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Overview

Once your first client is live, the work shifts from setup to maintenance. This guide suggests a cadence, built from the best-practice notes scattered across other pages.

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Weekly

  • Scan Call Logs for unusual ended-reasons (assistant-error, repeated silence-timed-out) that might indicate a misconfigured assistant.
  • Check the Dashboard for any client whose usage spiked or dropped unexpectedly.
  • Confirm no client is sitting near a low-balance threshold (see Notifications).

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Monthly

  • Verify Agency Branding still renders correctly, and that your custom subdomain and email are working.
  • Review provider pricing for any changes, and recheck Profit Tracking margins per client.
  • Audit sub account Users and remove access for anyone who no longer needs it.

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Quarterly

  • Walk the full Client Experience yourself, end to end.
  • Rotate provider and email-provider API keys where your security policy requires it.
  • Revisit pricing for long-standing clients. See Charge Monthly Plans and Charge Per Minute if a client’s usage pattern has outgrown their current model.