#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, update settings, and manage your own account. 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. It is labelled Overview** in the sidebar and in the page heading.
• Call Log — Search, filter, and review your call history
• Call Review — Review individual calls inline from the Call Log
• Recordings — Recording posture and why playback and download are not currently exposed in the portal
• Export and Download — Export call data to CSV and download transcripts
• Support (/support) — Create, filter, review, and update support tickets

#Billing

• Billing — View your usage, invoices, and payment methods. /billing opens the Usage panel by default.

#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.

#Your Account

Your own profile and security details live in the Account area at /account, opened from the account menu at the bottom of the sidebar. Client Admin, Client Manager, and Client Staff users all share the same Profile and Security tabs.

• Profile — Your account profile details (/account?section=profile)
• Active Sessions — Review and sign out your own portal sessions (/account?section=security)

Account > Security also holds password, multi-factor authentication, and recovery-code actions, plus your notification list.

#Settings

• Settings Overview — All available settings and their role-based access
• 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
• Notifications — Notification preferences
• Data Exports — Request, track, cancel, and download account data exports
• Data Deletion — Submit and track data deletion requests
• Plan and Entitlements — Review plan tier, capabilities, export formats, and usage limits
• Data Governance — Partner-managed retention policy; the portal does not show this section in the client Settings shell for any client role

The visible Client Admin Settings menu shows Opening hours, Notifications, and Reports. The other sections above are still served for eligible roles, but they open from their direct ?section=... link rather than a sidebar tab. See Settings Overview for the full per-role table.

#Compliance

Client Admin and Client Manager users open Compliance from the sidebar, which lands on Consent. Evidence Trail is open to both roles; Data Retention, Caller Requests, and Reports are Client Admin only.

• Collection Notice — Collection notice copy, managed from Settings at /settings?section=compliance-copy rather than from a Compliance page
• PII Unlock Requests — How call-scoped sensitive access works; the current portal UI does not mount the unlock request form

#Other

• Activity 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 users see Overview, Calls, Quality, Billing, Compliance, Settings, and Support. Client Manager users see the same seven items. Client Staff users see Overview, Calls, Settings, and Support. System Status is not a top-level sidebar item; the /status page is still reachable for every client role through its direct link. The Activity Log is not a top-level sidebar item either; Client Admin and Client Manager users open /audit-log directly, while the Compliance area covers the customer-facing evidence workflows. The portal still checks your role and organisation scope on every protected request, so a direct link outside your role, tenant, or project scope is blocked without exposing cross-tenant identifiers.

#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