Sidebar navigation
The left sidebar is your primary navigation, organized into flat sections:- Dashboard is your home screen. After you connect Stripe and/or RevenueCat, it shows
Where you're losing people. The three groups are never paid, free trial never converted, and paid then left. It also shows how many of those people we can call or text. It gives a clear path to set up win-back. Numbers are estimates from your billing data, refreshed about once an hour. The Refresh button recomputes them on demand (at most once per minute). - Revenue Recovery wins back cancelling members automatically. It has four pages:
- Recovery Analytics for performance
- Workflows for the always-on recovery workflows and their offers
- Activity, the member-level logs for cancellations and for signups
- Inbound Settings, your recovery callback number
- Outbound Campaigns is AI Calling’s outbound side: Campaigns, Analytics, Call Logs, and Scripts
- General holds three items:
- Integrations, for connecting providers: Stripe, RevenueCat, Zapier, and webhooks. Webhooks appear when the webhooks feature is turned on for your account
- Do Not Call, the account-wide list
- Team
Connecting a billing provider is all the Integrations page does. You configure
recovery workflows on the Revenue Recovery Workflows page. AI Receptionist
does not appear in the sidebar. You reach it through Revenue Recovery’s
Inbound Settings or by direct link.
Account & support (bottom of the sidebar)
Account-wide controls live in the icon row at the very bottom of the sidebar:- Settings (gear icon) opens your account page. Its tabs are Public Profile, Account, AI Calling, and, depending on your plan, Billing or Subscription
- Documentation (book icon) opens this documentation site
- Help & Support (life buoy icon) opens live chat with our support team
- Logout