Dashboard Overview

Real-time status and quick actions

My Workspace Setup
Active Calls
0
Calls currently in progress
Total Calls Today
0
✨ Handled successfully
Appointments Booked
0
In system
✨

Your AI is working for you

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0 calls handled
0h 0m time saved
$0 cost saved

Receptionist Live Status

Online & Ready

Aura Wellness Spa

AI Voice Receptionist

OpenAI Model: gpt-4o-realtime-preview
Hours: Mon-Fri, 9am - 6pm

Recent Bookings

View All

No appointments scheduled yet.

AI Health Score

Calculating...
-- /100
Answer Rate --%
Booking Rate --%
Avg Duration -- min
Setup Score --%

Live Activity Feed

Live
📡

Waiting for activity...

Events appear here in real time

No Active Calls Detected

The AI Receptionist is idle. Dial the Twilio phone number or start an outbound call to see live streaming logs.

Scheduled Appointments

Customer Date Time Service Staff/Resource Notes Price Payment Actions

Schedule Manually

Contacts Directory
Deals Pipeline
AI CRM Copilot
Campaigns Hub

Contacts Database

Name Company Phone Email Lead Stage Relationship Actions

Appointment Scheduled

0

Qualified Lead

0

Quote Sent

0

Closed Won

0

Closed Lost

0

Hubie - AI CRM Copilot

Natural language pipeline orchestrator

Hubie CRM Assistant

Hello! I am Hubie, your AI CRM Copilot. You can manage contacts and deals using natural language. Try typing actions like:

  • "Add Daniel Green (+15555554433) as a new opportunity"
  • "Create a deal for Daniel Green named Massage Voucher for $95"
  • "Move Daniel Green's deal to Closed Won"
  • "List our current customer contacts"

Marketing Campaigns Hub

Target customer lists via automated Outbound Calls, WhatsApp broadcasts, and Resend emails.

Campaigns List
Template Library
Total Campaigns

0

Running Campaigns

0

Completed Campaigns

0

Campaign Name Channels Target Audience Status Created At Actions

Past Call Records

Click on a call to view the full AI-generated summary and transcript

Tenant Onboarding

Complete steps to configure and activate your AI receptionist.

Onboarding Progress 100%
Add Modules Activate voice and business addons
Business Profile Company name, scheduling mode
Branding AI name, avatar & security
Voice Provider Gateways & OpenAI API Key
Phone Number Assign inbound phone number
AI Receptionist Configure your AI agent
Business Hours Set operating schedule
Knowledge Base Upload FAQs and documents
Team Members Invite staff and set roles
Go Live Test and activate your AI

Step 1: Business Profile

Provide key details about your business.

Changes the terminology and dynamic scheduling rules of the AI Receptionist.
Set up your services catalog. The AI receptionist uses these details for client inquiries and scheduling.

Step 2: Phone Number

Configure Twilio numbers for inbound calls.

Voice calls dialed to this number will load this receptionist.
Calls will transfer to this number if department routing is inactive and human backup is requested.

Incoming Call Webhook

Copy this URL and configure your Twilio Number's incoming voice webhook in the Twilio Console:

https://xxxx.ngrok-free.app/incoming-call

Step 3: AI Receptionist

Configure the system prompt, model and voice attributes.

Female AI Avatar Male AI Avatar
Custom Cyan highlight matches your website brand

Step 4: Business Hours

Set operating schedule

Mon Tue Wed Thu Fri Sat Sun
to
Schedule: Mon, Tue, Wed, Thu, Fri - 09:00 - 17:00 (Asia/Singapore)

Step 6: Add Modules

Activate business and voice addons to customize your workspace.

WhatsApp, SMS, & Email Notifications Send automated reminders, alerts, and confirmations (@$10/mo)
Status: Inactive
AI CRM Hub Manage leads, customers, and sync logs in real-time (@$50/mo)
Status: Inactive
Accounting and Invoicing Ledger, purchase bills, products catalog, and financial reports (@$20/mo)
Status: Inactive
Multi-Department & Extension Routing Route calls dynamically ($25/mo per extension + $10/mo if recording selected)
Status: Inactive
Payment Gateway (Stripe) Collect live credit card payments from callers (@$5/mo)
Status: Inactive

Step 5: Team Members & Rooms

Configure staff resources or bookable slots.

List of staff members, doctors, or tables available for scheduling.

Workspace Team Roles

Pending Invitations

No pending invitations.

Step 7: Go Live

Test the receptionist and deploy live.

Ready for Production

Your Voice AI Receptionist agent is fully configured. You can test it by clicking the Web Call button in the bottom simulator, or call your inbound Twilio number.

Step 8: OpenAI API Key

Configure your OpenAI Project API key.

OpenAI Project API Key

Use your own OpenAI project key — you control the budget & usage

Using Platform Default

Create a Project in your OpenAI dashboard, generate a project API key, and paste it here. Your calls will be billed directly to that project — giving you full cost visibility per tenant in one master account.

Key is encrypted at rest and never sent back to your browser.

Step 9: Security (2FA)

Configure account security and 2FA.

Security

Two-factor authentication & account protection

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Two-Factor Authentication (2FA) adds an extra layer of security to your account. When enabled, you'll need to provide a 6-digit code from your authenticator app every time you sign in.

Step 10: Voice Provider

Select the underlying voice gateway provider.

OpenAI Realtime
Active. Built-in ultra low-latency WebRTC streams.
Retell / VAPI
Alternative provider. Custom endpoints supported.

Step 11: Knowledge Base

Train your AI receptionist on your website content.

Subscription Quota & Usage

Setup Mode Renewal: N/A
Call Duration (Minutes) 0 / 15 mins
Overage: Pro-rated at $0.20/minute
Contacts Registered 0 / 15 contacts
Appointments Scheduled 0 / 5 bookings

Prepaid Overage Minutes

Paid plans (Starter & Pro) consume prepaid overage minutes at $0.35/min after exhausting the monthly plan quota. All payments are made in advance.

Prepaid Overage Balance: 0.0 mins
Overage Limit Warning Reminders

Developer Testing Tools

Simulate billing system failure by backdating the subscription's next payment due date, which triggers immediate account suspension.

Billing Notification Settings

Set a WhatsApp number to receive payment reminders 7, 3, and 1 day before your due date. Leave blank to use your Agent Settings phone number.

Upgrade Plan

Upgrading instantly unlocks higher call quotas, unlimited appointments, and the AI Copilot.

Starter Plan

100 mins, 100 contacts, 1 user (+$1K setup)

$99/mo
Professional Plan

1000 mins, unlimited contacts, 10 users (+$5K setup)

$999/mo
Enterprise Plan

Custom pricing, advanced integrations, priority support

Custom
Receivables
$0.0k
Payables
$0.0k
Revenue (Paid)
$0.0k
Expenses
$0.0k
Overdue Invoices
0
Overdue Bills
0
SALES
PURCHASES
CONTACTS
SETUP
REPORTS
INVOICE # CUSTOMER DATE DUE DATE TOTAL PAID BALANCE STATUS ACTIONS
QUOTATION # CUSTOMER DATE EXPIRY DATE TOTAL STATUS ACTIONS
BILL # SUPPLIER DATE DUE DATE TOTAL PAID BALANCE STATUS ACTIONS
DATE REF/INVOICE/BILL CONTACT AMOUNT METHOD TYPE
DATE CATEGORY AMOUNT DESCRIPTION ACTIONS
NAME TYPE EMAIL PHONE
SKU NAME PRICE
CODE NAME TYPE

Profit & Loss Statement

A summary of the revenue, costs, and expenses incurred during a specific period.

Sales Revenue $0.00
Cost of Goods Sold (Expenses) $0.00
Net Profit $0.00

Balance Sheet Summary

A statement of the assets, liabilities, and capital of the business at a particular point in time.

Total Assets (Cash + Receivables) $0.00
Total Liabilities (Payables) $0.00
Net Worth (Equity) $0.00
Tenants & Settings
Financial Ledger
Purchase History
Total Registered Tenants
0
SaaS client accounts
Total Call Duration (Mins)
0.0
Aggregated usage
SaaS Monthly Revenue (MRR)
$0.00
✨ Active recurring subscriptions
Active Call Streams
0
Live connected sessions

Tenants Management Registry

Modify user plans, verify call logs volume, and activate/suspend workspaces

Workspace Email Sub Tier Billing Cycle Status Call Usage Database Volume Usage Limits Actions

Recent System Activities

Audit log of actions across all workspaces

No activities logged yet.

Global SaaS Configuration

Manage default system-wide variables and pricing rates

$

Platform Owner Profile

Update your Super Admin login credentials

Tenant Mobile App Portal

Manage your calls, appointments, and configurations on the go with our fully responsive tenant mobile application. Any changes made here synchronize in real-time with the database.

Live call session updates
Staff & resource calendars
CRM customer pipeline management
Translucent glassmorphic iOS aesthetics
Run on Physical Smartphone

Scan the QR code to open the app on your mobile device. Ensure your phone and server are on the same local Wi-Fi network.