waveline places the current call on hold so you can move between them.

SMS signature

Add an optional signature of up to 160 characters. Waveline adds it to external SMS messages but not to internal team messages. The preview shows how the signature will appear.

What to do next

• Team members should install the apps, confirm their inboxes, and review making calls and receiving calls.
• Owners and Admins can invite teammates, choose or port numbers, and configure inboxes.
• Owners can review subscriptions and payment information.

Troubleshooting

Related pages

• Install the apps
• Invite your team
• Roles and permissions
• Inbox overview
• Availability
• Making calls