Console map

Every Call Tracking screen in the Enfonica Console, what it is for, and where it is documented. Use it to find your way around, or to learn the product screen by screen. Each screen also has a Docs link in its header that opens the page listed here, and the sidebar's Documentation link opens this site.

Agency screens

Shown to agency team members. Enter a client's site from Clients; return with Back to agency.

Screen	What it is for	Documentation
Dashboard	Active clients, pending quotes, quotes accepted this month, estimated monthly revenue, recent quotes and clients.	Call Tracking for agencies
Quotes	Create, send, resend, cancel and delete quotes; see their status.	Create and send a quote
Clients	Every tracking site across your clients, with status and setup progress. Click one to open it.	Manage client sites, Use the getting-started list
Team	Invite team members, change roles, remove people.	Invite and manage team members

Site screens

Shown for the selected tracking site. The site list at the top of the sidebar switches between sites in the project.

Screen	What it is for	Documentation
Overview	Getting-started list while the site is being set up; last 7 days of calls, answer rate, duration, top sources; pool and static number counts.	Use the getting-started list, Read the site overview
Number pools	Create pools, set rules, add numbers, watch pool health.	Create a number pool and its rules, Add numbers to a pool, Size a number pool
Static numbers	Add dedicated numbers with campaign details for offline sources.	Add a static tracking number
Explore	Build reports by metric, dimension and filter; export.	Build custom reports with Explore
Tracked calls	The call log and each call's details, attribution, recording, transcript, labels and notes.	Review tracked calls, Understand a call's details
Call Insights	Turn on AI Call Insights and define labels.	Set up AI Call Insights
Email reports	Recipients for the weekly, monthly and daily missed-call reports.	Schedule email reports
Integrations	Connect and configure Google Ads, Meta Ads, HubSpot, Zapier and Google Analytics.	Integrations overview
Settings	Site name, allowed domains, routing, regulatory listing, recording defaults, tracking script and whether it is installed, pause, delete.	Manage site settings, Route incoming calls, Record calls and play a consent message, Install the tracking script
Create New Site	Add a tracking site. Enterprise accounts only.	Create a tracking site

Project and account screens

Screen	What it is for	Documentation
Users	Invite users to the project and set their role.	Manage users and roles
Billing (user menu)	The billing portal: card, invoices, plan, cancel.	Manage billing and your plan
Account (user menu)	Password, two-factor authentication.	Manage users and roles
Flows	Build and publish call flows used as handlers.	Flow

Pages your client sees before signing in

Page	What it is for	Documentation
Review your quote	The quote, the plan and the button to check out.	What your client sees
Checkout	Card and billing address, hosted by Stripe.	What your client sees
Activating your account	Shown while Enfonica creates the project and site.	What your client sees
Finish setting up your account	Set a password, or sign in with an existing Enfonica account.	What your client sees
Accept your invite	For users invited to a project or an agency team.	Manage users and roles, Invite and manage team members