CalledItAI Dashboard

Last updated: --
Starter

Google Calendar

Connect Google Calendar to sync bookings and keep your schedule up to date.

Setup Checklist

Select a business to see the next setup steps.
Select a business to see the next setup steps.
Setup Health
Waiting for a business
Choose a business to review setup readiness and the next recommended actions.

Upcoming Calendar Events

Waiting to sync
Connect Google Calendar to see upcoming events here.

KPI Trends

Avg Calls / Day
0.0
Across available history
Booking Close Rate
0%
Confirmed + completed
Order Close Rate
0%
Confirmed + ready + completed
Active Pipeline
0
Pending orders + appointments

Call Analytics

Calls
0
Orders
0
Bookings
0
Conversion
0%
Transfers
0
Total Calls
0
Total Orders
0
Total Bookings
0
Total Conversion
0%

Revenue Intelligence

Revenue Captured
$0
Confirmed and completed work
Revenue Pipeline
$0
Pending appointments, requests, and orders
Lost Opportunity Estimate
$0
High-intent calls that did not convert
Configured Value Inputs
0
Add values in Premium Revenue Settings

Provider Performance

Provider performance will appear after bookings start coming in.

Business Snapshot

Choose a business to load its details.

Calls

No call activity yet.

Orders

No orders.

Bookings

No bookings.

Call Insights

Select a call to view insights and a summary.

Conversation Timeline

Select a call to review the conversation.

Business Settings

Starter
Ready
Overview Hours Operations Automations Revenue AI

Business Overview

Start with the core details customers rely on first: your business name, type, phone, timezone, address, and the high-level hours text shown across the dashboard.

Optional general display text. Structured weekly hours below power the open/closed logic.

Weekly Hours

These hours power open and closed logic for callers. If this section is wrong, the AI may promise availability when you are not actually open.

Use values like 9am-6pm, 10:30am-7pm, or closed. Blank values are saved as closed.

Structured Profile Data

This is the real operating context the AI uses during calls: services, providers, menu items, service areas, and the details that shape routing, booking, and intake.

Used when callers ask to speak to a person. If blank, the main business phone is used.
Comma-separated
One per line using Service = alias, alias. Helps the AI match real caller phrasing.
Comma-separated provider or staff names
One per line using Name = Google Calendar ID. Used for provider-specific availability and booking.
Comma-separated consultation types
Comma-separated practice areas
Cities or areas your team serves
Comma-separated
One per line using Menu Item = alias, alias. Helps the AI recognize how customers naturally order.
For pizza, drinks, combos, etc.
For pizza or food modifiers

Premium Automations

Use these controls to automate follow-up texts, staff alerts, and lead handling after important calls.

Send a text after bookings, consultation requests, service requests, or order requests.
Send a text to your team for urgent or high-value calls.
Send a follow-up text after answered calls that end without a booking, order, or intake completion.
If blank, alerts fall back to the human transfer phone when available.
Calls with this lead score or higher trigger a staff alert.

Premium Revenue Settings

These values let the dashboard estimate revenue captured, revenue in the pipeline, and missed opportunity more accurately.

Used for booked appointment revenue estimates.
Used for law, med spa, dental, and consultation-style revenue estimates.
Used when an order total is not available directly.
Used for plumbing, roofing, electrical, and other service-request revenue estimates.

Prompt and Knowledge

This is where you shape how the AI sounds, what it knows, and the business-specific rules it should follow on calls.