Introduction to the Hostie dashboard on the Web

The Hostie dashboard is a robust and powerful cloud-based system that runs on a web browser. This introduction provides a high-level overview of the major areas of the dashboard and includes external links to demonstrate specific workflows.

Use the links below to jump to specific areas, or read from top to bottom and use the links within each section to navigate between areas:

• Introduction to Hostie App for the following access: Representative 

  • Getting Started
  • Inbox
  • Need Help

• Introduction to Hostie App for the following access: Organization Manager, Organization Representative, or Manager. 

  • Getting Started
  • Inbox
  • Settings
  • Metrics
  • Integrations
  • Prompt Request
  • Need Help

Introduction to Hostie App for the following access: Representative (return to top)

Getting Started (return to top)

1. Log in to your Hostie dashboard

1. 1. 

Inbox (return to top)

1. Inbox tab 
   1. 
2. Inbox Settings, Set visibility settings for your inbox
   1. 
3. Inbox Sorting, sort inbox by Resolved, Unresolved, or Autoresolved
   
   1. 
4. Inbox Filter, filter inbox by Calls, Texts,  Emails, and by Tags 
   1. 
      
   2. 
      
5. Phone Number Actions, call the number back, or sort call by Resolved, Unresolved, or Autoresolved
6. Call Actions, flag the call for help, mark the call as Resolved, and copy link to share 
7. Text Actions, text the caller
   1. 

Need Help (return to top)

1. Need help? tab 
   1. 
      
      

Introduction to Hostie dashboard for the following access: Organization Manager, Organization Representative, or Manager (return to top)

Getting Started (return to top)

1. Log in to your Hostie dashboard

1. 1. 

Inbox (return to top)

1. Inbox tab 
   1. 
2. Inbox Settings, Set visibility settings for your inbox
   1. 
3. Inbox Sorting, sort inbox by Resolved, Unresolved, or Autoresolved
   1. 
4. Inbox Filter, filter inbox by Calls, Texts,  Emails, and by Tags 
   1. 
   2. 
5. Phone Number Actions, call the number back, or sort call by Resolved, Unresolved, or Autoresolved
6. Call Actions, flag the call for help, mark the call as Resolved, and copy link to share 
7. Text Actions, text the caller
   
   1. 

Settings (return to top)

1. Settings tab
   1. 

Metrics (return to top)

1. Metrics tab
   1. 

Integrations (return to top)

1. Integrations tab
   1. 

Prompt Request (return to top)

1. Add prompt tab
   1. 
   2. 

Need Help (return to top)

1. Need help? tab 
   1.