Features & Modules
This comprehensive guide provides an overview of all features and modules available in the platform. Each section includes quick-start instructions, key capabilities, and links to detailed documentation. Use this page as your navigation hub to explore the full power of the system.
Core Features Overview
The platform is organized into modules that work together to provide a complete communication and automation solution. Here's what each module offers:
Dashboard
Your command center for monitoring workspace performance and activity.
Key Capabilities
- Real-time metrics: inbound/outbound calls, minutes used, appointments scheduled
- Answer rate tracking and average call duration analysis
- Interactive charts showing call volume and appointment trends
- Date range and workspace filtering for detailed analysis
- Campaign status overview (draft/active/completed)
Workspaces
Organize your operations with isolated workspaces for different brands, teams, or clients.
Key Capabilities
- Complete data isolation between workspaces (contacts, campaigns, numbers)
- Workspace switching without losing context
- Team member management and permissions per workspace
- Active workspace indicator for clear context
Quick Start
- Click Create Workspace in the Workspaces section
- Enter a unique name and optionally invite team members
- Select whether the workspace should be active (only one can be active at a time)
- Click Create to save
You can edit a workspace's name or status using the edit button. Only one workspace can be active at a time.
Templates
Create reusable SMS and email messages with dynamic variables for consistent, personalized communications.
Key Capabilities
- SMS and Email template types with variable support
- Automatic variable replacement (name, date, company, etc.)
- Trigger-based automatic sending after AI assistant calls
- Integration with AI assistants for post-call follow-ups
Quick Start: Create a Template
- Navigate to Templates and click Create Template
- Name the template (e.g., "Appointment Confirmation SMS")
- Select type: SMS Template or Email Template
- Enter content using variables like
{name}or{appointment_date} - Optionally add a Trigger input (e.g., "appointment_booked") for automatic sending
- Save and test by sending to yourself
Best Practices
- Keep template names short and descriptive
- Always preview and send a test message first
- Avoid sensitive data in templates
- Test variables to ensure they're replaced correctly
Contacts
Manage your contact database with powerful import, search, and segmentation capabilities.
Key Capabilities
- Individual contact creation with name, phone, email, state, brokerage
- Bulk CSV import for thousands of contacts at once
- Powerful search by name, phone, email, state, or brokerage
- Flag-based filtering for precise audience segmentation
- Workspace-scoped data isolation
Quick Start: Add a Contact
- Go to Contacts and click Add Contact
- Fill Name and Phone Number (include country code, e.g., +1)
- Add optional fields: state, brokerage, flags
- Save
Bulk Import
Use Bulk Import, download CSV template, fill with your contacts, and upload. A validation summary appears after processing.
Calls
Comprehensive call log with detailed records of all inbound and outbound calls for analysis and troubleshooting.
Key Capabilities
- Complete call history with status, duration, and end reasons
- Search by contact, campaign, phone number, or status
- Date range filtering for specific time periods
- CSV export for detailed analysis and reporting
- Call recordings and conversation summaries (if available)
Campaigns
Automate outbound calling or messaging to groups of contacts with AI-powered assistants.
Key Capabilities
- Voice and SMS campaign types
- Flag-based contact targeting for precise audiences
- AI assistant integration for intelligent conversations
- Campaign status management (draft/active/paused/completed)
- Real-time progress tracking and performance metrics
Quick Start: Create a Campaign
- Navigate to Campaigns and click Create Campaign
- Enter a descriptive name and select a purchased phone number
- Choose type (voice/SMS) and select contacts or flags for targeting
- Optionally link AI assistant (prompt) and templates
- Save, then manage status (draft/active/completed)
Flags
Color-coded labels to categorize and segment contacts for precise campaign targeting.
Key Capabilities
- Create custom flags with names and colors
- Assign multiple flags to contacts
- Filter contacts by flags for campaign targeting
- Use flags for compliance (e.g., "Do Not Call")
- Active/inactive status management
Quick Start: Create a Flag
- Go to Flags → Create Flag
- Provide a descriptive name (e.g., "Hot Lead", "VIP") and choose a color
- Set status to Active
- Save
AI Assistants (Prompts)
Build AI-powered voice and SMS assistants that handle conversations intelligently and naturally.
Key Capabilities
- Natural language conversations with AI-powered responses
- Customizable first message and behavior instructions
- Data extraction from conversations
- Appointment scheduling integration
- Post-call template sending with triggers
Quick Start: Create an AI Assistant
- Go to Assistants (or Prompts) → Create Assistant
- Select phone number and type (voice/SMS)
- Set Is Scheduled if appointment scheduling is needed
- Enter First Message and rich Content instructions
- Optionally select post-call templates and set default template
- Save and assign to campaigns or numbers
Phone Numbers
Purchase and manage phone numbers for inbound and outbound calling with multiple capabilities.
Key Capabilities
- Purchase phone numbers from multiple countries
- Search by country and area code
- View number capabilities (voice, SMS, MMS, fax)
- Assign numbers to campaigns or AI assistants
- Release numbers when no longer needed
Quick Start: Purchase a Number
- Click Purchase Number in the Numbers section
- Select country and optional area code, then search
- Review available numbers and their capabilities
- Select and confirm purchase (wallet charged)
Numbers show voice/SMS capabilities and can be released when no longer needed.
Appointments
Schedule and manage calls or meetings with contacts, integrated with Cal.com for calendar synchronization.
Key Capabilities
- Schedule appointments with contacts
- Cal.com integration for calendar sync
- Automatic calendar invitations
- Appointment status tracking (upcoming/completed/cancelled)
- Calendar view for visual scheduling
Settings
Configure branding, API integrations, email, scheduling, and payment settings for your workspace.
Key Capabilities
- App branding (logo and name)
- API keys: Twilio, VAPI, Cal.com
- SMTP configuration for email sending
- Stripe payment settings (Super Admin only)
- Cal.com timezone and event type configuration
Additional Modules
Additional features and modules that enhance the platform's capabilities.
Billing & Plans
Manage subscriptions, wallet refills, and payment methods.
- Wallet: Refill funds for minutes and numbers; set thresholds and view history
- Payment Methods: Add multiple cards, set defaults, and manage payment options
- My Subscriptions: View current plan, usage, and renewal information
- Plans: Compare tiers; monthly/yearly options; overage handling
Roles & Permissions
Control access and permissions for team members.
- Roles: Create and manage permission sets grouped into roles
- Users: Invite and manage team members; assign roles per workspace
- Permissions: Granular control: view/create/edit/delete/export per module
- Modules: Control module-level visibility and access
Integrations
Connect with third-party services and platforms.
Twilio, Vonage VAPI, Cal.com, Stripe, webhooks/CRMs, Zapier (tiered access).
Telephony Flow
Understand how calls flow through the system.
Outbound and inbound call flows, webhooks, event handling, and logs.
Knowledge Base
Comprehensive FAQ, troubleshooting guides, and glossary.
FAQ, troubleshooting, glossary for calls, campaigns, assistants, and billing.
Getting Started Guide
New to the platform? Follow this step-by-step guide to get up and running quickly.
Quick Start Checklist
Set Up Workspace
Create your first workspace to organize contacts, campaigns, and settings.
Learn more →Configure Settings
Add your Twilio/VAPI credentials and configure email (SMTP) settings.
Learn more →