RequesTo-Ai

Live Calls

No active calls right now

Total

Inbound + Outbound

AVG TALK

RATE

↙ Inbound

↗ Outbound

⇄ Internal

🔎Filters

Search Number

Trunk / DID

Branch

No branches configured yet

User

From Date

To Date

No calls found.

		Client Number	Contact	Calls	Last Time	Status	Avg Talk	Action
▶			WA			✓ Resolved ⚠ Needs callback ⚠ Missed · call back Never answered

Page of ( calls)

No calls found.

Extensions

No extensions configured

No agent matches that

📋 AI Follow-Up

Everything that happened, and what callers said about it.

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📞 Calls

Answered in

Missed in

Answered out

Unanswered out

Internal

extension to extension

📋 CRM

Leads by status

No statuses configured

Tickets by status

No tickets

💬 Chat & contacts

WhatsApp clients

groups excluded

Groups

Callers in range

distinct numbers

Saved contacts

🏆 Who did what

#	Name	Calls	Leads	Tickets	Total	Answer	Touched	Sold

No activity in this range

🏷 Tags in use

No tags used in this range

⭐ Call evaluation

Sent

Yes

Reply rate

Satisfaction

Sent	Number	Call	Agent	Answer	Replied
			—	Yes No 🙋 Wants an agent waiting
Nothing yet. Surveys appear once Call Evaluation is enabled in Settings. No results for that filter.

💬

Conversations

😠

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Total

New

Enrolled

Interested

📋 Leads Management

🔎Filter Leads

From date

To date

Source

Created by

Status

Tag

Assigned to

📞 Call via ext.

Created: · Updated:

📋Lead Info

Name

Request

📞Contact

Name

Number

🗂️Classification

Status

Source

Assigned

No one matches that

🏷️Tags

No tags configured — add them in Admin Settings → CRM Tags.

No tag matches “”.

Notes

Attachment

	#	Contact	Request	Status	Source	Assigned To	Created By	Tags	Date	Actions
No leads found.
			— nothing recorded —					—

Total

Open

Pending

Resolved

🎫 Tickets

🔎Filter Tickets

From date

To date

Status

Priority

#	Name	Contact Number	Status	Priority	Assigned To	Created By	Date	Actions
No tickets found.

🎫

Created: · Updated:

Ticket Info

Name

Request

Contact

Name

Number

Classification

Status

Priority

Assigned

No one matches that

Notes

📊 Team Performance

From To loading…

Team answered: · Team external outbound: (share % = each agent's portion of the team, selected date)

Ext	Name	Inbound	Outbound	Internal	Total	Answered %	Outbound %
		/	/	/
No extensions.

⚙️ Inbound Setup

🙋 Introduce the agent When the assigned agent opens the conversation, the customer is told who they are now speaking to.

{name} becomes the agent's name. Leave it blank to use the default wording.

Sent once per assignment — reassigning introduces the new person, but reopening the chat does not repeat it. A supervisor reading the conversation sends nothing; only the agent it belongs to does. Nothing is sent until the customer has written first.

👋 Send a welcome message Sent once per conversation, on the customer's first message.

It is not sent if an agent has already replied — a greeting arriving after a human looks worse than none at all. It is also skipped while sending is disabled for the account.

📥 Who handles incoming chats

Everyone (default) Every user permitted on this account sees and can reply to every conversation. This is how the system behaves today. Queue — first to take it owns it New chats arrive unassigned. Any permitted agent can press Take; the first click wins and only that agent can reply. Supervisors and admins can always step in or release it. Manual — a supervisor hands chats out Agents cannot take chats themselves; they reply only to what they are given. Choose who is responsible below.

Only this person (and admins) can assign conversations on this account. Leave blank to let any supervisor do it.

🤖 Keyword chatbot Auto-replies to matching keywords. It goes silent as soon as an agent replies or the chat is assigned — it never talks over your staff.

Rules — first match wins

No rules yet — add one, or set a fallback below.

Blank is often better — a wrong answer is worse than none.

↗ ✕

↗️ Xfer

🔈 🔊

Admin Management

Manage Sources

⚙️ Admin Settings

Role	Call logs	Contacts & chats
Supervisor
Agent
Admin	always	always

📱

Messaging Accounts

Account Name

📱 Scan this QR code with WhatsApp

Open WhatsApp → Linked Devices → Link a Device

✅

Connected

Import the conversations already on this phone? New messages arrive either way — this only brings across what was sent before you linked it.

Messages per chat

Runs in the background and can take several minutes. You can close this window.

📱

No WhatsApp accounts yet

Name	Key	Account	Rate	Used	Last used
						revoked
No keys yet

Live Calls

Extensions

📋 AI Follow-Up

📋 Leads Management

🎫 Tickets

🎫

🤖 AI Leads — unanswered calls

🎫 Ticket #

Create Ticket

⭐ Rate Conversation

Admin Management

Messaging Accounts

Live Calls

Extensions

📋 AI Follow-Up

📋 Leads Management

🎫 Tickets

🎫

🤖 AI Leads — unanswered calls

🎫 Ticket #

📊 Team Performance

👤 User Management

👤 Caller Profile

📣 Campaigns

⚙️ Inbound Setup

📊 Export Other Data

🔔 Call Popup

🔑 Change Password

⭐ Contacts

Save Contact

📞 Make a Call

Create Ticket

Rate agents on this call

⭐ Rate Conversation

Admin Management

⚙️ Admin Settings

Messaging Accounts