Sanas Portal: An Overview

The Home Page on your Sanas Portal gives you a bird's-eye view of real-time Sanas utilization across your assigned groups. It has three main components:

License Usage

• A tabular list of your subscribed products with their corresponding number of seats and usage counts, from the account level down to your corresponding groups.

Note: This view is only available at an account level.

Metric Cards

• Rolled into four cards - Total Users, Activated Users, Logged-In Users, and Engaged Users, they form a funnel. They narrow from all mapped users down to those actively using Sanas on a live call, so you can quickly identify where engagement drops off.

1. Total Users

   The total number of Sanas App users added to the account or selected group. Toggle the Include Subgroups filter to include or exclude subgroup users.

   Metric	Description
   Activated	Users whose provisioning status is set to Activated. Activated users can use the Sanas App. By default, users’ status is automatically set to Activated for the Groups with User Activation Key (UAK) as the app authentication mode.
   Deactivated	Users whose provisioning status is set to Deactivated. Deactivated users can not use the Sanas App.
   Invited	Users who have been invited. This metric applies only to the Email-Passcode app authentication mode. The invited status can be reflected as: Invitation sent: The previously sent invite is active, and the user has yet to activate their Sanas app. Invitation expired: The previously sent invite has expired. You’ll need to re-invite the user.

   Clicking the metric card will reveal its user activity and can be filtered to refine the analytics.

   

   Note: Certain App Authentication modes, such as SSO and Auto Activation, support a setup called In-Time User Provisioning. When enabled, admins do not need to add users to the Portal beforehand. Instead, users are automatically added to the Portal when they first activate the Sanas app, and their provisioning status is set to Activated.

2. Activated Users

   The number of Sanas Application users in the account or selected group whose current provisioning status is set to Activated. Use the Include Subgroups filter to include or exclude subgroup users.

   Metric	Description
   Logged-In	Number of users currently logged in to the Sanas App.
   Logged-Out	Number of users currently logged out of the Sanas App.
   Never Logged In	Number of users who have never logged in to their App even once. Users in never-logged-in status are counted only when UAK is configured as the app authentication mode. In groups with Email-passcode mode, users stay in the Invited status described under the Total Users card until they activate at least once.

   Clicking the metric card will reveal its user activity and can be filtered to refine the analytics (similar data points with Total Users above.)

   Note: For Groups using UAK as the App Authentication mode, use the Never Logged In metric to identify the number of app users who have never activated the Sanas app.

3. Logged-In Users

   The number of users currently logged in to the Sanas App in the account or selected group. Toggle the Include Subgroups filter to include or exclude subgroup users.

   Metric	Description
   Engaged	Users whose Sanas Microphone/ Sanas Audio is currently engaged. Refer to the engagement definition at the bottom of the table.
   Not Engaged	Users whose Sanas Microphone/ Sanas Audio is not engaged. Refer to the engagement definition at the bottom of the table.

   Clicking the metric card will reveal its user activity and can be filtered to refine the analytics (similar data points with Total Users above).

   What does Microphone Engagement means? Sanas requires continuous access to the user's audio stream to perform speech synthesis. To provide this access, users must select Sanas Audio or Sanas Microphone as the audio input in their softphone settings:

   Windows — Select Sanas Audio as the softphone's audio input.

   macOS — Select Sanas Microphone as the audio input.

   An engaged microphone does not necessarily mean Sanas is actively being used. The microphone may be engaged at the softphone level while Sanas is manually disabled in the App.

4. Engaged Users

   The number of users whose Sanas Microphone/ Sanas Audio is currently engaged at their softphone in the selected group. Toggle the Include Subgroups filter to include or exclude subgroup users.

   Metric	Description
   Accent Translation	Number of engaged users utilizing Accent Translation.
   Noise Cancellation	Number of engaged users utilizing Noise Cancellation.
   Speech Enhancement	Number of engaged users utilizing the Speech Enhancement.
   Language Translation	Number of engaged users utilizing the Language Translation.
   Disabled Sanas	Number of users not utilizing any Sanas products at all.

   Clicking the metric card will reveal its user activity and can be filtered to refine the analytics (similar data points with Total Users above.)

   Note: These metrics reflect utilization of a specific Sanas speech AI model, not the Sanas product as a whole. Sanas products like Accent Translation use a hybrid approach that combines the Accent Translation and Noise Cancellation AI models. When a user disables AT from the App, they can continue to use the NC model independently, and their engagement shifts from the AT metric to the NC metric accordingly.

Usage Graph Trend

The Usage over Time graph displays trends in Logged-In Users and Engaged Users over a selected time period. It can show data for up to the last 180 days for custom views.

Note: The Portal retains data for up to the last 12 months (1 year).

The Groups & Users page is your workspace for managing organizational structure, user access, and admin permissions. It contains up to five tabs depending upon the access level:

Groups

Use the Groups tab to view, create, or restructure your organizational hierarchy. It lists the direct subgroups under your selected group. Use the Include Subgroups filter to list all subgroups at any level of nesting. Select any listed group to navigate into it and access its subgroups. An option to export the list is also available.

Note: The Default Group cannot contain subgroups. The Groups tab is inaccessible when the Default Group is selected in the Group Tree.

For step-by-step instructions, see the Group Management guide.

App Users

Use the App Users tab to onboard (individually or in bulk), move, or offboard the users who use the Sanas App. It lists all App Users added to the selected group. Use the Include Subgroups filter to include users from all subgroups. An option to export the list is also available.

Note: For detailed instructions, see the App User Management guide.

Portal Users

Use the Portal Users tab to manage which administrators can access and operate on a given group. It lists admins who have access to the selected group. Use the Include Subgroups filter to include Portal Users from all subgroups. An option to export the list is also available.

Note: For detailed instructions, see Portal Users Management guide.

External Sharing

Use the External Sharing tab to add and manage people from other accounts who have been granted access to this account or selected group. Use the Include Subgroups filter to include external users from all subgroups.

Role Management

Use the Role Management tab to define what each admin role can see and do across the Portal. Portal roles fall into two categories:

• Default roles - System-generated roles

• Custom roles - Admin-created roles with custom privileges.

Note: This tab is accessible only when the Sanas account (top-level node) is selected in the Group Tree.

Note: Use the Manage Roles button to modify privileges on any custom roles you've created. For detailed instructions, see the Portal Roles and Permissions Management guide.

The Reports page gives you historical Sanas utilization data consolidated by day, unlike the Home page's real-time view. Reports are generated for the selected group and reviewed for a specific cadence. Meaning, setting the cadence to Monthly provides a month-wise Sanas utilization preview. You can schedule and export reports for further analysis.

Filters

• Cadence: Choose cadence from Today, Daily, Weekly, Monthly or Custom Date to set the reporting cadence window. Use the calendar picker to select a specific date.

• Users: View utilization data based on App User count across groups.

• Hours: View Sanas utilization based on total hours of usage.

Actions

• Get Reports: Display a tabular list of Sanas utilization at the user level.

All Products

Provides usage analytics of Sanas products, filterable by Users or Hours, with three sections for each view:

1. User View

   1. Metric Cards

      

      Metric Card	What does it mean?
      Logged-In Users	Tracks the number of App Users logged in to the Sanas app within your account or selected group and duration.
      Engaged Users	Shows the number of App Users who are logged in and actively using a Sanas product for a selected duration.
      Not Engaged Users	Indicates the number of App Users who are logged in but are not using any Sanas products.

      Note: Click the Metric Cards to display data at a user level, similar to when selecting Get Reports tab.

   2. Usage over Time

      

      A graphical display of trends between Logged-In Users and Engaged Users over a selected time period. It can show data for up to the last 24 months.

   3. Engaged Users by Group

      

      A graphical comparison of Sanas product usage among App Users across groups within an account.

2. Hourly View

   1. Metric Cards

      

      Metric Card	What does it mean?
      Logged-In Hours	Displays the total hours App Users are logged in to the Sanas app within your account or selected group.
      Engaged Hours	Presents the total hours App Users are logged in and actively using Sanas products.
      Not Engaged Hours	Indicates the total hours App Users are logged in but not using any Sanas products.

      Note: Click the Metric Cards to display data at a user level, similar to when selecting Get Reports tab.

   2. Hours Over Time

      

      A graphical display of trends between Logged-In Hours and Engaged Hours over a selected time period. It can show data for up to the last 24 months.

   3. Engaged Hours by Group

      

      A graphical comparison of Sanas product usage in an hourly manner across groups within an account.

Note! The remaining tabs—Accent Translation, Noise Cancellation, Language Translation, and Speech Enhancement— contain similar metric cards and graphs, with analytics focused on engagements on each product.

Get Reports

Clicking the Get Reports tab showcases engagement activity on a user level and includes the data points:

Note: For more details on AI model specific metric and how they are calculated, see the Get Reports guide.

Schedule

When you select the Get Reports tab, where user activity is displayed, the button is replaced by a Schedule tab, where Portal Admins can:

• Schedule a New Report

• View All Scheduled Reports

Note: For more details on how to utilize scheduling of Sanas Reports, see the Schedule Reports guide.

The Speech Intelligence (SI) interactive page is the administrative console for Sanas Speech Intelligence in the Sanas Portal. It provides administrators and compliance teams with a centralized view of call analytics, live tracking, call history, and compliance alerts.

The Speech Intelligence page in the Sanas Portal includes the following sections:

• Dashboard — Provides a consolidated overview of Sanas utilization, call activity, and key performance metrics.

• Live Tracking — Displays all Sanas App users who are currently on active calls, providing real-time visibility into live transcripts with automatic PII redaction, compliance alerts, and ongoing call activity.

• Call History — Displays a historical log of calls from all Sanas App users, with access to individual call details, AI-generated insights, and transcripts with automatically redacted personally identifiable information (PII).

• Compliance Alerts — Shows real-time compliance alerts generated across active and completed calls.

Dashboard

The Dashboard section provides a consolidated view of Speech Intelligence insights, including Sanas utilization, call activity, and alerts and performance metrics, for an entire account or a selected group, and can be filtered down to an individual Sanas App user within a specified time range.

Live Tracking

The Live Tracking section provides real-time monitoring of active calls through live transcripts (as indicated by a green dot), with PII automatically redacted before being displayed to admins. It also shows agent details, the call duration, last utterance, overall call sentiment using emojis, and a running alert count as potential compliance issues are detected.

As soon as a call starts and Speech Intelligence is leveraged, a tile appears in the Live Tracking section, showing the following components:

When a call ends, a status message appears at the bottom of the corresponding agent or user tile to notify admins and the compliance team that the call has concluded or been terminated, and that its analytics are now available for review in the portal.

Call History

The Call History section displays a historical call log of all Sanas App users. Each entry in the Call History table includes:

Compliance Alerts

Organized into Statistics and Alerts, the Compliance Alerts section lists all compliance alerts in real-time (as indicated by a green live status dot) triggered across your group's calls during the selected time period.

• Statistics

  

  Under the Statistics categorization, the tile components are as follows:

  Tile Component	Description
  Total Alerts	Total count of alerts within your account or selected group.
  Alert Status	Breakdown of the number of alerts by their actionable status.
  Total Calls Monitored	Total number of calls automatically monitored within your account or selected group.
  Unique Calls Impacted	Number of calls where compliance alerts are detected.
  Percentage of Calls with Alerts	Average % rate of calls where compliance alerts are detected.

  The lower part of the Statistics section provides a detailed breakdown of alert analytics, organized into two views: Time Breakdown and User Breakdown.

  • Time Breakdown displays alert data by date, including the total number of alerts detected each day. Additional columns represent different types of compliance alerts defined by your organization, with counts displayed only for alert types triggered on a corresponding date.

    

  • User Breakdown displays alert data by agent or user within the selected account or group, including the total number of alerts detected across their calls. Additional columns represent your organization's defined compliance alerts, with counts displayed only for the alert types triggered for each agent or user.

  Note: These breakdowns are downloadable for reporting and analytics purposes.

• Alerts

  

  Under the Alerts categorization, the tile components and table columns are as follows:

  Tile Components / Table Columns	Description
  Total Alerts	Total count of detected alerts within your account or selected group.
  Alert Status Tiles	These are dynamic tiles that will only appear if alerts are tagged into them - Pending, Acknowledged, Flagged, and Dismissed.
  Alert ID	Auto-generated unique identifier for the compliance alert.
  Call ID	Unique identifier for the associated call session.
  Alert Type	Category of the compliance alert.
  User ID	Unique identifier of the Sanas App user.
  Group	User’s assigned group name.
  Call Status	Current status of the call: In Progress or Ended.
  Alert Status	Current status of the alert: Pending, Flagged, Acknowledged, or Dismissed.
  Date & time	Timestamp when the alert was triggered.

  A single call can generate multiple Alert IDs. All alerts remain in Pending status until an admin actions them. This data can also be downloaded for reporting and analytics purposes.

Note: For a detailed walkthrough of each SI component, see the Speech Intelligence in Sanas Portal guide.

The Get Sanas page gives you access to the latest version of the Sanas desktop application installer.

The Get Sanas page gives you access to the latest version of the Sanas desktop application installer.

• Platforms: Select your preferred platform to download the Sanas App installer - Windows or macOS.

• Installer ID: A unique string linked to the Sanas account. Copy the Installer ID and paste it during App installation. The Installer ID is required for the Auto-activation and SSO authentication modes — it allows Sanas to preconfigure the user's application before they sign in.

Valuable Tip! Stay up to date with the latest Sanas products and features through our Release Notes, including the latest Sanas App version in the market. Click View Release Notes to see what’s new.

The Settings page lets you manage Sanas product access and configure the application experience for the selected group.

Feature Management

Enable or disable Sanas products — Accent Translation, Speech Enhancement, Language Translation, Speech Intelligence and their corresponding features with a simple toggle. Once a Sanas product access is enabled for a group, all users in that group can access it.

Important Note: This section is typically accessible to Sanas Admins only.

Configuration

Fine-tune how the Sanas App behaves for users in the selected group. Configuration options include selecting which AI models are used, setting the default target accent or language, controlling inbound and outbound noise-cancellation levels, and toggling UI elements visible to end users, among others.

Note: For the full list of configurable options, see the Portal Configuration guide.

• Lock Configuration

  

  Enforce specific product or feature configurations across the organization. When you lock a configuration at a parent group or account level, subgroup admins cannot override or modify it — ensuring consistency across your deployment.

  Example above: If Sanas Personalization is enabled and locked for a parent group or account, all subgroups inherit access to the feature, and subgroup admins cannot disable it at their level.