Onboarding Checklist
When you first start, a 7-step checklist guides you through hiring your receptionist. Each step lights up with a gold checkmark as you complete it:Shape Their Chat Style
Set your receptionist’s greeting, tone, and how they chat with guests. Takes you to the Conversation Agent page.
They'll Spot What's Missing
Define your quality standards — after every chat, your receptionist will tell you how it went and what to teach next.
Teach Them to Speak
Pick their voice, first words, and phone personality. Takes you to the Voice Agent page.
They'll Grade Every Call
Set call quality rules — your receptionist will evaluate and flag what went wrong.
Share Your Hotel Knowledge
Upload everything they need to assist your guests. Takes you to Training Materials.
Go Live
Your receptionist is ready for the front desk! Takes you to the Widget Builder.
Keep Them Sharp
Review their work and usage — they’ll show you what needs attention. Takes you to History.
Savings Calculator
This is where you see the real impact. The savings widget shows:- Total time worked — how many hours and minutes your receptionist has spent answering guest questions
- Estimated savings — the dollar value of that work, calculated from an hourly rate you set
- Start date — when your receptionist first started working for your hotel
Customize Your Hourly Rate
Click the Edit link next to “Based on $15/hour” to enter the average hourly receptionist salary in your area. This makes the savings estimate match your real costs — so you can see exactly how much your receptionist is saving you. You can filter savings by All Time, This Month, or This Year to track performance across different periods.Why this matters: If a human receptionist in your area costs 800 in savings — visible right on your dashboard.
Statistics
Below the savings widget, four cards show your receptionist’s activity this month:| Card | What It Shows |
|---|---|
| Chats this month | Number of text conversations handled |
| Calls this month | Number of voice calls handled |
| Training docs | Total documents in your knowledge base |
| Guest feedback | Thumbs up and thumbs down from guests |
Training Opportunities
The Chats card has a special feature: when your receptionist encounters a question it couldn’t answer well, a blue training opportunities badge appears below the chat count. For example: a guest asks “Can I bring my pet to the hotel?” — if your receptionist hasn’t been trained on your pet policy, it flags this conversation. The badge shows how many such gaps exist. Click the badge to see exactly which topics need attention, then add the missing information to your Training Materials. This is how your receptionist gets smarter over time — it tells you what it doesn’t know, so you can teach it.Quick Actions
At the bottom of the dashboard, shortcut buttons let you jump to the most common tasks:| Button | Where It Goes |
|---|---|
| Chat Personality | Conversation Agent — edit chat instructions |
| Give Them a Voice | Voice Agent — configure voice settings |
| Train Them | Training Materials — upload documents |
| Get Add-ons | Billing — purchase additional credits |
| Show Time | Widget Builder — preview and deploy |