Optni AIHelp guides

Everyday work

The Today page

Today is your home page. The top shows what Ava and Max handled. Below is a short list of what needs you. Work it from top to bottom.

Who can do this: Everyone. Staff see their own locations.

Steps

  1. Step 1: Read today's numbers across the top.

    Calls answered, texts handled, bookings made, and an estimate of revenue recovered from today's bookings.

    Four number cards: calls answered, texts handled, appointments made and revenue recovered.

  2. Step 2: Use the tabs to filter what needs you.

    Handovers are conversations the AI passed to a person. Unconfirmed are bookings waiting for staff. Missed calls are callers nobody reached yet.

    The What needs you now list with its All, Handovers, Unconfirmed and Missed calls tabs ringed.

  3. Step 3: Select Open conversation on a handover.

    The card says why the AI handed over and how long the person has waited.

    A Handed to staff card with the Open conversation link ringed.

  4. Step 4: Select Confirm on a booking awaiting confirmation.

    Select Review first if you want to check the details or move it.

    An Awaiting confirmation card with the Confirm button ringed.

  5. Step 5: Call back a missed caller, then select Mark called back.

    The card shows whether Max already texted them back.

    A Missed call card with the Call back and Mark called back buttons.

  6. Step 6: Glance at Live activity and New leads on the right.

    Live activity updates by itself. Select a new lead to open it.

    The New leads and Live activity panels.

Locations

Use the location picker in the top bar to see one location or all of them. Staff only ever see the locations they were invited to.

Revenue recovered

This is an estimate based on the bookings made today. It is not an accounting figure.