Brackstone Voice AI dashboard - client workspace only - refined with Codex + GLM 5.2 on 5 July 2026
Three updated directions for the client-facing workspace, cross-checked against the real Brackstone code: sidebar, Overview, Calls and Queue. The solution being solved is simple: clients should know where their work is, what needs action, and whether the AI receptionist is live, without guessing the difference between Calls and Queue.
What the audit found (why change anything)
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.
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.
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.
No trust signal. Nothing answers the owner's #1 question: "is my AI receptionist live and answering right now?"
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.
Missing basics: no search, no help/support entry, Settings/Billing buried at the bottom with no separation from workspace tasks.
Codex + GLM 5.2 refinement verdict
Keep the solution anchored to the code. Queue is not a different product area. It is pending/actionable call data, so the design must either merge it into Calls or explain it as To-do.
Use current names unless there is a deliberate rebrand. The repo uses Clients for solicitor-style accounts and Customers for other verticals, so the mockup now shows Clients / Customers.
Do not over-promise global search yet. The current Calls page has filters, not cross-dashboard search, so search is not treated as a first implementation requirement.
Best first pick: Version 1, Calls work hub. It fixes confusion without a full dashboard rebuild. Version 2 is the low-risk wording fallback. Version 3 is the bold owner-first version.
Version 1 - "Calls work hub"
smallest change
Calls becomes the work hub. Queue disappears as a separate nav item and becomes the "Needs action" tab inside Calls. The current Queue data, overdue logic, red flags, Book action, Done and Not needed actions are preserved. Overview still summarises the day, but all action links go to Calls > Needs action.
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
"All calls" keeps today's full table. "Needs action" reuses the Queue logic: pending, overdue, review flags, Book, Done and Not needed. /queue can redirect here later.
Mobile bottom bar (same idea, one fewer tab)
Overview
3Calls
Clients / 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.
Version 2 - "Today and records"
balanced
Keeps the current architecture but makes the split understandable. Overview and To-do sit under Today. Call history, Clients/Customers, Bookings and Insights sit under Records. This is the lowest-risk migration if we want clearer wording without merging pages yet.
dashboard.brackstonedigital.co.uk/todo - Premier Housing (demo)
Premier Housing / To-do
To-do
Page filters stay local to avoid promising global search
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, but this can still use the existing /queue page first. That makes Version 2 the easiest safe migration.
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.
Version 3 - "Owner daily dashboard"
boldest
Four main destinations for a mobile-first owner. Today merges Overview + Queue into a single daily dashboard with the receptionist status, urgent count, pending callbacks, bookings and next actions. Settings, Billing, Help and Log out move behind Account. Live boards appear only when the firm has them.
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
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
Clients / 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 uses the product's real value as the page headline.
4Perfect mobile fitFour tabs means no More sheet for the standard client workspace, but vertical live boards may still need a Today widget or Account entry.
Codex + GLM recommendation: Version 1 is the strongest first implementation because it solves the real code problem, Queue is action-oriented call data, while Calls already carries pending and urgent states. Version 2 is the safest fallback if we want mostly labels and grouping first. Version 3 is a later mobile-first redesign to test with owner-operated firms before rollout.