Hamburger Menu — User Settings & Navigation
Clicking the hamburger menu icon at the far right of the header bar reveals a dropdown panel with eight options for managing user preferences, filter states, navigation, and session control.

Menu Option
Description
Save User Setting
Persists the user’s current portal configuration, including selected product, active tab, and layout preferences. Saved settings are restored automatically on next login.
Revert User Setting
Restores the most recently saved user configuration, discarding any unsaved changes to the portal layout or preferences.
Save Filters
Saves the current filter selections (date range, channel, stage, assistant, disposition, etc.) so they persist across sessions and page navigation.
Revert Filters
Restores previously saved filter selections, discarding any ad-hoc filter changes made during the current session.
Go to Viewer
Navigates the user to the Basic Reporting / Conversation Viewer, which provides a custom-built (non-Tableau) interface for browsing and searching individual conversation transcripts.
Manage Subscriptions
Opens subscription management for scheduled or automated report delivery. Users can configure recurring reports to be sent via email or other channels.
About
Displays platform version information, build details, and product metadata.
Logout
Ends the current user session and returns to the login screen.
Last updated
Was this helpful?