The Dashboard

The Dashboard is your daily summary of what Elva did and what still needs a person. It’s the first screen you see when you open the AI Receptionist, and it’s built for a quick morning check: in under a minute you can see how many patients Elva handled, what she completed on her own, and the short list waiting on your team.

What the Dashboard is for

Think of the Dashboard as your front-desk overview for the day. Elva has already been answering calls, texts, emails, and chats — this is where you catch up on the results. Most owners and front-desk staff open it once in the morning (and again after lunch) to:

• See what Elva handled overnight and so far today.
• Spot anything that needs a human before patients are kept waiting.
• Get a feel for how the practice is doing — bookings, patient mood, and business impact.

Choosing your time range

At the top of the Dashboard is a row of time controls: Today, Last 7 days, Last 30 days, and Custom. Pick one to set the window for everything on the page.

Changing the time range changes all the numbers below it — the headline figures, the sections, and the totals. So if Today looks quiet, switch to Last 7 days or Last 30 days to see the bigger picture. Custom lets you choose your own start and end dates. The bar also shows when the page was last Updated, with a Refresh button to pull the latest.

The headline numbers

Just under the greeting, four cards give you the day at a glance:

• Conversations handled — the total number of patient conversations Elva took care of, across all channels (calls, SMS, email, and chat).
• Completed without staff — how many of those Elva finished entirely on her own, with no one from your team needed. The card also shows this as a percentage of all conversations.
• Needs staff attention — how many open items are waiting on a person, with a note of how many are urgent. When something urgent is waiting, this number stands out in a warm red.
• Staff time protected — roughly how many hours of front-desk time Elva saved by handling conversations herself, shown in hours.

The main sections

The Dashboard is laid out in numbered sections. The left side is your action list; the right side is your impact summary.

Needs staff attention

This is the most important section and it sits at the top. It’s a prioritized list of patients waiting on a person — each row shows the patient, the channel it came in on (Call, SMS, and so on), a short summary and detail of what’s needed, who it’s assigned to, and a due time. The header tells you how many are urgent versus pending.

How to read a row:

• The colored priority badge on the left shows how pressing it is — urgent, high, or medium.
• A due time of Now (shown in red) means it can’t wait — for example, a clinical concern or a patient who couldn’t be reached.
• The small circle with initials is the team member it’s been assigned to, so you know who’s on it.

Use Open Triage in the section header to work through these one by one.

Completed by Elva

A breakdown of the concrete work Elva finished today without staff — things like New patient appointments, Hygiene appointments, Same-day emergencies, Reschedules completed, Confirmations sent, After-hours captured, Forms links sent, and Insurance verifications. Each line shows a count and a short note, with a running total of how many tasks were done. This is your proof of what Elva handled so your team didn’t have to.

Calls worth reviewing

A short, hand-picked list of calls Elva curated for you — the ones worth a listen to see how she’s doing. You’ll see a mix: a Best completed call that went smoothly start to finish, a Safe escalation where she handed a patient to your team, and the occasional moment worth a closer look. It’s a quick way to learn what good looks like and to spot anything you’d want handled differently.

Improve Elva

Patterns Elva noticed across many conversations, each paired with a suggested next step. For example, if a dozen patients asked about Invisalign financing, that surfaces here so you can give Elva an answer. Each suggestion comes with an action that fits what’s needed:

• Add to Brain — add a fact or answer to Elva’s knowledge so she can handle the question next time.
• Update rule — adjust one of your practice rules (for example, when a call should be escalated).
• Doctor approval — questions that need a dentist to sign off on the right answer before Elva gives it.
• Review calls — listen to the related calls to decide what to change.

Acting on these a little each week is how Elva gets better at sounding like your practice.

Calendar impact

What changed on your schedule for the chosen time range. It leads with the number of appointments created, then breaks it down — New patients, Recall + hygiene, Same-day, and Reschedules. Below that you’ll see Cancellations saved (slots Elva refilled from your waitlist) and Intent → booking (how many booking calls actually ended in a booking).

Patient experience

A read on how patients felt. A one-line summary sits at the top, followed by a bar splitting conversations into smooth, neutral, and frustrated, each with its percentage. Below that, Top friction tags show what patients struggled with most — for example insurance participation or same-day availability — so you know where to smooth things out.

Estimated business impact

A plain-language estimate of the production opportunity Elva supported over the period, shown as a dollar figure. It names the main drivers (such as new patient bookings, recall conversions, and same-day appointments) and explains how the estimate is reached, so you can see where the value comes from.

Your first 30 days (new accounts)

Brand-new accounts see a different, earlier version of the Dashboard while Elva gets going.

• When your number first goes live and no calls have come in yet, you’ll see a welcome screen confirming Elva is Live now · listening and forwarding is Active, with a button to Place a test call so you can hear her in action.
• Once calls start coming in, the early Dashboard leads with a live call view at the top — the patient, what they’re calling about, the running call timer, and the transcript scrolling in real time, with buttons to Listen in, View transcript, or Take over. Next to it, a Since launch panel tallies your running totals and a Trial progress bar showing how far through your first 30 days you are.
• You’ll also see Needs staff attention and Calls worth reviewing (the four calls that tell you the most about how she’s doing), Early patterns Elva noticed, Work completed, and Safety checks — a count of the moments Elva chose caution, like escalating a clinical concern or honoring a patient who asked for a human.

Your full summary builds as the days go by; you’ll have a complete picture by day 30.

How to check what needs your attention

1. Open the Dashboard (it’s the first screen when you sign in).
2. Look at the Needs staff attention card up top for the count, and note how many are urgent.
3. Scroll to the Needs staff attention section and start with rows marked Now in red.
4. Read the summary, detail, and who it’s assigned to, then select Open Triage to handle them in order.

How to review a notable call

1. On the Dashboard, go to the Calls worth reviewing section.
2. Pick a call — the label (for example Best completed or Safe escalation) tells you why it was chosen.
3. Select the row to open the call and listen or read the transcript.
4. If it highlights something Elva should learn, note it for the Improve Elva section below.

How to act on an “Improve Elva” suggestion

1. On the Dashboard, scroll to the Improve Elva section.
2. Read the pattern — the number shows how many patients it came up with.
3. Select the suggested action: Add to Brain, Update rule, Doctor approval, or Review calls.
4. Follow the steps from there to give Elva the answer or rule, so she handles it on her own next time.

How to change the time range

1. At the top of the Dashboard, find the time controls.
2. Select Today, Last 7 days, Last 30 days, or Custom.
3. For Custom, choose your start and end dates.
4. Every number and section on the page updates to that window. Use Refresh to pull the latest.