Latest calls
Choose a template
Each template is a ready-made agent for one job. You can edit everything after creating it.
Identity
Uploaded files are read, cleaned and added below the text you type. Brochures, price lists, FAQs and process documents work best. Scanned image-only PDFs are not read; paste their text instead.
Actions the agent may take
Voice
Brains
Turn-taking and interruptions
1. Upload leads
CSV with a header row. Needs a phone column (phone / mobile / number); name, email, city are picked up if present; every other column is given to the agent as context.
Download the sample CSV and fill it in the same format. Required: phone. Optional: name, email, city, project, budget, source, notes; any extra column is passed to the agent as context. Phone can be 10 digits, with +91, or with a leading 0.
Lead lists
2. Create a campaign
The dialer only calls inside your window and never outside 09:00 to 21:00 IST. Numbers are not scrubbed against DND yet; upload consented leads only.
Campaigns
Calls
| When | Agent | Campaign | Phone | Status | Dur | Latency | Disposition | Summary |
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Contacts (CRM)
| Phone | Name | Stage | Last call | Disposition | Calls | Follow-up | Summary |
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Availability the agent may book into
Add a booking manually
Next 14 days
Upcoming bookings
Send an email
Send a WhatsApp
Needs the WhatsApp Business phone id and token in Settings. Outbound messages must use a Meta-approved template.
Sent by the agent and by you
| When | Channel | To | Subject / template | Status |
|---|
Organisation
Booking hand-off (Google Calendar / Meet / Sheet via your workflow)
When set, every booking the agent makes is posted here after the call, with the summary, recording and transcript links. Leave empty to use the built-in calendar and email only.
WhatsApp Business (Meta Cloud API)
Team logins
Client organisations (platform admin)
Clients and usage
Every organisation on the platform. Minutes are billable talk time; cost is an estimate at ₹3 per minute of platform cost.
New client
| Client | Users | Agents | Calls (month / total) | Answered | Minutes (month / total) | Est. cost (month) | Bookings | Messages | Running | Last call |
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