Overview

What the page is for

Overview is the first page the customer lands on after logging in. It answers three things: how are the enquiries going, is there anything the customer has to act on, and what happened most recently. The customer uses it as a morning routine: look at the numbers, clear the items in "Tasks", and read in "Recent interactions" what your AI assistant has done since yesterday.

The page shows the customer's own numbers. A team member who has been invited onto the account sees the company's activity in the feed, but neither the subscription box, the calendar box nor "Getting started".

What it looks like

From top to bottom:

1. The heading "Overview" and the line "Welcome back, <company name>". On a wide screen they sit in the top bar, on mobile and in the app they sit in the page itself. The name is always the company name, never the contact person's.
2. A box "Choose a subscription to get started" with a border and a payment card icon in the page's main colour and the line "Activate your software and start contacting leads automatically." It is only shown when the account has no active subscription, and never in the mobile app, never for a team member and never at a customer running under a partner's own brand.
3. A box "Your AI assistant can't see when you are busy" with a yellow border and a calendar icon and the line "No calendar is connected and selected, so you can be double-booked." It is only shown to a paying customer whose goal books appointments (inspection, phone meeting, video meeting or Book a time), but who has no calendar connected with at least one calendar selected. A calendar that is connected without a selected calendar counts as not connected. The box is shown both to customers who signed up themselves and to a partner's customers, also on mobile and in the app, but never to a team member, and not before the calendar's status has loaded. This applies to every package, also a package with only Chatbot, because the chatbot books by itself.
4. A strip of six key numbers. Each cell can be clicked and controls the chart below it. Bookings is selected in advance, so the chart is already there on the first visit.
5. A chart of the chosen key number per week, with a period picker in the top right corner of the card.
6. At the bottom, two cards side by side on a wide screen, stacked on mobile: "Tasks" on the left and "Recent interactions" on the right. Both cards are always there, also when there are no tasks.

The first time the app is opened, a welcome window can sit across the page with "Welcome. Shall we take the tour first?". That window and the "Getting started" list are only open for selected accounts, so an ordinary customer account does not see them.

A few test accounts see a new version of Overview in white and black that is under construction: on the left a black block with the four numbers Enquiries, Bookings, Booking rate and Time saved and a line per week, and below it the enquiries per channel; on the right the conversation with your AI assistant as a large panel. For them "Tasks" is on a new page, Reports, as a table sorted by severity, and "Recent interactions" is not there. The tour skips the feed for them. Everyone else sees the page as described here.

Buttons and fields

Get started (in the box "Choose a subscription to get started")

Sends the customer to the setup guide at /onboarding, where the subscription step sits. No money is taken by the click. The box disappears on its own once the subscription is active.

Connect calendar (in the box "Your AI assistant can't see when you are busy")

Sends the customer to Settings, the Integrations tab, where the calendar is connected and selected. The click changes nothing by itself. The box disappears on its own once there is a connected calendar with at least one calendar selected, or when the goal no longer books appointments.

Bookings, Booking value, Reply rate, Booking rate, Time saved, Messages

The six key number cells in the strip. A click selects the cell (it turns blue) and draws the chart "<key number> per week" below. A click on the selected cell again deselects it, and then the chart is hidden. No data is changed by clicking, it is only a view. Booking value is the number of bookings times the average customer value the customer typed in in the task "Tell us where you stand today" (or in the setup before 8 October 2026).

Time saved is the one exception: its chart is called "Total time saved" and is a rising line that ends at the total, not a bar per week. If there are no numbers in the chosen period, "No data in this period" appears in the chart card.

If the account has the goal "Buy on website", the three booking cells swap places with Sales, Sales value and Conversion rate. Under Sales there is a small line "N purchases in total": that is every purchase reported in, while the number itself is the purchases that could be linked to an enquiry.

3 mo., 6 mo., 12 mo., Max

The period picker in the top right corner of the chart card. It picks how far back the chart looks. The default is 3 mo. If the chart is folded up, the buttons sit above the strip instead. The strip with the six numbers does not change with the choice, only the chart.

Tasks

The heading of the card at the bottom left, with a number next to it: open tasks plus the steps missing in "Getting started". The card is there also when there are none, where it simply says "No tasks right now." The card gathers five kinds of row: open steps from "Getting started", the task "Tell us where you stand today", the task "Get more out of your Facebook inquiries", questions from your AI assistant, and enquiries that need a call. Bookings and reminders do not end up here, they sit under Notifications.

Tell us where you stand today

The top row in the card for all customers who are missing one or more of the six numbers about the business: enquiries per month, how many they reach, how many book a meeting, how many meetings become a sale, what an average customer is worth, and how many hours a week they spend following up. The customer value is used for "Booking value" and the hours for "Time saved" in the strip of numbers. Below the title it says "A few short numbers about your inquiries. We use them to measure whether we do better than you did yourselves." The row counts in the number by the heading. It has no button to remove it: it stays until all six numbers are answered, and then disappears on its own. Team members do not see it, only the owner of the account.

This is the only place the customer is asked for the numbers: the setup does not ask for them (since 8 October 2026). That applies equally to customers who signed up themselves and to a partner's customers, on the computer and in the mobile app.

Share your numbers

The button on the row. It opens a small window with the heading "Where do you stand today?", which only asks about the numbers that are missing, one question per screen, with "1 of 6" at the top when there are several. Numbers that are already answered are not asked again, and they are not touched. The customer value is an amount in the customer's own currency (kroner or euro), and the hours are picked on a slider from 0 to 20+ hours a week. The slider has to be tapped or moved before Next opens, also when the answer is 0 hours. Back goes one question back, Next saves the answer and goes to the next one, and on the last one the button is called Save. Next and Save are disabled until the question is answered. The customer value has to be above 0. Each answer is saved straight away, so if the window is closed halfway, the first answers are saved, and next time only the rest is asked. No message is shown when it succeeds. If saving fails, it says "The answer was not saved. Try again.", and the window stays on the question. The task does not lock anything: your AI assistant replies to enquiries whether or not the numbers are answered.

Get more out of your Facebook inquiries

A row for customers who connected Facebook themselves, but where the ad account we are linked to has no pixel. Every morning we check the ad account, and the row only shows when that check found 0 pixels on exactly the account the customer is linked to now, and the check is less than three days old. If an agency connected Facebook for the customer, it does not show, because then the customer rarely has access to Facebook's Events Manager themselves. Team members do not see it, only the owner of the account. Below the title it says "Create a Facebook pixel on your ad account, so Facebook can learn which inquiries turn into appointments." The row sits below "Tell us where you stand today" and above the questions from your AI assistant, and it counts in the number by the heading.

The row disappears on its own when the morning check finds the pixel, so by the next morning at the latest after the customer has created it. If the customer disconnects Facebook, it disappears as well.

See guide

The button on the pixel row. It opens a window with the heading "How to create a Facebook pixel" and six steps: open Events Manager with the Facebook user the customer connected with, choose the business and "Connect data", choose "Web" (nothing has to be installed on the website), create a new dataset, choose the ad account with the ID shown, and then it is done. Below the first step there is the button "Open Events Manager", which opens Facebook's own page. The ad account ID is in bold in step 5, the way Facebook itself shows it, because that is the step that decides whether the pixel works.

Ignore

Hides the pixel row for good. The customer sees the message "Task removed" with an Undo button for eight seconds. If it fails, the row comes back, and it says "The task was not hidden. Try again." The row cannot be swiped away, so it does not vanish for good by accident. Under "View as customer" the button is locked, because the choice would be saved in the customer's name, and below the text it says "You are viewing the account as the customer, so you cannot ignore the task on their behalf."

Call now

Appears on the rows where a lead wants to be called or a call was missed. In the mobile app the button opens the phone's own dialler straight away, so the call goes through the customer's own phone company. On a computer it calls from the browser without recording. If the browser cannot call, the platform calls the customer on their own number instead and connects them through to the lead, so the lead sees the number they know. The customer then sees the message "We are calling you now" with the line "Pick up, and we will connect you to the lead." If neither of the two routes works, the phone's own dialler opens, and if that fails too, it says "Could not start the call. Try again in a moment." The row stays after the call: it only disappears once the customer marks it as called.

If the customer's own number from the platform cannot call or be called at all (Swedish numbers), the button does not show at all. The row still stays, the customer just marks it as called after reaching out on their own.

Called

Removes a call row from the list. On a computer it is a discreet tick that appears when the mouse is over the row; on a phone and a tablet the row is swiped to the left. No message is sent to the lead. The customer sees a message "Task removed" with an Undo button for eight seconds.

Undo

Appears in the "Task removed" message after Called and Ignore, and puts the row back on the list. If it fails for the pixel row, it says "Could not undo. The task is still hidden." After the eight seconds the message is gone, and then there is no other way back from Overview.

Question from your AI

The label above the rows where your AI assistant has run into something it does not know about the business and is waiting for an answer. Next to the label there is a "Demo" stamp: the feature is open to customers, but not polished. The question itself is the text of the row, and a click on the text opens the conversation with the lead. Who asked, and by when an answer can be given, is not shown.

The questions sit above the call tasks, and below the tasks "Tell us where you stand today" and "Get more out of your Facebook inquiries" when they are there.

Reply

The first click unfolds a text field below the question. Below the field is the guidance: write an answer that applies generally, no internal notes, names or private numbers, and your AI assistant phrases the reply itself. The field takes up to 4000 characters.

Send answer

Saves the answer in the customer's knowledge base and removes the row from Tasks. No confirmation is shown when it works: the row disappearing IS the confirmation. If the text was not understood as an answer, the row stays, and the customer gets a warning "The answer was not saved" with the reason. If the save fails, it says "Could not save the answer. Try again."

Cancel

Closes the text field again and throws the written text away. It replaces "Not relevant" for as long as the field is open.

Not relevant

Removes the question from Tasks without saving anything in the knowledge base. If it fails, it says "Could not dismiss the question. Try again."

Explain

Only shown when there is a message from the lead to show. Unfolds the lead's own words below the question ("The customer wrote: ..."). If it is clicked again, it is called Hide and folds the text up.

Show all (N) and Show fewer

The card shows five tasks at a time. "Show all (N)" unfolds the rest, "Show fewer" folds back to five.

Getting started

A small list at the top of the task card with the setup steps, a progress bar and "X of Y done". Each step is a button that jumps to the place in the setup the step belongs to, and a step that is missing has a line under it about why it is worth doing. A completed step is struck through without that line. There is no hide button: the list only disappears once every step is done. The list is only open for selected accounts, and a team member never sees it. The step "Download the phone app" has two buttons below the text, App Store and Google Play, which open the store in a new tab; the same two buttons are on the last screen of the setup for a direct customer. Inside the app only the text is shown. A partner's customer never gets the step, also not while that is being looked up, and the box is only shown once it is settled. The step "Put the chatbot on your website" is only shown when the customer's package includes the chatbot, and leads to the Chatbot tab in Settings. It is done once the chatbot is switched on for at least one website. If the customer's package has no booking agent (for example only Chatbot), the phone number is not on the list, and a missing SMS number does not count; the goal and the calendar are there as for everyone else, because the chatbot books by itself.

Show me around

Sits on the right in "Getting started" and in the welcome window. It starts the tour on Overview, which points at the numbers, the task card and the feed. It changes no settings.

Not now

Closes the welcome window. It does not come back on its own.

Recent interactions

The heading of the card at the bottom right, with the label "Live Feed" next to it. The list shows the 10 newest events in total: new enquiries, incoming and outgoing text messages, incoming and outgoing emails and bookings, newest at the top, with the contact on the left and the action plus the time on the right. A new enquiry shows where it came from, for instance "New lead from Facebook", "New lead from TikTok" or "New lead from QR code". The rows update themselves when something new arrives, without the page having to be reloaded. A brand new row gets a small blinking dot for two minutes. The rows cannot be clicked: they do not lead into the conversation, even though the mouse turns into a hand over them.

If there is no activity yet, it says "No activity yet. New leads, messages and bookings will appear here."

What the customer sees afterwards

"Call now" is the only button on the page that sets off anything outside the screen: a real call is placed, and the lead sees the customer's own number on the display.

"Send answer" puts the answer in the customer's knowledge base, so your AI assistant can use it from then on. The assistant phrases its own message to the lead, so the text the customer writes in the field does not go out word for word.

"Called", "Not relevant", the key number cells and the period picker send no email, SMS or message to anyone. They only change what the customer sees.

Bookings, reminders and cancellations do not turn up on Overview. They sit under Notifications and arrive as push or SMS according to the customer's own settings.

Typical questions from the customer

"Why is there nothing in my numbers?"

The strip shows zero or a dash until there is data in the period. Switch the period picker to Max. If it is still empty, no enquiries have come in through the platform yet.

"Why does it say my AI assistant can't see when I am busy?"

The customer's goal books appointments, but no calendar is connected and selected. Your AI assistant can then offer a time when the customer already has an appointment. Connect the calendar under Integrations and select the calendar the times should be read from. If the calendar is connected but no calendar is selected, no times are read, and the box stays until one is selected.

"Why doesn't Bookings match Booking rate?"

Bookings counts bookings. Booking rate measures how many of the enquiries ended in a booking, that is booked leads against all leads. If the same lead books three times, that counts as three bookings but one booked lead.

"Where does Booking value come from?"

The number of bookings times the average customer value the customer typed in in the task "Tell us where you stand today" (or in the setup before 8 October 2026). If the value has not been typed in, a dash is shown, and the task stays on Overview until it is answered.

"Why is there a task about numbers when I answered them in the setup?"

The setup asked for the numbers before 8 October 2026, but not always for all six: the question about how many meetings become a sale was added later and is empty for those who completed the setup before. The task only asks about the numbers that are missing, and never about a number that is already answered. New customers are only asked here.

"What do you use the numbers for?"

They show what the customer got out of their enquiries themselves, before your AI assistant took over. The results are held up against that. The numbers are not shown to leads.

"I pressed Called by accident, what do I do?"

Press Undo in the message that appears. If it has gone, the notification is still under Notifications, but the row does not come back into Tasks on its own.

"I created the pixel, why is the task still there?"

We check the ad account once every morning, so the row disappears by the next morning at the latest. If it is still there the day after, the pixel was most likely created on a different ad account than the one with the ID in step 5 of the guide.

"Does Call now call from my own number?"

The lead sees the customer's number from the platform, that is the number the lead knows from the messages. The call is not recorded.

"Can I click a line in Recent interactions?"

No. The feed is a view. The conversation is found under Conversations.

"Why can't I see Getting started or the tour?"

Those two parts are only open for selected accounts. An ordinary customer account does not have them.

"Where can I see how much of my agents I have used?"

Not on Overview. A customer with agents has the tanks in the main menu, right above Settings, with one line per agent. See the page Agent tanks in the menu.

Limitations and errors

The page cannot edit data: there is no route from Overview to correcting a lead, a booking or a setting, apart from the steps "Getting started" links to.

The chart covers the last 3, 6 or 12 months or all time, and no other period. A free date cannot be picked, and two key numbers cannot be shown at the same time.

The numbers in the strip and the numbers in the chart are not counted quite the same way for the two rates. The Booking rate cell is booked leads against all enquiries, while its chart is bookings against the enquiries that got into a dialogue. The Conversion rate cell is leads that have bought against all enquiries, while the chart counts orders. If the same lead buys or books several times, the chart therefore sits higher than the cell. That is deliberate.

If the account is viewed as the customer (partner or admin view), "Reply", "Send answer", "Not relevant" and "Share your numbers" are blocked, and it says "You are viewing the account as the customer, so you cannot answer on their behalf." The answer would otherwise go out in the customer's name.

The field for the number of enquiries per month only takes digits, at most seven. Minus, comma and letters cannot be typed.

If the customer has a Swedish phone number from the platform, it can only send and receive SMS, not call or be called. "Call now" therefore does not show on any row for that customer.

Error messages the partner may be asked about:

• "Could not start the call. Try again in a moment." Both the browser call and the call through the platform failed, and there was no number to fall back on. Check that the lead has a phone number on the conversation.
• "The answer was not saved" The text was not understood as an answer. The question is still on the task list, and an answer written as a full sentence usually gets through.
• "The answer was not saved. Try again." One of the six numbers about the business could not be saved. The window stays on the question, and the answer can be sent again.
• "Could not save the answer. Try again." or "Could not dismiss the question. Try again." The write failed. Try again, and if it keeps happening, report it on.