Dashboard
The dashboard brings together recent calls, bookings, jobs, payments, messages, follow-up, exceptions, and recommended attention. It should distinguish real provider-confirmed activity from demonstration, draft, pending, estimated, or missing data.
Insights
- Calls answered, screened, resolved by AI, transferred, and sent to voicemail.
- Appointments booked, rescheduled, cancelled, protected by deposits, and recovered from waitlists.
- Jobs created, assigned, accepted, completed, or requiring attention.
- Payments requested, verified, failed, refunded, disputed, or overdue.
- Time saved and revenue-influenced activity with supporting records and documented calculation scope.
Audit history
Critical settings and operational decisions record actor, time, workspace/location context, previous and new values when applicable, reason, provider references, and recovery outcome. Audit evidence should make automated behavior explainable without exposing secrets or unnecessary personal data.
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Source-of-truth policy
This article is part of the same maintained knowledge corpus used by NevoGuide. Live provider evidence and saved workspace configuration remain authoritative for your account’s current operational state.