View your AI Concierge activity log

From the main menu at the bottom of your screen, tap on More (grid icon) and open Add ons.

Select the View button under AI Concierge.

Tap on the Activity tab to access your client call log activity.

You can view a complete history of calls, including the date, duration, client, sentiment, any related appointment, and call category.

1. Tap on the Filter icon to filter call logs by location, sentiment, or category, or use the search bar to find a specific client or appointment.

To view a call in detail, tap on the Call ID to open a call record, where you will find:

1. Overview: a summary of the call, including a recording if enabled in your settings.
2. Transcript: call recording and a full written transcript of the conversation, including time stamps.

From the main menu at the bottom of your screen, tap on More (grid icon) and open Settings.

Under Add-on's, tap on AI Concierge to view your AI Concierge details.

Tap on Settings from the menu to update your AI Concierge settings.

Next to Recordings and transcripts, you can see an overview of the areas that your AI Concierge is enabled to access. Tap on Edit to update the settings.

Choose what your AI Concierge should record and save from each call, by ticking the checkbox next to:

1. Call summary: to create a short overview of what happened during the call, including sentiment, call category, related appointment, and any additional details about the conversation. For example, “Grace booked a haircut for Friday, 7 November, at 2.30 pm”.
2. Recording and transcript: to create an audio recording and a written transcript of every client call. These recordings are kept for 12 months.
3. If you choose to record transcripts, you have the option to Play a legal notice at the end of your AI Concierge greeting message, as a compliance requirement to inform clients that the call is being recorded. You can choose to Customize the legal message.

Tap on the Save button at the bottom of your screen to save your settings.