How do I open the live dashboard?
- Sign in as a Manager or Owner on the Business plan.
- Go to Coaching → Live in the portal sidebar.
- The grid loads every active call on your team. It refreshes every 10 seconds automatically.
What does the live dashboard show?
| Column | What it means |
|---|---|
| Rep | The team member whose call is active |
| Duration | How long the call has been running |
| Score | The live call score, updated as the call progresses |
| Last tip | The most recent coaching tip Koachly gave that rep |
| Flags | Open coaching flags (e.g. objection not addressed, long silence) |
| View | Link to the full call page for more detail |
The score color is green above 75, amber between 50 and 75, and red below 50. A rep with a low score mid-call may need a quick message or a follow-up after.
What plan do I need?
The live dashboard is available on the Business plan to users with a Manager or Owner role. Reps do not have access to the dashboard.
Questions people ask
How often does the dashboard update?
It refreshes every 10 seconds. The score and last tip update as the call progresses.
Can I see calls from the past on the live dashboard?
No. The live dashboard shows only calls that are active right now. For past calls, go to Conversations in the portal.
Does the rep know I'm watching their call?
The rep is not notified when you open the live dashboard. Tips still appear only on the rep's screen.
Still stuck? Write to the Koachly team. A real person reads every message.