Customers — manage your contact list. Add, edit, search, or import customers, then select one to call or chat with using the active prompt.
Customers
0 selected
Customer Details
📞 IVR / DTMF Context
Chat — test your active prompt in a text conversation. The AI replies using the selected prompt as its brain — perfect for iterating before placing real calls.
Customer
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Chat Mode
Using Prompt
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💬
Start a conversation with the AI Agent
Select a prompt in the Prompts tab first
Call Dispatch Center — Command and monitor active calls, queue volume, and live connection parameters.
Target Lock
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No phone
Loaded Brain
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Synthetic Voice
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No voice
Select in tab
Handoff Protocol
💡 Prompt tip: "If the user asks for a human, use the transfer tool"
Advanced Telephony
Queue Telemetry
Idle
Active
0
Pending
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Capacity
10
Live Log — real-time monitoring of ongoing calls. See live transcripts, mute or end calls, and review what just happened.
📡 Live Log
No call selected
Active Calls
No active calls
🤖 AI Agent
👤 Caller / Live Agent
italic = partial (live, may change)
cyan = AI final
🔒 Code verification:
📡
Enter a Call ID above and click Monitor to see live transcript
Vapi transcript events stream in every 250ms
Voices — browse the voice library and preview samples. The selected voice will be used for all outbound calls until you change it.
✅
Currently Selected
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💡 Click on a voice card to select it for calls. The selected voice will be used when you
make calls.
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🌐
Browse ElevenLabs Library
Search 7,400+ public voices and add them to your account
Click Search to load voices.
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🎤
Generate Voice (TTS Playground)
Type text, pick a voice and model, generate audio
🎙 Voice Cloning Studio
Record your voice and clone it via ElevenLabs
Get your key at elevenlabs.io/app/settings/api-keys.
We store it server-side, register it with Vapi, and import all your voices into the library.
✅
ElevenLabs Connected
Key:
Voices
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Clone Slots
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Characters
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Vapi Cred
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Ready to record
00:00
💡 Record at least 30 seconds for best results. Speak clearly in a quiet environment. Requires
ElevenLabs paid plan.
Industry Packs — manage the industries your agents can serve. Create, edit, and (optionally) train a per-industry model, then configure a company, preview, and deploy. Packs without a trained adapter still run on the base voice model and read their identity, domain, and facts from the prompt.
1. Industry packs
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Retrain core modeliRetrains the shared voice model so it consistently speaks as your company and agent name(s), instead of confabulating names it memorised during training. Enter your identity below and retrain.
idleBakes a specific identity into the core model so the agent always uses your company and agent name(s). This takes the live model offline for ~30–60 minutes while it retrains — calls cannot be served until it finishes.
Comma-separated. Distributed across the training examples.
2. Configure
Company details
Knowledge facts (one per line)
Prompts — create and edit AI prompts. Mark one as Active — it becomes the brain used by Chat and outbound Calls.
Outbound Prompts List
🎙 Outb Prompt (Used for Chat & Call)
None selected
Click "Use This Prompt" to activate
what the agent says immediately at pickup
Played by the agent at the start of every call using this prompt. Leave empty to fall back to the assistant's baked-in default.
left at the beep when an answering machine picks up
Per-prompt override of the global voicemail message. Supports
{{caller_name}}, {{order_id}}, etc. Leave empty to use the Settings-tab default. Requires voicemail detection to be enabled in Settings.
📡
IVR / DTMF Settings
(optional - applies to all calls using this prompt)
💡 What the AI agent is trying to achieve in this call. Supports {{variables}}.
💡 Step-by-step key presses for the target company's phone menu. The AI will follow this before adapting autonomously.
Insert Variables (click to add)
{{caller_name}}
{{caller_surname}}
{{caller_email}}
{{caller_phone}}
{{order_id}}
{{product}}
{{order_sum_amount}}
{{card_numbers}}
{{support_email}}
{{charge_statement_url}}
{{order_purchase_date}}
{{transfer_trigger}}
{{goal_description}}
{{ivr_expected_path}}
{{agent_name}}
{{language}}
{{company_name}}
💡 Inbound Prompts List
(for when customers call back)📞 Inbound Phone Numbers
Numbers registered on Vapi. Click a row to manage its routing rule in the Auto Rules tab.
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💡 Routing priority:
CRM caller override → rule by caller# → rule by called# → Active Inbound Prompt (fallback).
Inbound List
🎙 Inb Prompt
None selected
inbound greeting played at pickup
Played at the start of every inbound call using this prompt.
Insert Variables
{{caller_name}}
{{caller_phone}}
{{caller_email}}
{{order_id}}
{{product}}
{{support_email}}
{{transfer_trigger}}
{{goal_description}}
{{agent_name}}
{{language}}
{{company_name}}
🛡 Deployment Command Center
Manage, test, and deploy to client n8n instances.
Awaiting Review
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In Testing
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Live Active
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Rejected
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🛡
Select a client
Click a client from the pipeline list to view credentials, run diagnostics, and deploy workflows.
Settings — configure default voice, phone number, AI model, account security, and global call behavior.
🎤 Default Voice
No default voice set
🤖 AI Settings
📼 Voicemail Detection
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Configures the Vapi assistant to detect answering machines and leave a recorded message instead of staying silent.
The default voicemail message below is used unless a prompt provides its own (per-prompt overrides support
{{caller_name}} templates).
When Vapi can't decide if it's a person or machine, it waits starts, then re-checks every everys up to retries times.
Played at the beep when an answering machine is detected. Per-prompt overrides take precedence.
If the customer says any of these, the agent ends the call gracefully.
🔍 Two-Factor Authentication
Protects your login with a Google Authenticator time-based code.
Checking...
To change your authenticator, enter your current 6-digit code first:
⚠ 2FA is not yet configured. Click below to set it up.
Scan this QR code with Google Authenticator, then enter the code below to confirm.
Or enter secret manually:
✅
2FA Updated Successfully!
Your new authenticator is now active.
🎙️ Vapi Public Key (for browser test calls)
unsetRequired for the 🎙️ Test Call from Browser button on the Prompts tab. This is the public Vapi key (not the private API key on the server) — it's safe to expose to browser users. Get it from the Vapi dashboard → Org Settings → API Keys → Public Key.
📞 IVR Management
🎤 Audio Greeting
🛠 IVR Menu Builder
Define menu options. These compile into prompt instructions and sync with your transfer destinations.
Generated Prompt Instructions
📋 IVR Flow / Script Upload
Upload or paste a JSON flow defining greeting, menu options, and fallback behavior.
Parsed Flow
📡 SIP Lines
➕ Add SIP Line
📋 Saved Lines
0 lines📡
No SIP lines configured
Add a line above to get started
FAQ — quick answers about prompts, voices, calls, billing, and how the platform works.
🚀 Getting Started
1
Add Customers — Go to the Customers tab and add contacts manually or import a CSV. Each customer needs at least a name and a phone number.
2
Write a Prompt — Open the Prompts tab, create a new prompt, and write the script for your AI agent. Use
{{variables}} to personalize each call.
3
Set It Active — Click "Use This Prompt" to mark a prompt as Active. This is the brain used by Chat tests and all outbound calls.
4
Test via Chat — Open the Chat tab, select a customer, and talk to the AI. It responds exactly how it would on a real call — great for prompt iteration.
5
Pick a Voice — Browse the Voices tab and select a voice. This becomes the voice your AI uses on all calls.
6
Place a Call — Select a customer, go to the Call tab, and hit the Call button. The AI calls the customer with your active prompt and chosen voice.
7
Monitor Live — Switch to Live Log to watch the call in real time — see transcripts, and end or mute the call if needed.
📋 Customers
How do I add a customer?
Click "+ New" in the Customers tab. Fill in at least a name and phone number, then save. You can also paste data into the extra-fields area (order ID, product, etc.).
Can I import customers in bulk?
Yes. Use the CSV import button in the Customers tab. The file should have columns for name, phone, email, and any custom fields you use in your prompts.
What are custom fields?
Any extra data you attach to a customer (e.g.
order_id, product, appointment_date). These become available as {{variable}} placeholders in your prompts, so each call is personalized automatically.How do I select a customer for a call?
Click a customer row in the list. Their name and phone appear in the header bar and in the Call tab. You can now chat-test or call them directly.
✏ Prompts & Variables
What is the Active Prompt?
The Active Prompt is the default AI script used for every call and chat session. Set it by clicking "Use This Prompt" on any prompt in the Prompts tab. There can only be one active prompt at a time.
How do {{variables}} work?
Wrap any customer field name in double curly braces:
{{caller_name}}, {{order_id}}, {{product}}, etc. When a call starts, these are replaced with the selected customer's actual data. This is how you personalize every conversation without rewriting the prompt.Can I have multiple prompts?
Yes. Create as many prompts as you need for different use cases (sales, support, follow-up, etc.). Only one is Active at a time, but you can switch between them instantly.
Any tips for writing good prompts?
Be specific about the AI's role, tone, and goals. Include instructions for handling objections. Use variables for personalization. Keep it concise — the AI performs better with clear, focused instructions. Test in Chat before calling.
🎤 Voices
How do I change the AI's voice?
Go to the Voices tab, browse the library, and click a voice card to select it. The selected voice will be used for all outbound calls until you change it.
Can I preview a voice before selecting?
Yes. Each voice card shows the name, gender, and accent. Click the card to select it, then test it with a short Chat session or a test call to hear it live.
What voice providers are supported?
The platform currently supports ElevenLabs voices. The library includes a variety of male and female voices with different accents (American, British, Australian).
📞 Calls
How do I place an outbound call?
Select a customer (Customers tab), make sure you have an Active Prompt and a selected voice, then go to the Call tab and click the Call button. The AI dials the customer's phone number automatically.
What is the Call Queue?
The Call Queue Manager handles concurrency. You can have up to 10 simultaneous calls. Additional calls are queued and dispatched automatically as slots free up. Use "Drain Queue Now" to start processing, or "Kill All Calls" to terminate everything.
How does Call Transfer work?
Enable transfers in the Call tab, add destination numbers (e.g. Sales, Support), and choose Blind or Warm transfer mode. The AI can transfer the call to a human agent during the conversation when appropriate.
Can I choose which phone number to call from?
Yes. In the Call tab under "Calling Line & From Number", pick a Vapi number, a BYO SIP line, or enter a Caller ID override. Priority: From Number > SIP Line > default.
What happens if a call fails?
Failed calls are logged with an error reason (e.g. busy, no answer, invalid number). Check the Live Log or Stats tab for details. The system retries up to 3 times on concurrency errors before marking a call as failed.
📡 Live Log
What does the Live Log show?
Real-time transcripts of active calls. You see each message as it's spoken — both the AI's responses and the customer's speech-to-text. You can also see connection status, call duration, and end reasons.
Can I save or export a call log?
Yes. Use "Copy All" to copy the transcript to clipboard, or "Save Log" to store it in the database for later review.
💬 Chat Testing
How does the Chat tab work?
The Chat tab simulates a phone conversation in text form. The AI uses your Active Prompt and the selected customer's data, exactly as it would on a real call. It's the fastest way to iterate on your prompt without spending call credits.
What chat modes are available?
Outbound — simulates an outbound call (AI speaks first). Inbound — simulates the customer calling in (you speak first). Choose the mode that matches your use case.
Does chat use call credits?
Chat uses a small amount of AI tokens but no telephony credits. It's significantly cheaper than a real call and ideal for prompt development.
⚙ Settings & Billing
Where do I check my balance?
Your current credits balance is shown in the header bar at the top of the panel. For a detailed breakdown, go to the Stats tab.
What do calls cost?
Call costs depend on duration, voice provider, and destination country. Check the Stats tab for per-call cost breakdowns. Chat testing is significantly cheaper than live calls.
How do I change the AI model?
Go to Settings and look for the model configuration section. Different models offer trade-offs between speed, quality, and cost. Contact support if you need a specific model enabled.
🤖 AI Assistant
What is the AI Assistant sidebar?
The chat widget on the right side of the panel is your AI assistant. It can help you manage customers, write prompts, queue calls, navigate between tabs, and answer questions about the platform — all through natural language.
What can the assistant do?
It can list and add customers, read and save prompts, check balances, view call logs, queue calls, browse voices, and navigate you to any tab. Just describe what you need in plain language.
Can the assistant delete things?
No. For safety, the assistant cannot delete customers, prompts, or terminate active calls. You'll need to do those actions manually through the UI.
Auto Rules — configure automatic actions for incoming leads and inbound calls. Route leads to prompts, auto-call, or transfer inbound calls by number.
🔗 Lead Intake API
External forms / CRMs can push leads via:
POST /lead-intake
Headers:
X-Lead-Key: your_key | Body: { phone_number, name, email, source_tag, ... }📢 Outbound Lead Rules When a new lead arrives via API, auto-call them
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📞 Inbound Call Rules Route inbound calls to specific prompts or transfer numbers
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Priority order for inbound calls:
- Customer's assigned prompt (CRM detail panel)
- Auto-rule matched by caller number
- Auto-rule matched by called number (which Vapi line was dialed)
- Global active inbound prompt (settings)
- First active inbound prompt
Stats — spending analytics, balance overview, call counts, and API usage breakdown across providers.
📊 API Stats & Spending
Total Spend
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Avg CPC
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Total Calls
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0 min
Success Rate
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- ms avg
Vapi Balance
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Twilio Balance
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OpenRouter Credits
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Provider Breakdown
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Spend Trend
🧙 Workflow Guide
Quick-Start Checklist
Step-by-step walkthrough
Use the floating Guide widget (bottom-right) for interactive step-by-step help, or follow the progress bar at the top of the panel.
🚀 Deploy CRM
Quick Client Onboarding
Create a new client instance and deploy all Targeteer workflows in one click.
Client Pipeline
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