How-To GuideBeginner4 min read

Best Practices for a Morning Dashboard Check-In

Establish an effective morning routine using the Local Business Pro dashboard to stay on top of your AI receptionist performance.

Quick Answer: Spend 5 minutes each morning checking Total Conversations, Appointments Booked, Support Required, and Hot Leads. Address any Support Required calls and follow up on Hot Leads immediately.

The 5-Minute Morning Check-In

Open the Dashboard and set date range to Last 7 days
Check Total Conversations - Is call volume normal?
Check Appointments Booked - Did the AI book appointments?
Check Support Required - Click to review any flagged calls
Check Hot Leads - Click to see high-priority prospects
Review the Peak Call Time chart for yesterday
Note anything unusual to investigate further

What to Look For

Unusual volume changes - Spike or drop in conversations
Low booking rate - May indicate AI issues or marketing changes
High Support Required - Review and improve AI configuration
Hot Leads waiting - Follow up within hours for best results

Weekly Deeper Review

Once a week, spend extra time reviewing the Appointment by Offering chart, Peak Call Time patterns, and comparing week-over-week metrics for trends.

Frequently Asked Questions

Q: How often should I check the dashboard?
A: Daily quick checks (5 minutes) with weekly deeper reviews (15-20 minutes) is ideal for most businesses.

Q: What if I see a problem?
A: Address Support Required calls first, then review AI Conversations for context and make adjustments to your Receptionist settings.