Your dashboard

Your dashboard is where your team sees everything the AI receptionist handled — calls, chats, missed-call callbacks, and appointment requests — and works the follow-ups. Here is a tour of each surface, with links to the deep dives.

At a glance

One inbox for every call and chat the receptionist handled, newest first.
Calls come with transcripts and recordings, loaded through audited access.
The callback queue is the daily worklist your front desk clears.
Provider-neutral throughout — SpiderLabs and your own business, nothing underneath.

The dashboard is provider-neutral by design. You see SpiderLabs and your own business — never the underlying voice or AI vendors. Everything below works in any modern browser after you sign in.

Inbox

The inbox is your unified feed of interactions the receptionist handled — voice calls and web chats — newest first. Each row shows who called or messaged, what it was about, and whether it still needs attention. Open a row to see the full detail on the right.

Calls, transcripts, and recordings

The Calls tab is your phone history. Every answered, missed, and voicemail interaction appears with a short summary and the reason for the call. Open a call to read its transcript and play its recording.

Audited access to patient content

Transcripts and recordings load on demand through audited SpiderLabs access, and every view is logged. They are not bulk-stored in your dashboard — they are fetched only when a teammate opens the call, which keeps patient content minimum-necessary and traceable. See Security & compliance.

Callbacks queue

When the receptionist takes a message, a caller asks for something staff must handle, or a call ends without resolution, it becomes a callback. This queue is the heart of the product in callback-first mode — the list your front desk works through each day. Staff can complete, snooze, or cancel each one, and every action is recorded. The full workflow is in Callback queue.

Appointments & “Needs confirmation”

The Appointments view shows booking activity. What you see depends on your booking mode:

Callback-first: when a customer asks to book, the request appears as Needs confirmation — a staff member confirms it in your schedule. The dashboard never tells a customer an appointment is booked when your team still has to place it.
Open Dental write mode: for dental practices, confirmed bookings are written straight into your Open Dental schedule, and the row shows the appointment was booked by your AI receptionist.

Tasks

Tasks let your team track internal follow-up work that is not a customer callback — for example, calling a supplier back or preparing paperwork. Assign a task to a teammate and mark it done when it is handled.

Analytics

Analytics summarizes the receptionist’s work over a time window: how many calls came in, answered versus missed, the most common reasons customers call, and how many callbacks are still open. It shows you exactly what your front desk would otherwise have missed — the full breakdown is in Analytics & reporting.

Team

Invite the staff who work the inbox and callback queue, and control who has access with roles. Members you add here are the people who receive callback notifications and act on the queues. See Team & roles for what each role can do.

Notifications

Notification settings control how your team is alerted. New-callback alerts are turned on for your account at launch so nothing sits unseen, and you can add a daily summary of the receptionist’s activity.

We prove notifications before you go live

A working alert channel is part of the launch checklist — we send a real test notification to your team and confirm it arrives before you take a single customer call. See Getting started for the full go-live gates.

Keep exploring

Callback queueThe callback queue as a workflow: how requests are captured, prioritized, worked, and completed, and how staff are alerted so nothing sits unseen.Analytics & reportingWhat owners can see: call volume, missed-call capture, why people call, transcripts and summaries with audited access, and a weekly status view.Booking modesCallback-first (Mirror Mode), where your staff confirm each time, versus direct write-to-schedule mode — proven today with Open Dental — and what a "requested" appointment means.