Overview

The Overview page is the first thing you see when you sign in. It pulls the most useful numbers from every other tab into one screen so you can tell in 10 seconds whether your AI had a quiet day or a busy one, whether anything needs you, and where to click next.

• Metrics row — four tiles: calls this month, a success tile, AI minutes used, and average call length. The success tile shows captured leads, or — once your AI has a call purpose set — swaps to the outcome that defines success for it (one of: booked, routed, qualified, or answered). The calls and leads counts cover the calendar month.
• Upcoming bookings — every confirmed appointment in the next 48 hours, soonest first. Click a row to open the booking. (Hidden if your business doesn't take bookings.)
• Replies — open message threads that have sat idle 24+ hours. These are the ones where someone's waiting on you.
• Recent calls — the last six calls, newest first. Click any row to open the call detail page.
• Setup checklist — when something isn't configured yet (no greeting, no booking types, no phone number forwarded), the missing step shows here so you can finish it.
• Plan and usage — the AI-minutes tile reads from the active billing cycle (not the calendar month), so it matches what gates calls and what your invoice will show. (The full per-resource quota ledger lives on Settings → Plan & billing.)

1. 1Glance at it first thing each morning. If the "Replies" tile is non-zero, that's the one thing worth doing before anything else.
2. 2Use the recent-calls strip to spot-check call quality. Read one transcript a day; you'll catch tone issues or knowledge gaps your AI hit on a real call.
3. 3When the setup checklist shows a missing step, click it. Each step links straight to the field that needs filling.
4. 4Use Overview as your launchpad — every tile is a link into the tab that owns the underlying data.