Client portal
What your clients would see.
A working demo with sample data. Click around: progress, files, invoices and change requests, in one secure login, with a promised response time.
Sample data: nothing on this screen belongs to a real person or business.
AI receptionist Phase 1
- Discovery and scriptDone 3 Mar
- Calendar and number connectedDone 10 Mar
- Staff walkthrough and sign-offIn progress, due 17 Mar
- Go live with human fallbackPlanned 19 Mar
- First-month tuning reviewPlanned 19 Apr
Files
- Call script v3 (approved).pdfPDF · 184 KB · 6 MarDownload
- Emergency routing rules.pdfPDF · 96 KB · 6 MarDownload
- Voice options, shortlist.mp3Audio · 2.1 MB · 4 MarDownload
- Week 2 call transcripts.csvCSV · 38 KB · 12 MarDownload
Invoices
| Invoice | For | Amount | Status |
|---|---|---|---|
| INV-0041 | Phase 1, 50% on approval | £2,400 | Paid |
| INV-0042 | Phase 1, balance on go-live | £2,400 | Due 19 Mar |
Pay by link. A receipt is added to Files automatically.
Requests Replied within one working day
You, 11 MarCan the agent offer Saturday morning slots for vaccinations only?
DevRaxo, 11 MarYes. We have added a rule: Saturday mornings are offered for vaccination bookings only. It is live on the test line. Want us to switch it on for the main number?
You, 12 MarYes please.
DevRaxo, 12 MarDone. Resolved
Type a request in plain words. It is tracked, answered and closed here.
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Want a portal like this? We will mock it up free.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.