| Account | Signal Type | Source | Risk | Status | Detected | |
|---|---|---|---|---|---|---|
| No signals yet — connect Jira or HubSpot and click ⟳ Sync | ||||||
.xlsx file with a header row. Required column: phone (or phone number, mobile).
Optional: customer name, company, call type, agenda, scheduled time.
· Download template
| Customer | Company | Phone | Type | Status | Scheduled For | |
|---|---|---|---|---|---|---|
| No calls scheduled | ||||||
No active calls
Calls will appear here in real time as the voice agent dials customers. Schedule calls from the Signal Feed.
Sentiment Summary
Key Issues Raised
Customer Commitments
Recommended Next Action
Full Transcript


Manage doctor availability exceptions. Default schedules stay in your Knowledge Base — use this page only to mark when a doctor is unavailable for specific dates or slots. The voice agent reads these in real-time when answering patients.
AI receptionists that answer inbound calls on your numbers.
What should the agent do when someone calls?
Currently shared across all agents on this tenant. Per-agent KB scoping is coming.
Runs your prompt, flow, and knowledge base in text mode. Zero telephony cost.
Real call via your provisioned number, exactly as a customer would experience it. Most accurate test. Uses a free test minute (not billed).
What should the agent do when it places an outbound call?
The number patients see when the agent calls them. Choose from your Exotel ExoPhones or type any number in E.164 format (e.g. +911141187655).
Shared across all agents on this tenant. Per-agent KB scoping is coming.
Place a test call from your outbound agent to any number. The agent will use the caller ID configured above.
When any of these fire, the chat moves to escalated and appears in Live Chats. The AI holds until a human takes over.
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| Origin | |
|---|---|
| No origins yet — add the domains where the widget may load. | |
Connect your hospital's WhatsApp number so patients get the same agent,
same memory, on WhatsApp.
Manual connect for now — paste the Phone number ID
from your Meta WhatsApp account. One-click setup (Embedded Signup) is coming soon.
| Number | Phone number ID | Status |
|---|---|---|
| No WhatsApp number connected yet. | ||