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Documentation Index

Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt

Use this file to discover all available pages before exploring further.

Live View in light mode
The Live View page gives supervisors and operators a real-time pulse on every conversation in flight. Watch what the AI agent is doing right now, listen in on voice calls, step in if a conversation goes sideways, and transfer to a human when needed. For the searchable archive of past conversations, see Conversations. For conversations waiting to be assigned to a human, see the Inbox.

Accessing Live View

Navigate to Monitor > Live View in the left sidebar.

The conversation list

The conversation table shows every in-progress interaction across every channel. Columns include:
ColumnWhat it shows
IDUnique conversation identifier.
PlatformVoice / SMS / Web Chat / Email / Slack icon.
StatusWhere the conversation is in its lifecycle.
DurationHow long it’s been going.
SessionsHow many sessions this contact has had in the past 24 hours.
RiskColor-coded estimation of how the call is progressing.
SentimentDetected customer emotion.
FunctionsFunctions the AI has called during the interaction.
Click any row to expand the detail panel beneath it.

Filters

The filter toolbar at the top lets you narrow the view by Direction, Risk, Duration, Status, Sentiment, and Platform. Useful when a high volume of calls makes it hard to spot the ones that need attention.

Conversation details panel

Selecting a conversation opens its detail panel below the table. The panel shows:
  • Platform and Contact ID — the channel and customer identifier.
  • Status — current lifecycle state.
  • Top sentiments — up to the top three emotions detected so far, filtering out any with a score at or below 0.1.
  • Duration and Start — timing.
  • Live transcript — messages as they happen, alongside the flow graph showing the current state and the path the conversation has taken so far.
  • Function calls — every tool the AI has invoked, with inputs and outputs.
You can expand multiple call detail panels at once to keep an eye on several conversations in parallel.

Monitor mode

Toggle Monitor in the top bar to listen in on a voice call without the customer or the AI knowing. This is supervisor-mode listening — useful for quality assurance and training. Turn it off when you’re not actively monitoring; it consumes a softphone leg while engaged.

Call monitoring actions

These controls are available only while an AI Agent call is in progress. If a call is queued or assigned to a human, these actions are not shown.

Listen In

Silent monitoring of the live call. The caller and the agent do not hear you. How to use
  1. Open the ⋯ Actions menu on the active call.
  2. Select Listen In.
What happens
  • You can hear the conversation in real time.
  • Your microphone is not connected to the call.

Take Over

Assume live control of the call. You can hand control back later. How to use
  1. Open ⋯ Actions.
  2. Select Take Over.
What happens
  • You are connected as the speaking participant.
  • When finished, hand control back to the previous participant (AI Agent or original agent).

Transfer

Send the live call to an external phone number. How to use
  1. Open ⋯ Actions.
  2. Select Transfer.
  3. Enter the destination phone number.
  4. Confirm to transfer.
What happens
  • The system dials the destination number and bridges the caller.
  • After transfer, control moves to the external destination.

Enqueue

Move the live call into the human agent queue. How to use
  1. Open ⋯ Actions.
  2. Select Enqueue.
What happens
  • The call is placed back into the queue to be assigned to a human agent.
  • The AI Agent stops handling the call.

End

Immediately hang up the call for all parties. How to use
  1. Open ⋯ Actions.
  2. Select End and confirm.
What happens
  • The call ends immediately.
  • Post-call processes (wrap-up, logging, transcript, etc.) continue as configured.

Add Coaching

Send coaching notes to the agent only (not visible to the caller) while the call is active. How to use
  1. Open ⋯ Actions.
  2. Select Add Coaching.
  3. Enter your coaching note and send.
What happens
  • The note appears to the agent as an internal coaching message during the call.
  • The caller never sees coaching notes.

Summary (for quick scan)

ActionPurposeNotes
Listen InSilent monitoringNo whisper audio
Take OverYou become the speaking participantYou can hand control back later
TransferSend caller to an external phone numberReplaces any prior inline refs
EnqueueReturn caller to the human agent queueFor assignment by a human agent
EndHang up for all parties immediatelyTriggers post-call handling
Add CoachingSide-channel guidance to the agent (text only)Not visible to the caller
These controls let you intervene on a live call — barge in to talk to the customer, transfer to a human agent, or end the call.

Settings

The Settings button in the top bar opens preferences that tailor your Live View experience:
  • Auto open — automatically opens new conversations as they appear in the list.
  • Audio alert — plays a notification sound when a new conversation starts.
  • Auto clear — removes completed conversations from the list automatically.
  • Max conversations — caps how many conversations auto-open at once.
These settings are per-user; they don’t affect other operators.

Empty state

When there are no active conversations, the table shows “No Conversations” along with a hint about whether your filters might be hiding live activity. Clear the filters to see everything that’s actually in flight.

Conversations

Past transcripts, searchable and filterable.

Inbox

Take over a conversation that needs a human.

Dashboard

Aggregate live metrics.