Dashboard

Dashboard


Understanding the Dashboard in Paytia's Agent Capture Assist

The Dashboard is the central hub where you can monitor your account status and activity when signed into Paytia's Agent Capture Assist.


Key Sections of the Dashboard:

  1. Package Information:

    • Displays the name of the package or version of Agent Capture Assist you are using (e.g., Stripe Connect).
    • Shows the status of your subscription (e.g., Active).
    • Indicates the subscription cost.
  2. User Activity Summary:

    • Tracks and displays the usage of call minutes.
    • Provides details on the remaining call minutes available for your account.
  3. Transaction Chart:

    • Visual representation of transactions processed over time.
    • You can toggle between views:
      • 7 Days
      • 30 Days
      • Yearly
  4. Subscription Management:

    • Use the Stop Subscription button to cancel or deactivate your current subscription if needed.


Navigation Options

On the left-hand side menu, you’ll find various administrative and configuration tools:

  • Manage Payments
  • Administer Users
  • Configure Telephony
  • Reports and Alerts
  • Log Information
  • Settings
  • Subscription and Billing
  • My Profile

Each menu item allows access to specific functionalities to configure and optimize your Agent Capture Assist experience.


Use this dashboard as a quick overview of your account performance and to manage essential settings and activities efficiently.


    • Related Articles

    • How do I configure my Agent Capture Assist?

      Getting started with Agent Capture Assist This article outlines Agent Capture Assist functions and how to configure them. It covers the following: Initial configuration Administration console orientation Managing payments Administering users and ...
    • How do I configure my Agent Capture Assist?

      Getting started with Agent Capture Assist This article outlines Agent Capture Assist functions and how to configure them. It covers the following: Initial configuration Administration console orientation Managing payments Administering users and ...
    • How do I set up Agent Capture Assist for the first time?

      How to Set Up Agent Capture Assist for the First Time Agent Capture Assist simplifies secure payment processing over the phone. Follow these steps to get started. 1. Sign-Up and Login Access the Sign-Up Page: Upon purchasing Agent Capture Assist, you ...
    • How do I use Agent Capture Assist to take payments?

      Using Agent Capture Assist to Take Payments First Things First If you have been set up as a user, you will receive a Welcome Email. If you have not received one, contact your administrator to create your user account. Note: If you are an ...
    • How do I change the Agent Capture Assist address fields for (AVS) Address Verification?

      Changing the Billing and Shipping City Fields in Agent Capture Assist Agent Capture Assist offers administrators the flexibility to modify how the billing and shipping city fields function in the agent interface. You can configure these fields to ...