# Agents dashboard guide

> Find every agent section and understand what it configures, what it shows, and when to use it.

## Open your agent workspace

In [Agents](https://sidemex.app/dashboard/agents), open the agent you want to configure. Its menu groups design, connection, and operation. Voice agents use the sections below; the Ad planner uses the SDMX workspace. Dashboard control names are shown in Spanish to help you locate them.

| Section | Purpose | Guide |
| --- | --- | --- |
| **Vista general** | Name, readiness, recent activity, selected version, and archiving. | [Versions](https://docs.sidemex.app/en/agents/versions/) |
| **SDMX** | Account assistant conversation and proposals requiring approval. | [SDMX](https://docs.sidemex.app/en/agents/sdmx/) |
| **Comportamiento** | Goal, instructions, tone, qualification questions, and greeting. | [Behavior](https://docs.sidemex.app/en/agents/behavior/) |
| **Mi negocio** | Business, location, public information, and operating rules. | [Your business](https://docs.sidemex.app/en/agents/business/) |
| **Menú y catálogo** | Source images, reviewable extraction, items, prices, and availability. | [Catalog](https://docs.sidemex.app/en/agents/catalog/) |
| **Reservas** | Location reservations and service status changes. | [Reservations](https://docs.sidemex.app/en/agents/reservations/) |
| **Voz e idioma** | Available engine, voice, model, and language. | [Voice](https://docs.sidemex.app/en/agents/voice/) |
| **Conversación** | Duration and turn detection. | [Conversation](https://docs.sidemex.app/en/agents/conversation/) |
| **Conocimiento** | Approved profile and agent-specific information. | [Knowledge](https://docs.sidemex.app/en/agents/knowledge/) |
| **Herramientas y acciones** | Leads, appointments, reservations, and human help. | [Actions](https://docs.sidemex.app/en/agents/tools/) |
| **Telefonía y rutas** | Number, fallback, and reception schedule. | [Telephony](https://docs.sidemex.app/en/agents/telephony/) |
| **Laboratorio de pruebas** | Incoming or outgoing tests for this agent type. | [Testing](https://docs.sidemex.app/en/agents/testing/) |
| **Integraciones** | Links to CRM, results, PBX, and account connections. | [Integrations](https://docs.sidemex.app/en/agents/integrations/) |
| **Llamadas** | Status, duration, outcome, and conversation detail. | [Calls](https://docs.sidemex.app/en/agents/calls/) |
| **Analítica** | Calls and reservations over the past 30 days. | [Analytics](https://docs.sidemex.app/en/agents/calls/#analytics) |
| **Versiones y despliegue** | Published versions, activation, comparison, and pausing. | [Versions](https://docs.sidemex.app/en/agents/versions/) |
| **Actividad y diagnóstico** | Configuration changes and service status. | [Troubleshooting](https://docs.sidemex.app/en/agents/troubleshooting/) |

## Controls used across sections

**Guardar borrador** saves agent changes. **Publicar versión** creates a fixed configuration. Activate it in **Versiones y despliegue** to apply it to new calls.

Business panels have their own controls: **Publicar información**, **Publicar catálogo**, and **Guardar sucursal**. Use them to save those records. The agent's business and location selection also needs saving in its draft.

**Actualizar** refreshes the data. Use it after a test call, appointment confirmation, or WhatsApp verification.

## Related account sections

- **Números** and **Conmutador:** prepare agent telephony.
- **Prospectos** and **Campañas:** organize audiences and outbound calls.
- **Resultados y citas:** review requests and configure alerts.
- **Proyectos:** shows confirmed appointments and related work.
- **Conexiones:** manages external services and their status.
- **Plan y uso:** shows access, consumption, and limits.
- **Soporte:** collects the information needed to review an issue.

Account sections can combine activity from multiple agents. Within an agent, **Llamadas** and **Analítica** focus on that agent.

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https://docs.sidemex.app/en/agents/dashboard/