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The Overview page
What the numbers, chart and lists on your dashboard's Overview page mean, and what each one opens.
Overview is the first page you see when you sign in. It shows the last week at a glance and anything waiting for you. Nothing on this page texts or emails a customer.
The top of the page
A greeting for the time of day, and a badge saying your receptionist is answering. When you're outside your opening hours the badge adds that you're closed.
The four numbers
Up to four counts across the top. Which ones you see depends on your plan:
- Conversations · 7 days. Every call, chat and message in the last seven days.
- Calls · 7 days. Just the phone calls.
- Bookings to confirm. Upcoming bookings you haven't confirmed yet (if your plan includes bookings).
- Callbacks waiting. Call-back requests not yet marked done (if your plan includes callbacks).
- New leads. Leads still marked New (if your plan includes leads, and there's room).
- Chats · 7 days. Everything that wasn't a phone call, shown when there's room.
Bookings, callbacks and leads light up when there's something waiting.
What it's worth
- Calls and chats answered while you were closed this week. Conversations that came in outside your opening hours in the last seven days.
- Estimated value booked this week (if your plan includes bookings). Bookings made in the last seven days, not counting cancelled ones, multiplied by your average booking value. The sum is shown underneath, such as "3 × £60 average". Until you set an average value, you see a Set your average booking value link instead. It takes you to Settings, where you fill in Average value of a booking (£) under Monday email. See Monday email.
Activity · 14 days
A bar for each of the last 14 days. The height is the number of conversations that day. The coloured part of each bar is calls, the rest is chats. Hover over a bar to see the count.
Needs attention
Up to seven items waiting on you, newest first:
- people who want a call back;
- bookings to confirm, with the name, day, time and reference;
- new leads.
Click one to go to its page. When there's nothing, it says "All clear. Nothing is waiting on you."
Latest conversations
The six most recent conversations. Click one to read it, or See all to go to Conversations.
Keeping it up to date
The page refreshes itself every five minutes while it's open. Reload the page to see the latest straight away.
If your receptionist is on a call, a bar appears at the top of the page. See "Calls happening right now" in Getting started.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.