System Guide
Finding Your Way Round the Dashboard
For setting up, checking history, and tuning what your agent says.
What each tab is for
| Tab | What it does |
|---|---|
| Dashboard | Live figures for the last thirty days and the leads coming in |
| Call History | Every call, with a written transcript and any spam flag |
| Lead Pipeline | Accept, decline or ask for a callback on qualified jobs |
| Agent and Voice | Change the voice, hear a preview, rename your agent |
| Knowledge Base | Your postcodes, your FAQs and your emergency script |
| Reports | Your figures, exportable as PDF or CSV |
| Settings | Notifications, billing, and replaying the app tour |
The words on the figures
- Answered means the agent picked up and held a conversation
- Booked means you accepted the job and it is in the diary
- Completed means the work is done and the job is closed
- Incomplete means the caller hung up before the agent had enough to dispatch
- Cancelled means the job was called off after it was booked
You do not need to log in every day. If WhatsApp is working, the dashboard is for setup, for checking history, and for tuning your agent when something needs changing.
Ready to put it to work?
Seven days free on Starter, with a real UK number, 100 call minutes and 10 booked jobs. Setup takes about half an hour.