Reading your dashboard
A tour of every number, badge, and signal on the dashboard — and what to actually look at first thing in the morning, mid-day, and at week's end.
Open the dashboard, glance at four things in this order: Calls Handled (did anything weird happen overnight?), Live Activity (any transfers I need to call back?), Booked Jobs (today's revenue), Quotas (am I running out of minutes?). If all four look normal, close the tab. That's the system.
The four KPIs at the top
A snapshot of how the agent is doing right now. Each tile compares today to a relevant baseline.
N RELATIONSHIPS caption is the number of unique callers contributing to the score this week.
Live Activity feed
The scrolling list of recent calls. Pulses cyan when a call is in progress — the row will update as Riley advances through the conversation.
Status badges, in plain English
| In progress | Call is happening right now. Caller name and outcome update live. |
| Booked <day> <time> | Appointment landed on your calendar. Tap the row to see the transcript and recording. |
| Voicemail | Caller left a message — Riley couldn't (or didn't try to) book. Worth a callback if it's a real lead. |
| Transferred | Riley sent the call to you (or your forward number) because of a trigger word. Listen for "lawsuit", "emergency", or "owner". |
| Hang-up | Caller hung up before Riley could help. Often spam, occasionally a frustrated customer — check duration. |
Outcomes · This Week
A rolling 7-day summary card that tries to answer the question every owner asks: "Is this thing actually working?"
| Captured revenue | Sum of all booked-job estimated values from the last 7 days. Excludes cancelled and no-show appointments. |
| Time saved | Total caller-talk time Riley handled. Multiplied by 1.4× to account for the wrap-up time you'd have spent after each call. If you'd normally pay an answering service, this is the equivalent. |
| Calls saved from miss | Calls that came in outside your operating hours, or while you were already on another call, that Riley still handled. The conservative estimate of calls you would have lost without the agent. |
Quotas card
Your plan includes a monthly allowance of voice minutes and SMS. The two bars show how much you've used. Bars turn amber at 75% and red at 90%.
- Voice minutes — every second Riley spends on a call. Voicemails count, hold time doesn't.
- SMS — outbound texts from your AI number. Summaries, Calendly links, and review requests all draw from this bucket.
The "Agent active" indicator
Bottom-left of the sidebar. Pulsing green dot means Riley is online and answering. If you ever see this go amber or red, your phone line is in a degraded state — usually a forwarding issue at your carrier.
| ● AGENT ACTIVE | Everything healthy. Calls forwarded, AI responding, summaries delivering. |
| ● DEGRADED | Riley is answering, but at least one downstream service (summaries, calendar) is delayed. |
| ● OFFLINE | We can't reach your number. Almost always a forwarding configuration issue — check your carrier. |
When to dig deeper
- Book rate < 25% for two days running → open Calls and listen to three random recordings. Usually a knowledge-base gap or unclear booking policy.
- CSAT drops below 4.0 → check Insights › Sentiment Triggers for the phrases dragging the score down.
- Same caller transfers twice → add their concern to the knowledge base so Riley can handle it next time.
- Quota burn rate is high early in the month → you're either growing fast or getting more spam. Open Calls and filter to under 30s to spot junk.