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.

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:| Column | What it shows |
|---|---|
| ID | Unique conversation identifier. |
| Platform | Voice / SMS / Web Chat / Email / Slack icon. |
| Status | Where the conversation is in its lifecycle. |
| Duration | How long it’s been going. |
| Sessions | How many sessions this contact has had in the past 24 hours. |
| Risk | Color-coded estimation of how the call is progressing. |
| Sentiment | Detected customer emotion. |
| Functions | Functions the AI has called during the interaction. |
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.
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- Open the ⋯ Actions menu on the active call.
- Select Listen In.
- 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- Open ⋯ Actions.
- Select Take Over.
- 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- Open ⋯ Actions.
- Select Transfer.
- Enter the destination phone number.
- Confirm to transfer.
- 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- Open ⋯ Actions.
- Select Enqueue.
- 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- Open ⋯ Actions.
- Select End and confirm.
- 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- Open ⋯ Actions.
- Select Add Coaching.
- Enter your coaching note and send.
- The note appears to the agent as an internal coaching message during the call.
- The caller never sees coaching notes.
Summary (for quick scan)
| Action | Purpose | Notes |
|---|---|---|
| Listen In | Silent monitoring | No whisper audio |
| Take Over | You become the speaking participant | You can hand control back later |
| Transfer | Send caller to an external phone number | Replaces any prior inline refs |
| Enqueue | Return caller to the human agent queue | For assignment by a human agent |
| End | Hang up for all parties immediately | Triggers post-call handling |
| Add Coaching | Side-channel guidance to the agent (text only) | Not visible to the caller |
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.
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.Related
Conversations
Past transcripts, searchable and filterable.
Inbox
Take over a conversation that needs a human.
Dashboard
Aggregate live metrics.
