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1. Reading your numbers

The headline figure at the top is the money side: what the work your agent booked is worth, based on the average job value you set in Settings. Set it to what a typical job is actually worth to you and the figure follows. Leave it unset and the headline switches to a count of appointments booked — we never invent a dollar figure for you.

Below that you may see a line headed "Calls you'd have missed before". That's a count of two specific things: calls your agent answered while your line was already busy, and calls it answered after you'd closed. Both would have rung out or gone to voicemail under your old setup. It's deliberately a count of real calls, never an estimated dollar figure. The line only disappears when there's nothing to report — no busy-line calls and no after-hours ones. If we don't have your business hours on file we can't work out which calls were after hours, so you'd see only the busy-line half.

Then the counts — Appointments booked, Needs a callback, and Calls handled among them — followed by the trend. Once you've built up about two months of booking history, a New customers count joins them. The Month / Quarter / Year buttons switch the period for all of that. One thing they don't change: the recent-calls list at the bottom always shows your latest calls, whichever period you're viewing.

2. Calls and call detail

The Calls view lists every call your agent handled, newest first, each with an outcome badge. Booked means an appointment went into your calendar. Transferred means the agent handed the caller to a human — an emergency, a request for a person, or anything outside its limits. Answered means the caller got what they needed without booking or a person. Handled means the call ended without a booking or a transfer and nothing more was recorded. Needs follow-up is the one to open: the call may not have ended the way the caller wanted.

Open any call for its detail: a written summary of what the caller wanted and what the agent did, plus whatever details the agent captured — name, number, the service they asked about, and so on. It's the stored record, so it's read-only and there's no audio to play back. If a call looks wrong, that's what section 6 is for.

3. Your callback list

Every caller the agent takes a message for — or who asks for a callback — lands in Needs a callback, newest first, with their name, number, and email. This is your callback list — the calls that need a human to close them.

Open a row for the full detail — the same information the callback alert emails you, including the service they asked about, when they'd prefer to come in, any note the agent took, and a link through to the call itself. Mark a callback request contacted once you've called them back. The row dims and stops counting toward Needs a callback, but it stays in the list so you keep the record. You control whether those alerts reach you by email, by text, or both in Settings, along with the weekly recap.

4. Reconnecting a calendar or booking system

The Integrations view shows what your agent is connected to and whether each connection is live — Connected or Not connected. If bookings have stopped appearing in your calendar, this is the first place to look.

If your bookings run through Google Calendar, Square, or Jobber, you'll see a Connect or Reconnect button. Press it and you'll be taken to that system to sign in and approve access again. That's usually all a dropped connection needs — these sign-ins expire on a schedule, and reapproving restores booking without anyone contacting us. The link is generated when you press the button and it's good for a single use within a few minutes, so if you get distracted partway through, just press it again. We never see or store your password.

If you're on a Cal.com calendar we set up for you, there's no button — that connection works a different way and doesn't expire, so there's nothing for you to reapprove. The page will tell you to email us instead, and that's the right move: something else has gone wrong and we'll look at it.

Your agent doesn't strand callers while a connection is down: it takes the caller's details and takes it down as a message instead, so the booking becomes a callback rather than a lost customer. You'll find those in Needs a callback.

5. Changing your hours, prices, services, or staff

Email your LinearZeta contact, or hello@linearzeta.com, and we make the change for you. New prices, a holiday closure, a stylist who's joined or left, a service you've stopped offering — send it in plain English and we'll update what your agent knows.

We do it this way on purpose. What your agent knows is also what stops it improvising, so changes go through us rather than straight into the agent's script. In practice that means telling us is the fastest route, and it's included — there's no charge for keeping your details current.

What you can change yourself, in Settings: your average job value, which alerts you get, and your billing — payment method and invoice history. Plan changes go through your LinearZeta contact. Your phone number is shown there too, but it's set up by us — call it any time to hear exactly what your callers hear.

6. When the agent gets something wrong

Tell us. A wrong answer on a real call is the most useful thing you can send us, and it's how the agent gets better at your business specifically.

Send three things:

1. 01 Which call — the date and rough time, or the caller's number. Finding it in your Calls view and sending the date and time is plenty.
2. 02 What went wrong — what the agent said or did.
3. 03 What should have happened instead — the part that makes the fix stick.

We review the call, correct what the agent knows or how it's instructed to handle that situation, and tell you when it's done. We also keep the case as a test, so the same mistake gets caught before it reaches a caller again. If a call went wrong in a way that's costing you business right now, put "urgent" in the subject line.