Overview
Live lead and call activity
Edge Caller Status
Local Asterisk + SIM bridge heartbeat.
Recent Calls
Latest AI call results.
Admin readiness
Important connections and data status.
Business Knowledge
Everything the AI should know and how it should speak.
Knowledge Library
Uploaded PDF/DOCX/TXT/MD files are visible here and can be removed.
AI & Voice Runtime
These settings are delivered to the local edge automatically. Most changes take effect on the next call.
WHISPER_MODEL is loaded when the local edge starts, so changing that model still requires editing edge/.env and restarting the edge process.Conversation Detection
Controls when the system decides that the client has started or finished speaking.
Live Edge Runtime
How the live call runs
The online dashboard never needs Bluetooth access. Your local Linux edge keeps the phone/SIM connection and securely pulls only eligible queued jobs.
Lead CRM
Add, edit, view, delete, schedule or call leads. Sheet-linked rows show a sync badge.
| Lead | Status | Requirement | Consent | Follow-up | Sheet | Actions |
|---|
CSV Import
Headers: name, phone, email, source, status, requirement, budget, interest, follow_up_at, notes, consent, consent_source, consent_at, do_not_call.
Follow-up Manager
Due and upcoming callbacks extracted by AI or entered manually.
| Lead | Status | Follow-up time | Requirement | Actions |
|---|
Call Queue
Queued, active, completed and failed outbound jobs.
| # | Lead | Status | Scheduled | Edge | Error | Actions |
|---|
Call History
Transcript, AI summary, extracted requirement and outcome.
| Lead | Outcome | Duration | Summary | Date | Action |
|---|
Google Connection Wizard
Everything required to make the Connect Google button work.
GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET, then redeploy/restart.Google Account
Connect Google directly with OAuth. Service-account mode remains available as fallback.
Add this exact URL as an Authorized redirect URI in your Google Cloud OAuth Web application. If your OAuth consent screen is in Testing mode, add the Google account you will connect as a Test user.
Spreadsheet
Paste the full Google Sheet URL or Spreadsheet ID. The tab is created automatically if missing.
Google Sheet Sync
Initialize headers, import/update CRM, or push every CRM lead back to Google Sheet. New CRM leads are appended automatically when auto-sync is enabled.
Calling & Safety Settings
Controls call eligibility and queue limits.
System Health
What is configured, connected and stored right now.
Database Viewer
Read-only view of recent records.
Backup
Download a complete JSON snapshot of business brain, leads, queue, calls and settings.
1. Online dashboard
Node 20+ server / Hostinger / VPS.
2. Local caller edge
Ubuntu/Linux machine connected to the SIM phone.
3. Asterisk + phone
Pair phone with BlueZ and configure chan_mobile.
4. Local AI
Ollama + faster-whisper + local TTS.