> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/porter-for-managers.md).

# Porter for Managers

Understand team performance, coach from real conversations, and know what to focus on next.

Porter gives managers a clearer view of what is happening across their team and a practical way to act on it. Use Porter's insights to spot patterns, recognize strong performance, focus coaching where it matters, and help your team improve over time.

***

## **Get started**

Set up Porter for your business and team so you can start capturing conversations and reviewing performance.

#### [**Set up your Porter workspace**](/docs/porter-for-managers/getting-started.md)

Configure your workspace and choose how customer conversations will be captured.

***

## **Record conversations**

Make customer conversations available for review, coaching, and follow-up.

#### [**Record**](/docs/porter-for-managers/record-conversations.md)

Learn how to configure phone recording and understand how Porter handles recordings and related data.

***

## **Review customer interactions**

Find recorded conversations and understand what happened during each interaction.

#### [**Conversations**](/docs/porter-for-managers/conversations.md)

Search and review conversation summaries, outcomes, transcripts, and other details to understand customer needs and identify follow-up opportunities.

***

## **Coach your team**

Turn real customer interactions into focused feedback and opportunities for improvement.

#### [**Coaching**](/docs/porter-for-managers/coaching.md)

Review conversation performance against your coaching playbook and document feedback that helps team members improve.

***

## **Review team performance**

Understand how your team is performing and identify patterns or opportunities that deserve attention.

#### [**Digests**](/docs/porter-for-managers/digests.md)

Review Daily and Weekly summaries to recognize strong performance, identify coaching needs, and decide where to focus your attention.

***

## **Explore insights and next steps**

Investigate findings, answer questions, and determine what your team should focus on next.

#### [**Chat with Porter**](/docs/porter-for-managers/chat-with-porter.md)

Ask questions about team performance, customer conversations, coaching opportunities, and follow-ups.

***

### Check your team's activity

Get a quick overview of team activity and performance to understand what is happening across your workspace.

#### [**Dashboard**](/docs/porter-for-managers/dashboard.md)

Review key metrics, compare performance, and access common actions from one place.

***

Porter works best when these workflows support one another: capture conversations, understand what happened, coach from real examples, and use performance insights to guide what happens next.