📞 Single Call
📋 Batch Call
🚀 Campaigns
🤖 Agents
✏️ AI Prompt Manager
Voice calls use Voice Call Prompt. WhatsApp AI uses WhatsApp Chat Prompt.
📅 Appointments
Appointment Settings
Staff Management
📡 Batch Call Monitor
📅 Scheduled Calls
Due Today
Overdue
Upcoming Today
📝 Call Logs
👥 CRM
Upload Leads
Manual Add Lead
Filters
Status Manager
Lead Detail
Pipeline Kanban
Analytics & Reports
Cost Summary
Estimated only. Configure rates in Settings → Costs.
Broadcast Campaigns
Uses approved WhatsApp templates only and skips stopped or opted-out leads.
Human Handoffs
High-intent or human-request leads assigned to staff for manual follow-up.
⚙️ Settings
📞 Outbound Calling Schedule
Recording Storage & Retention
Danger Zone / Clear Records
These actions permanently delete selected records. Settings and agent profiles are not cleared.
📋 Logs
📚 Knowledge Base / Company Details
AI voice agent uses this information to answer customer questions about your business.
🏢 Company Profile
📞 Contact Details
🕐 Working Hours
📍 Locations / Branches
🛠 Products / Services
📦 Pricing / Packages
❓ FAQs
📄 Policies
📅 Appointment Rules
👤 Human Transfer Rules
👁 AI Knowledge Preview
This is the exact text that will be prepended to the AI prompt during calls.
Click "Refresh Preview" to see AI context
⚡ Automation Rules
Configure what happens automatically when a lead arrives or an event occurs.
Lead Source Automation Rules
Follow-up & Event Rules
Automation Queue
🧪 Test Automation Rule
No WhatsApp conversations yet.
Select a conversation to open chat
⚙️ WhatsApp Provider Settings
📝 WhatsApp Template Purpose Slots
Enter the exact template name as registered in your Meta Business Manager (or Vobiz) for each communication purpose. Leave blank if you don't use that purpose.