Live Ops home
Live Ops is the CXGear home screen after you sign in. It is a status-first dashboard: a quick read on whether the organization is healthy, what needs attention, and which projects are active.
You should not need to open every project to know if something is on fire.
What Live Ops is for
Section titled “What Live Ops is for”Live Ops answers:
- Are jobs moving, or are some stalled?
- Is anything waiting on people or systems?
- Which projects exist, and can I jump into one quickly?
It is an operations overview, not a replacement for Records, Jobs, or Analytics inside a project.
src/assets/screenshots/01-live-ops-home.pngWhat you typically see
Section titled “What you typically see”Exact cards depend on your data, but the layout is consistent:
| Area | Purpose |
|---|---|
| Greeting | Time-of-day welcome so the page feels like a home base |
| Summary metrics | High-level counts (jobs, activity, health signals) |
| Attention items | Things that need a human look (for example stalled jobs) |
| Projects | List of projects with a path to open one or create another |
The page refreshes on its own every few seconds so supervisors can leave it open on a wall display or second monitor.
Attention items
Section titled “Attention items”When CXGear detects something that may need action — such as stalled jobs — Live Ops surfaces it as an attention item with a count.
Treat attention items as a triage list:
- Note what is elevated
- Open the relevant project → Jobs
- Refresh and inspect durations / failures
- Open a record’s Pipeline journey if a step is stuck or erroring
Not every attention signal is an outage. A stalled job might mean the runtime service is down, a provider is slow, or a run is simply large. Use Monitoring jobs and Troubleshooting next.
Creating a project from home
Section titled “Creating a project from home”If your role allows it, Live Ops includes a path to create a project without hunting through menus. New projects still count against plan limits (Trial allows one project).
src/assets/screenshots/40-live-ops-create-project.pngWho should use Live Ops
Section titled “Who should use Live Ops”| Role | How they use it |
|---|---|
| Admin | Morning health check, plan/capacity awareness via other pages |
| Supervisor | Primary landing page for campaign health |
| Agent | May land here, then move to Dialler / presence tools |
| Developer | Less critical — Jobs and API keys matter more day to day |
Success looks like
Section titled “Success looks like”- You can tell in under a minute whether anything needs attention
- Stalled or failing work is investigated from Jobs, not ignored
- Project list is current and you can open the right workspace quickly
- The page is used as a dashboard, not as a report archive
Common problems
Section titled “Common problems”| Problem | Likely cause | What to do |
|---|---|---|
| Metrics empty or error banner | API unreachable or auth expired | Sign in again; check API health |
| Attention shows stalled jobs | Runtime down or long-running steps | Check runtime; open Jobs |
| Cannot create project | Plan limit or missing permission | Billing / roles |
| Numbers feel “late” | Brief refresh interval | Wait a few seconds or open Jobs for detail |