Customers
0 selected
Customer Details
๐ IVR / DTMF Context
Customer
None selected
Chat Mode
Using Prompt
None selected
๐ฌ
Start a conversation with the AI Agent
Select a prompt in the Prompts tab first
โก Call Queue Manager
Idle
Active Calls
โ
of 10 slots
Queued
โ
waiting
Free Slots
โ
available
๐ Calling
None selected
No phone
Using Prompt
None selected
Active Calls
๐ค Voice for Call
๐ค
No voice selected
Go to Voices tab to select
๐ก Calling Line & From Number
|
๐ก Priority: From Number overrides everything. If blank, uses BYO SIP Line. If
both blank, uses env default.
๐ Call Transfer
๐ก Tip: Add instructions to your prompt like "If the customer asks for a human, use
the transfer tool" so the AI knows when to transfer.
๐ก Live Log
No call selected
Active Calls
No active calls
๐ค AI Agent
๐ค Caller / Live Agent
italic = partial (live, may change)
cyan = AI final
๐ก
Enter a Call ID above and click Monitor to see live transcript
Vapi transcript events stream in every 250ms
โ
Currently Selected
-
-
๐ก Click on a voice card to select it for calls. The selected voice will be used when you
make calls.
Loading voices...
๐๏ธ Voice Cloning Studio
Record your voice and clone it via ElevenLabs
Ready to record
00:00
๐ก Record at least 30 seconds for best results. Speak clearly in a quiet environment. Requires
ElevenLabs paid plan.
Outbound Prompts List
๐ฏ Outb Prompt (Used for Chat & Call)
None selected
Click "Use This Prompt" to activate
๐ก This message is pre-cached by Vapi and spoken instantly.
Supports {{variables}}. Leave empty to let the LLM generate the first message.
๐ก
IVR / DTMF Settings
(optional โ applies to all calls using this prompt)
๐ก What the AI agent is trying to achieve in this call. Supports {{variables}}.
๐ก Step-by-step key presses for the target company's phone menu. The AI will follow this before adapting autonomously.
Insert Variables (click to add)
{{caller_name}}
{{caller_surname}}
{{caller_email}}
{{caller_phone}}
{{order_id}}
{{product}}
{{order_sum_amount}}
{{card_numbers}}
{{support_email}}
{{charge_statement_url}}
{{order_purchase_date}}
{{transfer_trigger}}
{{goal_description}}
{{ivr_expected_path}}
{{agent_name}}
{{language}}
{{company_name}}
๐ฅ Inbound Prompts List
(for when customers call back)Inbound List
๐ฏ Inb Prompt
None selected
Insert Variables
{{caller_name}}
{{caller_phone}}
{{caller_email}}
{{order_id}}
{{product}}
{{support_email}}
{{transfer_trigger}}
{{goal_description}}
{{agent_name}}
{{language}}
{{company_name}}
Client CRM
Manage client context, history, and status.
0 selected
Loading clients...
Select a Client
|
Total Spent
$-
Order ID
-
๐ค AI Nurturing Agent
Assign a dedicated AI agent for long-term follow-ups
Status
-
Calls
0/10
Next Call
-
Context Timeline
Inbound Action
Next Call Strategy
Use the current context to verify identity and resume previous topic.
JSON_CONTEXT_PREVIEW
Select a Client
Choose a client from the list to view their full conversation history and manage their status.
๐ Retention Prompts
AI-generated per-customer retention scripts
Loading...
| Phone | Prompt Text | Status | Created | Actions |
|---|---|---|---|---|
| Click refresh to load | ||||
๐ค Default Voice
No default voice set
๐ค AI Settings
๐ Two-Factor Authentication
Protects your login with a Google Authenticator time-based code.
Checking...
To change your authenticator, enter your current 6-digit code first:
โ ๏ธ 2FA is not yet configured. Click below to set it up.
Scan this QR code with Google Authenticator, then enter the code below to confirm.
Or enter secret manually:
โ
2FA Updated Successfully!
Your new authenticator is now active.
๐ IVR Management
๐ Audio Greeting
๐ข IVR Menu Builder
Define menu options. These compile into prompt instructions and sync with your transfer destinations.
Generated Prompt Instructions
๐ IVR Flow / Script Upload
Upload or paste a JSON flow defining greeting, menu options, and fallback behavior.
Parsed Flow
๐ก SIP Lines
โ Add SIP Line
๐ Saved Lines
0 lines๐ก
No SIP lines configured
Add a line above to get started
๐ค Nurturing Engine โ Agent Contacts
Contacts managed by the Nurturing Engine. Shows call history, retry schedule and last outcome.
๐ค
Loading agents...
โ Frequently Asked Questions
๐ Workflow Steps
1
Create/Choose Customer โ Add a new customer or select an existing one from the
Customers tab.
2
Add/Edit Data โ Fill in customer details: name, phone, email, order info, etc.
3
Add/Edit Prompts โ Create or modify the AI agent's script in the Prompts tab. Use
{{variables}} for personalization.
4
Test with Chat โ Test your prompt in the Chat tab before making a real call.
5
Choose Voice โ Browse and select a voice for your agent from the Voices tab.
6
Make a Call โ Select a customer and start a call from the Call tab.
7
Inbound Prompts โ Create specialized prompts for when customers call back.
8
CRM / Retention โ Manage client profiles and retention campaigns in the Clients
tab.
๐ก General
What is the Active Prompt?
The active prompt is the default AI script used for all calls and
chats. Set it in the Prompts tab by clicking "Use This Prompt". Individual customers can override it
with their own assigned prompt.
What are {{variables}}?
Variables like {{caller_name}}, {{order_id}}, {{product}} are
placeholders that get replaced with the customer's actual data during a call. Use them in prompts to
personalize the conversation.
What is First Message Inbound?
This is a pre-cached greeting the AI speaks instantly when the call
connects, without waiting for LLM generation. It eliminates the initial delay. Leave empty to let the
AI generate its own greeting.
What are Retention Prompts?
AI-generated per-customer scripts used for retention campaigns.
They're created automatically based on customer data and can be viewed in the Prompts tab under the
Retention Prompts section.
How do I change the AI voice?
Go to the Voices tab, browse available voices, click on a voice card
to select it. The selected voice will be used for all future calls.