Dashboard reference

Every page in the OrderToAI dashboard, what each control does, and the jobs you come to each screen to do.

• OverviewWhat the Overview page shows: your activation progress, the AI Daily Briefing, headline numbers, and the quick actions that matter most today.
• AI AgentsThe full reference for the AI Agents page and the agent editor: identity, voice, behavior, brain, skills, conversation timing, knowledge, upselling, and advanced.
• CampaignsWin-BackHow to build and run an outbound win-back campaign: choosing who to call, what the AI says, your budget cap, and how to monitor and stop a running campaign.
• CallsEvery call your AI made or answered, with full transcripts, outcomes, and the filters that turn a call log into something you can actually learn from.
• CustomersHow to import your existing customers from a spreadsheet, what the AI column mapper does, why some rows are not callable, and how segments work.
• BookingsFront DeskWhere appointments the AI books appear, how two way calendar sync prevents double bookings, and how day before confirmations reduce no-shows.
• OrdersFront DeskWhere orders the AI takes on calls and texts land, how they move from new to done, and how to text customers who started an order and never finished.
• ConversationsFront DeskThe shared text inbox where your AI replies to customers, how it books over SMS, when it hands over to you, and why messaging needs carrier registration.
• KnowledgeFront DeskWhat your AI knows, where that knowledge comes from, and how to add hours, services, prices, and answers so it stops saying it does not know.
• LocationsFront DeskHow multiple stores work: a number, agent, knowledge, hours, and menu per location, with one dashboard and a switcher that filters everything.
• ReservationsRestaurantsHow the AI takes table reservations by phone, seats parties against your floor plan without double booking, and confirms bookings the day before.
• KitchenRestaurantsThe live board for orders the AI takes by phone, how order status moves, and how kitchen staff can be given access to only this screen.
• MenuRestaurantsHow your menu drives what the AI can quote and sell, marking items unavailable during service, and why menu accuracy is the price accuracy of your phone line.
• Tables and floor planRestaurantsBuilding your floor plan so the AI can seat parties correctly: what tables, floors, and sections each mean, and which one guests actually ask for.
• Phone numbersChoosing a local number, transferring the number you already advertise, attaching numbers to locations, and how forwarding fits with the number you keep.
• BillingHow OrderToAI charges: the monthly plan, per minute talk time, prepaid outbound credit, per location fees, and how to change or cancel your plan.
• ComplianceThe controls that keep outbound calling lawful: your internal Do-Not-Call list, customer local calling hours, and the evidence trail behind every call.
• SettingsAccount level settings: the number the AI transfers callers to, your business details, staff members and their roles, and account security.