✨ When You Need This Guide
Use this guide if you're wondering:
“What’s on the Charlie dashboard?”
“Where’s the call dashboard in Aloha?”
“How can I track scheduled and rescheduled appointments?”
“Can I see metrics for handled or missed calls by Charlie?”
“How do I view call volume or busiest times?”
This is your go-to for navigating and understanding the Charlie AI Dashboard in Aloha. Whether you're a visual data lover or prefer straight-up numbers, the dashboard offers both.
✅ How to Use the Charlie AI Dashboard 🧭
Follow these steps to access and understand what your dashboard is showing you:
Click on "Dashboard"
You’ll find this on the top left corner of the Aloha interface.
Choose a time frame
Click the calendar icon on the top right to select your reporting period.Check the Activity Bar Graph
Under the “Activities” section, you'll see a graph showing:Total number of calls
Types of callers (new vs existing patients)
Calls for scheduling vs rescheduling
👉 Hover over a bar to view the exact call counts.
Use the Color Legend
The top right of the Activities section explains what each color on the bar graph means.
Prefer numbers? Scroll down
You’ll find exact figures on how many patients called.
Appointment scheduling/rescheduling totals are clearly listed.
A line graph helps visualize call trends over time.
Review Call Performance
On the far right:See how many calls were handled vs missed by Charlie
Find out what times were busiest
View the average call length and total call time
Understand Call Reasons
At the very bottom of the dashboard, see a breakdown of why patients called, sorted by reason.
💡 Common Scenarios & Solutions
If you're not seeing data or something seems wrong:
Issue | What to Check | Next Step |
No data in graph | Confirm selected time frame | Try adjusting the calendar range |
Graph not showing types of calls | Hovering may be required to see details | Reach out to support if data still seems missing |
Numbers don’t match expectations | Double-check if you’re looking at the correct date range | Contact support for deeper data validation |
🎉 You’ll Know It Worked When:
You can see colorful bar graphs and line trends for calls
Appointment totals are listed in numbers
You see a section breaking down handled vs unhandled calls
You get insights like average call duration and busiest times
💬 Need Help? We’re Here!
Still not sure what you’re seeing? Our support team is always happy to walk you through your Charlie dashboard.
📧 Reach out via your Aloha support portal or chat with us during business hours.
You’ll usually hear back in under 1 business day.
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