Overview
Dashboard
Role: Admin
Client access
Create credentials
Generate login details for your client; share the access code with them.
Access code will appear here.
Client dashboard
Access links
Client dashboards are reachable from here; distribute the link + code.
- Name: Taylor Morgan
- Email: client@email.com
- Access code: CL-0000
Messages & enquiries
Review chats and booking requests in one place.
Inbox
Messages & enquiries
Confirm or archive requests directly; filter by unread or confirmed.
- Sam Patel — Skin fade — Sat 11:30a — Notes: sensitive skin
- Maria Lopez — Beard trim — Fri 4:00p — Notes: prefers hot towel
- Liam Chen — Classic cut — Thu 2:15p — Notes: flexible timing
Quick settings
Most-used tweaks in one place.
Widget
Edit- Position: bottom-right
- Label: "Need a cut?"
- Theme: Midnight
Bookings
Calendar- Google Calendar connected
- Services: Fade / Beard / Kids cut
- Buffers: 10 min
Escalations
Review- Destination: hello@cedargrovebarbers.com.au
- Handoff: transcript + summary
- Low-confidence trigger: enabled
Business hours
Update- Mon-Fri 9a-7p
- Sat 9a-5p
- Sun closed
Knowledge
Manage- 6 sources connected
- Last updated 2h ago
- Re-ingest queued
Bot context rules
Add short rules that shape how the bot replies. Keep it casual.
Title
Rule
Actions
Client settings
Preset tone and handoff preferences for this client.
Voice
Edit- Tone: Casual, friendly
- Style: First person, short sentences
- Sign-off: "Anything else I can do?"
Escalations
Update- Destination: hello@cedargrovebarbers.com.au
- Include transcript + summary
- After-hours: collect callback time
Availability
Hours- Mon-Sat 9a-7p
- Sun: closed
- Show "After hours" bubble