#AiDial Client Guide

#Overview

Welcome to the AiDial portal client guide. This guide covers the customer-facing portal areas you use to review calls, manage support tickets, check billing, and update settings. Team and user management is handled by your AiDial partner rather than in the customer portal.

For authentication topics including signing in, multi-factor authentication, and session security, see the Authentication and Access Guide.

#Guide Contents

#Getting Started

• Getting Started — First-time portal orientation, sign-in, and initial setup

#Your Portal

• Dashboard — Analytics overview with call volume, performance, and sentiment trends
• Call Log — Search, filter, and review your call history
• Call Review — Review individual calls inline from the Call Log
• Recordings — Playback and download call recordings
• Export and Download — Export call data to CSV and download transcripts
• Support (/support) — Create, filter, review, and update support tickets

#Billing

• Billing — View your billing overview, invoices, and payment portal

#Team and Users

• Team and User Management — Team and user changes for your organisation are handled by your AiDial partner. The customer portal has no self-serve team page.

#Settings

• Settings Overview — All available settings and their role-based access
• Profile — Your display name, email, MFA status, active sessions, and security settings
• Opening hours — Configure operating hours
• Call Limits — Set maximum call duration controls
• Consent Notice — Manage consent notice content
• Transfer Settings — Configure call transfer routing
• Tenant Settings — Display, billing contact, and security contact configuration
• Data Governance — View partner-managed data governance settings
• Notifications — Notification preferences
• Active Sessions — View and manage active sessions
• Data Deletion — Submit and track data deletion requests
• Plan and Entitlements — Review plan tier, capabilities, export formats, and usage limits

#Compliance

• PII Unlock Requests — Request access to sensitive call data
• Collection Notice — Manage collection notice profiles

#Other

• Audit Log — Review tenant-scoped audit activity and redaction-aware event details
• System Status — View system health and active incidents
• Troubleshooting — Common errors, empty states, and resolution steps

The client sidebar is role-based and is not a security boundary. Client Admin and Client Manager users generally see Dashboard, Calls, Support, Audit Log, Billing, Settings, and System Status. Client Staff users generally see Dashboard, Calls, Support, Settings, and System Status. The portal still checks your role and organisation scope on every protected request.

#Quick Reference

#Role Reference

Your access to portal features depends on your assigned role. See the Role Reference for a complete comparison of what each role can access.

#URL Anchor Convention

This guide uses kebab-case URL anchors derived from file paths for stable linking. For example, the call log section is available at /guides/clients/calls/call-log. This convention aligns with the portal's contextual help link registry.

#Related Guides

• Authentication and Access Guide — Sign-in, MFA, roles, sessions, and API authentication