ARIA Overview
Shift-open status — your assigned clients at a glance
Dashboard
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Client Accounts
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Leads
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Lead Pipeline
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Team
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Team Directory
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Org Chart
KPIs
March 2025 · All team members
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User Management
All system users and access levels
Active Users
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Revenue & Billing
Financial overview · Super Admin only
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Invoice History
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Team Compensation
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Activity Log
System-wide audit trail
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Operations Dashboard
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Escalation Queue
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Assigned Accounts
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Knowledge Base
Single source of truth — edits reflect in client view instantly
📌 When you edit a document here, the client sees it immediately. When a client uploads or edits, you get a notification.
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Cover Access
Assign team members to cover for absent colleagues
All cover assignments are logged to the activity feed for accountability.
Active Cover Assignments
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Cover History
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My Scorecard
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Monthly Reports
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Prompt Recommendations
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My TL EOD Report
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TL EOD Reports
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Team Lead Scorecard
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My Team
Everyone reporting to the same lead
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System Dashboard
All service health and infrastructure status
Uptime
99.9%
All services
Active Users
—
Total in system
Workflow Errors
0
Last 24h
DB Tables
19
All healthy
Service Status
Retell AIOperational
Twilio TelephonyOperational
n8n WorkflowsOperational
Supabase DBOperational
Replit DashboardLive · Always On
All Users
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Recent Activity
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AI Receptionist Dashboard
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Usage This Month
—Recent Invoices
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Knowledge Base
Click any document to read it
Documents
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Billing
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Call History
Searchable call log
Recent Calls
No call data yet — this will populate once Retell is connected via n8n.
Messages
Direct line to VPSS management
Messages are monitored by VPSS management. Response time: within 1 business day. Your messages are private and not shared with other team members.
VPSS Support
Account Activity
Changes made to your account by VPSS Team
Team member names are not shown — all actions are attributed to VPSS Team.
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Monthly Report
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QA Summary
Usage vs Plan
Monthly Summary
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Escalations
Calls where your designated contact was reached or missed
Open
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Resolved
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Client Onboarding
Intake · Setup · Go-Live
Intake Submitted
—
Awaiting review
Build In Progress
—
Being configured
In Testing
—
QA & acceptance
Launched
—
This month
📌 New client intake is handled via the VPSS Smart AI Receptionist intake form. Once submitted, add the client below to track their onboarding progress.
Onboarding Pipeline
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Setup Checklist — What Each Stage Means
📋
Intake Submitted
Form received, kickoff call to be scheduled
⚙️
Build In Progress
KB creation, call flow, Twilio, CRM setup
🧪
In Testing
Internal QA + client acceptance testing
🚀
Live
AI Receptionist is active and taking calls
✅
Graduated
Moved to Client Accounts as active client
n8n Workflow Engine
Automation health · Self-hosted VPS
Total Clients
—
Active workflows
Workflow Errors
0
Last 24h
KB Updates
—
Total docs
Status
Operational
All workflows running
Workflow Overview
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Retell AI
Voice AI · Call quality monitoring
Total Call Records
—
In Supabase
QA Results
—
Scored calls
Escalations Created
—
All time
Status
Operational
API connected
Retell Assure (QA Agent)
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Twilio Telephony
Phone numbers · SMS · Call routing
Active Numbers
—
One per client
Total SMS Sent
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All clients
SMS Overages
—
This month
Status
Operational
Client Phone Numbers
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Supabase Database
PostgreSQL · RLS · Realtime
Total Users
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All roles
Total Clients
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In system
KB Documents
—
Across all clients
Activity Log
—
Total entries
Services
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Table Health
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Employee Database
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Employees
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HMO Management
Health coverage · Eligibility tracking
HMO Records
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Leave Records
Pulled from TeamLogger
Leave Records
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Payroll
Cutoff records · Payslips
Payroll Records
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Coaching Logs & Documentation
All coaching records
Coaching Records
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Sales Closer Scorecard
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Monthly KPI Scorecard
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Closed Deals
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Coaching Triggers
No triggers flagged.
Financial Report
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Income
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Operating Expenses
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Actual vs Projected
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User Accounts
All system users · Read-only view
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Auth Logs
System activity · Cover access · Role changes
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Escalation Queue
All open escalations
Open Escalations
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Recently Resolved
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