Innpage CRM · Client guide

How Jessica handles your calls — and what you do next.

Jessica is your AI receptionist. She answers every inbound call, books appointments instantly, and transfers real emergencies straight to you. This is the same dashboard you'll log into — here's exactly what happens, and the few minutes of work that keep it all running.

Answers every call, 24/7

Live transfers for real emergencies

Books & follows up automatically

Your dashboard

This is what you'll see when you log in

Your Pipeline is a board. Every lead is a card; every column is a stage. Move a card to the right as the job progresses — that's most of the job.

Teadfast Plumbing — Active Leads dashboard: pipeline board with New Inquiry, Quoted, Follow-Up Sent, Booked and Completed columns

Sidebar

Jump between Pipeline, Leads, Calendar, Customers, Tasks, Reviews, Reports and Settings.

Stage column

Each column is a pipeline stage. The dot and the count show the stage and how many leads sit in it.

Lead card

One customer job — name, what they need, the source it came from, the time, and a stage badge.

Drag & + Add Lead

Drag a card to the next column to advance its stage, or add a lead manually.

The call flow

How Jessica handles every inbound call

Every call follows the same start, then splits into one of two paths depending on what the caller needs.

Call comes in → Jessica greets & qualifies the caller → Two paths

Path A

Booking

Caller agrees to book an appointment

Jessica fires the booking tool immediately — no delay

Appointment created in your Calendar

Confirmation SMS sent automatically to the caller

Call ends with confirmation

You see it: Calendar + Conversations transcript

Path B

Emergency

Caller has an emergency — needs a live technician

Jessica says "Please stay on the line" and dials your number

Caller is kept on hold while your phone rings

You pick up → you're live with the caller immediately

If you miss it → Jessica takes a message and notifies you

You see it: Conversations (transcript + caller info)

01 Daily operations

Your daily routine in the CRM

A few minutes after each call keeps every automation firing at the right time. Four places to check, in order.

Conversations

First thing every morning

1Sidebar → Conversations (speech-bubble icon)

2Each thread shows the full transcript of what Jessica and the caller said

3If a transfer was missed — the caller's name and number are here. Call back within 5 minutes

4Any texts from callers — reply in the box at the bottom → Send

Your reply goes as SMS from your business number, not your personal cell.

Calendar

Where Jessica's bookings appear

1Sidebar → Calendars (calendar icon)

2Each appointment shows the caller's name, the time they picked, and their contact info

3The confirmation SMS was already sent to the caller — you don't need to confirm again

4Day before: call or text the client to confirm you're prepared for the meeting

Need to change your available booking hours? Contact your Innpage account manager — it affects what time slots Jessica can offer callers.

Leads

Move deals after every interaction

1Sidebar → Leads (grid icon). Each card = one customer job

2Drag the card to the right column — or open the card and change the stage at the top

3After delivering a quote → move to Quoted

4When they say yes → move to Booked immediately (stops follow-ups)

5Work done → move to Completed (triggers review request automatically)

Two minutes to update the stage = the system follows up for you. Skip it and automations fire at the wrong time.

Customers

Look up any customer

1Sidebar → Customers (person icon)

2Search by name, phone, or email — partial matches work

3Click the name → full call transcript, texts, appointments, and pipeline stage in one place

4Add a note after a call: Timeline → + Add note → type → Save

5Fix a name or email: click the pencil icon next to the field → edit → Save

Pipeline stage quick reference

Stage	Move here when…	What happens automatically
New Inquiry	Call or form just came in — not yet quoted	Initial text-back sent
Quoted	You met with them and gave a price	Follow-up sequence starts
Follow-Up Sent	You sent a check-in after the quote	—
Booked	They said yes — move here immediately	Follow-up sequence stops; day-before SMS
Completed	Job is done on-site	Review request SMS sent

02 Live transfers

When Jessica transfers a call to you

Emergencies get a live handoff. Here's how to catch it — or recover gracefully if you miss it.

This is a live handoff — not a voicemail.

The caller is still on the line, told to hold while Jessica connects them to you. Jessica flagged this as an emergency and is keeping them on hold while your phone rings. They expect a human to pick up — immediately.

When you pick up

Caller is on hold — answer fast

1Answer the call — you're connected to the caller immediately. No introduction from Jessica

2Introduce yourself right away:"Hi, this is [your name] at [business name]. I understand you were speaking with our AI assistant — how can I help you today?"

3Take over the conversation naturally — you have their context from what Jessica discussed

4After the call → update their pipeline stage and add a note in Customers

Check Conversations for the transcript if you need to review what Jessica learned.

When you miss the transfer

Act within 5 minutes

1Jessica tells the caller you're unavailable and takes their name and number

2Open Conversations — their thread is at the top with the transcript and contact info

3Call them back within 5 minutes:"Hi, I just saw I missed a call from our AI assistant's line — I wanted to get back to you right away. This is [your name] at [business name]."

4After the call → update their pipeline stage and add a note in Customers

The longer you wait, the more likely they've already called the next business. 5 minutes is the window.

After a booking (Path A)

Jessica booked — what you do next

1Check Calendar — the appointment is there with the caller's name and contact info

2The caller already received a confirmation SMS — you don't need to send another

3Read the Conversations transcript to understand what they need

4Their card is in Leads under New Inquiry — move to Quoted after you deliver the estimate

5Day before the appointment — call or text to confirm you're both ready

After any call — update the CRM

2 minutes keeps everything accurate

1Leads → find their card → move to the correct stage

2Gave a quote → Quoted

3Sent a check-in message → Follow-Up Sent

4Job confirmed → Booked

5Customers → their record → + Add note: one sentence on what was discussed and decided

Notes are permanent. You and your account manager can see exactly what happened on any call, any time.

Transfer outcome quick reference

Situation	What Jessica does	What you do
You answer the transfer	Connects you live to the caller	Introduce yourself, take over, update the CRM after
You miss the transfer	Takes caller's name + number, ends politely	Check Conversations, call back within 5 min
Caller books (no transfer)	Books the slot, sends confirmation SMS	Check Calendar, read transcript, prep for the meeting
Caller not interested	Ends politely, no booking or transfer	No action needed — contact may still appear in Customers