Help · Calls and reviews

Your monthly review

Find your monthly review, understand the numbers and answer improvement questions.

Each month we read every call and chat, then tell you what's working and what we're improving. Your first review arrives early in the month after you go live, and we email you when it's ready.

Open a review

  1. Select Reviews.
  2. Choose a month.
  3. Read The short version.
  4. Check the charts and What we're improving.
  5. Where an item has Answer, type your reply and select Save.

The list shows how many checklist items are still open. Tick them off as you go. Open items also appear in What we need from you.

Understand the numbers

Reviews count every conversation that month, NZ time, across phone, chat, talk in browser and email.

Handled with no staff time counts conversations that were solved, booked or pointed somewhere else. Time saved multiplies that by your Minutes per support call. Change it in Settings, Time saved. It's an estimate, not measured time.

After hours means before 8am or from 6pm, not your own opening hours.

Booked work

With Leadica HQ, the review shows real bookings and pipeline. Otherwise it may estimate work from jobs booked times your average job value. How the numbers are worked out explains which applies.

See a sample review.

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Still stuck? Ask Riley, or email hello@leadica.io.