βŒ•

Good evening, Evander.

Margot has been busy β€” 23 calls handled today, 7 bookings, and $2,140 in deposits collected.

Calls answered
23
↑ 21% vs. yesterday Β· 0 missed
Bookings
7
↑ 2 from y'day Β· 6 service Β· 1 estimate
Deposits collected
$2,140
3 paid in-call Β· avg $713
After-hours captured
11
48% of total Β· 2 emergencies routed
Live Β· 02:14
Maria Santos Β· (510) 555-0142 Β· returning customer
Live transcript
Margot Β· 0:02
"Hi, this is Margot from Apex Plumbing β€” how can I help you tonight?"
Caller Β· 0:08
"Yeah hi, my water heater's leaking. There's water all over the garage floor."
Margot Β· 0:13
"That sounds urgent. Have you been able to shut off the water valve to the heater?"
Caller Β· 0:21
"Yeah I shut it off. It stopped, but the floor is still wet."
Margot Β· 0:27
"Got it β€” water's contained. I have a tech 18 minutes from your address. Want me to dispatch him with a same-night replacement quote, or schedule first thing tomorrow?"
Caller Β· 0:38
"Tonight please. How much?"
Margot
Intent
πŸ”₯ Emergency Β· 95%
Sentiment
Stressed β†’ trending calmer
Lead score
A+
Returning customer Β· LTV $4,820
Margot is about to
βœ“ Quote $1,450–$1,890 install range
βœ“ Dispatch Mike R. (closest tech)
βœ“ Collect $300 deposit via SMS link
Knowledge health
87%
↑ 4 pts this wk
last refresh 2h ago
Service area pricing96%
Emergency triage rules100%
Tech availability78%
Warranty / parts62%
2 gaps detected this week. Margot dodged questions about "tankless install pricing" and "weekend emergency surcharge." Resolve β†’
Recent conversations
Today Β· all channels
Caller Channel Intent Sentiment Outcome Length Time
David Chen
(415) 555-0188
πŸ“ž Voice Estimate Positive βœ“ Booked Tue 9 AM 4:12 7:42 PM
Maria Santos
(510) 555-0142
πŸ“ž Voice πŸ”₯ Emergency Stressed β†’ Calm ⏱ Live now 2:14 live
Aisha Patel
aisha.p@gmail.com
πŸ’¬ Web chat Quote Positive βœ“ Quote sent Β· $1,890 6:48 6:14 PM
Tom Whitaker
(415) 555-0193
πŸ“± SMS Reschedule Neutral βœ“ Moved Wed 2 PM 1:02 5:33 PM
Carla Reyes
(415) 555-0144
πŸ“ž Voice Service Positive βœ“ Booked + $300 deposit 5:36 4:50 PM
Unknown caller
(unknown)
πŸ“ž Voice Spam β€” ⊘ Filtered 0:08 3:11 PM
Showing 6 of 23 today View all conversations β†’
Integrations
Margot writes to these on every conversation.
πŸ› Jobber ● Connected
πŸ“…Google Calendar ● Connected Β· 4 calendars
πŸ’³Stripe ● Connected
πŸ“ŠHubSpot ⚠ Reauth needed
🏠AppFolio + Connect
Phone numbers
3 numbers Β· all routing through Margot.
(415) 555-0188
Main Β· published on website
● Live
(415) 555-0190
After-hours emergency
● Live
(415) 555-0193
SMS-only Β· review reminders
● Live