Welcome back — here's Nexary Demo Co. today.
Wednesday, July 29
++++
Revenue, this month
+18% vs last month$48,210
++++
Business health score
86/100
Strong response time and rebooking rate. Review response is your biggest lever this week.
++++
New leads (7d)
34
+9 vs last week
++++
Booked jobs (7d)
21
62% conversion
++++
Avg response time
8s
AI answers first
++++
Handled by assistant
78%
no human needed
++++
Appointments today
Dana Whitfield · 9:00 AM
AC repair
Regina Alcott · 11:30 AM
Follow-up visit
New lead — Tobias Kern · 2:00 PM
Estimate
Simone Ackah · 4:15 PM
Rescheduled service
Recent conversations
Dana Whitfield Booked
Booked an emergency repair for Thursday 2pm.
Marcus Ionescu Quoted
Asked for pricing on a full estimate.
Simone Ackah Rescheduled
Rescheduled Tuesday appointment to Friday.
Tobias Kern Escalated
New lead, wants a callback about membership pricing.
Recommendations
Add "emergency callout" to your services
Six callers asked for it this month and the assistant had to turn them away — it only books what you list.
Turn on the Spanish greeting
Nine callers this month switched to Spanish mid-call. The greeting can offer it up front instead.
Shorten your forwarding delay
Calls roll over after 25 seconds. Most callers hang up around 18 — try four rings.
8 customers · 2 open leads
| Customer | Status | Last contact | Value | Handled by |
|---|---|---|---|---|
| Dana Whitfield | Active | 2 hours ago | $1,240 | AI |
| Marcus Ionescu | Lead | Yesterday | $— | Priya |
| Simone Ackah | Active | 3 days ago | $3,410 | AI |
| The Bellweather Co. | At risk | 2 weeks ago | $860 | Jordan |
| Regina Alcott | Active | 5 hours ago | $2,050 | AI |
| Tobias Kern | Lead | 1 hour ago | $— | AI |
| Fiona Marchetti | Active | 1 day ago | $970 | Priya |
| Oren Vasquez | Churned | 2 months ago | $0 | Jordan |
Every call, text and web chat the AI receptionist handled.
++++
Dana Whitfield · Voice
Booked an emergency repair for Thursday 2pm.
Booked++++
Marcus Ionescu · SMS
Asked for pricing on a full estimate.
Quoted++++
Simone Ackah · Web chat
Rescheduled Tuesday appointment to Friday.
RescheduledConfiguration
Test console
Knowledge base
Customer asks for a manager
Job value exceeds $2,000
Never — AI handles everything
++++
Business profile
Plan
++++
Free trial
9 days remaining