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Welcome to OzyOps

Congratulations on signing up for OzyOps. Your AI receptionist is already live and answering calls on your behalf. This guide covers what to expect in your first few days and how to navigate your dashboard.

What Happens After You Sign Up​

When you complete onboarding, three things happen immediately:

  1. Your AI phone number is provisioned. You receive a dedicated phone number that your AI receptionist answers 24/7. Forward your existing business line to this number (or use it as your primary number).
  2. Your AI agent is configured. Based on your onboarding answers, OzyOps builds a custom greeting, sets your business hours, and loads your services into the AI's knowledge base.
  3. Your dashboard is ready. Log in at portal.ozyops.com to view calls, manage settings, and track leads.
Your AI is already answering calls

As soon as onboarding is complete, calls to your OzyOps number are handled by the AI. There is no waiting period. Make a test call to hear it in action.

Making Your First Test Call​

The best way to see your AI receptionist work is to call it yourself:

  1. Dial your OzyOps phone number from your cell phone.
  2. The AI will greet you by your business name and ask how it can help.
  3. Try asking about your services, requesting an appointment, or describing an emergency.
  4. After hanging up, log into your dashboard. The call will appear within a few seconds.

This test call counts toward your included minutes, but it is a small cost to verify everything sounds right.

Dashboard Overview​

When you log in, you land on the Dashboard home page. Here is what you will see:

Stat Cards (Top Row)​

  • Total Calls -- Number of calls received this billing period.
  • Appointments Scheduled -- Confirmed bookings made by the AI.
  • Pipeline Count -- Active leads in your follow-up pipeline (Essential and Professional plans).
  • Urgent Calls -- Calls flagged as emergencies. This card turns red if there are unresolved urgent calls.

Recent Calls​

Below the stat cards, you will see a list of your most recent calls. Each row shows:

  • Caller name and phone number (if captured)
  • Call type badge -- Color-coded by type (appointment, emergency, quote, prescription, general)
  • Urgency badge -- Red for urgent, yellow for medium, green for low
  • Duration -- How long the call lasted
  • Timestamp -- When the call came in

Click any call to view the full transcript, caller details, and activity log.

Key Pages to Know​

PageWhere to Find ItWhat It Does
CallsDashboard > CallsView and filter all inbound and outbound calls
PipelineDashboard > PipelineTrack leads through your follow-up stages (Essential+)
Settings > AgentSettings > AgentEdit your AI greeting, services, promotions, and voice
Settings > Business HoursSettings > AgentSet open/close times so the AI knows when you are available
Settings > TransfersSettings > TransfersConfigure emergency and staff call transfers
BillingSettings > BillingView usage, invoices, and manage your subscription

What to Expect in Your First Week​

Day 1: Make a test call. Review the transcript in your dashboard. If anything sounds off, update your AI agent settings (Settings > Agent).

Days 2-3: Real calls start flowing in. Check your dashboard each morning to review new calls and handle any follow-ups. If you are on the Essential or Professional plan, leads will appear in your Pipeline automatically.

Days 4-7: Settle into a routine. Your AI handles the calls. You review them, follow up on leads, and adjust your AI's knowledge as needed. Most customers find that within a week, they stop worrying about missed calls entirely.

Quick daily habit

Spend 5 minutes each morning checking your dashboard for new calls and urgent items. That is all it takes to stay on top of everything.

Getting Help​

  • Help Docs: You are reading them right now. Browse the sidebar for specific topics.
  • Email Support: support@ozyops.com (4-hour response during business hours)
  • AI Help Chatbot: Available inside your dashboard for instant answers to common questions.

Next Steps​