Dispatch Lesson 1: Welcome to the Dispatcher Seat

Dispatch Lesson 1: Welcome to the Dispatcher Seat

First lesson in the dispatcher series. By the end you'll be in the dispatch panel, oriented to its main pages, and able to find help when you get stuck. This is the bare-minimum setup before you can do any actual dispatcher work.

Getting Help

Problem: It's your first day in the dispatcher seat. Something doesn't behave the way you expect, and you don't know if it's a feature, a misconfiguration, or a bug.

Horizon's answer: Two channels. Search the Knowledge Base for self-serve answers, or open a support ticket if it's something we need to look at directly.

Search the Knowledge Base

  1. Open https://help.giantrocketship.com/portal/en/home in a new tab.
  2. Use the search bar at the top of the page.
  3. Browse by category — onboarding, agent workflows, dispatch, integrations, and troubleshooting.

If you find the answer, you're done. If not, open a support ticket.

Open a support ticket

  1. From https://giantrocketship.com/support-request
  2. Fill in the ticket form. Include:
    • Your account name (so we know which tenant you're on)
    • The page you were on (e.g. "Ticket Board", "In/Out Board") and the specific ticket / agent if relevant
    • A screenshot of what you're seeing
    • What you expected vs. what actually happened
    • What you tried before opening the ticket
  3. Submit. You'll get a confirmation email with the ticket number.

Where the response shows up: Replies come to the email address you used to open the ticket. You can also check ticket status by creating an account in the help system.

Tip: Dispatcher tickets are often ambiguous between "the system is doing the wrong thing" and "the admin configured the wrong policy." Be specific about what you saw vs. what you expected — "Ticket #4521 was assigned to Bob, but Bob is marked Out and was supposed to be excluded; expected dispatch to skip him" gets a faster, more useful response than "dispatch is broken."

Accessing the Dispatch Panel

Problem: You spent your last role in the agent panel, working your own tickets. Now your job is to manage the team's work — but Horizon doesn't drop you into the dispatcher view automatically. You have to know how to get there.

Horizon's answer: A separate panel at /dispatch, plus a panel switcher that lives in every panel's top bar so you can move between them without typing URLs.

Three ways in. Pick whichever fits how you work.

Option 1 — Direct URL

Open https://app.giantrocketship.net and choosing the Dispatch panel.

Option 2 — Inside your helpdesk (widget)

Just like agents, dispatchers can use Horizon embedded inside their helpdesk's UI — no separate browser tab needed. The widget loads the agent panel by default, but you can use the panel switcher (Option 3) to jump from there into dispatch without leaving the helpdesk. See the Agent Training Guide → Accessing Horizon for the per-helpdesk widget setup (ConnectWise, Autotask, etc.); it's the same widget for both roles.

Option 3 — Panel switcher (from any panel)

If you're already in another panel and want to jump to dispatch:

  1. Look for the waffle grid icon (a 3x3 grid of dots) in the top right, next to your user menu.
  2. Click it. A small dropdown opens showing the panels you have access to:
    • Admin (gear icon)
    • Agent (person icon)
    • Dispatcher (truck icon)
    • Mobile (phone icon)
  3. Click Dispatcher.

The waffle grid works inside the helpdesk widget too — so you can land in agent (default), waffle to dispatch, and stay inside your helpdesk the whole time.

What you'll see when you land

The dispatch panel uses top navigation (tabs across the top, not a sidebar). The default landing page is the Dispatch Calendar — a multi-resource timeline showing your team's schedules side by side.

If you don't see a "Dispatcher" option in the waffle

The panel switcher only shows panels you have permission to access. If Dispatcher isn't there, your account doesn't have you set up as a dispatcher yet — talk to your admin or open a support ticket.

Tip: If you'll spend most of your day in the dispatch panel, set it as your default landing page (see next section). Saves you the click every login.

Setting the Dispatch Panel as Your Default

Problem: Every time you log in, Horizon drops you into the agent panel. You're a dispatcher — that's an extra click on every session, and a small but constant signal that the system thinks you're an agent.

Horizon's answer: A profile setting that controls which panel you land on after login. Set it once and forget it.

Set the default

  1. From any panel (agent, dispatch, admin), click your user menu in the top right.
  2. Click Profile (or Edit Profile).
  3. Click the Preferences tab.
  4. In the Default Panel section, open the Default Panel dropdown.
  5. Pick Dispatch Panel.
  6. Save.

What changes

The next time you log in, Horizon drops you straight into the dispatch panel instead of the agent panel. No more clicking through.

What doesn't change

  • The waffle grid still works — you can switch panels any time.
  • Other people's defaults aren't affected. This is per-user.
  • You still have access to all the panels your role allows; you just land in dispatch first.

The dropdown only shows panels you can access

If "Dispatch Panel" isn't an option in the dropdown, you don't have dispatcher access yet. Talk to your admin.

Tip: If you split your time between dispatch and admin work, pick the one you open first in the morning as your default.

Tour of the Dispatch Panel

Problem: Day 1 covered the four pages you'll use constantly. The dispatch panel has more than that — analytics, capacity views, AI recommendations — and you'll waste time re-discovering them every time you need one if you don't have a map.

Horizon's answer: A single overview of every page in the dispatch panel. You don't need to learn each in detail right now — just know what's there and when you'd open it.

The full page map

The dispatch panel's top navigation has two groups: main pages (the things you'll use every day) and the Insights group (collapsed by default — analytics and reports for periodic review and planning).

Main pages

PageWhat it showsWhen you'll use it
Dashboard (default landing)Multi-resource calendar — every agent's schedule side by side, with a resource summary sidebar.Continuously throughout your shift. This is your home base.
In/Out BoardCurrently Out, Scheduled (future absences), History, Available Now — all per-agent, grouped by team.When you need to mark someone out, schedule a future absence, or check team availability.
Ticket BoardList-based view of unassigned and queued tickets, with bulk-action capability and admin-defined scope tabs.Morning triage; whenever you need to act on many tickets at once.
Project BoardView-only list of projects with phases, tasks, and team assignments.Background reference for project-related work. Not an action-driven page yet — more features coming.

Insights group (collapsed by default in the nav)

PageWhat it showsWhen you'll use it
AI RecommendationsSystem-suggested actions Horizon thinks you should take based on current state. Badge shows count of actionable items.Quick scan when you have a minute. Skim, accept what makes sense, ignore the rest.
Coverage BoardUpcoming coverage gaps, on-call schedule, periods where the team will be thin.Forward planning — "is anyone covering Thursday afternoon?"
Agent UtilizationPer-agent workload metrics — hours booked, utilization percentage, efficiency.End-of-week review; performance conversations; spotting overloaded or underused agents.
Assignment InsightsAnalytics on how the assignment system is performing — accuracy heatmaps, decision patterns.When you suspect the routing rules are wrong; periodic review with admins to refine policies.
Capacity ForecastSupply vs. demand projections for the team — predicted workload vs. predicted capacity over time.Planning hires, shift schedules, PTO blackout windows. Strategic, not tactical.
Team CapacityCurrent team capacity vs. demand summary.Quick "are we drowning or fine?" check.
To-Do HealthOverdue todos, predicted vs. actual variance per agent, tech leaderboard for variance.Spotting consistent over-runners or under-estimators on the team.
Workload HeatmapDemand patterns by time of day and day of week.Spotting peak hours, shift planning, identifying when to schedule what type of work.

The pattern

  • Main pages are operational — you act on them. Tickets get moved, agents get marked out, work gets scheduled.
  • Insights pages are informational — you read them. Decisions you make on insights pages usually translate into changes admins or you make later (new shifts, policy tweaks, capacity adjustments).

Things this guide doesn't cover in depth

The Insights pages each deserve their own deep dive that this guide doesn't get into. They're listed here so you know they exist. As you settle into the role, browse them; you'll figure out which ones match how you think.

Tip: The Insights group is collapsed by default for a reason — you don't need it during your day-to-day work. Don't feel like you need to check every page every shift. Pick one or two that match how you think (capacity-forecast people, utilization-tracker people, heatmap people) and live in those. Ignore the rest unless you have a specific question to answer.


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