> For the complete documentation index, see [llms.txt](https://help.doctorlogic.com/onboarding/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.doctorlogic.com/onboarding/tool-training-overview.md). # Tool Training Overview #### Tool Training Call During the site build process, your Customer Success Manager (CSM) will send you a Tool Training email. This email will step you through the necessary steps to review the following sections of the Dashboard: **Dashboard** This is your site overview. You can see overall traffic trends and sort by month, day, users, sessions, and conversions. You can also see where your traffic is coming from (organic, local, direct, referral, etc.) as well as your most popular pages. All data is pulled daily from the Google Analytics account set up by DoctorLogic. After you are live, your CSM will provide an overview of these numbers as well as performance reviews and suggestions. **Opportunities** This is where you will see your site conversions. DoctorLogic counts a conversion as anyone who contacts you through the site, be that a lead form or phone call. This could include established and new patients. Again, these can be sorted by date, keyword, and traffic source. Form leads will display the contact form information and comment. Phone leads will display the caller's information and provide a recording of the call. You can export this information by pressing the green button in the right hand corner. This will compile your information into a .CSV spreadsheet that can be uploaded or entered into your patient management system. **Reviews** Here you can manage reviews for your site. Reviews are pulled in from various sources across the web (Google, Facebook, Healthgrades, etc). We can add more sources if needed. These reviews are pulled in each Sunday, but they are unpublished by default. This is so you can control what shows up on the site. You will need to come in periodically and approve these reviews. By clicking the yellow edit button, you also have the ability to tag reviews. You can assign reviews by procedure, doctor, and facility. **Galleries** This is where you will create and publish your before and after galleries. You can press the green "Add New" button in the top right corner to begin a new gallery. There are a few steps where you will input your patient information and photos like we reviewed on the call. Once complete, you can turn it on to publish the gallery to the site. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.doctorlogic.com/onboarding/tool-training-overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.