> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skaala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Everything you can do in your Skaala dashboard

# Dashboard Overview

Your Skaala dashboard is mission control for your AI receptionist. This guide explains every feature and what you can do with it.

## Main Navigation

<CardGroup cols={2}>
  <Card title="Overview" icon="home">
    Your at-a-glance summary of everything happening
  </Card>

  <Card title="Bookings" icon="calendar">
    Manage all appointments and reservations
  </Card>

  <Card title="Contacts" icon="users">
    Your customer relationship management (CRM) system
  </Card>

  <Card title="Calls" icon="phone">
    Listen to recordings and read transcripts
  </Card>

  <Card title="AI Assistant" icon="robot">
    Configure your AI's personality and capabilities
  </Card>

  <Card title="Analytics" icon="chart-line">
    Reports, insights, and performance metrics
  </Card>

  <Card title="Settings" icon="gear">
    Business info, team members, billing, and integrations
  </Card>
</CardGroup>

***

## Overview Page

When you log in, you'll see your dashboard overview - a snapshot of what's happening right now.

### Live Status

At the top, you'll see:

* **AI Status**: Is your receptionist online and ready to take calls?
* **Today's Stats**: Calls answered, bookings made, revenue earned
* **Active Call**: If someone is calling right now, you'll see it here

### Quick Actions

<CardGroup cols={3}>
  <Card title="Add Booking" icon="plus">
    Manually create an appointment
  </Card>

  <Card title="View Recent Calls" icon="phone">
    Jump to the latest call logs
  </Card>

  <Card title="Update Hours" icon="clock">
    Change when you're open/closed
  </Card>
</CardGroup>

### Recent Activity Feed

See a timeline of everything happening:

* New bookings made by the AI
* Calls received and answered
* Payments processed
* Booking cancellations or changes

<Tip>
  Click any item in the feed to see full details, listen to the call recording, or view the booking.
</Tip>

***

## Bookings Management

This is where you manage all your appointments.

### Viewing Bookings

**Calendar View**: See all bookings on a calendar (day, week, or month)
**List View**: Table of all upcoming bookings with search and filters
**Past Bookings**: Historical record of completed appointments

### Booking Details

Click any booking to see:

* **Customer Info**: Who booked (name, phone, email)
* **Service Details**: What they booked and for how long
* **Payment Status**: Paid, pending, or pay in person
* **Notes**: Any special requests or information
* **Call Recording**: Listen to how the AI booked it
* **Booking Source**: Phone call, API, manual, or Zapier

### What You Can Do

<AccordionGroup>
  <Accordion title="Reschedule Appointments">
    Drag-and-drop in calendar view or click "Reschedule" to pick a new time. Customer gets automatic notification.
  </Accordion>

  <Accordion title="Cancel Bookings">
    Click "Cancel" and choose:

    * Notify customer (sends email/SMS)
    * Refund if they paid
    * Add cancellation reason
  </Accordion>

  <Accordion title="Add Manual Bookings">
    If someone books via email, social media, or in person, add it manually so your AI knows that time slot is taken.
  </Accordion>

  <Accordion title="Update Booking Notes">
    Add internal notes visible only to you (e.g., "VIP customer" or "First time visitor")
  </Accordion>

  <Accordion title="Mark as No-Show">
    If customer didn't show up, mark it as no-show to track and optionally charge no-show fee.
  </Accordion>
</AccordionGroup>

### Booking Rules

Configure how bookings work in **Settings → Booking Rules**:

* Minimum advance notice (e.g., "must book at least 2 hours ahead")
* Maximum advance booking (e.g., "can only book up to 3 months out")
* Buffer time between appointments
* Allow double-booking or block time slots

***

## Contacts (CRM)

Every person who calls becomes a contact automatically.

### Contact Profiles

Each contact shows:

* **Basic Info**: Name, phone, email
* **Call History**: Every conversation they've had with your AI
* **Booking History**: All their appointments (past and future)
* **Total Spent**: If you have payments enabled
* **Tags**: Label customers (e.g., "Regular", "VIP", "Needs Follow-up")
* **Notes**: Add private notes about the customer

### What You Can Do

<CardGroup cols={2}>
  <Card title="Search & Filter">
    Find contacts by name, phone, email, tags, or booking history
  </Card>

  <Card title="Bulk Actions">
    Select multiple contacts to tag, export, or delete
  </Card>

  <Card title="Export Data">
    Download contact lists as CSV for email marketing or other tools
  </Card>

  <Card title="Merge Duplicates">
    If same person called from different numbers, merge their profiles
  </Card>
</CardGroup>

<Info>
  **Privacy Note**: All contact data is encrypted and GDPR-compliant. Customers can request their data deletion at any time.
</Info>

***

## Call Logs & Recordings

Review every call your AI has handled.

### Call List

See all calls with:

* **Date & Time**: When the call happened
* **Duration**: How long it lasted
* **Caller**: Who called (if number is recognized)
* **Outcome**: Booking made, info provided, missed call, etc.
* **Recording**: Listen to the full conversation

### Call Details Page

Click any call to see:

* **Full Transcript**: Written record of the conversation
* **Audio Player**: Listen to the recording
* **AI Actions**: What the AI did (booked appointment, sent SMS, etc.)
* **Sentiment Analysis**: Was the caller happy, frustrated, or neutral?
* **Keywords**: Automatically detected topics (pricing, hours, cancellation, etc.)

### Quality Monitoring

<AccordionGroup>
  <Accordion title="Track AI Performance">
    See how well your AI is handling calls:

    * Successful bookings vs. missed opportunities
    * Average call duration
    * Calls where AI asked for help or couldn't answer
  </Accordion>

  <Accordion title="Improve Responses">
    If you notice the AI giving wrong information:

    1. Flag the call
    2. Update AI training in Assistant settings
    3. AI learns for next time
  </Accordion>

  <Accordion title="Export Transcripts">
    Download transcripts for compliance, training, or review purposes
  </Accordion>
</AccordionGroup>

<Warning>
  **Legal Note**: Call recordings are stored for 90 days by default. Comply with your local laws regarding call recording and customer notification.
</Warning>

***

## AI Assistant Configuration

This is where you teach your AI how to represent your business.

### Personality & Tone

Choose your AI's communication style:

* **Professional**: Formal, businesslike (good for legal, medical, corporate)
* **Friendly**: Warm and approachable (good for services, hospitality)
* **Casual**: Relaxed and conversational (good for creative businesses)
* **Custom**: Write your own personality description

**Example Settings:**

```
Personality: Friendly and professional
Greeting: "Hej! You've reached Spa Harmony. How can I help you today?"
Tone: "Be warm but efficient. Use the customer's name if they give it."
```

### What the AI Knows

Train your AI by providing:

* **Business Description**: What you do in plain language
* **Services Offered**: Detailed list with descriptions and prices
* **Common Questions**: FAQ that the AI can reference
* **Policies**: Cancellation policy, payment terms, etc.
* **Special Instructions**: Anything specific (e.g., "We're closed on Swedish holidays")

### Capabilities You Can Enable

<CardGroup cols={2}>
  <Card title="Booking Appointments" icon="calendar-check">
    AI can access your calendar and book available slots
  </Card>

  <Card title="Send SMS During Calls" icon="message">
    AI can text links, confirmations, or info while talking
  </Card>

  <Card title="Answer FAQs" icon="question">
    AI responds to common questions about hours, pricing, location
  </Card>

  <Card title="Take Messages" icon="envelope">
    If AI can't help, it takes detailed messages for you
  </Card>
</CardGroup>

### Advanced Features

<AccordionGroup>
  <Accordion title="Multi-Language Support">
    Enable Swedish, Norwegian, and English. AI auto-detects language and switches seamlessly.
  </Accordion>

  <Accordion title="Custom Workflows">
    Create specific call flows (e.g., "If caller asks about X, say Y and then offer Z")
  </Accordion>

  <Accordion title="Integration Actions">
    Connect to Zapier to trigger automations when certain things happen during calls
  </Accordion>
</AccordionGroup>

***

## Analytics & Reports

Understand your business performance with detailed analytics.

### Key Metrics Dashboard

<CardGroup cols={3}>
  <Card title="Call Volume">
    Total calls, answered calls, missed calls
  </Card>

  <Card title="Booking Conversion">
    Percentage of calls that result in bookings
  </Card>

  <Card title="Revenue Tracking">
    Total bookings value and payments received
  </Card>

  <Card title="Busiest Hours">
    When do you get most calls? Plan staffing accordingly
  </Card>

  <Card title="Average Call Duration">
    How long customers spend on the phone
  </Card>

  <Card title="Customer Satisfaction">
    Based on call sentiment and feedback
  </Card>
</CardGroup>

### Reports You Can Generate

* **Weekly/Monthly Summaries**: Email reports sent automatically
* **Service Performance**: Which services are most popular?
* **Caller Demographics**: Where are calls coming from?
* **Peak Times Analysis**: When should you have staff ready?
* **Revenue by Service**: What makes the most money?

<Tip>
  **Pro Tip**: Use the "Compare to Previous Period" feature to see if you're growing week-over-week or month-over-month.
</Tip>

***

## Settings

### Business Information

* Update name, address, website
* Change business hours
* Add holidays and special closures
* Update contact information

### Team Management

* Invite team members
* Set permissions (Admin, Manager, Viewer)
* Each member gets their own login

### Billing & Subscription

* View current plan and usage
* Upgrade/downgrade plan
* Payment method and invoices
* Usage alerts (e.g., "90% of monthly minutes used")

### Integrations

* Connect Stripe for payments
* Link Zapier for automation
* API key management for custom integrations
* Webhook configuration for real-time events

***

## Quick Tips for Power Users

<CardGroup cols={2}>
  <Card title="Keyboard Shortcuts">
    Press `?` anywhere in the dashboard to see all shortcuts
  </Card>

  <Card title="Bulk Operations">
    Select multiple items (bookings, contacts, calls) for batch actions
  </Card>

  <Card title="Custom Views">
    Save filtered views for quick access (e.g., "Today's Bookings", "VIP Contacts")
  </Card>

  <Card title="Mobile App">
    Download the Skaala mobile app to manage on-the-go
  </Card>
</CardGroup>

***

## Need More Help?

<CardGroup cols={3}>
  <Card title="Video Tutorials" icon="video" href="https://www.skaala.ai/help">
    Watch step-by-step guides
  </Card>

  <Card title="Contact Support" icon="headset" href="https://www.skaala.ai/en/contact">
    Get help from our team
  </Card>

  <Card title="Community Forum" icon="users" href="https://www.skaala.ai/community">
    Learn from other Skaala users
  </Card>
</CardGroup>