Administrator Guide
The new portal.heedify.io is the Heedify admin experience, rebuilt to unify configuration, monitoring and analytics in a single Teams-native console.
What’s new
- Customizable dashboards — create your own tabs, drag-and-drop widgets, per-widget filters
- Expanded analytics — new SLA, abandon and flow widgets with Excel/PDF export
- Customer Data (Variables) — manage customer attributes used in flows
- Workflows — orchestrate actions triggered by call events
- Chat & WhatsApp flows — manage text-channel routing alongside voice
- Granular permissions — per-scope, per-module read/create/update/delete
How this guide is organized
Start with Overview to understand the layout and core concepts, then browse modules in the order that matches your setup workflow.