First login and a first look at the panel
Log in to the panel, get to know the main parts of the screen, complete your profile and find where the assistant's calls appear.
5 min read
Your first login takes a few minutes. In this article we cover the login steps, the main parts of the screen, your profile details and, most importantly, where to find the calls the assistant has handled. Because you're working with clients' phone numbers and call recordings, account security is also a first-day job.
Before you start
- When your account is ready, you'll receive an invitation email. It contains the panel's login address and a link to set your password.
- Bookmark the login address and always use that link rather than searching for the panel.
- Your colleagues receive their own invitations when an admin user adds them. See Team members.
Heads up
If you can't find the invitation email, check your spam/junk folder first. If it isn't there, message your consultant and we'll resend it. Never share your login details: everyone in the office should have their own user so it's clear who spoke to which client.
Logging in
- Open the login address from the invitation email and enter your registered email address and password.
- Click Sign in.
- If you're logging in from a new device or browser, you'll be asked for a verification code. Enter the 6-digit code sent to your email or phone.
- If you can't remember your password, use the Forgot password? link. A reset link is sent to your registered email address; it's only valid for a limited time, so if it expires, start again.
Tip
If you logged in on a shared office computer, log out from your profile picture at the top right when you're done, and don't save your password in the browser. For extra protection you can turn on two-step verification in your profile settings: Profile settings.
A first look at the panel
After logging in, the Dashboard opens. Knowing these five parts of the screen is all you need to find your way around.
- Account name: Your office's name appears at the top left (e.g. Atlas Emlak). If you have more than one branch, you switch between accounts here.
- Left menu: The modules: Dashboard, Conversations, Calendars, Contacts, Opportunities, AI Agents, Automation, Reporting, Media Storage and, at the bottom, Settings.
- Global search: The quickest way to find a client by name, phone number or email.
- Notifications: Leads assigned to you, new appointments and task reminders are listed under the bell icon.
- Your profile: Your profile picture at the top right takes you to your profile settings or logs you out.
For how each module is used in an estate agency, see Navigation and search.
Note
The left menu only shows the modules your role can access. If you can't see a module, ask your office manager for access: Roles and permissions.
Completing your profile
Your name, phone number and photo are used in team assignments, appointments and live transfers. When the assistant transfers a client to you, this is how it identifies you.
- In the left menu, open Settings → My Profile.
- Upload a profile photo so colleagues recognise you in assignments.
- Check the First Name, Last Name, Email and Phone fields. Enter your phone number with the country code (+90…).
- Choose the panel language from the Platform Language list. As this guide uses English screen labels, we recommend English for the first few weeks.
- Click Update Profile to save.
Important
The number the assistant calls for a live transfer is the transfer number our team set up during onboarding. Changing the phone number in your profile doesn't change your transfer number. If your transfer number needs to change, message your consultant. See Live transfer.
Where do the assistant's calls appear?
This is the question most people have on their first login. Every call the assistant handles appears in two places:
- Conversations: Open the caller's conversation in the inbox. The call sits in the same thread as that person's WhatsApp and other messages.
- Recording: You can listen to the call recording here.
- Transcript: A written record of what the assistant and the caller said, so you can read the call without listening to it.
- Summary: A short note covering the caller's intent, budget, area, the listing sent and any appointment booked.
You can also see a list of all the assistant's calls (the call logs) under AI Agents → Voice AI; the tab name may vary slightly in the interface. The same information is added to the contact record, the opportunity and any task created for you. More detail: Call logs and summaries, CRM updates after a call.
Tip
For the first few days, spend 10 minutes each morning reading the previous day's call summaries. It's the quickest way to learn how the assistant speaks to your clients.
Common issues
The verification code isn't arriving. Check your spam folder, wait a few minutes and request a new one with Resend code. For phone verification, make sure your number is saved with the country code.
I get a "user not found" error. Make sure you're logging in with the email address you were invited with. Your admin can check your registered address under Settings → My Staff.
I can't see some calls. If your permissions only let you see records assigned to you, you won't see other agents' calls. See Restrict data access.
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Didn't solve your problem?
Ask the assistant or message our support team.