📞 Single Call
📋 Batch Call
🚀 Campaigns
🤖 Agents
✏️ AI Prompt Manager
Voice calls use Voice Call Prompt. WhatsApp AI uses WhatsApp Chat Prompt.
🦷 Doctor & Clinic Appointments
Track today's patient appointments, weekly schedules, monthly consultations, and doctor allocation across clinic branches.
Doctor Appointment Settings
Configure dental consultation wording and delivery for Smile Dental. Controls WhatsApp booking confirmations, doctor assignment, and reminder notifications.
👨⚕️ Doctor & Clinical Staff Planning
New Doctor / Dental Specialist / Staff
Manage attending doctors, implantologists, cosmetic dentists, receptionists, and senior/junior nurses. Working hours and branch assignments are tracked for consultations and attendance.
💳 Dental Billing, Invoices & Revenue
Track patient dental treatments, generate itemized tax bills, record installments, and monitor doctor-wise clinic revenue.
🏥 Multi-Branch Revenue
👨⚕️ Doctor Revenue Share
🦷 Top Dental Procedures
💵 Payment Channels
Patient Invoices & Receipts
0 found🦷 Multi-Sitting Dental Treatment Plans
Track multi-stage procedures (Root Canals, Dental Implants, Smile Makeovers, Orthodontics) with sitting progress, doctor notes, and prescriptions.
Active Clinical Treatment Plans
0 plans🔬 Dental Laboratory Tracker
Track prosthetic crowns, bridges, veneers, aligners, and dentures sent to dental labs across clinic branches.
Active Prosthetic & Lab Orders
0 orders📡 Batch Call Monitor
📅 Scheduled Calls
Due Today
Overdue
Upcoming Today
📝 Call Logs
👥 CRM
📊 Google Sheet Lead Sync
Import leads directly from Google Sheets or enable real-time auto-sync via webhook.
Upload Leads (CSV / Excel)
Manual Add Lead
Filters
🎯 Multi-Industry Sales Pipeline Presets
Load 1-click tailored pipeline stages for your industry or add custom stages.
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.
📢 WhatsApp Broadcast Campaigns
Send personalized WhatsApp template broadcasts to targeted CRM segments, tags, or leads.
Create Broadcast Campaign
Human Handoffs
High-intent or human-request leads assigned to staff for manual follow-up.
🎧 Calling Workspace & Desk
One-by-One manual calling, Today's Due queue, AI auto-dialing & WhatsApp outreach.
Customer Name
Call Outcome & Next Follow-up
⚙️ 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
🩺 Doctor & Clinic Operations
Doctor duty schedules, attendance, consultation appointments, and leave approvals in one place.
Doctor Team Activity
Daily check-in, current workload, and doctor availability.
Live Consultations
Latest patient consultation state and assigned doctor.
Doctor Leave Approvals
Pending leave requests requiring clinic administration decision.
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⚙️ 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.
📋 Immediate Post-Op Care Dispatch
Send structured clinical care instructions to patient WhatsApp immediately following procedure.
📅 6-Month Dental Recall Engine
Patients due for routine cleaning & preventive dental checkup (5-6 months since last visit).