See the client portal, filled in for a sample company
Sample data. This is a labeled sample of the client view. The company below is invented, and nothing on this page is a measurement of any real business.
Your own portal shows your own numbers. In this sample, the counts read "Sample".
Your business, in one view
Your portal shows your business in one place: what your agent did on each call, what your audit found, and where your listings stand. It's the same view we work from, set up for your business alone.
Below, it's filled in for a sample company, so you can look around before you say yes.
Inside the sample portal
- Company name: Sample Heating & Air
- Location line: Sample City, ST
- Service area line: Sample service area
- Period label: Sample period
The company above is invented, and so are the sample towns, the sample caller labels and the sample transcript below.
Calls answered
Sample data
Sample
Measured from your own calls
Sample data. In your portal this is every call the agent picked up in the period.
After hours calls
Sample data
Sample
Measured from your own calls
Sample data. In your portal this is the calls that arrived outside your office hours.
Jobs booked
Sample data
Sample
Measured from your own calls
Sample data. In your portal this is the calls that ended with an appointment on your booking path.
Escalated to a person
Sample data
Sample
Measured from your own calls
Sample data. In your portal this is the calls the agent handed to your team, on your rules.
Audit findings
Sample data
- Phone path
- Unknown
- Could not check. We did not place an after-hours test call.
- Listings
- Fail
- The listed phone number is not the one the website shows.
- Website
- Unknown
- Could not check. One section did not load when we read the page.
- Booking path
- Fail
- No booking path is reachable from the website or the listing.
- AI answers
- Pass
- The pages we read are indexed, and no setting on the site shuts the assistants out.
- Pass
- Checked and working.
- Fail
- Checked and not working.
- Unknown
- Could not check. Reason shown.
Unknown means we couldn't check it. We tell you why, and it never counts against you.
Sample data. What the audit found before the agent went live, each area scored Pass, Fail or Unknown, with a reason.
Recent calls
Sample data
-
- Caller
-
Sample caller A
Sample transcript.
This exchange is written for the sample. It is not a recording of a real call, and it shows the same answer, qualify, capture and book sequence the voice agent page describes.
- Agent:
- Thanks for calling Sample Heating & Air. Is this about heating or cooling?
- Caller:
- No heat. The furnace is blowing cold air and the house is freezing.
- Agent:
- Sorry to hear it. Are you the owner or renting, and is the property inside our service area?
- Caller:
- I own it. We are in Sample City.
- Agent:
- Good. Roughly how old is the furnace, and has it been serviced recently?
- Caller:
- It came with the house. No service that I know of.
- Agent:
- Understood. I can get a technician to you in the first slot tomorrow. Can I take your name, the address and the best number to reach you?
- When
- Before office hours
- Reason for the call
- No heat, older furnace
- Outcome
- Booked, same day
-
- Caller
-
Sample caller B
Sample transcript.
This exchange is written for the sample. It is not a recording of a real call, and it shows the same answer, qualify, capture and book sequence the voice agent page describes.
- Agent:
- Thanks for calling Sample Heating & Air. Is this about heating or cooling?
- Caller:
- No heat. The furnace is blowing cold air and the house is freezing.
- Agent:
- Sorry to hear it. Are you the owner or renting, and is the property inside our service area?
- Caller:
- I own it. We are in Sample City.
- Agent:
- Good. Roughly how old is the furnace, and has it been serviced recently?
- Caller:
- It came with the house. No service that I know of.
- Agent:
- Understood. I can get a technician to you in the first slot tomorrow. Can I take your name, the address and the best number to reach you?
- When
- Saturday evening
- Reason for the call
- Water around the indoor unit
- Outcome
- Escalated to a person, on your rules
-
- Caller
-
Sample caller C
Sample transcript.
This exchange is written for the sample. It is not a recording of a real call, and it shows the same answer, qualify, capture and book sequence the voice agent page describes.
- Agent:
- Thanks for calling Sample Heating & Air. Is this about heating or cooling?
- Caller:
- No heat. The furnace is blowing cold air and the house is freezing.
- Agent:
- Sorry to hear it. Are you the owner or renting, and is the property inside our service area?
- Caller:
- I own it. We are in Sample City.
- Agent:
- Good. Roughly how old is the furnace, and has it been serviced recently?
- Caller:
- It came with the house. No service that I know of.
- Agent:
- Understood. I can get a technician to you in the first slot tomorrow. Can I take your name, the address and the best number to reach you?
- When
- During office hours
- Reason for the call
- Asked about a maintenance visit
- Outcome
- Booked, later in the week
-
- Caller
-
Sample caller D
Sample transcript.
This exchange is written for the sample. It is not a recording of a real call, and it shows the same answer, qualify, capture and book sequence the voice agent page describes.
- Agent:
- Thanks for calling Sample Heating & Air. Is this about heating or cooling?
- Caller:
- No heat. The furnace is blowing cold air and the house is freezing.
- Agent:
- Sorry to hear it. Are you the owner or renting, and is the property inside our service area?
- Caller:
- I own it. We are in Sample City.
- Agent:
- Good. Roughly how old is the furnace, and has it been serviced recently?
- Caller:
- It came with the house. No service that I know of.
- Agent:
- Understood. I can get a technician to you in the first slot tomorrow. Can I take your name, the address and the best number to reach you?
- When
- After office hours
- Reason for the call
- Address outside the service area
- Outcome
- Referred out, details captured
Sample data. Caller, reason for the call, outcome and a transcript.
-
Listings and presence
Sample data
- Business name
- Pass
- The listed name matches the name on the website.
- Phone
- Fail
- The listed phone number is not the one the website shows.
- Hours
- Pass
- The listed hours match the hours on the website.
- Booking link
- Fail
- No booking link is set on the profile.
- Apple place card
- Unknown
- Could not check. No claimed place card was found to read.
Sample data. Your Google Business Profile and Apple place card details, and what needs correcting.
Service area
Sample data
Takes jobs in: Sample City, North Sample, Sample Township, Sample Falls.
Refers out beyond: anything outside the towns listed above.
Sample data. Where the agent takes jobs and where it refers out.
What you see as a client
Your portal fills every card with your own business.
- Your own calls and your own audit findings.
- Transcripts of the calls your agent takes for you.
- The appointments your agent books onto your schedule.
- Where your listings stand, and any fixes in progress.