Overview
Calls over time
Needs your attention
Proposed Booking: John Doe
Drain Cleaning, Tomorrow 10 AM
Callback: Jane Smith
Requested quote for HVAC repair
Proposed Booking: Mike Johnson
Lawn Mowing, Friday 2 PM
Recent calls
| Caller | Time | Duration | Outcome | Summary | Sentiment | Actions |
|---|---|---|---|---|---|---|
| John Doe (555-123-4567) | 10:30 AM | 3:15 | Booked | Booked drain cleaning for tomorrow. | Positive | |
| Jane Smith (555-987-6543) | 09:15 AM | 1:40 | Message taken | Requested a quote for HVAC repair. | Neutral | |
| Unknown (555-222-3333) | 08:00 AM | 0:10 | Missed->texted back | No answer, AI sent text. | Negative |
All Calls
| Caller | Time | Duration | Outcome | Summary | Sentiment | Actions |
|---|---|---|---|---|---|---|
| John Doe (555-123-4567) | 10:30 AM, Today | 3:15 | Booked | Booked drain cleaning for tomorrow. | Positive | |
| Jane Smith (555-987-6543) | 09:15 AM, Today | 1:40 | Message taken | Requested a quote for HVAC repair. | Neutral | |
| Unknown (555-222-3333) | 08:00 AM, Today | 0:10 | Missed->texted back | No answer, AI sent text. | Negative | |
| Sarah Lee (555-444-5555) | 04:00 PM, Yesterday | 2:30 | Booked | Scheduled lawn mowing for next week. | Positive | |
| David Chen (555-666-7777) | 02:00 PM, Yesterday | 0:45 | Transferred | Requested to speak to owner, transferred. | Neutral |
Call Details
Caller: John Doe (555-123-4567)
Time: 10:30 AM, Today
Duration: 3:15
Outcome: Booked
Sentiment: Positive
Recording
Transcript
AI: Thank you for calling Affordable Sewer. My name is Sumo. How may I help you today?
Caller: Hi, I have a clogged drain in my kitchen sink. It's really backed up.
AI: I'm sorry to hear that. I can help you schedule a drain cleaning service. What day and time works best for you?
Caller: How about tomorrow morning, around 10 AM?
AI: Let me check our availability. Yes, tomorrow at 10 AM is open. May I book that for you?
Caller: Yes, please. My name is John Doe, and my address is 123 Main St.
AI: Thank you, John. I've booked your drain cleaning for tomorrow at 10 AM. You'll receive a confirmation text shortly. Is there anything else I can assist you with?
Caller: No, that's all. Thanks!
AI: You're welcome. Have a great day!
Calendar
No bookings
No bookings
Customers
| Name | Phone | Last Job | Lifetime Value | Status | Actions |
|---|---|---|---|---|---|
| John Doe | (555) 123-4567 | Drain Cleaning (Today) | $150 | Active | |
| Jane Smith | (555) 987-6543 | HVAC Repair (Last Month) | $450 | Active | |
| Sarah Lee | (555) 444-5555 | Lawn Mowing (Yesterday) | $75 | Active | |
| Mike Johnson | (555) 222-3333 | Lawn Mowing (Last Week) | $120 | Active | |
| Emily White | (555) 111-2222 | HVAC Check-up (2 weeks ago) | $100 | Active |
Quotes & Invoices
Note: Payments are processed directly to your own account. Sumo Assistant does not handle payment processing.
| ID | Customer | Service | Amount | Date | Status | Actions |
|---|---|---|---|---|---|---|
| #00101 | John Doe | Drain Cleaning | $150.00 | 2023-10-26 | Paid | |
| #00100 | Jane Smith | HVAC Repair | $450.00 | 2023-10-20 | Sent | |
| #00099 | Sarah Lee | Lawn Mowing | $75.00 | 2023-10-18 | Paid | |
| #00098 | Mike Johnson | Lawn Mowing | $120.00 | 2023-10-15 | Draft |
Automated Reminders
Automated reminders significantly reduce no-shows and improve customer satisfaction.
Customers receive reminders via their preferred channel.
Upcoming Reminders
| Appointment | Customer | Date & Time | Reminder Sent | Status |
|---|---|---|---|---|
| Drain Cleaning | John Doe | Tomorrow, 10:00 AM | 24h (Today 10:00 AM) | Sent |
| HVAC Check-up | Emily White | Friday, 1:00 PM | 24h (Yesterday 1:00 PM) | Sent |
| Lawn Mowing | Mike Johnson | Friday, 2:00 PM | 24h (Yesterday 2:00 PM) | Sent |
Services & Pricing
The AI receptionist will only quote and book services from this list. Ensure your pricing is accurate.
| Service Name | Duration | Price | Actions |
|---|---|---|---|
Settings
Business Information
AI Receptionist Settings
This is the number your calls will forward to if the AI is off, or if a call needs to be transferred to you.
How forwarding works: You forward your main business number to your unique Sumo Assistant number: (888) 123-4567. The AI answers, screens, and books. If it needs you, it transfers to (555) 987-6543.
If you want to "jump in" on a call the AI is handling, the AI will transfer the call to this number.
Business Hours & After-Hours
The AI will actively book appointments within these hours.
What the AI does when calls come in outside of business hours.
Plan & Billing
Your current plan: Pro ($99/month)