Cost
USD/CALL
$0.0000
Dashboard
Real-time overview of your IVR platform
Response Latency
MS
N/A
Active Agents
—
Total Calls
—
Missed Calls
—
Total Duration
—
API Usage
0
Est. Cost
$0.00
Recent Call Activity
| Agent | Caller | Status | Duration | Cost | Date |
|---|---|---|---|---|---|
No recent calls | |||||
Operational Shortcuts
Manage Agent Profiles
Update IVR prompts, phone numbers, and opening audio per agent.
Review Order Queue
Open agent data boxes and review captured variable data.
Audit Call Logs
Inspect call outcomes, recordings, and transcripts from all branches.
Telephony Configuration
Validate Twilio webhook and credential setup before going live.
Clients
Manage the businesses you've set up with AI voice agents
No clients yet
Agents
Manage your AI voice agents
All Agents
No agents yet
Orders
All captured variable data by agent
Agent Data Boxes
Click an agent box to open only that agent and view row-wise captured variables.
No orders yet
Call Logs
Complete history of all IVR interactions
All Calls
| # | Agent | Caller | Status | Duration | Cost | Date | Recording | Transcript |
|---|---|---|---|---|---|---|---|---|
No calls recorded yet | ||||||||
Twilio Configuration
Manage telephony setup in one dedicated place with production-ready guidance
Phone Numbers moved to Settings
Phone numbers and Twilio marketplace are now managed inside Settings → Phone Numbers.
Appointments
Calendar and appointment tracking by agent
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All appointments for this month
New Appointment
AI Captured Appointments
Appointments captured by AI agents (barbershop, dentist, etc.) are shown here.
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Appointment Requests
Appointment requests captured by AI are shown here for admin approval.
Approved requests
Rejected requests
Settings
API integrations and platform setup controls
Account
Manage your personal information and security settings.
Account Settings
Password Settings
API Keys
Manage OpenAI, Twilio, and Google OAuth credentials used by your platform.
System Prompt
Configure platform-wide prompt behavior and optimizer controls in one place.
Base System Prompt
How it works
The global prompt sets the baseline personality and rules for all your AI agents. Each agent's individual IVR prompt is appended after this, allowing customization per use case.
Optimizer Configuration
Phone Numbers
Use Buy Numbers to search and purchase new numbers, then use Purchased Numbers to view assigned status and connect any number to an agent.
Buy Number Marketplace
Use filters to find the best number by country, capabilities, and location. Search only shows available options; the number is purchased only when you click Buy Number on a result row.
⚠️ Israel: only Mobile numbers available (not Local). Some countries require address verification.
Search by area code, prefix, or characters you want in your phone number.
Advanced search
No results yet
Purchased Numbers
${t('Loading purchased numbers...')}
Loading purchased numbers...
Outbound Calls
Start AI calls from a selected agent number.
Call Batch
Ready.
Active Calls
No active calls loaded.
No active calls loaded.
Live Monitor
Select Monitor on an active call.
No live transcript selected.
Booking Providers NEW
Connect a calendar or CRM so agents can check availability and book appointments live during calls.
Architecture note: Booking uses provider abstraction (`webhook`, future providers).
Agent flows call generic booking actions while backend routes by selected provider.
Google Calendar
Connect Google Calendar to sync appointments in real time.
Not connected
Microsoft Outlook / Office 365 (Coming soon)
Outlook provider integration for non-Google businesses.
Custom Webhook / CRM Integration
Send booking payload to Salesforce, HubSpot, or your custom CRM.
Not connected
Webhook Configuration
Provider: none
Team
Simple agent-wise team view. Each agent shows exactly who is assigned to it.
Invite / Assign Member
Tip: for existing member, keep password empty and click Invite / Assign.
Agent-wise Team Members
Loading team...
Platform Admins
Loading admins...
Users
Create and manage users. Link each user to an agent.
Create New User
All Users
Loading users...
Language
Choose your preferred interface language
Documentation
User guide for using the platform
Contents
Logging In
Dashboard Overview
Managing Clients
Client Tabs Explained
Creating Agents
Agent Settings
Writing the Prompt
Actions & Data
Call Logs
Calendar
Knowledge Base
Billing
Settings
FAQ
1
Logging In
Open the dashboard URL in your browser. You will see a login screen asking for your Email and Password. Enter the credentials provided by your administrator and click Sign In.
💡 Tip
Your session stays active for 7 days. If you are logged out, simply sign in again with the same credentials.
🔑 Forgot Password?
Click Forgot password? on the login screen. If you are the owner, use your Recovery Key (found in the server .env file) to reset access.
2
Dashboard Overview
After logging in you land on the Dashboard page. This is your command center — it shows a live summary of everything happening across all your clients and agents.
| Card | What it shows |
|---|---|
| Total Calls | Number of calls handled by all agents today / this month |
| Total Minutes | Total talk time across all agents |
| AI Cost | Total OpenAI / ElevenLabs cost incurred this month |
| Active Agents | Number of agents currently set to Active status |
The left sidebar lets you navigate between pages: Dashboard, Clients, Call Logs, Calendar, Settings, User Guide. The language toggle (EN / עב) at the top switches the entire interface between English and Hebrew.
3
Managing Clients
Navigate to Clients in the sidebar. Here you see all your clients as cards. Each card shows the client name, number of agents, total calls, and AI cost.
➕ Add a New Client
- Click the + New Client button (top right of the Clients page)
- Fill in the Business Name (required)
- Optionally add phone, email, address, notes
- Click Create Client
✏️ Edit or Delete a Client
- Click on any client card to open the detail panel
- Edit any field in the Overview tab
- Click Save Changes to save
- To delete: click Delete Client (bottom left of the panel)
4
Client Tabs Explained
When you open a client, you see 8 tabs across the top. Here is what each one does:
Overview
Shows activity stats (calls, minutes, AI cost, agents) and the client's contact information form. Edit and save here.
Agents
Lists all AI voice agents belonging to this client. Click any agent card to configure it. Use + New Agent to add one.
Call Logs
Shows all calls made by this client's agents — date, agent, caller number, duration, status, and QA score. Click View to hear the recording and read the transcript.
Calendar
Monthly view of all appointments booked by the agent for this client. Navigate months with the arrows. Click New Appointment to add one manually, or Connect Google Calendar to sync.
Team
Shows users who have access to this client's data. Use Invite User to give a team member access.
Setup
Configure the client's own API keys (OpenAI, Deepgram, ElevenLabs), pricing model (Flat Monthly Fee or Per Minute), and webhook URL for receiving call data.
Knowledge
A knowledge base the agent can reference during calls. Add entries with + Add Entry. Each entry has a title and content — for example, business hours, pricing, or FAQs.
Billing
Shows the total AI cost, monthly fee, and your margin for this client. Includes details like pricing model, call count, minutes used, and Stripe customer ID.
5
Creating Agents
An Agent is an AI voice bot that answers phone calls on behalf of a client. Each agent has its own phone number, voice, language, and instructions (prompt).
How to create a new agent
- Open a client → go to the Agents tab
- Click + New Agent
- Enter the agent name and click Create
- The agent card appears — click it to open the configuration panel
- Configure Settings → Prompt → Data to Extract → Actions → Team
- Click Save Changes on each tab
- Assign a phone number in the Settings tab — the agent is now live
6
Agent Settings
The Settings tab of an agent controls the core behavior:
| Field | What it does |
|---|---|
| Agent Name | The display name of the agent (also used in call logs) |
| Phone Number | The Twilio number that triggers this agent. Selecting a number auto-configures the webhook — no manual setup needed. |
| Realtime Model | The OpenAI model powering the agent. gpt-4o-realtime-preview is the most capable; gpt-4o-mini-realtime-preview is cheaper and also works well. |
| Who Speaks First | Choose Assistant starts (agent greets the caller) or User starts (agent waits for the caller to speak first). |
| Voice | The ElevenLabs voice used for the agent. Alloy is recommended for Hebrew. |
| Language | Forces the speech-to-text and AI to use a specific language. Prevents Hebrew/English transcript mixing. |
| Opening Message | The first thing the agent says when the caller answers (only when Assistant starts is selected). |
| Opening Audio | An audio clip that plays immediately when the call connects — before the AI speaks. Useful for legal notices like "This call may be recorded." |
🎛️ Voice Settings
Click Voice Settings to fine-tune: Voice Speed, Tone, Responsiveness, Interruption Sensitivity, and Backchannel (natural "mm-hmm" sounds). These affect how the agent sounds and responds in real time.
7
Writing the Prompt
The Prompt tab is where you write the agent's instructions — its personality, what it knows, and how it should behave on calls. Think of it as a job description for the AI.
Good prompt structure
1. Role — "You are a receptionist for [Business Name]."
2. Goal — "Your job is to book appointments and answer questions about our services."
3. Tone — "Be friendly, professional, and concise."
4. Rules — "Never discuss pricing unless asked. Always confirm the caller's name."
5. Business info — Hours, address, services offered.
✨ AI Prompt Optimizer
Click Optimize with AI to let the system automatically improve your prompt. It analyzes your existing text and rewrites it for better clarity and performance.
8
Actions & Data to Extract
📋 Data to Extract
Define what information the agent should collect from the caller — for example: Name, Phone Number, Appointment Date, Reason for Call. After the call, these values appear in the call log as structured data.
⚡ Actions
Actions let the agent do things during a call — like booking an appointment, sending an SMS, or calling a webhook. Each action has a name, description, and optional parameters the agent fills in from the conversation.
9
Call Logs
The Call Logs page (accessible from the sidebar or from inside a client) shows every call handled by your agents. Each row shows:
| Column | Meaning |
|---|---|
| Date | When the call happened |
| Agent | Which agent handled the call |
| Caller | The phone number that called in |
| Duration | How long the call lasted |
| Status | Completed, Missed, or Failed |
| QA | Quality score (0–100) automatically assigned by AI based on how well the agent handled the call |
| View | Opens the call detail: recording player, full transcript, and extracted data |
🎙️ Recordings & Transcripts
Click View on any call to open the full detail. You can play the audio recording, read the complete transcript, and see all the data the agent extracted from the conversation. Recordings are stored indefinitely.
10
Calendar
The Calendar tab (inside a client) shows all appointments booked by the agent for that client. The calendar displays a full monthly view with appointments marked on their dates.
📅 Navigating
Use the ← → arrows to move between months. Click Today to jump back to the current month.
➕ Adding Appointments
Click New Appointment to manually add one. Connect your Google Calendar with Connect Google Calendar to sync automatically.
11
Knowledge Base
The Knowledge tab stores information the agent can reference during calls. Unlike the prompt (which is always loaded), knowledge entries are retrieved on demand — useful for large amounts of information like product catalogs, FAQs, or pricing tables.
How to add a knowledge entry
- Open a client → go to the Knowledge tab
- Click + Add Entry
- Enter a Title (e.g., "Business Hours") and the Content (e.g., "We are open Mon–Fri 9am–6pm")
- Click Save — the entry is now available to all agents of this client
💡 Examples of useful knowledge entries
Business hours · Service menu & pricing · Staff names and roles · Address and parking instructions · Return/cancellation policy · Common questions and answers
12
Billing
The Billing tab (inside a client) shows a financial summary for that client. It helps you track costs and understand your margin.
| Item | Meaning |
|---|---|
| Total AI Cost | What you paid to OpenAI / ElevenLabs for this client's calls |
| Monthly Fee | What you charge the client per month (set in the Setup tab) |
| Margin | Monthly Fee minus Total AI Cost — your profit from this client |
| Pricing Model | Flat Monthly Fee or Per Minute — configured in the client's Setup tab |
13
Settings
The Settings page (sidebar icon) has several tabs:
👤 Account
Update your name, email, and password. Also manage your recovery key here.
📞 Phone Numbers
Purchase new Twilio numbers or import existing ones. Numbers purchased here can be assigned to any agent.
🔑 API Keys
Enter your OpenAI, ElevenLabs, Deepgram, and Twilio credentials. These are the platform-level keys used by default for all clients unless a client has their own keys configured.
👥 Users
Manage admin and user accounts. Invite new users, change roles, or deactivate accounts.
14
FAQ
Can the agent handle multiple calls simultaneously?
Yes. Each agent runs in its own isolated session. There is no limit on concurrent calls per agent.
Which languages are supported?
Any language supported by ElevenLabs STT/TTS. The agent's language is set per-agent in the Voice & Language step.
How long are call recordings stored?
Recordings and transcripts are stored indefinitely until manually deleted from Call Logs.
Can I use my own Twilio number?
Yes. Import any existing Twilio number in Settings → Phone Numbers and assign it to an agent.
How do I test an agent without a real phone call?
Use the built-in voice test widget on the agent's settings page to simulate a call directly in the browser.
What happens if the AI doesn't know the answer?
The agent will politely say it doesn't have that information and offer to take a message or transfer the call, depending on how the prompt is written.
How do I change the agent's language?
Open the agent → Settings tab → change the Language dropdown → Save Changes.
How do I see how much a client is costing me?
Open the client → Billing tab. It shows Total AI Cost, Monthly Fee, and your Margin.
Profile
Account controls are now available in Settings → Account.
Open Settings and use the Account tab to update profile, password, and recovery keys.