Overview: reading your assistant’s activity

Three cards sum up the current cycle. Under each one, a change badge compares with the previous cycle, but only when the displayed cycle is the current one and a full cycle exists before it.

Requests deserves a note: the card adds up exactly three outcomes, appointments booked, requests resolved and requests transferred. An abandoned call, an exchange with no interaction or a cold call that was screened out does not count. Otherwise this card would be a copy of the first one.

• Calls: the number of calls received in the period.
• Requests: the ones that led to something.
• After hours: requests received outside your opening hours, the ones you would have lost. Until your opening hours are set, the card shows “Opening hours not set” with a link to set them, if your role allows it.

The period selector follows your billing cycle, not the calendar month. That is on purpose: your minute quota resets on that date, not on the first of the month.

Four quick choices are offered: Current, Previous cycle, Last 7 days and Last 30 days. Previous cycle only appears once a full cycle exists. You can also draw a free range in the calendar, bounded by the days you actually have data for.

The Compare to menu adds a second line to the history: the previous period, the same period last year once you have a year of history, a range of your choice, or no comparison.

The history chart plots one point per day in the period: calls. On hover, the tooltip gives the full date and the count for the day, with the minutes for calls, plus a second line when a comparison is active. This chart drives the period for the whole page.

The breakdown donut sorts requests by outcome. There are seven outcomes, in this order: appointment booked, appointment cancelled, resolved, transferred, abandoned, no interaction, spam. Under All, it only keeps the three outcomes of a handled request: appointment booked, resolved, transferred.

These cards are more than measurements: every slice of the donut opens your Conversations already filtered on that outcome. It is the shortest path between a surprising number and the conversations that explain it.

This card turns activity into business results, on three lines: appointments booked, quotes requested, emergencies flagged. Every line is clickable and opens the matching conversations.

There is no line for calls outside opening hours: it would duplicate the indicator at the top. For the same reason, the appointments line disappears under All, where the first indicator already counts them.

The Current usage card separates what gets consumed from what is a plan capacity.

Gauges turn amber from 80 percent of the quota, then dark at 100 percent. On an unlimited capacity, the infinity symbol replaces the total. When a capacity is full, its chip turns blue.

Past 80 percent of a quota, an Upgrade button appears. It never shows on the Scale plan, nor for an invited member who does not control billing.

• What gets consumed: call minutes, appointment notifications, contacts.
• What your plan allows: phone numbers, users, simultaneous calls.

Right after subscribing, the Overview may show an activation screen while the payment is confirmed. It refreshes on its own for about twenty seconds, then offers a button to retry.

A Statistics temporarily unavailable banner means reading the aggregates failed, not that your assistant stopped. Your calls are still received and stored: reload the page a moment later.

Finally, a period with no activity simply shows an empty state. The chart is still drawn, at zero, so the page keeps the same shape.