B

Client navigation - redesign directions

Brackstone Voice AI dashboard - client workspace only - 3 July 2026

Three directions for the client-facing sidebar and its pages, built on the current violet/Geist design system. All three fix the same core problems found in the audit; they differ in how much structure changes. A is the smallest change, C is the boldest.

What the audit found (why change anything)

  1. Calls vs Queue is one job split across two pages. Queue is a filtered slice of the calls data (pending follow-ups), and the Calls page already shows Pending counts. Two similar-looking tables, no explanation of the difference. Users must learn the distinction by trial and error.
  2. Nothing tells you where the work is. No badges or counts anywhere in the nav; the owner must click into pages to discover urgent items. The Overview computes "needs attention" but the nav does not carry it.
  3. Bookings has no home. Firms with bookings enabled create bookings from calls, but there is no nav destination to see today's or this week's bookings.
  4. No trust signal. Nothing answers the owner's #1 question: "is my AI receptionist live and answering right now?"
  5. Vertical live boards sit mid-list. Kitchen/Workshop/Dealership mode appear between Calls and Queue. They are full-screen operational boards, a different category of destination, and they break the grouping.
  6. Missing basics: no search, no help/support entry, Settings/Billing buried at the bottom with no separation from workspace tasks.

Direction A - "One inbox"

smallest change

Queue disappears as a nav item and becomes the "Needs action" tab inside Calls, with its count carried on the nav badge. Everything the owner learned stays where it was; there is simply one fewer place to look. Live boards get their own section so the grouping is honest.

dashboard.brackstonedigital.co.uk/calls - Premier Housing (demo)
Premier Housing / Calls

Calls

Every conversation your receptionist has handled, and what still needs you.

Needs action  3All callsHandled
SK
Sarah KhanWants urgent callback about tenancy notice
Urgent 5/5overdue 3h
JA
JamesBook viewing - two-bed flat, Pasture Lane, Clayton
Callback needed17:33
MB
Maria B.Deposit query - waiting on rent details
Callback needed14:02

"All calls" keeps today's full table exactly as it is; "Handled" is the archive. One page, three views - the Queue page's sorting and overdue logic moves into the "Needs action" tab unchanged.

Mobile bottom bar (same idea, one fewer tab)
Overview
3Calls
Customers
Analytics
More
1Queue merged into CallsThe follow-up queue becomes the "Needs action" tab - same data, same sorting, one destination. The nav badge carries its count everywhere.
2Receptionist status pillAlways-visible "live" indicator under the brand - answers the trust question at a glance, links to agent settings.
3Live boards get a sectionKitchen/Workshop/Dealership mode stop interrupting the workspace list; the section only renders for verticals that have one.
4Help & support addedPersistent help entry above Log out - currently clients have no route to support at all.

Direction B - "Do vs Review"

balanced

Keeps a dedicated action page but renames and regroups so the split explains itself: To-do (was Queue) lives under TODAY with a count; Call history, Customers, and a new Bookings page live under RECORDS. Adds search. Best if clients genuinely live in the queue all day.

dashboard.brackstonedigital.co.uk/todo - Premier Housing (demo)
Premier Housing / To-do

To-do

Everything waiting on you, oldest and most urgent first. Done means gone.

1
Overdue (>2h)
3
Waiting on you
2
Bookings today
12
Handled by AI today
SK
Call Sarah Khan backUrgent - tenancy notice question - promised a callback
Overdue 3h
JA
Confirm James's viewingTwo-bed flat, Pasture Lane - prefers Saturday morning
Today
MB
Send Maria the deposit detailsAsked for rent + deposit breakdown by SMS
Today

Items are phrased as tasks ("Call Sarah back"), not as call rows - the AI already writes next-action text, so the queue reads like a to-do list, not a log.

1Queue renamed To-doThe word every business owner already understands. Task-phrased rows using the AI's next-action output; Done/Snooze verbs instead of status jargon.
2TODAY / RECORDS groupingThe nav explains the Calls-vs-Queue split instead of the user having to: act under Today, look things up under Records.
3Bookings page addedBookings created from calls finally get a destination, with a today-count badge. Analytics renamed "Insights" for plain English.
4Global searchOne box across calls, customers and bookings - currently a caller's name can only be found by scanning tables.

Direction C - "Owner simple"

boldest

Four destinations, everything else behind the account menu. Today merges Overview + Queue into a single "here's what matters right now" page with the agent status front and centre. Built for the non-technical owner who checks in twice a day from their phone.

dashboard.brackstonedigital.co.uk/today - Premier Housing (demo)
Premier Housing / Today

Good evening, Saeed

 Receptionist live - 12 calls answered today

3 things need you. Everything else is handled.

SK
Call Sarah Khan backUrgent - tenancy notice - overdue 3h
JA
Confirm James's Saturday viewingTwo-bed flat, Pasture Lane, Clayton
MB
Send Maria deposit detailsRent + deposit breakdown by SMS
Today at a glance
12
Calls answered
2
Bookings made
9
Handled end-to-end
Live board

Kitchen mode is running on the shop tablet.

Mobile bottom bar - four tabs, no More sheet needed
3Today
History
Customers
Insights
1Today = Overview + Queue mergedOne landing page: agent status, the 2-3 things needing action with one-tap verbs (Call now / Confirm / Send SMS), and the day's numbers. The owner never has to know "queue" exists.
2Account menu collapses the tailSettings, Billing, Security, Help and Log out live under one expandable account row - workspace nav stays four items.
3Trust is the headline"Receptionist live - 12 calls answered today" is the first thing seen on every visit. This is the product's value, restated daily.
4Perfect mobile fitFour tabs means the bottom bar needs no More sheet at all for standard verticals.

Recommendation: Direction B if clients are expected to work the queue all day (staffed front desks); Direction C if the typical client is a busy owner checking in from their phone; Direction A if you want the fix shipped this week with minimal retraining. All three share the same additions - status pill, badges, Bookings, Help, search - so A can ship first and evolve toward B or C later.