II
Insurance Investments & More
Voice console — mockup
Views
Manager
Operator
User
Connected to PBX — live

Manager overview

Live call activity, recorded calls, and business hours
Manager view
Active calls
4
Calls today
86
Avg wait time
0:18
Missed today
3

Your call history

Calls to your direct line, plus calls you've made — last 30 days
ContactDirectionDateDuration
(469) 555-0231 Incoming Today, 10:05 AM 2:14
(214) 555-0166 — Pison Management Outgoing Yesterday, 2:40 PM 4:51

Voicemail

Inbox (1 unread) Archived
Email me new voicemails
Sends the audio file to you@iimore.com as soon as a message comes in
▶
(469) 555-0231
Today, 9:52 AM · 0:44
▶
(214) 555-0166 — Pison Management
Yesterday, 3:15 PM · 1:08

Fax

Right from your portal
Receive faxes by email
Delivers incoming faxes as a secure PDF to you@iimore.com
📠
Renewal application — Pison Management
Today, 8:47 AM · 2 pages
Send a fax
Send to
Attach document

Text messages

Powered by LCG SMS Connect
💬
(469) 555-0231
"Can you resend the renewal paperwork?" · 12 min ago
💬
(214) 555-0166 — Pison Management
"Thanks, got it!" · Yesterday
Company-wide

Live call tracking

Updates in real time via AMI
DirectionCallerAgentExtensionDurationStatus
Inbound (214) 555-0148Larry801 00:42 Talking
Outbound (469) 555-0212Janis803 02:11 Talking
Inbound (972) 555-0176iiMore (main line)809 00:06 Ringing
Outbound (817) 555-0193Amanda811 00:58 Talking

Call recordings

Manager access only
DateDirectionCallerAgentDuration
08/13 9:14 AM Inbound (214) 555-0148Larry 4:32
08/13 8:52 AM Outbound (972) 555-0110Janis 2:08
08/12 4:37 PM Inbound (469) 555-0281Elizabeth 7:51

Team text inbox

Shared main line — assign conversations to staff
💬
(972) 555-0143 — Steve Shannon Tire
"Do you handle commercial auto too?" · 8 min ago
Unassigned
💬
(214) 555-0209
"Appreciate the quick quote!" · Yesterday
Assigned: Janis

Business hours

Manager-controlled — changes apply immediately
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Close the office today
Routes all calls to the after-hours greeting for the rest of the day
Scheduled closures
For extended dates like Thanksgiving or Christmas — set a start and end date instead of toggling each day
Thanksgiving
Nov 26 – Nov 28, 2026
Upcoming
Christmas
Dec 24 – Dec 26, 2026
Upcoming
▶
Closure greeting
Recorded · 0:19 · plays during a same-day closure or any scheduled closure above
✆
No new phones required
This panel runs entirely in the browser — the operator never has to look at a desk phone to see who's free.
Active call — (214) 555-0148
On the line for 00:42 · click an available extension to transfer
● Ready to transfer

Extension status

Click a green tile to transfer
Ask before transferring
Send a confirmation first — turn off if you already know they're free
Larry
Ext. 801 · 2 devices
Available
Janis
Ext. 803 · 2 devices
Available
Elizabeth
Ext. 805 · 2 devices
On a call
Conference Room
Ext. 806
Available
iiMore
Ext. 809
Ringing
Jeri
Ext. 810
Available
Amanda
Ext. 811
On a call
Bill
Ext. 812
Available

Call history

Calls to your direct line, plus calls you've made — last 30 days
ContactDirectionDateDuration
(469) 555-0177 Incoming Today, 8:41 AM 1:52
(972) 555-0143 — Steve Shannon Tire Outgoing Yesterday, 3:18 PM 3:07
(214) 555-0209 Missed Yesterday, 11:05 AM —

Text messages

Powered by LCG SMS Connect
💬
(214) 555-0209
"Can I swing by around 3?" · 4 min ago

Voicemail

Inbox (2 unread) Archived
Email me new voicemails
Sends the audio file to you@iimore.com as soon as a message comes in
▶
(214) 555-0148
Today, 9:41 AM · 0:38
▶
(972) 555-0110
Yesterday, 4:12 PM · 1:04
▶
(469) 555-0281
Mon, 11:03 AM · 0:22

Call history

Your calls only · last 30 days
ContactDirectionDateDuration
(214) 555-0148 Incoming Today, 9:14 AM 4:32
(972) 555-0110 — Larry Insurance Group Outgoing Today, 8:52 AM 2:08
(469) 555-0281 Missed Yesterday, 4:37 PM —
(817) 555-0193 Incoming Mon, 11:20 AM 1:14

Text messages

Powered by LCG SMS Connect
💬
(469) 555-0231
"Can you resend the renewal paperwork?" · 12 min ago
💬
(214) 555-0166 — Pison Management
"Thanks, got it!" · Yesterday

Fax

Right from your portal
Receive faxes by email
Delivers incoming faxes as a secure PDF to you@iimore.com
📠
Claim form — Larry Insurance Group
Today, 10:22 AM · 3 pages
📠
Signed authorization — (972) 555-0110
Yesterday, 2:47 PM · 1 page
Send a fax
Send to
Attach document
Cover note (optional — used as the cover page)

Voicemail greetings

We'll call your phone so you can record it
▶
Unavailable greeting
Recorded · 0:14 · plays when you don't answer
Active
▶
Busy greeting
Recorded · 0:11 · plays when you're on another call
▶
Name recording
Not set · used in the company directory

Call recordings

🔒 Not available in the standard user view — visible to managers only
Transfer request
Front desk wants to transfer a call to you
(214) 555-0148 · waiting for response