Welcome. Here is how this works.
Every person who messages us on the website or on Facebook is saved in here automatically —
their details, what they need, and the whole conversation. Nobody has to type anything in. Your job is simply to call people back.
Your morning, in three steps
1
Open the Dashboard.
The "Call back today" list is already sorted for you — the most urgent person is at the top. Anyone with a red tag needs a call right now.
2
Press Call and have the conversation.
The line next to their name tells you why you are calling. Want more detail first? Press Open to read their whole story, or ask the AI Assistant to "prep me for this call".
3
Press "Log call" and pick what happened.
Spoke to them, no answer, booked a meeting, or not interested. That is it — the record updates itself and the list moves on.
What each page is for
- Dashboard — your to-do list for today. Start here every morning.
- Clients — everyone we have ever spoken to, grouped by what they need from us next. Use the search box if you know a name or number.
- Pipeline — the same people laid out by how far along they are, from first enquiry to active client.
- Approvals — text messages the AI has written for you. Nothing is ever sent until you read it and press Approve. You can edit the wording first.
- AI Assistant — ask questions in plain English: "Who should I call first?", "What does Sarah need?", "Prep me for this call."
The little symbols next to information
- 🤖The AI wrote this. Hover over it to see the exact words the customer said that it relied on. If it looks wrong, press undo.
- 👤A team member wrote this.
- 📥This came straight from the customer's own answers in the chat.
- crisisThe customer said something worrying. Call them first, before anyone else.
Things that keep you safe
- The AI never sends a message by itself — everything waits in Approvals for you.
- The AI never books meetings or signs anyone up — only you can record those, because only you know they really happened.
- Anything the AI wrote can be undone with one press.
- If someone asks not to be contacted, open their record and press Do not contact. After that, no message can ever reach them.
The one promise that matters: we tell every enquirer someone will call them within 24 hours.
The countdown next to each name on the Dashboard shows how much of that promise is left. Please do not let it run out.