beginner 1 min read
Customer Portal
Everything you can do in your customer dashboard.
Overview
The customer portal is your day-to-day workspace for managing your AI receptionist and reviewing results.
Core Capabilities
Review calls and transcripts, manage your Bookings calendar, track Analytics, monitor Automations, adjust AI settings, manage billing, view your team, schedule reports, and open support tickets — all from one place.
Personalizing Your Setup
Update your business profile, greeting, hours, services, and transfer rules whenever your business changes.
Getting Support
Open a support ticket or browse documentation directly from the portal whenever you need help.
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