Dashboard

Real-time insights into your AI-powered caregiving lead management

Last updated: Just now

Command Center

Real-time overview of your care agency operations

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smart_toy AI Employees Status

history Recent Activities

Receptionist AI

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Total Interactions Today
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0
0 calls • 0 emails • 0 sms
Total Interactions This Month
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0 calls • 0 emails • 0 sms
Filtered Interactions
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0
0 calls • 0 emails • 0 sms
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Common Inquiries

Most frequent topics across calls & emails

Inquiry Type Calls Emails SMS Total %
smart_toy

No Receptionist AI assigned yet

Call Routing Rules

Add Routing Rule

Enter keywords separated by commas
For email notifications or email-based routing

Lead Qualifier AI

New Lead

$0
Awating response

Contacted

$0
First contact made

Qualified

$0
Confirmed interest

Assessment Scheduled

$0
Visit booked

Not Interested

Declined services
Average Response Time
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5m Response Rate
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Overall Conversion
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Time saved
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Conversion Funnel

Lead progression through stages

Received --
Contacted --
Qualified --
Scheduled --

Calls Made

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SMS Sent

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Emails Sent

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Web Chat Messages

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No Lead Qualifier AI assigned yet

Calendar

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0 Assessments This Week
Scheduled Assessment

Contacts

All Contacts

0 Contacts

Staff Scheduler AI

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Schedule

Oct 20 - Oct 26, 2025
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Wed
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Active Clients

Client Name Phone Hours/Week Days Actions

Caregivers Team

Name Phone Email Age Language Availability Skills Actions
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No Staff Scheduler AI assigned yet

Add Client

Check days and specify hours needed for each day
Preferred caregivers will be prioritized when matching shifts

Add Caregiver

Full address for distance calculations
Check days and specify available hours for each day
Enter skills separated by commas

Shift Details

Schedule

Client

location_on -
phone -

Caregiver

phone -
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verified -

Notification Settings

Configure how caregivers receive updates about their shifts and schedules

event_available

New Shift Assignment

When James AI assigns a new shift to a caregiver

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Shift Change

When time, date, or client details are modified

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Shift Cancellation

When a scheduled shift is cancelled

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Shift Reminder

24-hour reminder before scheduled shift

emergency

Emergency Coverage

Urgent requests for last-minute shift coverage

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Schedule Confirmation

Weekly schedule summary sent every Sunday

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Auto Generate Schedule

Generate shifts automatically by matching client needs with available caregivers.

Generate For

Select Week

Shifts starting after current time will be generated

Options

Support Center

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Page Under Construction

We're working on something great! This page will be available soon.

In the meantime, if you need assistance, please contact us at support@thecareguides.com