> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Daily Check-In Call

> A five-minute call at the end of the day: what you worked, who you quoted, what you promised. Your assistant does the writing.

**Daily Check-In Call** is a phone call. Your assistant calls you for five minutes, or you call it: what you worked
today, who you quoted and for how much, what changed on an account, what you promised someone. It writes it all
down against the right accounts, texts you a recap, and proposes any follow-up actions for you to approve. Find it
under Tactics → Daily Check-In Call.

## Before you start

Two phone numbers are needed and neither is a mailbox: your inbox does not have to be connected.

1. **Your mobile.** Add it under Assistant Settings → General → Mobile number. Only this number can reach your
   assistant.
2. **Your check-in number.** A workspace phone number an admin adds under Integrations → Phone Numbers. Pick
   it under Call setup below. Each number belongs to one person at a time.

## When it runs

At Call at on the Days you pick, in your timezone. The default is 4:00 PM, Monday to Friday. If you do not
answer, it tries once more five minutes later, then texts you: *"Missed you, anything worth logging today? Call me
back any time."* You can also call your check-in number yourself whenever something is worth logging, after a site
visit or at ten at night. There is no Run now button, because a call is a real interruption; use Call me now to
test under Call setup instead.

## Settings

| Section | Setting | What it does | Default |
| - | - | - | - |
| **Schedule** | Call at | The time it calls, to the five-minute mark | 4:00 PM |
| | Timezone | The zone that time is read in | Eastern |
| | Days | Only the days you pick | Mon to Fri |
| **Voice** | Voice | The voice you hear, from a list of 22. The play button beside it plays a sample. Takes effect on the next call. | Marin |
| **Questions** | What it asks | What the call is about, in plain language. It steers the call; it is not a script. | Deals you worked today, anyone you quoted and the number, anything that changed on an account, anything you promised someone |
| **Actions** | Run suggested actions without asking | On means your assistant runs what it suggests from each call right away, as you. Off means you approve each one from the recap. | Off |
| **Call setup** | Your mobile | Shown here, edited in your assistant's settings | |
| | Your check-in number | The workspace number it calls from, and the one you call back | None |
| | Call length | The most a scheduled or test call may run: 5 to 30 minutes | 15 min |
| | Call me now to test | Places a real test call to your mobile | |

## What you get

1. **The call**, from your check-in number to your mobile.
2. **Facts logged** against the right accounts: quotes, losses, promises, changes. No approval needed for the
   writing-down.
3. **A text recap** minutes later, starting Logged from your call, 4:12 PM, one line per account, with a link to
   fix anything. Tap any line on the recap page to edit or remove it; deleting a line removes the record it created.
4. **A second text** when the call produced suggestions: *"Your assistant suggests 2 actions from today's call. Say
   yes or no here."*

### The page

* **Activity** is a month calendar of calls with Calls, Answered, Things logged and Talk time. Open
  a day to see What was logged, Suggested actions, The conversation (the full transcript), the
  Recording, the Handoff to the next call, and What it walked in with (what was open from last time,
  what was already answered by email).
* **Approvals** is one queue across every call. Approve or Approve all runs an action as you, with your
  permissions: it can only do what you could do in Emanate yourself. Dismiss what you do not want. Things marked
  done on the call already ran.
* **Insights** checks your promises against your mailbox: Went out, Nothing yet or Couldn't confirm.

<Note>
  Nothing is sent on your behalf. The call, the logging and the texts to you happen on their own; every action your
  assistant suggests waits for your yes unless you turn on Run suggested actions without asking. Putting someone
  into a sequence that is already running starts their emails, so the approvals page says so before you press it.
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Accounts" icon="building-2" href="/accounts/overview">
    Where the logged facts land
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/overview">
    Adding a workspace phone number
  </Card>
</CardGroup>


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