Setup
Your launch checklist. Four steps: provision your agent, assign a number, set up call forwarding, connect a calendar. Each step gates on the prior. Once all four are green, you can hide this tab — but bookmark it for when you onboard a new location or change carriers.
Overview
The home view. Headline metrics: calls this month, calls answered, bookings made, estimated value recovered. Use this as your daily "is anything broken" glance.
Calls
Every call your agent has answered, sorted newest first. Click any row for the full transcript, audio recording, caller note, and outcome (booking / message / question / emergency). Intent badges help you scan: green = booking, orange = emergency, gray = general.
Voice Agent
Where you edit what your agent knows and says. Structured fields — services, hours, FAQs, transfer number — get compiled into the system prompt and pushed to the live agent within ~30 seconds. There’s a Start test call button to dry-run changes in your browser.
Bookings
Just the appointments your agent created, separated from general calls. Useful for daily morning review: "who do I have on the calendar today that came through the AI?"
Integrations
Connect or disconnect Google Calendar, Outlook, HubSpot, Calendly, and others. Tokens are encrypted at rest. Disconnecting deletes the OAuth grant from our side; you can also revoke it from the third-party’s own dashboard.
Billing
Plan overview with live usage bar, plan-switch buttons, and a link to the Stripe billing portal where you update card, view invoices, or cancel.
Refer & earn
Your share link, impact stats, and the $50-give / $50-get program. The link auto-applies the $50 first-month discount when a referee signs up.
Settings
Business profile, notification preferences (owner email/SMS, daily digest), branding (logo + accent color for the customer-facing emails).
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