Today
Demo data
Week at a glance
conversations handled and consultations booked, day by day
Case types
what comes in most on WhatsApp
96cases this month
Deadlines
Demo data
All deadlines
the agent reminds the client 7 and 2 days before each one
Reviews
Demo data
Review queue
the agent reminds you at 4h, 24h and 48h while anything sits here
Conversations
Demo data
Calendar
ao vivo
Next two weeks
40-minute consultations booked by the agent within your working hours · London time
Documents
Leads
Demo data
Funnel
conversion from one stage to the next
Where contacts come from
Lost, and why
Finance
Demo data
Fees month by month
contracted and actually received
By case type
contracted in September
Tasks
To do
0In progress
0Done
0Settings
Profile
shown at the top of the dashboard
WC
JPG or PNG. The image is cropped to a circle.
Practice
used in the dashboard and in documents
Appearance
Changes the SageOS window colours on this device. You can also switch using the dots at the top of each window.
Consultation hours
the days and times the agent can offer when a client asks to book
Tick the days you work. Once saved, the agent only offers these times.
Access
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