Organization Admin Dashboard

Getting Started

Email: [your-email]
Password: [your-password]
Organization: [Your Organization Name]

Dashboard Overview

The main dashboard displays key metrics and insights for your organization.

Key Metrics

View real-time statistics for your organization:

Total Calls: Number of calls made by your organization
Active Agents: Agents currently deployed
Call Success Rate: Percentage of completed calls
Average Call Duration: Mean length of your calls
Total Call Minutes: Aggregate duration of all calls
Monthly Credits Used: Current month credit consumption
Credits Remaining: Available credits in account

Visual Reports

Call Trends: Daily/weekly/monthly call volume
Agent Performance: Individual agent statistics
Call Duration Distribution: Visual breakdown of call lengths
Success/Failure Ratio: Call outcome breakdown
Credit Usage: Monthly credit consumption pattern

Date Range Selection

Filter all metrics by time period:

Preset Options:
- Last 7 Days
- Last 30 Days
- Last 90 Days
- Custom Date Range

Agent Management

Viewing Your Agents

See all AI agents assigned to your organization. Agent Information Displayed:

Agent Name
Status (Active/Inactive)
Knowledge Base
Voice & Language
Last Used
Total Calls Made
Success Rate

Creating New Agents

Step 1: Agent Basics

Agent Name: [Give your agent a descriptive name]
Description: [Optional description of purpose]
Language: [Select from 80+ languages]

Step 2: Voice Configuration Choose voice settings:

Voice: Select from available voice options
Speed: Adjust speaking speed (0.5x - 2x)
Tone: Professional, Friendly, Neutral, etc.

Step 3: System Prompt Define agent behavior:

System Prompt Example:
"You are a helpful customer service representative for 
ABC Company. Be friendly, professional, and always offer 
to help with any questions about our products."

Step 4: Knowledge Base Select a knowledge base or create new:

Sales information
Product details
Support documentation
Custom knowledge

Step 5: Advanced Settings Configure:

Temperature: Response creativity (0-1)
Max Tokens: Response length
Custom Tools: Integrations (Gmail, Telegram, APIs)
Calling Mode: Phone, Web, or Batch

Managing Existing Agents

Edit Agent Update configuration, voice, prompts, or knowledge base. Test Agent Make a test call to verify agent behavior:

Web Call: Direct call through web interface
Phone Call: Call using assigned virtual number

Agent Statistics View performance metrics:

Total calls handled
Success rate
Average call duration
Customer satisfaction (if available)

Duplicate Agent Clone existing agent configuration for quick setup. Delete Agent Remove agent from your organization (archived calls remain).

Knowledge Base Management

What is a Knowledge Base?

A Knowledge Base contains information your agents use to provide accurate answers. It’s the training data that enables intelligent responses.

Creating a Knowledge Base

Step 1: Basic Information

Name: [Descriptive name]
Description: [What this KB covers]
Language: [Primary language]

Step 2: Add Content Choose input method:

Manual Entry
URL Import
File Upload

Type or paste text content directly

Step 3: Organization & Formatting Structure your content:

Format Options:
- FAQ pairs (Question & Answer)
- Product documentation
- Policy documentation
- Training materials
- Customer guides

Step 4: Review & Publish Preview content and publish Knowledge Base.

Managing Knowledge Bases

View All KBs

Complete inventory of your knowledge bases
Size and content count
Last modified date
Assigned agents

Edit KB

Update content
Add/remove information
Modify structure
Update assignments

Duplicate KB

Clone existing KB
Modify for different purpose
Saves configuration time

Delete KB

Remove KB permanently
Agents lose this reference
Consider impact before deleting

Search & Organization

Search Function Find specific KBs by name or content. Filter Options

By language
By size
By assignment status
By creation date

Batch Call Management

What are Batch Calls?

Batch calls allow you to send multiple automated calls to a list of contacts simultaneously using a selected agent.

Creating a Batch Campaign

Step 1: Campaign Setup

Campaign Name: [Descriptive name]
Campaign Description: [Purpose and details]
Agent: [Select your agent]
Caller ID: [Select phone number]

Step 2: Upload Contacts Prepare contact list in CSV or XLSX format:

Required Columns:
- Phone Number (10-15 digits)
- First Name
- Last Name

Optional Columns:
- Email
- Company
- Custom Field 1
- Custom Field 2

Upload contacts:

Click “Upload File”
Or drag & drop
Review parsed data
Correct any errors

Step 3: Campaign Settings Configure call parameters:

When to Call:
- Immediately
- Schedule for specific date/time
- Recurring (daily, weekly)

Time Zone: [Select recipient time zone]
Retry Failed Calls: [Yes/No]
Retry Count: [1-3 times]
Retry Interval: [Minutes between retries]

Step 4: Preview & Confirm Review before launching:

Contact count
Agent assignment
Caller ID
Schedule details
Cost estimate (credits)

Step 5: Launch Campaign Send calls immediately or schedule for later.

Monitoring Batch Campaigns

Campaign List View Track all campaigns with details:

Column	Information
Campaign Name	User-defined name
Agent	Assigned agent
Status	Running/Completed/Failed
Recipients	Total contacts
Calls Placed	Number completed
Success Rate	Percentage successful
Started	Campaign start time

Campaign Details Click campaign to view comprehensive information:

Calls Completed: X/Y
Success Rate: X%
Calls in Progress: X
Calls Queued: X
Failed Calls: X
Total Cost: X credits
Estimated Completion: X

Call Results

Call Log View individual call details:

Contact name & number
Call status
Duration
Transcript
Outcome

Download Results Export campaign results:

Format Options:
- CSV (Excel compatible)
- JSON (API format)
- PDF (Report format)

Includes:
- Contact information
- Call results
- Transcripts
- Call duration
- Timestamps

Retry Failed Calls Automatically retry failed calls:

Select failed calls
Configure retry parameters
Launch retry campaign

Call History & Management

Viewing Your Calls

Access complete call records for your organization. Call List Display Each call shows:

Agent Name
Contact Information
Call Type (Inbound/Outbound)
Call Status
Duration
Date & Time
Sentiment (if available)

Detailed Call Information

Click any call to view complete details:

Call Metadata:
- Call ID: Unique identifier
- Agent: Which agent handled it
- Contact: Phone/email
- Direction: Inbound or Outbound
- Start Time: When call started
- End Time: When call ended
- Duration: Total call length
- Status: Completed/Failed/Abandoned
- Cost: Credits used

Call Transcripts

View complete conversation history: Transcript Format:

[HH:MM:SS] Agent: "Hello, how can I help you?"
[HH:MM:SS] Caller: "I'd like to place an order"
[HH:MM:SS] Agent: "I'd be happy to help with that!"
...

Transcript Features:

Speaker identification
Timestamps for each message
Message duration
Sentiment analysis (if available)
Action items identified

Search & Filtering

Basic Filters:

Date Range: Select specific time period
Agent: Filter by specific agent
Status: Completed, Failed, Missed, etc.
Call Type: Inbound, Outbound, Web, Phone
Duration: Minimum/maximum call length

Advanced Search:

Search by phone number
Search by contact name
Search by call ID
Text search in transcripts

Saved Filters Create custom filters for quick access:

Example Filters:
- "Failed Calls This Week"
- "Long Duration Calls"
- "Agent Performance Review"
- "High Priority Contacts"

Call Actions

Download Transcript Save call transcript as:

PDF document
Text file
JSON format

Export Calls Bulk export multiple calls:

Select call range
Choose export format
Download results

Tag Calls Organize calls with custom tags for categorization. Add Notes Attach notes to specific calls for context.

Virtual Phone Numbers

Managing Your Numbers

View all phone numbers assigned to your organization. Number List Shows:

Phone number
Status (Active/Inactive)
Country/Region
Type (Local/Toll-Free)
Agents using it
Last used

Adding New Numbers

Request New Number

Step 1: Select Region
- Choose country/region
- View available numbers

Step 2: Choose Type
- Local number (area code)
- Toll-free number
- International number

Step 3: Configure
- Set as inbound/outbound
- Assign to agents
- Save number

Testing Numbers

Test Outbound Call Call test number to verify outbound capability. Test Inbound Call Call the number yourself to verify it rings. Callback Test Request automated callback to verify functionality.

Number Assignment

Assign numbers to your agents:

Select number from list
Click “Assign Agents”
Select target agents
Configure routing
Save assignment

Number Settings

Configure number behavior: Inbound Settings

Agent to receive incoming calls
IVR (Interactive Voice Response) options
Call forwarding
Voicemail setup

Outbound Settings

Default agent for outbound calls
Caller ID (own number or organization name)
Call recording preferences
Availability hours

User Management

Viewing Organization Users

See all users in your organization. User Information:

Name
Email
Role (Admin/User)
Status (Active/Inactive)
Last Activity
Created Date

User Roles

Admin Role

Full access to all features
Can manage users
Can modify organization settings
Can view all reports

User Role

Can make calls with assigned agents
Can view own call history
Limited reporting access
Cannot modify settings

Creating New Users

Step 1: User Information

First Name: [User's first name]
Last Name: [User's last name]
Email: [user@company.com]

Step 2: Role Assignment Select user role:

Admin (full access)
User (limited access)

Step 3: Agent Assignment Assign which agents they can use:

Select one or multiple agents
Or leave unassigned for admin

Step 4: Send Invitation System sends invitation email with login link.

Managing Existing Users

Edit User

Change role
Update name/email
Modify agent assignments
Change status (active/inactive)

Reset Password User can reset their own password via email link. Deactivate User Temporarily disable account without deletion. Delete User Permanently remove user from organization.

Search & Filter

Search by name or email
Filter by role
Filter by status
Filter by creation date

Organization Settings

Basic Information

View and update organization details:

Organization Name: [Your company name]
Description: [What your company does]
Website: [www.yourcompany.com]
Phone: [+1-XXX-XXX-XXXX]
Country: [Select country]
Industry: [Select industry]

Update Settings Click “Edit” to modify any information.

Domain Configuration

Set up custom domain for your organization:

Primary Domain: [your-company.com]
Domain Status: Verified/Unverified
Setup Date: [Date configured]

Domain Setup Process

Enter your domain
Add DNS records (provided by system)
Verify ownership
Domain becomes active

API Credentials

API Key Management

Your API Key: [masked-key-xxxxx]

Actions:
- Click to reveal full key
- Copy to clipboard
- Regenerate new key

API Key Security

Security Best Practices

Never share your API key
Keep key in environment variables
Regenerate if compromised
Rotate keys monthly

Webhook Configuration

Set up webhooks for real-time call notifications: Add Webhook URL

Webhook URL: https://your-domain.com/webhooks/calls
Authentication: Bearer token (optional)
Events: Select which events to receive

Webhook Events Available:

Call Started
Call Completed
Call Failed
Agent Assigned
Call Transferred
Participant Joined/Left

Test Webhook Send test payload to verify configuration. View Webhook Logs See recent webhook deliveries and responses:

Timestamp           | Event          | Status  | Response
--------------------|----------------|---------|----------
2024-12-13 10:30:00 | call_completed | Success | 200 OK
2024-12-13 10:15:00 | call_started   | Failed  | Timeout

Billing & Credits

Understanding Credits

Credit System Basics

1 Credit = 1 minute of AI calling
Credits are consumed per minute of:
- Outbound calls
- Inbound calls
- Web calls
- Batch calls

Credit Usage

View Credit Consumption Track current month usage:

Monthly Allowance: X credits
Used This Month: X credits
Remaining: X credits
Daily Average: X credits/day
Projected Month End: X credits remaining

Usage Breakdown See credits consumed by:

Agent (which agents use most)
Call Type (phone vs web vs batch)
Date (daily usage trends)

Subscription Plans

Current Plan View your organization’s subscription tier:

Plan Name: [Your Plan]
Billing Cycle: [Monthly/Annual]
Next Billing Date: [Date]
Monthly Credits: [X credits]
Additional Features: [List]

Plan Comparison

Starter
Professional
Enterprise

Monthly Cost: $[X]
Credits/Month: [X]
Basic Features
Email Support

Upgrade/Downgrade Plan

Change Plan

Select new plan from comparison
Review pricing changes
Confirm change
Updates take effect immediately or end of cycle

Prorated Charges

Upgrading mid-month: Pay difference for remainder
Downgrading mid-month: Credit for remainder
Automatic adjustment applied

Purchase Additional Credits

Add Credits Anytime

Standard Rate: $[X] per credit
Bulk Discounts:
- 1,000+ credits: [X]% off
- 5,000+ credits: [X]% off
- 10,000+ credits: [X]% off

Purchase Process

Select credit amount
Review pricing
Choose payment method
Complete payment
Credits added immediately

Payment History

View All Transactions See complete billing history:

Date	Type	Amount	Status	Invoice
2024-12-01	Plan Payment	$99.00	Paid	View
2024-11-01	Plan Payment	$99.00	Paid	View
2024-10-15	Credits Purchase	$50.00	Paid	View

Invoice Details Click any transaction to view:

Item description
Amount charged
Payment method
Transaction ID
Billing address

Download Invoice Export invoice as PDF for accounting.

Branding Settings

Customize Organization Branding

Personalize the appearance of your organization dashboard.

Logo Upload

Upload Your Logo

Supported Formats: PNG, JPG, SVG
Recommended Size: 200x50px
Maximum File Size: 2MB

Upload methods:

Click to select file
Drag & drop

Color Scheme

Customize brand colors: Primary Color

Action buttons
Links and highlights
Primary UI elements

Secondary Color

Secondary buttons
Accents
Hover states

Text Color

Primary text
Labels
Body content

Live Preview See color changes in real-time.

Custom Domain

Display dashboard on your own domain:

Domain: [your-company.com]
Status: Active/Pending Verification
SSL Certificate: Auto-installed

Email Branding

Customize email templates:

Company logo
Brand colors
Email signature
Reply-to address

Advanced Features

Integration Management

View and manage integrations with:

Gmail Integration

Send emails directly from agents

Telegram Integration

Send Telegram messages to customers

WhatsApp Integration

Connect WhatsApp Business API

Custom APIs

Connect to external systems

All Integrations

View all available integrations

AI Models

Configure OpenAI, Gemini, and more

Compliance & Security

Call Recording Configure recording preferences:

Record all calls
Record inbound only
Record outbound only
No recording

Data Retention Set how long to keep:

Call recordings
Transcripts
Call logs
User data

Security Settings

IP whitelist
Two-factor authentication
Session timeout
Login attempt limits

Best Practices

Efficient Call Management

Organize agents by function/team
Create focused knowledge bases
Monitor call success rates
Review failed calls for improvement

Credit Optimization

Monitor daily usage trends
Adjust batch call schedules to off-peak hours
Consolidate similar calls into batches
Review agent efficiency

User Management

Assign minimal necessary permissions
Regularly audit user access
Remove inactive users
Maintain clear role structure

Knowledge Base Quality

Keep information up-to-date
Organize logically by topic
Use consistent formatting
Remove outdated content

Troubleshooting

Why are my calls failing?

Common causes: Invalid phone numbers, insufficient credits, agent not configured properly. Check call logs for specific error messages.

How do I check my credit balance?

View the dashboard overview card showing “Credits Remaining” or go to Billing & Credits section for detailed usage.

Can I recover deleted agents?

Deleted agents cannot be recovered, but their call history remains. Create new agent if needed.

What happens when I run out of credits?

Calls will fail until you purchase more credits or your plan renews. Purchase additional credits immediately.

How do I test a webhook?

Go to Organization Settings > Webhooks, select the webhook, click “Test” button. Check webhook logs for delivery confirmation.

Need Help?

API Documentation

View complete API reference and integration guides

Contact Support

Email support team at callintel01@gmail.com

Documentation

View full API and integration documentation

​Getting Started

​Dashboard Overview

​Key Metrics

​Visual Reports

​Date Range Selection

​Agent Management

​Viewing Your Agents

​Creating New Agents

​Managing Existing Agents

​Knowledge Base Management

​What is a Knowledge Base?

​Creating a Knowledge Base

​Managing Knowledge Bases

​Search & Organization

​Batch Call Management

​What are Batch Calls?

​Creating a Batch Campaign

​Monitoring Batch Campaigns

​Call Results

​Call History & Management

​Viewing Your Calls

​Detailed Call Information

​Call Transcripts

​Search & Filtering

​Call Actions

​Virtual Phone Numbers

​Managing Your Numbers

​Adding New Numbers

​Testing Numbers

​Number Assignment

​Number Settings

​User Management

​Viewing Organization Users

​User Roles

​Creating New Users

​Managing Existing Users

​Search & Filter

​Organization Settings

​Basic Information

​Domain Configuration

​API Credentials

Security Best Practices

​Webhook Configuration

​Billing & Credits

​Understanding Credits

​Credit Usage

​Subscription Plans

​Upgrade/Downgrade Plan

​Purchase Additional Credits

​Payment History

​Branding Settings

​Customize Organization Branding

​Logo Upload

​Color Scheme

​Custom Domain

​Email Branding

​Advanced Features

​Integration Management

Gmail Integration

Telegram Integration

WhatsApp Integration

Custom APIs

All Integrations

AI Models

​Compliance & Security

​Best Practices

​Efficient Call Management

​Credit Optimization

​User Management

​Knowledge Base Quality

​Troubleshooting

​Need Help?

API Documentation

Contact Support

Documentation

Getting Started

Dashboard Overview

Key Metrics

Visual Reports

Date Range Selection

Agent Management

Viewing Your Agents

Creating New Agents

Managing Existing Agents

Knowledge Base Management

What is a Knowledge Base?

Creating a Knowledge Base

Managing Knowledge Bases

Search & Organization

Batch Call Management

What are Batch Calls?

Creating a Batch Campaign

Monitoring Batch Campaigns

Call Results

Call History & Management

Viewing Your Calls

Detailed Call Information

Call Transcripts

Search & Filtering

Call Actions

Virtual Phone Numbers

Managing Your Numbers

Adding New Numbers

Testing Numbers

Number Assignment

Number Settings

User Management

Viewing Organization Users

User Roles

Creating New Users

Managing Existing Users

Search & Filter

Organization Settings

Basic Information

Domain Configuration

API Credentials

Webhook Configuration

Billing & Credits

Understanding Credits

Credit Usage

Subscription Plans

Upgrade/Downgrade Plan

Purchase Additional Credits

Payment History

Branding Settings

Customize Organization Branding

Logo Upload

Color Scheme

Custom Domain

Email Branding

Advanced Features

Integration Management

Compliance & Security

Best Practices

Efficient Call Management

Credit Optimization

User Management

Knowledge Base Quality

Troubleshooting

Need Help?