DCDial CoPilot: Overview

DCDial Logo:

• Clicking on the logo will take you to the main dashboard.

Phone Dialer:

• Allows users to make phone calls directly from their browser.

Messages:

• Allows users to send and receive text messages within the extension.

Notifications:

• Within this window, you'll be alerted to system updates, payment notifications, text messages, incoming call notices, voicemail alerts, and callback reminders.

AI:

• The DCDial Chrome extension leverages artificial intelligence to improve user experience and add functionality that can automate and streamline your tasks. By clicking on the designated AI icon within the extension's interface, you can explore a range of AI-enhanced features. Learn more.
  
  

Clicking on three dots will open up more options, such as:

• Go to Dashboard: Redirects you to the main dashboard overview.

• Reports: Click to open a Reports tab where you can access communication and payment reports.

• Preferences: Allows you to customize settings within the extension.

• Do Not Disturb: You can toggle this option to silence notifications, calls, and text messages temporarily.

• Help: Provides access to support resources, FAQs, or contact information for assistance.

• My Profile: You can view and edit your personal profile information.

• Sign out: Click to log out of the extension.

• Auto: Automatically applies dark mode based on your system settings.
  
• On: Enables dark mode at all times.
  
• Off: Disables dark mode, reverting to the light theme.

• Top: 

• Side: 

• Left: 

• Right: 
  

• Float: The icon will float over the webpage content.

• Side: The icon will be integrated into the right sidebar and can be dragged only up and down.

• Hidden: The icon will be hidden from view.
  

The Dashboard Overview is your command center for managing and viewing your payment activities within the DCDial CoPilot. Here’s what you can do and view in this section:

Overview

You can select from three viewing options—My Stats, Team Stats, and Company Stats—to display relevant data.

1. My Stats: Displays data relevant to your individual performance.
2. Team Stats: Offers a collective view of the performance for your team.
3. Company Stats: Provides a holistic view of the entire company’s metrics.

Date Range:

• Located at the top, the date range allows you to filter the data displayed on the dashboard. By default, it is set to the current month.

• Next to each financial figure, a small trend line graph provides a visual representation of the data trends over time.
  

• Two main buttons at the bottom offer shortcuts to other parts of the extension:
  
• Payments: A direct link to manage and view detailed payment transactions. Learn more
  
• Contacts: A quick access point to view and manage your contacts. Learn more
  

The Quick Actions menu in DCDial provides swift and efficient access to the most commonly used functions within the extension. This enables you to manage your communication and payment tasks with ease. You can access the Quick Actions menu from the Dashboard and the floating icon on your screen:

• Quickly generate and send a payment link to your customers, allowing them to make payments directly. This is a convenient way to streamline the payment process and improve cash flow.
  

• Set up and negotiate payment terms with your customers directly through DCDial. This feature helps ensure that both parties are clear about the payment expectations and timelines.
  

• Securely process real-time payments and create custom plans on behalf of your customers.
  

• Log any external payments that are not processed through DCDial for complete financial tracking. This ensures that all financial transactions are accounted for in one place.
  

• Initiate voice calls to your customers directly from the extension. This is ideal for quick clarifications, follow-ups, or maintaining strong customer relations.
  

• Text your customers directly from the app for immediate communication. This is especially useful for sending timely updates or reminders.
  

• Email your customers directly from the app. This feature is great for formal communications or when you need to send detailed information that can be referenced later.
  

We are going to take a closer look at each of these actions in our next articles.