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Dashboard
🌙
Conversations
6
Last 24 hours
Resolved by Andi
5
83% resolution rate
Open tickets
1
Needs tech today
Follow ups
2
Review before noon
Resolution rate
83%
Andi resolved without a tech · last 24 hours
Last 7 days
79%
Last 30 days
76%
All time
74%
Top issue categories
Internet / network
62%
Reboot required
48%
Battery alert
28%
Smoke detector
17%
Audio / video
12%
Andi response stats
Avg response time
under 10 sec
Avg conversations to resolve
4.2 messages
After hours coverage
100%
Truck rolls avoided this month
14
Client households
Total households
8
Active last 7 days
6
Open tickets
1
Follow ups pending
2
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Resolved by Andi
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Tickets
+ New ticket
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Follow ups
+ Add follow up
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Proactive Outreach
📣
Coming soon
Andi reaches out before clients have to. Scheduled check ins, snowbird season checks, a tech on the way heads up, and follow up nudges that fire on their own. Built on the follow ups you are already capturing.
Analytics
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Resolution rate trends and brand and issue breakdowns are coming next.
Flagged for Andi
Messages your team flagged for RestWerks review during beta. Flag from any conversation or ticket. Andy reviews every one.
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Company settings
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Set up your company
A few details so Andi can introduce your company correctly. All of this is optional and you can change it anytime in Settings.
Company name
Address
Office phone
Company email
Logo
Click to upload a logo. PNG or JPG.
Brand colors
The first color is your main accent. Leave the others blank if you only have one.
✓
You are set up
Want to add your first household now? You can always do this later from the Households tab.
Add a household
Files by last name. Equipment, ISP, and notes get added later from the household.
Primary contact
Client type
Second person (optional)
Client type
Project name
Address
Add a person
They become a contact on this household.
First name
Last name
Phone (optional)
Relationship (optional)
Client type
Andi's read capture only, correct it anytime
Capability (1 to 5)
Difficulty (1 to 5)
Voice (how they talk and how Andi answers)
Notes
Remove this household?
It moves to Removed. Nothing is deleted.
The household and its people stop showing in the active list. Conversation history and photos are kept, and the phone numbers stay reserved, so you can bring them back any time from the Removed list.
Add to a household
This number texted in before being entered. Connect it to a person and their conversation and opt in come along.
Household
First name
Last name
Relationship (optional)
Create
Open a ticket, a follow up, or both.
Household
Client not on file? Add a new one
Issue
Assign ticket to (optional)
Follow up
Follow up type
Due date (optional)
Assign follow up to (optional)
Note
Resolve ticket
Andi drafts the context. You add what fixed it and close.
Context (drafted by Andi, editable)
What fixed it
Add a teammate
They get an email with a link to set their own password and sign in.
First name
Last name
Email
Role
Edit teammate
First name
Last name
Email
Cell phone
Role
Bubble color
Your settings
Your profile
First name
Last name
Cell phone
Email
Password
Your color
Set by your company for who answered which message.
Notifications
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