Lumate
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Using Lumate

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Dashboard, search and inbox

Dashboard

What needs you first, then how the week went:

  • a greeting that says what is waiting for you: approvals, call-backs and tasks;
  • Needs you: the call-backs (with Call back), the agents Lumate proposes to hire (approve or decline) and the tasks waiting for you;
  • four numbers for the last 7 days, each against the 7 days before and with a line of the last 14 days: calls (and how many didn't connect), messages (received and sent), appointments booked, and work done (tasks finished);
  • Last 14 days: calls, messages and work done per day;
  • Team now: each agent and what it is doing, those on a call first;
  • Today: today's appointments and the call lists going on;
  • quick actions: give a task, call someone, build an app, and talk to Lumate (once voice is set up);
  • on the right, Live activity: what the team and the people did lately.

Days are counted in the company's time zone.

Search (from 2.6.0)

The search bar sits in the middle of the top of every page (Ctrl K or / puts you in it; on a phone, the search button). It finds anything you may open, grouped: contacts, conversations (chats with agents, WhatsApp days, calls), tasks, app records, appointments, listings, documents, knowledge, agents and skills, settings, and the guide.

  • Words match from their start, in any case and without accents: isil finds Işıl, 050 123 45 finds +971 50 123 4567.
  • Meaning search finds what you mean even in other words or another language ("2+1 Marina'da daire" finds a buyer who wants a two-bedroom flat in Dubai Marina); such a result says similar. It runs on this computer: its model (about 135 MB) is fetched once from huggingface.co and no text is sent anywhere. Until it is ready the bar says so and searches by words. Admins can switch it off in Settings → Search.
  • Each person finds only what they may open: a member never finds an app they may not view, a sensitive field (it is never in the index), or a personal appointment.
  • Enter on the first row opens every result (/search), with a tab per group; the last row asks Lumate.

Inbox

Tab or section What is in it
For you (the first tab) Customers the agents handed to you, with the reason and any appointment request (below)
Replies New agent replies in your chats and tasks
Needs you Tasks blocked on you, or waiting for your answer (in review)
Problems Failed runs, runner offline. You can dismiss them.
Waiting for your approval New agents a coordinator proposed; changes to outside systems an agent asked to make (API requests); integration endpoints waiting to be turned on
Updates Notifications: hand-offs, appointment requests, the daily report, WhatsApp messages, and news from OXS. Mark them read one by one or all at once.

The number on Inbox in the menu counts all of these. Notifications can also come by email: see Email.

News from OXS (from 2.8.0). OXS announces maintenance, incidents, updates, news and security notices. Maintenance (from 24 hours before it starts, with how long until then), incidents and security notices show as a strip at the top of every page; close the ones that have an ×. Updates, news, maintenance and security notices also reach owners and admins in Updates, once. Settings → General lists the last 20 under News from OXS.

For you. Each card says why the agent handed it over and any appointment request ("they said Thursday afternoon"). Only mine shows the cards handed to you yourself.

  • Set time schedules the appointment.
  • Give back returns the card to its agent with your note; the agent is woken to continue.