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AI Assistant #: -

Not Loaded 0 Jobs Today 0 New 0 Pending

Personal Profile

Is Admin?

First Name

Last Name

Street Address

City

State

ZIP Code

Email Address

Phone Number

Personal Avatar

PNG, JPG, GIF, WebP up to 5MB • Automatically resized to 500x500px

Subscription & Billing

Loading subscription details...

Invoice History

Date	Invoice #	Description	Amount	Status	PDF
Loading invoices...

Action Required

AI Assistant Configuration

Voice Calls

SMS Chats

Web Chats

Your Trade

Service Areas (Zip Codes)

Enter zip codes separated by commas

Max Service Radius Per Zip Code (miles)

Scheduling & Availability

Timezone

Max Daily Appointments Per Person

Buffer Between Appointments (min)

Min Booking Lead Time (hours)

Max Booking Days Ahead

Travel & Distance

Max Travel Distance (miles)

Travel Time per Mile (min)

Automatic Scheduling

Enable automatic scheduling

Prefer existing customers

Enable geographic clustering

After Hours Emergency Support

Emergency Contact Phone

Response Time (hours)

Emergency Flat Rate ($)

Dispatch Method

Specializations

Flat-Rate Services & Prices

Serve Residential

Accept home & residential jobs

Serve Commercial

Accept business & commercial jobs

Minimum Job Size ($)

Decline jobs below this amount (0 = accept all sizes)

Preferred Job Types

Select services you prefer to focus on (AI will prioritize these)

Jobs NOT Accepted

Select services you DON'T offer (AI will politely decline these)

Additional Notes (Optional)

Generated AI System Prompt

Voice & SMS Number

Your AI assistant phone number:

Customers can call or text this number to reach your AI assistant

Why Forward Your Phone?

Answer calls instantly - even when you're busy on a job
Qualify leads and book appointments automatically
Provide 24/7 customer service without hiring staff
Never lose business to voicemail again

Carrier-Specific Instructions

Verizon

From your Verizon phone:

Dial *72
Wait for the dial tone
Enter your AI assistant number: -
Press call and wait for confirmation

To deactivate forwarding: Dial *73

AT&T

From your AT&T phone:

Dial *21*
Enter your AI assistant number: -
Dial # at the end
Press call (Example: *21*5551234567#)

To deactivate forwarding: Dial #21#

T-Mobile

From your T-Mobile phone:

Dial **21*
Enter your AI assistant number: -
Dial # at the end
Press call (Example: **21*5551234567#)

To deactivate forwarding: Dial ##21#

Sprint (Now T-Mobile)

From your Sprint/T-Mobile phone:

Dial *72
Enter your AI assistant number: -
Press call

To deactivate forwarding: Dial *720

Other Carriers

Most other carriers:

Contact your carrier's customer service
Request call forwarding setup
Provide your AI assistant number: -

You can also check your phone's settings app for a "Call Forwarding" option

Pro Tip: Test call forwarding by calling your business line from another phone. Your AI assistant should answer!

No Phone Number Assigned

You don't have a Vapi phone number assigned yet. Contact support to get your AI assistant phone number set up.

General Settings

Configure basic assistant behavior

Assistant Name

Auto-generated identifier (read-only)

First Message

Auto-populated from company name (editable)

First Message Mode

How the conversation starts

End Call Message

Auto-populated from company name (editable)

Background Sound

Voice Settings

Configure voice for phone calls

Voice Gender

Select Voice

Loading voices...

Voice Speed: 1.0x

0.7x 1.0x 1.2x

How fast the AI speaks. 1.0 is normal speed. Range: 0.7-1.2 (ElevenLabs limit).

Stability: 0.5

Controls voice consistency. Higher values = more predictable, monotone. Lower values = more varied, expressive.

Similarity Boost: 0.75

How closely the AI matches the selected voice. Higher values = more accurate to original voice sample.

Style: 0.0

Voice expressiveness and emotion. Higher values add more personality and inflection to speech.

Speaker Boost

Enhances voice clarity and reduces background noise. Recommended for phone calls.

No Filler Phrases

Removes "One moment", "Just a sec", and similar thinking phrases. AI stays silent while calling backend functions.

AI Model Settings

Configure the language model powering the assistant

Model Provider

Model

Temperature: 0.7

Higher = more creative, Lower = more focused

Max Tokens

Maximum response length

System Prompt

Auto-generated instructions (read-only). Updates automatically when business settings, specializations, or flat rates change.

Transcriber Settings

Configure speech-to-text for voice calls

Provider

Language

Model

Smart Formatting

Auto-format punctuation, numbers, etc.

Behavior Settings

Configure conversation timing and interaction

Allow Interruptions

User can interrupt assistant

Words to Interrupt: 2

1 word 5 words 10 words

How many words customer must speak before they can interrupt the AI. Lower = more responsive, higher = less interruptions.

Response Delay: 0.4s

Delay before assistant responds after user stops speaking

LLM Request Delay: 0.1s

Delay before sending request to AI model

Max Call Duration: 1800s (30 min)

1 min 30 min 60 min

Maximum call length before automatically ending. Prevents extremely long calls and controls costs.

Silence Timeout: 30s

5s 30s 120s

How long to wait for customer response before ending call. If customer is silent for this duration, call automatically ends.

Backchanneling

Assistant makes sounds like "mm-hmm"

Recording, Compliance, and Voicemail Settings

Enable Call Recording

Record all incoming calls for quality assurance and training

Recording Format

MP3 recommended for most use cases

Enable Voicemail Collection

Allow callers to leave a message with their details

What information should the assistant collect?

Collect Phone Number

Ask caller to provide their phone number

Collect Email Address

Ask caller to provide their email address (optional)

Collect Physical Address

Ask caller to provide their service address (optional)

Auto-Create Customer Profiles from Voicemails

Automatically create new customer records when voicemails are received from unknown numbers

Widget Customization

Customize the appearance and behavior of your web chat widget

Widget Mode

Conversation Mode

Choose between text chat or voice conversation

Appearance

Theme

Position

Size

Border Radius

Colors

Base Color

Leave empty for default

Accent Color

Button Base Color

Button Accent Color

Text & Labels

Main Label

Start Button Text

Leave empty for default

End Button Text

Leave empty for default

Empty Chat Message

Leave empty for default

Empty Voice Message

Leave empty for default

Legal & Consent

Require user consent before starting

Show transcript of conversation

Terms & Conditions Text

Shown when consent is required

Widget Preview & Embed Code

Preview your widget in action:

Widget preview will appear here after saving settings

Embed Code

Installation Instructions

WordPress

1. Go to Appearance → Theme Editor
2. Edit footer.php
3. Paste code before </body>
4. Save and update

Shopify

1. Go to Online Store → Themes
2. Click Actions → Edit code
3. Open theme.liquid
4. Paste before </body>

Custom HTML / Static Sites

1. Open your HTML file
2. Find the </body> tag
3. Paste the widget code right before it
4. Save and upload your file

Job Management

Loading jobs...

Appointment Details

Abandoned Lead Details

Loading chat details...

Lead Quality

Contact Info

Service Details

Chat Timeline

Started:

Last Activity:

Duration:

Channel:

Conversation

Available Actions:

Convert to Lead: Moves this conversation to active leads for follow-up. Use when customer showed genuine interest but didn't complete booking.

Delete Chat: Permanently removes this conversation. Use for spam, test chats, or conversations with no value.

Export Data: Download conversation details as JSON file for record keeping or external analysis.

Failed to load chat details

Team Members

Loading team members...

Pending Requests

New

Holiday Override Requests

No pending holiday override requests

Invited Users

No pending user invitations

Calendar & Scheduling Management

Manage operating hours, employee schedules, and appointment settings

Company-Wide Calendar Settings

These settings apply to all employees and cannot be overridden by individual schedules.

Business Operations

Business Operating Hours

Schedule Management

Holiday Closures

New Year's Day (Jan 1)

New Year's Eve (Dec 31)

Memorial Day (May 26, 2025)

4th of July (Jul 4)

Labor Day (Sep 1, 2025)

Thanksgiving (Nov 27, 2025)

Christmas (Dec 25)

Custom Blackout Dates

Automatically renew annually (repeats next year)

Team Schedule Management

Manage your team's schedules and view everyone's availability.

Loading team schedules...

Personal Schedule Settings

Configure your personal availability within company operating hours.

Schedule & Preferences

Personal Working Hours

Your hours cannot exceed company operating hours

Personal Preferences

Max Appointments Per Day

Preferred Duration (min)

Personal Buffer Time (min)

Preferred Radius (miles)

Work Base Location

Home/Base Address

This address is used for travel time calculations and route optimization

Holiday Requests

Holiday Override Requests

Request to work on company holidays (subject to approval).

My Holiday Override Requests

View the status of your submitted holiday override requests.

Loading holiday requests...

Check Availability

Start Date

End Date

Duration (minutes)

Enter dates and click "Check Availability" to see available time slots

My Time Off Requests

Manage your vacation days, sick leave, and personal time off.

My Time Off Requests

Loading your time off requests...

Team Time Off Management

Review and manage time-off requests from your team members.

Team Time Off Requests

0 pending

Loading team time off requests...

Company Calendar Information

View company-wide scheduling policies and important dates.

Company Operating Hours

Company Holiday Closures

Company Blackout Dates

Scheduling Policies

Calendar & Scheduling

Manage appointments, schedules, and availability.

Calendar and scheduling content will be loaded here

User Management

Manage team members, roles, and permissions.

User management content will be loaded here

Customer Relationship Management

Manage customers, leads, and follow-up activities with comprehensive analytics

Total Customers

Active Customers

Active Leads

Abandoned Leads

All Customers

Customer	Phone	Email	Status	Lead Score	Last Contact	Total Revenue	Actions
Loading customers...

Showing 0 to 0 of 0 customers

Loading leads...

Abandoned Leads

Loading abandoned leads...

Customer Analytics

Customer Acquisition

Lead Sources

Recent Activity

Loading recent activity...

Voicemails

Messages left by callers

New

In Progress

Completed

Called Back

Time	Caller	Phone	Message	Priority	Status	Actions
Loading voicemails...

No Voicemails

No voicemails to display for the selected filter.

CRM Settings

How Your CRM System Works

📞 Leads: Automatically created when someone contacts you (call, chat, form). Each lead gets a score based on engagement, urgency, and service value. HOT leads (70+ points) need immediate attention, WARM leads (40-69 points) should be followed up within 24hrs, and COLD leads (<40 points) are lower priority.

🔄 Retention: Leads that haven't converted or been contacted within your retention period are automatically archived to keep your active pipeline clean. Archived leads can still be viewed in your CRM history.

💬 Voicemails: Call recordings and voicemails are stored separately and can be set to auto-delete after a certain period to save storage space while maintaining compliance.

Lead Management

Configure how leads are scored, retained, and cleaned up automatically

Lead Retention Period

How long before inactive leads are archived

days

Automatic Lead Cleanup

Archive leads older than retention period automatically

Lead Scoring Thresholds

HOT Lead Threshold

points

Leads with scores ≥70 are marked HOT and need immediate attention

WARM Lead Threshold

points

Leads with scores 40-69 are WARM and should be followed up within 24hrs

Voicemail & Call Recording Retention

Manage storage and compliance for call recordings and voicemails

Voicemail Retention Period

How long to keep voicemails and call recordings

days

Automatic Voicemail Cleanup

Delete voicemails older than retention period automatically

Note: Deleted voicemails cannot be recovered. Make sure your retention period meets your business and compliance requirements.

System Status

Current CRM statistics and cleanup overview

Total Active Leads

HOT Leads (70+)

Leads to Archive

Voicemails to Delete

AI Assistant Logs

Last 14 days of calls and messages

Loading AI logs...

No AI interactions found in the last 14 days

Type	Date/Time	Customer	Duration/Msgs	Status	Actions

Showing 0-0 of 0 interactions

Page 1

Conversation Transcript

Call Recording

Download Recording

Support Center

Track your support requests

Total

Closed

In Progress

Submit Support Ticket

Your Name

Phone Number

Subject

Description

Attachment (Optional)

Upload a file

or drag and drop

PNG, JPG, PDF, DOC up to 10MB

Your Support Tickets

Loading your tickets...

No support tickets yet

Click Submit Ticket to create your first ticket

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Personal Profile

Company Information

Subscription & Billing

Invoice History

AI Assistant Configuration

Business Information

Scheduling & Availability

Travel & Distance

Automatic Scheduling

Services & Pricing

Customer Types & Job Preferences

AI Assistant Configuration

Web Widget Code

Generated AI System Prompt

Voice & SMS Number

Forward Your Business Phone to This Number

Why Forward Your Phone?

Carrier-Specific Instructions

No Phone Number Assigned

General Settings

Voice Settings

AI Model Settings

Transcriber Settings

Behavior Settings

Recording, Compliance, and Voicemail Settings

Widget Customization

Widget Mode

Appearance

Colors

Text & Labels

Legal & Consent

Widget Preview & Embed Code

Installation Instructions

WordPress

Shopify

Custom HTML / Static Sites

Job Management

Appointment Details

Abandoned Lead Details

Lead Quality

Contact Info

Service Details

Chat Timeline

Conversation

Available Actions:

Team Members

Pending Requests

Holiday Override Requests

Invited Users

Calendar & Scheduling Management

Company-Wide Calendar Settings

Business Operations

Schedule Management

Holiday Closures

Custom Blackout Dates

Team Schedule Management

Personal Schedule Settings

Schedule & Preferences

Personal Preferences

Work Base Location

Holiday Requests

Holiday Override Requests

My Holiday Override Requests

Check Availability

My Time Off Requests

My Time Off Requests

Team Time Off Management

Team Time Off Requests

Company Calendar Information

Company Operating Hours

Company Holiday Closures

Company Blackout Dates

Scheduling Policies

Calendar & Scheduling

User Management

Customer Relationship Management

All Customers

Abandoned Leads

Customer Analytics