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12 articles in Calls & Bookings

Calls & Bookings 12 articles

How do I view my call history?
Click **Calls** in the dashboard sidebar. You will see every call with caller number, date/time, duration, outcome (booked / message taken / answered / transferred), and a summary. Click any call to see the full transcript and listen to the recording.
How are bookings created?
When the AI books an appointment, it:

1. Checks your Google Calendar (if connected) for free slots
2. Confirms the slot with the caller
3. Creates a calendar event with caller name, phone, and service
4. Sends an SMS confirmation to the caller (if Twilio is configured)
5. Logs the booking on your **Bookings** page

Bookings are also visible in the Calls page with a green "Booked" badge.
Can I see and manage my bookings?
Yes. Go to **Bookings** in the dashboard. You will see Upcoming, Past and All bookings with the customer name, time, service and status. You can mark a booking as Completed, No Show or Cancelled from the list.
Can I export my call history?
Yes. On the Calls page click **Download CSV** in the top-right. The export respects any filters you have applied (date range, outcome) and includes timestamp, caller number, duration, outcome and call summary. Useful for accounting, VAT, or staff review.
What happens if two callers ring at the same time?
Both calls are answered simultaneously. Your AI receptionist handles unlimited concurrent calls - there is no queue, no busy tone, no missed calls.
What if the AI cannot answer a question?
If the AI does not know the answer, it politely says so and offers to take a message or transfer the call. You then see this in the call transcript. Add the answer to your Knowledge Base and the AI will know it for next time.
How do I forward my existing number to my AI receptionist?
Use our forwarding code generator at /porting. Pick your provider (BT, Sky, Virgin, EE, Vodafone, O2, Three) and enter your AI receptionist number - we will give you the exact short code to dial from your existing line. Most carriers activate forwarding instantly.
Can I forward only when I am busy or do not answer?
Yes. Most providers have separate codes for forward-on-busy and forward-on-no-answer. Our /porting tool generates all the variants - forward all calls, forward when busy, forward when no answer, plus the cancel codes.
Can you fully port my number to your network?
Full porting (transferring ownership of the number) is on our roadmap. For now, call forwarding gives you the same end-result in 30 seconds and can be cancelled any time without commitment.
Does the AI text the caller after the call?
Yes. Every inbound call ends with an automatic SMS recap to the caller, summarising what was discussed and any booking details. You can customise the template in your dashboard settings, or disable recaps entirely if your callers prefer not to receive SMS.
How do I customise my SMS recap message?
Open your dashboard settings, scroll to 'SMS recap template'. You can use placeholders like {business}, {summary} and {phone}. We charge through Twilio at cost - normally about 4p per SMS in the UK.
What happens if the AI cannot help a caller?
If the AI cannot answer or the caller hangs up frustrated, we link them to a missed-call rescue page (/rescue) where they can leave a structured message or jump straight to WhatsApp. Every rescue lands in your dashboard for follow-up.