Action Items
Start with work that needs attention now: active conversations, human follow-up, and the next outbound moves for this tenant.
Needs attention now
Human follow-up tasks
Recent call activity
Call Outcomes
Latency Metrics
Pipeline Components
Outbound Workspace
One launch surface for single calls, batch campaigns, and quick evidence follow-through.
Configure this outbound run
The same agent selection now drives both one-off calls and batch campaigns.
| Name | Organization | Phone | |
|---|---|---|---|
Recent outbound attempts
Batch campaigns
Campaign detail
Call Log
Pending / Active
No pending or active calls
Recent completed calls are listed below.
Recent Calls
| Time | Recipient | Duration | Outcome | Direction | Practice | Summary | Eval | Follow Up | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
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Human Follow-Up Tasks
| Practice | Follow-Up Task | Date of Request | Completed |
|---|---|---|---|
Trace Detail
Live Monitor
Prospects
| Name | Practice | Phone | Specialty | Location | Actions |
|---|---|---|---|---|---|
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Call History
Call Log
Full call log with transcripts, recordings, and follow-up.
Activity
Audit log of all actions in this tenant.
Voicemail Scripts
Templates used when the agent reaches voicemail. Edits stay in this browser on this device and can be reset to the current branded defaults.
Front Desk
Direct Voicemail
Script Variables
Evals
Track score coverage, captured fields, and simulated conversations without exposing backend provider details.
Evals requires a configured voice agent profile. Set up an agent in to start scoring calls.
Criteria Coverage
Recent Scored Calls
Test Workbench
Simulated conversationsCaptured Fields
Needs Attention
E2E Test Runner
Run Test Call
Simulate Conversation
Run a simulated conversation against the voice agent and evaluate the results without making a real call.
Test Results
Test Detail:
Transcript
Event Timeline
Observability Trace
Call Trace
Recent Events
Trace Detail
Settings
Split the page into tenant-facing configuration and operator/system controls so customer-visible setup stays separate from platform operations.
Customer-visible configuration
Brand, routing, and live experience details that shape what tenant teams see and how the managed voice profile presents itself.
Profile Snapshot
Curated live settings pulled from /api/config without exposing the raw config payload in the primary UI.
Manage Agents
Configure voice agents for this tenant. Each agent handles a specific call flow.
Platform operations
Infrastructure capacity, live agent internals, and system-level edits stay here so operator work does not blur with tenant-facing configuration.
Capacity Pool
Configuration Coming Soon
Insurance agent configuration will be available in a future update. This agent is managed by the platform team.