Reviewing your calls

The dashboard is where you review every call Vallo handled. Open it at Dashboard → Calls to see individual calls, or Dashboard → People to see everyone who has called, grouped by person. Notifications — email, text, and push — let you know a call came in and link you straight to it.

How you find out about a call

Two notification channels today — email is on by default, text (SMS) is opt-in. Most owners turn both on so they don't miss anything.

All notification settings live at Dashboard → Account under the Notifications section.

Email notifications

On by default for every account. Right after a call ends, Vallo sends you a summary email with:

Caller name and phone number (one-tap to call back)
A short "what they wanted" headline plus the structured intake answers
The AI-generated summary and a link to the full transcript and recording
An urgency badge if the call was flagged urgent

To turn it off, toggle Email me after every call in Account → Notifications.

If the emails aren't arriving, check spam (mark them "not spam" once and they'll land in the inbox going forward), and confirm your account email is correct under Dashboard → Account → Profile.

Text (SMS) notifications

Off by default. When on, Vallo texts you the moment a call comes in — same content as the email summary, but on your phone wherever you are.

Turning it on from the dashboard prompt. After you set up call forwarding, Vallo will pop up a one-time prompt asking if you want a text the moment a call comes in. The prompt shows:

The phone number we'll text (the one you confirmed during the test call)
A consent checkbox with the legal disclosure
A "Turn on text alerts" button

If the number we have for you is correct, click the consent checkbox and tap Turn on text alerts. Done — SMS is on.

If you want to use a different number, tap Change, enter the new number, check the consent box, and tap Send me a verification code. We'll text a 6-digit code to that number; enter it to confirm and turn on SMS.

If you tap Maybe later (or just close the prompt), it'll come back the next day. Dismiss it twice and we'll wait a week before asking again. You can always turn it on yourself from the Account page.

Turning it on from Account settings.

Go to Dashboard → Account.
Scroll to Notifications.
Check the box next to Text me when calls come in.
The phone number we have on file appears, with a Send code button. If it's correct, tap Send code — we'll text a 6-digit verification code.
Enter the code to confirm. SMS is now on.

If the number on file is wrong, tap Change before sending the code and enter the right one.

What we collect when you opt in. For compliance with carrier requirements (Twilio's 10DLC review), we record the moment you give consent: the timestamp, your IP address, and the device/browser you used. This is the audit trail carriers ask to see if they ever review our SMS sender. We don't share this information; it stays on your Vallo account.

Turning text notifications off.

Dashboard → Account → Notifications.
Uncheck Text me when calls come in.

This turns off the texts immediately and clears the consent record on our side. If you want to turn it back on later, you'll go through the consent flow again.

You can also reply STOP to any Vallo text. That stops Vallo SMS at the carrier level — no Vallo text can reach that number until you reply START from the same phone. After you've replied STOP, the toggle in Account settings can't override it; the carrier owns that block.

Push notifications (browser / phone)

If you've installed Vallo on your phone or use it in a browser that supports push, you can also get push alerts. These show up like any other app notification. Setup is in Account → Notifications → Push notifications.

Push is a third channel — not a replacement for email or text. Most owners use text + email; push is mainly useful if you have Vallo installed as an app on your home screen.

What if I don't want any notifications?

Turn them all off in Account → Notifications. You'll still see every call in your dashboard whenever you log in. The dashboard is the source of truth — notifications are just convenience pings on top of it.

What you see in the call list

Caller name and phone — pulled from the caller's intake answers, or shown as “Unknown” if they didn't give a name. Click the caller's name to jump to their People profile.
Service type — what kind of work the call was about (e.g. "drain cleaning", "estimate request"). Auto-classified by Vallo.
Estimated value — Vallo's estimate of the job size, based on the services discussed and the prices you've entered in your Pricing & fees table (Knowledge tab). If you haven't entered prices yet, this field may be blank or approximate.
Status — New, In progress, Booked, or Closed. Click any status chip to change it right from the list — no need to open the call first.
Tags — colored labels that tell you what the call was about at a glance (e.g., "Hot Lead," "No Heat," "Quote Requested"). Vallo applies tags automatically based on the conversation. You can add or remove tags from the call detail page.
Urgency badge — orange "Urgent" tag for emergencies
Last activity — when you last touched this call

Filters

Search — free-text search across caller phone, summary, and your notes
Status — filter to only New / In progress / Booked / Closed
Service type — narrow to one type
Tags — pick one or more tags to show only calls with those tags. The filter updates the list instantly without reloading the page.
Urgent only — show only emergency calls

How calls are sorted

Urgent calls always pin to the top. Within urgency level, calls sort by most recent. New calls (no follow-up yet) are visually highlighted.

Opening a call

Click any row to open the full call. You'll see:

At the top

Caller phone, name, and call duration
Previous calls from this number (if any)
Service type (labeled, e.g., "Service type: Drain cleaning"), urgency, estimated value
Call classification — Real, Test, or Spam (default: Real)

Transcript

The full conversation between Vallo and the caller, with intake questions broken out separately. Use this to understand what the caller actually said before you call them back.

Action buttons

Tags — see which tags Vallo applied, remove ones that don't fit, or add your own. Click "Add tag" to search existing tags or create a new one. Tags are grouped by category: Urgency, Lead Status, Job Type, and General.
Status — set to New, In progress, Booked, or Closed.
Booked value — once you confirm a job, enter the dollar amount. This becomes your tracked revenue.
Notes — your private notes, never shown to the caller. Good for reminders ("called at 3, left voicemail").

Best practices

Update status as you work the call — keeps your dashboard a real reflection of pipeline. You can do this right from the call list or from inside a call.
Always set booked value when a job converts — drives your revenue dashboard
Use notes for context that doesn't fit the structured fields — e.g. "neighbor referral, give 10% off"

Your People list

The People page shows everyone who has called your Vallo agent. Open it at Dashboard → People (in the sidebar, between Calls and Analytics).

This is where you go when you want to know who's been calling, who needs a callback, and how much a customer has been worth to your business.

What you see in the People list

Each row shows one person (grouped by phone number):

Name — from what the caller told Vallo, or "Unknown" if they didn't give one. Click the pencil icon next to any unnamed caller to add their name right from the list.
Phone number — the number they called from.
Company — if provided during a call.
Calls — total number of calls from this person.
Open callbacks — how many calls still need follow-up. If the dot is lit, someone is waiting to hear back from you.
Closed value — the total dollar amount of jobs you've booked from this person's calls.
Last call — when they last called.

If QuickBooks is connected, you also see Invoiced, Paid, and Outstanding columns pulled from their QuickBooks customer record.

Search and sort

Search — type a name, phone number, or company to find someone fast.
Sort by — most recent call (default), most calls, or name A-Z. Pick whichever matches what you're looking for.

Opening a person's detail page

Click any row to see everything about that person:

Contact info — name, phone, company, email, and notes. Click Edit to update any of these directly.
Call history — every call from this person, newest first. Click any call to open its full detail.
Open item card — if this person has a call that still needs action, it shows at the top with a summary and a Call back button. One tap dials them.
QuickBooks data — if connected, their invoiced, paid, and outstanding totals appear here too.

Common workflows

"Who called while I was on a job?" — open People, sort by most recent. Anyone with an open callback dot needs attention.
"Is this a repeat customer?" — search their name or number. The Calls column and full history tell you everything.
"How much has this customer been worth?" — check the Closed value column, or open their detail for the full breakdown.
"I need to call someone back" — open the person, and the open item card at the top has a Call back button ready to go.

Classifying calls (spam, test, real)

Every call is classified as Real, Test, or Spam. Vallo defaults to Real. Change it on any call's detail page under Classification.

Real

Default. Counts toward your billing, shows up in your dashboard, gets you a notification.

Test

For calls you made yourself — testing your agent, training a new employee, having a friend try it out. Doesn't count toward billing, doesn't generate notifications.

Spam

Robo-dialers, sales pitches, scam calls. Doesn't count toward billing, gets visually de-emphasized in the dashboard. Mark a call as spam if it's a recorded sales pitch, an obvious scam, or the caller never engaged and just hung up.

Why it matters

Spam and test calls are removed from your monthly call count, so you only pay for real customer calls.

To connect your call data to other business tools — CRMs, spreadsheets, Slack — see the Integrations section of the help center.