Documentation Index
Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
Use this file to discover all available pages before exploring further.
Your Dashboard at a Glance
When you log in to your dashboard, you’ll see six key numbers. Here’s what each one means and what’s “good.”| Metric | What It Means | Good Range |
|---|---|---|
| Total Calls | Every call your AI handled this period | Depends on your marketing |
| New Leads | People who gave their name + phone number | 15-30% of total calls |
| Bookings | Appointments booked by the AI | 5-15% of total calls |
| Avg Call Length | How long each conversation lasts | 0:30 - 2:00 minutes |
| Total Minutes | Minutes used from your plan this month | Check against your plan limit |
| Conversion Rate | Leads captured / Total calls | 15-30% is good, 30%+ is great |
The Getting Started Checklist
New accounts see a progress bar with 4 steps:- AI phone number provisioned — done automatically
- Customise your greeting — go to Receptionist Settings
- Knowledge base set up — add at least 3 articles
- Make your first test call — call your AI number
The checklist disappears once all 4 steps are complete. You can dismiss it early by clicking “Dismiss.”
The AI Status Indicator
The green bar below the checklist shows:- AI Receptionist is Live + your phone number — everything is working
- AI Receptionist is Offline — there’s a problem with your setup
Date Range Selector
Use the 7d / 14d / 30d / 90d buttons to change the time period for all stats and charts. Default is 30 days.Recent Calls Table
Shows your most recent calls with:- Time — when the call happened
- Caller — name (if captured) + phone number
- Duration — how long the call lasted
- Type — inbound or outbound
- Reason — what the caller wanted (AI-detected)
- Lead Score — temperature badge (HOT/WARM/COOL/COLD)
- Action Required — whether you need to follow up
Frequently Asked Questions
What's a good conversion rate?
What's a good conversion rate?
A conversion rate of 15-30% is solid for most service businesses. Above 30% is excellent. If yours is below 10%, check your Knowledge Base — the AI might be missing key information about your services or pricing that would help convert callers into leads.
How often does data refresh?
How often does data refresh?
Dashboard data refreshes every time you load the page. Stats are calculated live from your call data — there is no delay or caching. If you are on the page during a call, refresh after the call ends to see updated numbers.
Can I export dashboard data?
Can I export dashboard data?
Currently, you can view detailed call and lead data in the Calls and Leads pages. CSV export is available on the Agency Analytics page. For individual call records, click into any call to see the full transcript and details.
What does the getting started checklist do?
What does the getting started checklist do?
The checklist guides you through the 4 essential setup steps: phone provisioning, greeting customisation, knowledge base setup, and your first test call. Completing all 4 steps ensures your AI receptionist is fully configured and ready for real customer calls. It auto-hides once complete, or you can dismiss it manually.