Call transcripts, messages and minutes

Everything the assistant handled is on the Phone page.

Steps

1. Go to Phone. Recent calls lists each call with the caller, what happened (Booked, Took a message, Transferred, Answered a question, Hung up) and how long it took.
2. Click Transcript under a call to read the conversation.
3. In Messages, call or text the person back, then click Done.
4. Check Minutes this month to see how many you've used.
5. To add minutes, go to Overview. In the AI phone assistant card, pick an amount under Need more minutes this month? and click Add … minutes.
6. Pay on the secure checkout page. The minutes are added once payment is confirmed.

Good to know

• Messages marked "wants a reply" are callers who asked for a call back. Open messages show "… to deal with".
• Messages also appear on the Messages page, together with texts clients sent back.
• Minutes reset on the 1st. Bought minutes last until the end of the month and don't roll over.
• Every call minute counts, so the Longest call setting on Phone helps control use.
• When you run out, the assistant stops answering until you add minutes or the month resets.
• If you don't see Need more minutes this month?, extra minutes aren't offered on your plan right now. Email hello@sotera.to.
• Only the account owner can buy minutes.