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Quick Actions
Active Channels
Agents
Create and manage your AI agents
New Agent
Configure all aspects of your AI agent
Personality
Select traits that define how your agent communicates
Note: Voice settings (voice selection, speaking speed) are configured in the Channels → Phone section.
Configure how your agent communicates across different channels. Each channel can have custom greetings and settings.
AI Model Configuration
Configure which LLM powers each channelSelect AI providers and models for each communication channel. Add API keys in Settings first.
Inbound & outbound calls
Inbound & outbound texts
Inbound & outbound emails
Phone (Voice)
Phone accounts are inherited from the selected Client Profile. Voice, speed, and AI model settings are configured in the Voice card above.
Call Options
For voice tuning (interruption sensitivity, silence detection, speech buffer), go to Settings > Channel Config > Inbound Voice.
Listen to a sample of how your agent will sound
SMS
Keep under 160 characters
Web Chat
Controls the green/grey status indicator shown to visitors
<script src="https://your-domain.com/widget/v1/widget.js" data-agent-id="..."></script>
Email accounts are inherited from the selected Client Profile. Select a profile in the General tab.
f
Facebook Messenger
Meta accounts (Facebook) are inherited from the selected Client Profile. Select a profile in the General tab.
IG
Instagram DM
Meta accounts (Instagram) are inherited from the selected Client Profile. Select a profile in the General tab.
WA
WhatsApp Business
Meta accounts (WhatsApp) are inherited from the selected Client Profile. Select a profile in the General tab.
Note: WhatsApp has a 24-hour messaging window. After 24 hours, you must use approved template messages to re-engage.
Write natural language instructions for your agent. Tell it how to handle different scenarios, what questions to ask, and when to escalate.
Escalation Rules
When the agent needs to transfer to a human
Comma-separated keywords that trigger immediate escalation
Set when your agent is active. Outside these hours, calls can be sent to voicemail or an after-hours message.
Business Hours
After-Hours Behavior
Run outbound campaigns via phone calls, SMS, or email with this agent.
Active Campaign
Campaign NameUpload Contact List
Drop CSV file here or click to upload
CSV with columns: name, phone, email (optional)
| Name | Phone |
|---|
Phone Campaign Settings
SMS Campaign Settings
Use {name}, {phone}, {email} for personalization
0/320 characters
Email Campaign Settings
Use {name}, {email}, {business}, {agent_name} for personalization
AI Configuration
Override the default AI model for this campaign (optional)
Lower = more focused, Higher = more creative
Phone Provider
Select which phone provider to use for this campaign
Automation Settings
Trigger automations based on campaign events
When enabled, campaign events (started, completed, contact sent/failed) will fire automation triggers
Hold Ctrl/Cmd to select multiple automations
Follow-up Steps
Add automated follow-ups if contacts don't respond
No follow-ups configured. Add a step to automatically reach out again if no response.
Your Campaigns
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No campaigns yet
Build visual workflows with drag-and-drop. Chain triggers, conditions, and actions together.
No Workflows Yet
Create visual workflows with our drag-and-drop builder. Connect triggers, conditions, and actions.
Test your agent before deploying. Try different scenarios to see how it responds.
Quick Test Scenarios
Simulate Channel
Analytics & Insights
Track your AI receptionist performance
Conversation Volume Over Time
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Top Conversation Topics
Conversations Inbox
Monitor and engage in real-time across all channels
No conversations yet
Conversations will appear here when customers reach out
Select a conversation
Choose a conversation from the list to view messages
Customer
Billing & Credits
Manage your subscription and prepaid credits
Professional Plan
Next billing date: January 1, 2024
Dollar credits are used when message or voice credits run out
Credits Roll Over!
Unused credits automatically roll over for up to 3 months. Never lose what you've paid for!
Purchase Credit Packages
Usage History
Your credit usage over the past 30 days
Messages: 750 | Voice Minutes: 55 | API Calls: 1,234
Client Profiles
Manage client credentials, API keys, and integrations
Client profiles let you manage separate credentials, API keys, and integrations for each of your clients.
Settings
Account settings and preferences
Billing & Subscription
Organization Profile
Team Members
Manage your team members and invite new users to your organization.
Pending Invitations
Phone System
Connect phone providers and assign them to different channels.
Connected Providers
Email Accounts
Add multiple email accounts (SMTP/IMAP) and assign them to different agents.
Connected Email Accounts
Meta Channels
Connect Facebook Messenger, Instagram DM, and WhatsApp Business accounts.
Connected Meta Accounts
Webhook URLs
Configure these URLs in your Twilio console.
Notification Preferences
Security
Add an extra layer of security to your account with TOTP-based two-factor authentication.
✓ Two-factor authentication is enabled
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Danger Zone
Permanently delete your organization and all associated data. This action cannot be undone.
Power Dialer
Human-assisted calling - TCPA compliant
How It Works
1. Select campaigns → 2. Click Start → 3. Dial contacts → 4. AI assists
Create Power Dialer Campaign
Upload Contacts
Adding contacts to:
Add Phone Provider
Select the phone provider you want to connect: