After a call handled by your Receptionist, Beside creates an action card in the conversation - for example a reminder to call the person back, with an option to mark a repeat caller as a Top client. Those cards live in the chat thread, but they're easy to miss when your Beside lines get busy.
Review is a single queue for every conversation that still needs a decision. Open it, work through what's waiting, take action straight from the card, or jump into the chat when you need more context.
📌 Availability:
Your Receptionist must be set up - cards are only created after AI-handled calls, so Review stays empty without it (📖 Set up your Receptionist to answer calls).
Available in the Beside mobile app on iPhone, iPad, and Android, or 📖 Beside on the web.
Make sure you're on the latest version of the Beside app.
Open Review
Open the Beside mobile app.
Tap the Review tab at the bottom of the screen.
Everything that still needs a follow-up appears, grouped by conversation.
A small number on the Review tab tells you how many conversations are waiting. The count is per conversation, not per card - if one contact has two pending follow-ups, it counts as one.
💡 If you have multiple Beside lines, the count on All shows the total across every line you can manage. Filter to a single line to see only its follow-ups.
What's inside Review
Each row is one conversation. You'll see the contact's name or number, when the activity happened, and a card previewing what needs your attention.
Today, your Receptionist creates Callback cards - when a call your Receptionist handled needs urgent follow-up. The card title tells you what's needed: Callback requested, Quote requested, Scheduling requested, or Complaint filed. Each card includes:
Call back - the main action, which dials the caller through Beside.
Mark top client - a secondary action that flags the caller as a Top client, so they're easy to spot in the future. Tapping it does not resolve the card - the card stays active and the button switches to Remove top client, which untags the caller. The flag is the same one you can toggle from the caller's profile.
Quote requests work a bit differently: when your Receptionist has pricing to work from, it drafts the quote for you and creates a dedicated quote card with its own actions instead of a Callback card - see Send an AI-drafted quote below.
Conversations are grouped by time: Today, Yesterday, Last 7 Days, and Older. Newest activity appears first within each section.
💡 Shared lines: Any member of a shared Beside line can act on the cards for that line - the actions aren't restricted to admins.
Unread vs. read
Conversations you haven't seen yet appear on a white background. Once you've opened or actioned a conversation, its row turns grey so you can tell at a glance what's already been handled. Read conversations stay in place - they don't move - so you can scroll back through your activity history.
Tap the filter icon (the funnel) at the top to choose which conversations the list shows:
Active (default) - open follow-ups that still need a decision.
Unread - only conversations you haven't opened yet.
All - every conversation, including ones you've already handled.
Archived - conversations you've archived.
The option you're viewing is marked with a checkmark.
Take action on a follow-up
You can either act directly from the card, or open the full conversation.
Tap an action on the card (for example Call back or Mark top client) to run it right away. It behaves the same as it does in the chat thread.
Tap the conversation header to open the full chat in the Chats tab.
Pull down on the list to refresh and pick up any new follow-ups Beside has created since you opened it.
Only Call back resolves the card, and only once the call actually starts - the card then switches to a resolved state with a Called checkmark, so you can see what you've already handled. If you tap Call back but don't place the call (for example you dismiss the line picker), the card stays active so you can try again. Only a call started from the card itself resolves it - dialing the same number from the dial pad or the chat won't. If the card belongs to a specific line, the call goes out from that line without asking you to choose one. Mark top client keeps the card active so you can still call the contact back afterwards. Opening a conversation from Review also marks it as read, and the count goes down.
💡 On your lock screen: When you have an active callback to make, Beside shows a Live Activity on your iPhone lock screen so you can tap to call back without opening the app. (You won't get a push notification when a new card is created - Live Activities are the only at-a-glance signal.)
Send an AI-drafted quote
When your Receptionist detects a quote request during a call and has pricing to work from, it drafts one and creates a card titled Quote for [caller's name]. The full drafted quote appears right on the card, so you can review it before doing anything.
From there, you have two options:
Approve & send - sends the drafted quote as a text to the caller, exactly as shown on the card.
Edit - opens the conversation with the drafted quote pre-filled in the message box, so you can adjust it before sending it yourself.
Either way, the card resolves once you choose an action - the sent (or edited) message itself lands in the conversation as your confirmation.
📌 Before your Receptionist can draft a quote:
Add your prices under Products & Services in your Receptionist's knowledge - 📖 Train your Receptionist.
If your Receptionist can't find pricing to base a quote on, it creates a regular Callback card instead (titled Quote requested) so the request still reaches you - you just won't get a ready-to-send draft.
📌 Availability: Available on the Beside mobile app (iPhone and Android). Quote cards don't appear on Beside on the web yet.
FAQ
What triggers a follow-up card?
What triggers a follow-up card?
Cards are created after calls your Receptionist handles. Calls you pick up yourself, missed calls that didn't reach the Receptionist, and text-only conversations don't create cards today.
A Callback card is created when the AI's summary detects an urgent intent on the call (callback, scheduling, or complaint) - or a quote request your Receptionist couldn't draft a quote for. When your AI can draft a quote, it creates a dedicated quote card instead - see Send an AI-drafted quote.
I called the person back but the card still shows "Call back" - why?
I called the person back but the card still shows "Call back" - why?
A callback card only resolves when you place the call from the card's own Call back button and the call actually starts. If you dialed the number from the dial pad or the chat, or tapped Call back but cancelled before the call started, the card stays active. Tap Call back on the card to resolve it.
How do I mark a contact as a Top client?
How do I mark a contact as a Top client?
Top client is a flag you set on a caller - it works for anyone who has called you, whether or not they're saved in your phone's contacts. The flag is currently available on the Beside mobile app on iPhone and iPad only.
There are two ways to mark a contact as a Top client:
From the caller's profile: Open the conversation with the caller, tap their name at the top to open the profile, then toggle Top client on.
From Review: On a Callback card in Review, tap Mark top client to apply the flag in one tap.
Once enabled, a Top client chip appears on the conversation and at the top of the chat, so they're easy to spot. To remove the flag, toggle Top client off from the caller's profile, or tap Remove top client on the Callback card in Review.
Why did I get a callback card instead of a drafted quote?
Why did I get a callback card instead of a drafted quote?
Your Receptionist needs pricing to draft a quote from. Add your prices under Products & Services in your Receptionist's knowledge, and future quote requests can generate a ready-to-send draft. 📖 Train your Receptionist
What's the difference between Approve & send and Edit on a quote card?
What's the difference between Approve & send and Edit on a quote card?
Approve & send texts the caller the drafted quote exactly as shown on the card. Edit opens the conversation with that same draft pre-filled in the message box, so you can change it before sending - nothing goes out until you hit send yourself.
Why does the count on Review not match what's in the list?
Why does the count on Review not match what's in the list?
The count reflects conversations that still need a decision - not how many cards are inside. The count also drops when you open a conversation from Review, even if the card itself hasn't been resolved yet.
Why did an old follow-up disappear from the count?
Why did an old follow-up disappear from the count?
Review uses a 30-day window. If no new card has been created on a conversation for more than 30 days, that conversation no longer adds to the Review count - even if the original card is still active.
The conversation itself is still listed in Older, so you can still find it and act on it - it just no longer pulls your attention.
Why don't I see Review?
Why don't I see Review?
A few reasons this can happen:
App version: Review is available in Beside on iPhone, iPad, and Android on the latest app version (Android from version 1.18.0). Update the app from the App Store or Google Play if needed.
Receptionist not set up: Review only fills up once your Receptionist is handling calls. If you haven't set it up yet, the queue will stay empty (📖 Set up your Receptionist to answer calls).
Platform: Review is available in the Beside mobile app on iPhone, iPad, and Android, or 📖 Beside on the web.
Can I dismiss or hide a follow-up I don't plan to act on?
Can I dismiss or hide a follow-up I don't plan to act on?
Not today. Opening the conversation from Review marks it as read - the row turns grey so you can tell it's been handled, even though it stays in the list. If a contact is generating follow-ups you never want to see, blocking the contact will stop new ones from being created.