Organization Admin Guide

Client / Business Admin

After logging in, you are redirected to the Organization Admin Dashboard, which provides a high-level overview of your organization’s activity.

Overview

The Overview page gives you real-time insights into system activity.

Dashboard Cards
  • Agents — Total agents in your organization
  • Widget Generator — Quick access to widget creation
  • Call Queue — Live call monitoring
  • Settings — Organization configuration access
Analytics
  • Call duration by agent (Day / Week / Month)
  • Active vs offline agents
  • Missed calls today
  • Average response time
📌 Use this page to quickly assess performance and availability.
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Organization Management
View Organizations

Navigate to Organization from the sidebar.

  • Organization ID
  • Organization Name
  • Created Date
  • Actions (edit / manage)
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Create Organization
  1. Click Create Organization button
  2. Enter Organization Name and Domain
  3. Click Create
📌 Each organization represents a separate client or business unit.
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Agent Management (Human Agents)
Add New Agent
  1. Click Add Agent
  2. Fill agent details (Name, Email, Password, Phone, Skills, Organization)
  3. Optional: DOB, address, profile image
  4. Click Save
📌 Agents receive login credentials and can immediately access the Agent Dashboard.
Agent Status & Availability
  • Status shows whether the agent is logged in
  • Availability controls call reception
  • Admins can monitor availability in real time
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AI Agents Management

AI Agents allow automated call handling using AI models.

View AI Agents
Add AI Agent
  1. Click Add AI Agent
  2. Configure provider, model, API key, voice, and topic description
  3. Click Save
📌 AI agents can act as primary or fallback handlers.
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Widget Generator
View Widgets
  • Widget ID
  • Widget Name
  • Status
  • Created Date
Create New Widget (4-Step Flow)
  1. Appearance — name, style, position, brand color
  2. Behavior — pre-call form & visitor details
  3. Availability — business hours, timezone, offline message
  4. Integration — generate & copy embed script
<script src="https://apps.icalls.io/backend/api/widget/embed-script?widget=YOUR_WIDGET_ID" defer></script>
      
📌 Widget updates apply instantly after saving.
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Call Queue Management
Dashboard Metrics
  • Active Calls
  • Waiting Calls
  • Completed Today
  • Missed Calls Today
Call Queue Table
  • Caller ID / Phone
  • Wait Time
  • Assigned Agent
  • Call Status
  • Actions
📌 Admins can monitor queue health and agent workload.
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Best Practices for Organization Admins
  • Ensure enough agents are online during business hours
  • Configure fallback AI agents
  • Customize widgets to match branding
  • Monitor call queue regularly
  • Review analytics frequently
  • Keep agent data up to date
Permissions Summary
Feature Organization Admin
Create Organization
Add / Manage Agents
Add AI Agents
Create Widgets
View Call Queue
View Analytics
Manage Profile
iCalls Documentation