Workspace

Application › Dashboard

A workspace is your business in FlowCaptain. It holds your assistants, your calendars and everything all assistants share: business details, services, knowledge base and phone numbers. The Dashboard is the workspace's start page and shows how far setup has come.

A new workspace opens with guided setup instead of the dashboard, see Create your account and workspace.

Assistants

One card per assistant; click it to open the assistant. Each card shows:

• the assistant's phone number, or No number,
• what it may do, e.g. Appointment booking, Provide information, Callback,
• language and Tone,
• two ticks: Greeting is green when you have written your own greeting; SMS verification is green when the assistant checks a caller’s identity by SMS before it reads out, moves or cancels their existing appointments.

Create assistant adds another assistant, see Assistant.

Calendars

One card per calendar; click it to open the calendar. Calendar connected means a Google Calendar is linked; with Calendar not connected nothing can be booked through this calendar yet. Below that: time zone, number of services, days open, the default appointment length, and whether a notification Email is set. Shared times shows that the calendar is linked with other calendars.

Add calendar adds another calendar, see Calendar.

Application

Shortcuts to the Knowledge Base and to Business.

Pages in this section

• Business: your business name, opening hours, address and contact details
• Services: what callers can book with you
• Knowledge Base: answers to common questions, and documents
• Phone numbers: your workspace's numbers
• Live: follow and take over calls in progress
• Analytics: how many calls come in, and when