Your Daily Routine
What a normal day looks like
Most days, this is the whole job: read the digest, clear anything flagged for you, get on with your actual work.
The daily digest
Every day you get a digest sent two ways — email, and a WhatsApp message from your own business's number. (The WhatsApp version starts as a short nudge; reply to it and it sends you the full digest — that's a WhatsApp rule for businesses messaging first, not a Nurturly limitation.)
It contains:
- How many new leads came in over the last 24 hours
- How many messages your AI handled overnight
- How many leads are sitting in your pipeline right now, and what any open quotes are worth
- Appointments booked in the last day
- Revenue logged since yesterday
- Your hottest leads, ready for you to look at
- Any conversation that needs your input — the AI got stuck, or a lead asked for something only you can answer
- Recurring clients whose renewal is coming due
- One example follow-up message your Nurture Agent drafted — just to read, nothing is sent from this without you
Get it on demand, anytime
You don't have to wait for the morning digest — text your own business's WhatsApp number yourself, any time, and you'll get the full digest back immediately. The system recognizes it's you (not a lead) by your own phone number, so this works exactly like texting yourself a status update.
A simple routine that works
- Morning: read the digest (WhatsApp or email, whichever you see first).
- Clear the list: anything under "needs your attention" or "handed off" on the Dashboard is waiting on you specifically — everything else is already being handled.
- Weekly: a quick look at Revenue to see what's actually been attributed to the system.
That's genuinely most of it. The dashboard is there when you want to dig into a specific conversation or lead, but it's not where the day-to-day work happens.