Callers
Everyone who called, with history, notes and tags.
1 page · 2 metrics
Practice, Group
Pages
| Page | Path | What it shows |
|---|---|---|
| Callers | /app/callers | Caller profiles with call timeline, bookings, notes, tags and data erase. |
Metrics
| Metric | Format | Over a date range |
|---|---|---|
| New callers | count | summed over the range |
| Returning share | percent | averaged over the range (never summed) |
Averages are averaged across days, never added up. Test calls are left out of every metric.
Connections
| Connection | Purpose | Status |
|---|---|---|
| Open Dental | Practice management sync for patients and appointments. | planned |
| HubSpot | Keeps caller profiles, tags and call outcomes in sync with your CRM. | planned |
| Outgoing webhooks | Sends call.completed and booking.created to your own systems. | mock |
Actions that need publish
caller.erase
Everything else in this module needs edit to change and view to read. See Roles and access.