Dashboard Page

The Dashboard is your real-time pulse check. From the moment you log in, you’ll see everything that matters—at a glance. Inbound and outbound call volumes? Right there. Hourly traffic trends? Visualized and crystal clear. We’ve stripped away the noise and left you with what you actually need: actionable data that tells a story.

Curious about how your calls are trending throughout the day? The hourly call volume graph shows your busiest times, so you can plan smarter and staff better. Track your current call usage against your plan in real time—no surprises, no guesswork. And because call quality isn’t just about quantity, we surface average call sentiment, so you’ll know exactly how your callers feel—not just what they say.

Need to stay on top of the business side? Open invoices are pinned right where you can see them, along with recent activity across your account. No digging. No delays. Just a clean, focused view designed to help you stay informed and in control.

Activity Page

The Activity page is your all-access log. Every call, every message, every interaction—captured, categorized, and ready when you need it. Whether you're looking to review yesterday’s high-priority calls or dig into last month’s trends, this is where it all lives.

Powerful filters let you slice the data your way—by date, sentiment, call type, or even specific team members. Need to track down a client call from last Tuesday? Use the search bar and find it in seconds. It’s built for speed and clarity, so you can focus less on hunting and more on handling.

Want to keep things tidy? Archive old activities with one click. Everything stays accessible, just out of sight until you need it.

Contacts Page

The Contacts page is your built-in, no-fuss directory. Add and manage your contact list in seconds—names, companies, notes, and more. Incoming call? You'll see who it is—instantly. Outbound call? Your team’s got full context before they say hello.

Blocked Contacts Page

The Blocked Contacts page lets you take control of your call traffic—quickly and easily. Block spam, repeat offenders, or any number you’d rather not hear from again. Add or remove contacts anytime, or block directly from your recent activity log.

Make Call Page

The Make Call page puts you in the driver’s seat. Place outbound calls directly from your portal—either by dialing a number manually or selecting a contact from your list. No switching devices, no fumbling around. Just quick, clean calling right where you work.

Want your calls to show up with a familiar number? You can register your own non-aiReceptionist-hosted number to display as your caller ID. It’s your brand, your identity—just with smarter tools behind the scenes.

Whether you're following up with a lead or checking in with a client, the Make Call page makes every outbound call feel seamless and professional.

Integrations Page

The Integrations page lets you stay in the loop—your way. Set up email or SMS delivery for your messages so every new call and transcript lands right where you need it. Whether it’s your inbox or your phone, you’ll get the updates in real time—no extra logins, no missed details.

Calendar Page

The Calendar page gives you full visibility and control over your schedule. Manually create events or review appointments your aiReceptionist has booked for you, on your dedicated aiReceptionist calendar.

Info Page

The Info page is your mission control—clear, connected, and built for business. From one streamlined view, users can manage their profile, update company details, and access the full user directory without digging through menus or toggling tabs.

Edit your user profile in seconds—name, role, contact info, the works. Need to update your company’s details? Whether you’re managing a growing team or just fine-tuning your business hours, it’s all right here. Keep things current, professional, and ready for prime time.

The user directory makes it easy to see who’s who and how to reach them. Whether you're onboarding new hires or coordinating across departments, quick access means smoother communication—and fewer “who do I call for that?” moments.

Billing Dashboard Page

The Billing Dashboard has everything you need to manage your account with confidence. From your plan details to payment preferences, it’s all organized, transparent, and two clicks away.

Need to upgrade, downgrade, or just review your current plan? You’re in control. The dashboard shows exactly what you’re getting and what it costs—no fine print, no runaround. Adjust as your business evolves.

Add or update payment methods with ease. Want to switch cards or update your billing address? Done in seconds. Whether you’re a solo operator or managing finance for a team, the process is smooth, secure, and refreshingly straightforward.

Invoices Page

See every invoice, paid and pending, in one clean view. Need to download a copy or settle a balance? You've got it. We’ve stripped away the fuss so you can handle billing and get back to business.

Call Handling Page

Start Smart with Your Answer Phrase
Set the right tone from the first ring. Your customizable answer phrase ensures every caller hears exactly what you want—polished, professional, and on-brand. Update it anytime to reflect your business hours, seasonal changes, or a little extra flair.

Before your custom answer phrase kicks in, callers will hear a short, standard disclosure: a clear statement that they’re speaking with an AI agent and that the call may be recorded. It’s required, consistent, and can’t be changed—but it’s quick and professional, setting the right expectations upfront. After that, it’s all you.

Message Forms That Get to the Point
Design a message form that captures exactly what you need. Whether it’s name, reason for call, or specific details, you decide what gets collected—so follow-ups are faster, and nothing slips through the cracks.

Knowledge Base & FAQs—Your AI’s Secret Weapon
Feed your aiReceptionist the facts. Use the knowledge base to upload key info about your business—services, policies, team roles, you name it. Pair it with a tight, tailored FAQ section, and your callers get real answers in real time.

Outcalls, On Your Terms
Using an external phone number? No problem. The Call Handling page lets you register non-aiReceptionist-hosted numbers for caller ID use. That means when you make outbound calls from the portal, your registered number shows up—keeping things consistent, professional, and unmistakably you.