Dashboard tour
The dashboard is where you see what your receptionist did and change how it behaves. Sections appear in the left navigation; the ones tied to Pro features only show up when those features are enabled.
Overview
Section titled “Overview”The landing screen: today at a glance. Recent calls, upcoming appointments, and your setup status. If something needs attention — an unfinished setup item, an unacknowledged emergency — it surfaces here first.
Every call the AI handled, newest first. Open one to get:
- The recording and a full transcript of the conversation.
- A summary of what the caller wanted and what the AI did.
- The outcome — booked, message taken, quoted, escalated, or missed.
- Lead quality, so you can tell a real job from a wrong number at a glance.
Transcripts are the single most useful thing in the dashboard. If the AI ever says something you don’t like, the transcript shows you exactly what to fix in Custom instructions.
Appointments
Section titled “Appointments”The list view of booked work: customer, service, time, duration, status, and — if you use zones — a colored zone chip so you can see the geography of your day.
You can add, reschedule, and cancel appointments here yourself; the AI works off the same calendar you do.
Calendar
Section titled “Calendar”The same appointments in a day/week grid, alongside your business hours and any time blocks. This is where you block off a Friday afternoon or a vacation week so the AI stops offering it. See Scheduling.
Callers
Section titled “Callers”Caller history — a lightweight CRM. Every number that has called you, with their past calls, appointments, notes, and any photos they texted in. The AI reads this, which is why a repeat customer doesn’t get asked their address again.
Dispatches
Section titled “Dispatches”Only relevant if you take urgent work. Shows every emergency dispatch, its state (offered, accepted, en route, declined, expired, unreachable, or done), who it went to, and the ETA you gave. See Emergency dispatch.
Recurring
Section titled “Recurring”Recurring job series — the same customer, the same service, on a schedule. Built for route trades (lawn, pool, pest) where the calendar is a rotation rather than a queue of one-off bookings.
Campaigns
Section titled “Campaigns”Outbound SMS campaigns: maintenance renewals, reactivation of customers you haven’t served in a while, storm recovery. Each campaign has an audience, a message, a daily send cap, and a global daily cap across all campaigns so you can’t accidentally blast your whole list. See Campaigns & plans.
Analytics
Section titled “Analytics”Call volume and outcomes over time — total calls, how many booked, and how the rest broke down. Use it to answer “is the phone actually converting?” rather than “did the phone ring?”.
Billing
Section titled “Billing”Your plan, payment method, invoices, and subscription status. See Plans and billing.
Settings
Section titled “Settings”Settings is grouped into sections rather than one long page:
| Section | What lives there |
|---|---|
| Setup Status | The go-live checklist |
| Business Profile | Name, trade, owner, address, hours, timezone |
| AI Receptionist | Greeting, voice, custom instructions, hold music |
| Messaging | SMS toggles, missed-call text-back, briefing, digest, A2P registration |
| Services & Prices | The service catalog that drives quoting |
| Deposits | Deposit amounts, hold window, refund policy |
| Plans & Campaigns | Membership tiers and outbound campaigns |
| Safety & Escalation | Per-trade safety scripts and fact sheets |
| Emergency Dispatch | Dispatch phone, offer timeouts, escalation window |
| Integrations | Google Calendar and other connections |
Each section saves independently — the save bar at the bottom tells you whether you have unsaved changes in that section, and Discard rolls back only that section.