--- title: Getting Started & Navigation slug: conversation-intelligence/getting-started-and-navigation docTags: createdAt: 2026-02-19T03:36:51.040Z --- # 3. Getting Started **Target Audience:** All Users **Description:** A quick-start guide focused strictly on accessing the platform and understanding the main dashboard and menus. ## 3.1. Accessing the Platform ### 3.1.1 Existing users To access the CQA console, you will need your organization's unique Tenant ID and user credentials. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/3nS8hzMfgPtlQacXrdMIP_image.png) 1. **Navigate to the URL:** Open your browser and go to the CQA Console login page (e.g., [cqa-console.in.exotel.com](http://cqa-console.in.exotel.com)). 2. **Enter Tenant ID:** Enter your **Tenant Name/ID** to identify your organization. 3. **Enter Credentials:** Input your username and password. 4. **Log In:** Click the button to access the platform. ### 3.1.2 First-Time Login (Invited Users) If your Administrator has invited you to join the CQA platform, you must complete your registration via email before accessing the console. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/78HK2M0KiNqIRsUdBXhzQ_screenshot-2026-02-20-at-114425aam.png) - **Welcome Email:** Look for an email titled "Welcome to CQA!" in your inbox. - **Accept Invitation:** Click the **Accept Invitation** button within the email. *(Note: For security purposes, this link is strictly valid for 72 hours).* - **Register Credentials:** You will be redirected to a registration page. Your Username will be pre-filled. Enter and confirm your secure password, then click **Register**. - **Log In:** Return to the main login page, enter your Tenant ID, Username, and newly created password to sign in. ### 3.1.3 Forgot Password **Goal**: Reset your CQA password yourself from the login page — without waiting for an administrator to intervene. This flow also re-enables accounts that were locked after too many failed login attempts. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/ZZL-lBLHissRVlfQp6VT1_image.png) :::BlockQuote **When this applies:** Use Forgot Password when you sign in with Tenant ID, username, and password on the CQA login page (for example ECC backend integration, CQA standalone, or Platform without IAMIX/SSO). If your organization uses SSO / IAMIX or you are auto-logged in from ECC frontend integration, use your organization's identity provider instead. ::: **How it Works**: 1. You request a reset from the login page. 2. CQA emails a one-time reset link to the address on your user account. 3. You set a new password that meets the [password policy](https://docs.exotel.com/conversation-intelligence/password-policy), then are signed in automatically. **Steps**: 1. On the CQA login page, click **Forgot Password?** 2. Enter the email address associated with your CQA user account and submit the request. 3. Check your inbox for the password-reset email. Open the link and set a new password (and confirm it). 4. After a successful reset, you are logged in directly. **Notes**: - Reset links expire after **30 minutes**. If the link is expired or already used, request a new one from the login page. - New passwords must follow the [password policy](https://docs.exotel.com/conversation-intelligence/password-policy) (minimum length and character rules; password must not contain your username or email). The form shows specific feedback if a rule is not met. - If you do not receive an email, wait a few minutes and try again later. Repeated requests in a short window may be rate-limited. - Completing Forgot Password also unlocks an account that was locked due to failed login attempts. ## 3.2. The Home Page: Analytics Dashboard Upon successful login, you are immediately directed to the **Analytics Dashboard**. This is the default home page for all users. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/Lk7gh5FtLabZd65QVKssO_image.png) ***Note****: The dashboard by default shows the analysis for a specific Quality Profile. User can however de-select the Quality Profile to see the analysis across all the Quality Profiles.* - **Central Overview:** The main area displays widgets showing high-level metrics like Average Score, Interactions Analyzed, and Trends. - **Navigation Sidebar:** Located on the left, this bar provides access to all core modules: - **Home:** Returns you to the Dashboard. - **Metadata:** Configure system data fields. - **Quality Profiles:** Create and manage Quality Profiles. - **Assignment Rules:** Automate analysis logic. - **Analysis List:** View logs of processed calls. - **AI Insights** (available **on request** — contact your CSM to enable): - **Agent Summary**: Org / Team / Agent coaching views under AI Insights. - **QP Insights**: Portfolio-wide and per-profile Quality Profile health. - **Integrations** (available **on request** — contact your CSM to enable ): Under **REST APIs**, register systems of record for **Second-Order KPI Scoring**, then bind them on Quality Profile KPIs via **Use Tool**. - **Report History**: View the history of reports exported. - **Test Evaluation:** Run ad-hoc tests on batches of recordings. - **Filter Panel:** On the dashboard, a panel on the left allows you to filter the visualized data by **Quality Profile**, **Agent**, **Date**, or **Test Evaluation**. ### Data Privacy & Customization **Tenant-Specific Analytics & Custom Dashboards:** The CQA analytics engine (powered by Superset) utilizes a strictly isolated, tenant-specific architecture. This means your data visualizations are walled off and secure. - **Need Custom Reporting?** Because dashboards are scoped to individual tenants, they can be deeply customized. If the standard CQA dashboards do not capture your unique operational metrics, **contact CQA Support**. Our team can build and configure customized reporting views tailored entirely to your specific workspace's needs. ## 3.3. User Profile & Logout In the top right corner, you will find your user profile menu. Use this to: - View your account details. - **Log Out:** Securely exit the session. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/lJv48Kct3aEg83zudRDtx_image.png)