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Calls, requests and alerts

Short guides for running your AI phone assistant.

Where every call and request goes, and who is told.

Calls: your home page lists every call with the result, a summary, the recording and the full transcript.
Requests (tickets for software support): appointments, call-backs, complaints and orders your assistant took. Each has a number the caller was told. Press Mark done when handled.
Alerts: the moment a request is taken, the person in charge (Settings → Your team) and your alert emails get an email.
Google Sheet: Settings → Alerts & reports adds a row for every call to your own sheet, with calls that need a person in red.
Weekly report: every Monday morning an email with last week's numbers. See Weekly report.