📞 Single Call
📋 Batch Call
🚀 Campaigns
🤖 Agents
✏️ AI Prompt Manager
Voice calls use Voice Call Prompt. WhatsApp AI uses WhatsApp Chat Prompt.
📅 Appointments
Appointment Settings
Configure appointment wording and delivery for any industry. This controls WhatsApp confirmations and new bookings.
Staff Planning
New Staff
Add technicians, surveyors, consultants, sales staff, or demo specialists. Working hours and calendar availability are checked before round-robin assignment.
📡 Batch Call Monitor
📅 Scheduled Calls
Due Today
Overdue
Upcoming Today
📝 Call Logs
👥 CRM
Upload Leads
Manual Add Lead
Filters
❄️ Air Conditioning & Industry Status Pipeline Manager
Configure custom stages or load 1-click industry pipeline presets for Air Conditioning Services or Interior Design.
Lead Detail
Pipeline Kanban
Analytics & Reports
🎧 Telecaller Performance Leaderboard
Agent productivity, call dials, talk time, and conversion SLA metrics.
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.
🎧 Telecaller CRM Workspace
Live calling, queue cards, smart follow-up buckets & instant interior disposition.
Active Lead
Follow-up & Dial Queue
⚙️ Settings
👥 User & Role Management (RBAC)
Manage system users, passwords, and permissions across 3-tier hierarchy (Managing Director, Telecaller Head, Telecaller Agent).
Add New User
🤖 Multi-LLM Testing (OpenRouter)
Test fallback LLMs for intent classification, transcription summary, and WhatsApp agent intelligence.
📞 Outbound Calling Schedule
Recording Storage & Retention
Danger Zone / Clear Records
These actions permanently delete selected records. Settings and agent profiles are not cleared.
Customer Setup Wizard
Single-customer server deployment setup.
Company Details
📋 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
Staff Operations
Attendance, live jobs, location updates, leave approvals, and field evidence in one place.
Team activity
Daily check-in, current workload, and availability.
Live field jobs
Latest mobile job state and location.
Leave approvals
Pending requests requiring an administrator decision.
No conversations yet.
Select a conversation to open chat
⚙️ WhatsApp Provider Settings
📝 WhatsApp Template Purpose Slots
Manage approved WhatsApp templates by purpose, language, status, and variable mapping. Default names use your brand slug, and every value can be overridden.
📤 Send Test WhatsApp
📋 WhatsApp Logs
WhatsApp System Health
WhatsApp Real Message Test
This test sends real WhatsApp messages only to a selected, verified test number. It never selects customer contacts.
Test Recipients
Tests
Test All Existing Templates
This will send real WhatsApp messages for every selected approved template to your test number. Depending on the number of templates, you may receive many messages.