Overview
A snapshot of your AI receptionist activity. Metrics appear once your phone line and data sources are connected.
CALLS
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Not yet connected
LEADS
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Not yet connected
MESSAGES
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Not yet connected
APPOINTMENTS
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Calendar not connected
Current Activity
No activity data yet
The chart will populate from real call and message records once your AI receptionist backend is connected.
Recent Activity
Nothing to show yet
New calls, leads, messages and appointments will appear here as they happen. Awaiting secure backend integration.
CALLS
Call History
Every call your AI receptionist handles, with summaries, transcripts and recordings when permitted.
CALLER & TIME
SUMMARY
ACTIONS
Not yet connected
No calls to show yet
Call records appear here once your phone line and secure call-data backend are connected. No sample or placeholder calls are displayed.
CUSTOMER LEADS
Lead pipeline
Leads captured by your AI receptionist appear here once your lead data source is connected. No sample records are shown.
NEW
No new leads yet. New callers and form submissions will land here.
CONTACTED
No contacted leads. Move a lead here after the first follow-up.
CONVERTED
No converted leads. Booked or paying customers will appear here.
NOT YET CONNECTED · Lead records require a secure, account-specific CMS collection and backend access rules.
Messages
SMS and chat conversations handled by your AI receptionist. Messaging provider: Not yet connected.
Conversations
No conversations yet
Conversations appear here once a verified messaging provider is connected and customers text your business number.
No conversation selected
Consent status, delivery state and opt-out appear here per contact.
AI REPLY
AI-generated replies are highlighted in blue so you can always tell them apart from staff messages.
Select a conversation to view its full history. Messages to opted-out contacts are blocked automatically.
Messaging awaiting secure backend connection
AI Receptionist Settings
Configure how your AI receptionist greets callers, handles calls, and follows up. Changes apply only after saving and passing validation.
Status: Not connected
Receptionist status
Pause the AI to route all calls and messages to your team. Requires a connected phone line.
Business information & greeting
Business name & hours
Not configured
Voice & personality
Not configured
Greeting & custom prompt
No greeting saved yet. Add the words your AI uses to answer calls.
Call handling & follow-up
- Live transfers to staff — awaiting phone integration
- Text follow-ups (requires consent & opt-out handling) — awaiting SMS provider
- Lead capture forms — off
- Call summaries by email — off
Call Volume
No call data yet
Call volume will chart here once your phone line is connected. Awaiting secure backend integration.
Analytics & Insights
Calculated only from your real call and lead records. Charts appear once data is connected.
Conversion Rate
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Leads converted to booked appointments. Shown once real lead records exist.
Compare answer rate and response time with similar businesses. Requires a verified benchmark data source.
Industry Benchmark
NOT YET CONNECTED
Subscription & Billing
Status: Not connected
Your current plan, terms and usage will appear here once billing is securely connected. Only actual plan details from your billing provider are shown.
Payment History
Date
Invoice
Amount
Status
No invoices yet
Provider-confirmed invoices will be listed here after billing integration is connected. Card details are never stored.
INTEGRATIONS
Third-Party Integrations
Connect calendars, CRMs and voice/SMS providers. Statuses reflect verified connections only. Credentials are stored securely on the backend and are never displayed here.
📅
NOT CONNECTED
Google Calendar
Sync availability and booked appointments with verified two-way calendar sync.
🗓️
NOT CONNECTED
Outlook Calendar
Connect Microsoft 365 calendars to prevent booking conflicts.
👥
NOT CONNECTED
CRM
Push leads, notes and call summaries to your CRM with duplicate prevention.
🎙️
AWAITING SECURE BACKEND
Vapi Voice AI
Power your AI receptionist's calls. API keys are entered once and stored server-side only.
💬
AWAITING SECURE BACKEND
Twilio SMS & Voice
Phone numbers, texting and delivery receipts with opt-out and consent handling.
💳
NOT CONNECTED
Payments Provider
Secure invoice and estimate links with provider-confirmed payment states. No card data is stored.