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beginner 1 min read

Dashboard Overview

A tour of your customer dashboard and where to find everything.

Your Home Base

The dashboard is where you manage your AI receptionist, review calls, and track performance. The navigation menu gives you quick access to every area.

Key Areas

Overview shows recent activity at a glance. Calls lists every conversation with transcripts and outcomes. Bookings is your appointment calendar. Analytics reveals trends and ROI. Automations shows events forwarded to your workflows. AI Setup lets you adjust your receptionist. Billing manages your subscription. Organization holds your business settings, Team shows who has access, and Support lets you open tickets.

Recent Activity

The Overview highlights your most recent calls, appointment requests, and any items that need attention so you can act quickly.

Getting Help

Support and documentation links are available right in the navigation so you can open a ticket or browse guides without leaving your dashboard.

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