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Dashboard

The Dashboard is the first thing you see when you sign in — your package and subscription status, call minutes used and left, and a chart of recent transactions.


Understanding the Dashboard in Paytia's Agent Capture Assist

The Dashboard is the central hub where you can monitor your account status and activity when signed into Paytia's Agent Capture Assist.

Key Sections of the Dashboard:

  1. Package Information:

    • Displays the name of the package or version of Agent Capture Assist you are using (e.g., Stripe Connect).
    • Shows the status of your subscription (e.g., Active).
    • Indicates the subscription cost.

  2. User Activity Summary:

    • Tracks and displays the usage of call minutes.
    • Provides details on the remaining call minutes available for your account.

  3. Transaction Chart:

    • Visual representation of transactions processed over time.
    • You can toggle between views:
      • 7 Days
      • 30 Days
      • Yearly

  4. Subscription Management:

    • Use the Stop Subscription button to cancel or deactivate your current subscription if needed.

      Dashboard — use stop subscription

Navigation Options

On the left-hand side menu, you’ll find various administrative and configuration tools:

  • Manage Payments
  • Administer Users
  • Configure Telephony
  • Reports and Alerts
  • Log Information
  • Settings
  • Subscription and Billing
  • My Profile

Each menu item allows access to specific functionalities to configure and optimize your Agent Capture Assist experience.

Use this dashboard as a quick overview of your account performance and to manage essential settings and activities efficiently.


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