The Dashboard is the first tab you see when you open a meeting's admin page. It's your home base before, during, and immediately after the meeting — giving you a readiness checklist, live statistics, quick access to meeting details, and controls for phone prompts and documents.
Layout
The Dashboard is organized with:
A header with help links and the Live Stats strip
A left column with Meeting Details, Meeting Admin Actions, and Meeting Documents
A right column with the Meeting Wizard
Header and Help Links
At the top of the page you'll find two quick-access links:
Day of Guide — A support article with step-by-step guidance for running a meeting on the day of the event
Need live assistance? — Links to live support resources if you need real-time help during the meeting
Live Stats
The Live Stats strip shows three real-time numbers:
Stat | What It Means |
Current Viewers | How many people are watching the live stream right now |
Connected Callers | How many phone callers are currently on the conference bridge |
Total Callers | Running count of unique phone callers since the meeting started |
Note: All three stats read 0 before the meeting starts. If they remain at 0 once the meeting is live, the stream or phone line may not be connected — check the Meeting Wizard steps for video and phone.
Meeting Details
This read-only card shows a summary of your meeting's key information:
Meeting title, date, time, and timezone
Meeting code — The number callers enter to join the conference bridge
Admin PIN — The PIN a host uses when dialing in with elevated controls
Meeting URL — The public-facing meeting page link
Note: If Meeting code and Admin PIN don't appear here, the meeting has no conferencing configured. This is expected for In-Person format meetings.
Meeting Admin Actions
This panel lets you edit the three audio prompts that play on the conference bridge:
Welcome to meeting — Plays when callers first join
Your turn to speak — Plays when a caller is next in the speaker queue
Thanks for speaking — Plays after a caller's speaking turn ends
Each prompt has a system default. Any changes you make here apply to this meeting and to future meetings on your account.
Meeting Documents
Upload documents that will be publicly visible on the meeting page — for example, the agenda, supporting materials, or staff reports.
Drag and drop files or click to browse
Upload progress is shown as files are added
Uploaded documents are listed and can be removed
Note: Documents uploaded here are public-facing. Do not upload internal or sensitive materials.
Meeting Wizard
The Meeting Wizard is the most important part of the Dashboard. It walks you through a step-by-step readiness check to confirm everything is connected and working before the meeting goes live.
Wizard Steps
The steps shown depend on your meeting's configuration. Steps that aren't relevant to your meeting are hidden automatically:
Video — Confirms your streaming or conferencing platform is connected
Phone — Confirms the dial-in bridge is reachable
Audio test — Verifies the audio prompt plays correctly
Microphone — Confirms your mic is on; a separate "mic off" step follows for muting
Closed Captions — Confirms the captioning service is connected (only shown if Closed Captions is enabled)
Shield / Safety check — Final confirmation before going live
Step Status
Each step shows one of four states:
State | Indicator |
Not started | Neutral |
In progress | Spinner |
Success | Green check |
Failed | Red — with a "Connection failed" message and a retry option |
When all steps are green, a WizardSuccess confirmation appears and your meeting is ready to go live.
How to Use the Dashboard
Before the meeting:
Work through the Meeting Wizard from top to bottom
Upload any documents participants will need
Verify the Meeting Details card shows the correct code, PIN, and URL
During the meeting:
Keep the Dashboard open for at-a-glance Live Stats
Adjust phone prompts on the fly if needed from the Meeting Admin Actions panel
Immediately after the meeting:
Check Live Stats as a quick sanity check, then move to the Post Meeting tab
Troubleshooting
Issue | What to Check |
Wizard steps are mostly red | Review Format and conferencing settings on the meeting |
Meeting code / Admin PIN missing | Meeting has no conferencing — change Format to Virtual or Hybrid |
Live Stats stay at 0 once live | Stream or phone bridge isn't connected — re-run the Video or Phone wizard step |
No Closed Captions step in the Wizard | Expected — "Enable Closed Captions" is turned off on the meeting |