Managing Calls

Your dashboard gives you complete visibility into every call your AI receptionist handles. Here's how to make the most of it.

Calls Overview#

The Calls page shows all incoming calls to your business. Each call displays:

• Caller Number — The phone number that called
• Status — Completed, Missed, or In Progress
• Date & Time — When the call occurred
• Duration — How long the call lasted
• Quick Info — Icons showing if there's a transcript, appointment booked, or SMS sent

Viewing Call Details#

Click any call to see full details:

Call Information#

• Date and time of the call
• Duration
• Which phone number received the call
• Which location was called

AI Summary#

Your AI receptionist generates a brief summary of each call, highlighting:

• What the caller needed
• Actions taken (appointment booked, information provided, etc.)
• Any follow-up required

Conversation Transcript#

Read the full transcript of the conversation between your AI receptionist and the caller. The transcript shows:

• What the AI said
• What the caller said
• Timestamps for each exchange

Voicemail#

If a caller left a voicemail:

• Listen to the recording
• Read the automatic transcription

Appointment Details#

If an appointment was booked:

• Customer name and contact info
• Service selected
• Date and time
• Assigned staff member

Intake Responses#

If your service has intake questions, you'll see the caller's responses here.

Filtering Calls#

Use filters to find specific calls:

• Date Range — View calls from a specific time period
• Status — Filter by Completed, Missed, etc.
• Search — Search by phone number

Call Actions#

From a call detail page, you can:

• Call Back — Tap to call the customer back
• View Contact — See the customer's full contact record
• View Appointment — Jump to the booked appointment

Understanding Call Statuses#

Tips for Using Call Data#

1. Review summaries daily — Quick way to stay on top of customer needs
2. Check missed calls — Follow up on calls that weren't answered
3. Use transcripts for training — Understand what customers are asking
4. Monitor intake responses — Ensure you're capturing the info you need