Find your way around the dashboard: sidebar, header, and sign out

Everything in BloomLine lives one click away in the left sidebar, which is organized into three sections: your day-to-day overview pages, the Tim Playbook, and your shop's configuration. Here is the map, plus the header controls and how to sign out.

Section 1: Overview - your daily pages

• Calls: the live-updating list of your shop's phone calls. This is also your home page - opening the dashboard root takes you straight here.
• Payments queue: mid-call payment links that need attention - copy, resend, or cancel them.
• Analytics: charts of call volume, intents, and results.
• Plan & usage: your minutes and billing.
• Support: open and track tickets with the BloomLine team.
• Getting started: your onboarding checklist.

Section 2: Tim Playbook - how Riley sells

• Library: every sales play (gambit) Riley can use, with per-play controls.
• Performance: which plays win on real calls.
• Missed cues: moments where a play should have fired but did not.

Section 3: Shop - your configuration

• Config: the full shop settings area with its tab rail (hours, voice, integrations, and more).
• Opening line: the studio where you craft and test Riley's greeting.
• Fine-tune: training runs built from your graded calls.
• Mystery shop: scored AI test calls against your line.
• Recordings: browse and manage call recordings.
• Add location: onboard a second shop with the website scan.

The header

• Shop switcher: if you run more than one location, the header shows a Switch control to change the active shop. With one shop it simply reads "Single location."
• Deploy status chip: a small chip that shows the status of the latest dashboard deployment - useful to know when a just-shipped improvement has finished rolling out.

Collapsing the sidebar and mobile use

Need more room for a wide table? The collapse toggle shrinks the sidebar down to icons, and the dashboard remembers your choice between visits. On a phone, the sidebar tucks behind a hamburger button that opens and closes it.

Signing out

The Sign out button lives in the sidebar. Click it any time - your shop keeps answering calls whether you are signed in or not, so signing out never interrupts Riley.

Still stuck? Submit a ticket from this help center and we'll take it from there.