Capability · Systems & visibility
Dashboard, recordings & analytics
The Intavia dashboard shows your team what happened in every conversation and what still needs doing. Summaries, recordings, tasks and analytics sit in one place, so follow-up is easy to pick up and results are easy to see.
At a glance
- What it does
- Shows every conversation, the follow-up it needs and how calls are going
- Channels
- Inbound and outbound calls, with additional channels available
- Integrations
- Alongside your practice system, such as Dentally, with alerts by SMS or email
- What you can customise
- Who sees which pages, what each call is labelled with, which situations become tasks and whether calls are recorded
- What your team sees
- Summaries, transcripts, recordings, a tasks board and analytics across calls and tasks
- Setup
- Done for you by our team, around how your team follows up conversations
How it works
The dashboard is set up around your practice. Our team does the setup work: we agree with you who needs access and what should be tracked, and every conversation Intavia handles appears in the dashboard once it ends.
- Plan: we agree with you who on your team needs access, what each call should be labelled with, such as new patients, and which situations need follow-up.
- Record: when a conversation ends, its summary, transcript and recording, where recording is on, are added to the Conversations page.
- Classify: each call is labelled with what the caller needed and how it was handled, such as resolved by Intavia or couldn't complete, with any transfer shown alongside.
- Follow up: anything that needs a person becomes a task on the tasks board with the details already captured, and your team can be alerted by SMS or email.
- Work: your team assigns, notes and completes tasks, and each change is kept in the task's history.
- Review: analytics show call volumes, outcomes and how quickly tasks are completed, and most numbers open the conversations behind them.
What's in the dashboard
- Conversations: every conversation with its summary, transcript, outcome and any follow-up actions, plus the recording for calls.
- Tasks: a board of follow-up work, with urgency, assignment, notes and a full history.
- Call performance: calls handled, how they were resolved, bookings, booking changes, calls that needed your team and when calls come in.
- Task performance: how many tasks were completed, how quickly and by whom.
- Team: invite team members and choose what each person can see and do.
- Flag for Intavia: your team can send a conversation to our team with a note when something needs a closer look.
Options
These are the options we agree with you, not fixed settings. Each one can be shaped around how your practice works, and anything not listed here can be built into the plan.
| Option | What we agree with you |
|---|---|
| Team access | Who can use the dashboard, with roles from read-only to full access, and which pages and agents each person sees |
| Call labels | What each call is labelled with beyond the standard outcomes, such as whether the caller is a new patient |
| Tasks | Which situations become tasks, and which are urgent |
| Alerts | Who is alerted about follow-up, and by SMS or email |
| Call recording | Recording can be switched off where your practice needs it |
Works together with
- Team hand-off, tasks & alerts: Clear tasks and alerts so your team knows exactly what to do next.
- 24/7 call answering: Inbound calls answered with a natural conversation, day or night.
- Call routing & transfers: Calls that need a person reach the right one, with context.
- PMS & booking system integration: Live information from your practice system and appointments handled directly in it.
- Multi-channel communication: Conversations with patients by phone, text, email, WhatsApp and your website, inbound and outbound.
- CRM integration: Leads and call outcomes kept up to date in your CRM.
FAQs
Anyone you invite. Roles run from Viewer, which is read-only, through Member and Admin to Owner, and Viewers and Members can be limited to specific pages and agents.
Yes. Each call's recording sits alongside its transcript and summary in the conversation. Recording can be switched off where your practice needs it.
A call counts as resolved by Intavia when the caller's request was completed during the call, including requests captured for your team to follow up, without a transfer to your team. Most numbers in the analytics open the conversations behind them, so you can check them yourself.
Yes. Task performance shows how many tasks were completed in a period, how long they took from creation to completion and who completed them, split by urgency.
Open it and use Flag for Intavia to send it to our team with a note. The note stays inside Intavia, and the flag shows on the conversation and its task.