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Getting started with CallsCovered
What your receptionist does for you, how to sign in to your dashboard, and a quick tour of its pages.
CallsCovered gives your business a receptionist that answers your phone and your website chat for you, day and night. It talks to callers in your business's name, answers their questions from what you've told it, and depending on your plan books appointments, takes call-back requests and notes down new enquiries. Everything it does lands in your dashboard.
What your receptionist does
- Answers calls. Callers keep ringing the number they already know. Your phone forwards calls to your receptionist's line, for example when nobody picks up. See The setup guide.
- Answers website chat. A chat button on your website, if your plan includes it.
- Books, takes messages and notes enquiries. Depending on your plan, bookings, call-back requests and new enquiries each get their own page in the dashboard.
- Tells you what happened. Every call and chat is saved with a summary and the full transcript. You can also get a text after each call and a summary email every Monday.
Extra channels and tools, such as text messages, WhatsApp, email replies or appointment reminders, are plugins. See Plugins.
Signing in
Your dashboard lives at the web address CallsCovered gave you when your account was set up.
- Go to your dashboard's address.
- Type the Email and Password for your account.
- Click Sign in.
Some things to know:
- Accounts are made by CallsCovered. There is no sign-up page. If someone on your team needs their own sign-in, see Sign-ins for your team.
- You stay signed in for 30 days on that device, unless you click Sign out (at the bottom of the side menu on a computer, or at the top of the page on a phone).
- Too many wrong tries and the dashboard asks you to wait: "Too many attempts. Try again in a few minutes."
- Forgotten your password? There is no reset link on the sign-in page. Email hello@callscovered.ai and we'll sort it out.
To change your password while signed in, go to Settings, open Your account, type your current password and a new one of at least 10 characters, then click Change password. This signs out every device, including the one you're on, so sign in again with the new password.
The first time you sign in
The setup guide opens by itself. It reads your website to draft your opening hours, prices and common questions, then (if your plan includes phone calls) helps you pick a voice, add your mobile, forward your calls and make a test call. You can click Finish later and come back to it: it opens again each time you load the dashboard until you finish it. See The setup guide.
A tour of the pages
On a computer the pages are listed down the left-hand side. On a phone they sit along the bottom of the screen. A small number beside a page name means something there is waiting for you.
| Page | What it's for | When you see it |
|---|---|---|
| Overview | This week at a glance, and what needs your attention | Always |
| Conversations | Every call and chat, with summaries and transcripts | Always |
| Bookings | Appointments your receptionist has booked, to confirm or cancel | If your plan includes bookings |
| Callbacks | People who asked to be rung back | If your plan includes callbacks |
| Leads | New customers who left their details | If your plan includes leads |
| Emails your receptionist has read and the replies it has written | Once the Email plugin is switched on | |
| Insights | Busiest times, top questions, outcomes, and spreadsheet downloads | Always |
| Plugins | Extra channels and tools you can add, or ask us to build | Always |
| Billing | What you pay each month | Always |
| Flow | Every step your receptionist takes, and changing it by asking | Shown with a Soon label: Coming soon. See Changing how your receptionist works by asking |
| Settings | What your receptionist knows and how it behaves | Always |
Each page has its own guide: Overview, Conversations, Bookings, Callbacks, Leads, Email, Insights, Billing, Plugins and Settings.
Calls happening right now
When your receptionist is on a call, a bar appears at the top of every page: On a call now, with the caller's name or number and the last thing said. The dashboard checks for live calls when it opens and then every five minutes, so reload the page if you're expecting one. Click the bar to read the call as it happens. From there you can click Take over, which rings your mobile and puts the caller through to you, or leave the call alone with the button that lets your receptionist handle it. Take over needs your mobile number in Settings under Taking over calls. See Taking over calls.
Next steps
- Finish The setup guide.
- Make Your first test call.
- Tell your receptionist more about your business in Settings.
- Read How your receptionist decides what to do.
- Check What you pay, and who you pay.
- Look up any unfamiliar word in the Glossary.
Questions? Email hello@callscovered.ai.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.