The Future of Intelligent Business Communication
## 🟦 Codex
1. Select the **Codex** tab.
2. Run this command:
```bash
codex mcp add ai-sync --url https://mcp.aisync.link/mcp-oauth
```
3. Codex opens your browser so you can sign in and approve. If it doesn't, run
`codex mcp login ai-sync`.
## 🟨 Grok
1. Select the **Grok** tab.
2. Run this command:
```bash
grok mcp add --transport http ai-sync https://mcp.aisync.link/mcp-oauth
```
3. Grok opens your browser the first time it needs to authorize.
## ✅ How to use it every day
After setup:
1. Open Claude, Codex, or Grok as usual.
2. Ask for what you need in plain language.
3. Your agent uses AI Sync MCP in the background.
4. You do **not** need to open the Dashboard for those tasks.
You only return to **MCP** if you need to reconnect, switch clients, or set up a new machine.
## 🛠️ If something goes wrong
| Problem | What to try |
|---------|-------------|
| Command not found | Install the Claude, Codex, or Grok CLI first |
| Browser does not open | Re-run the connect/login command for your client |
| Agent cannot reach AI Sync | Open **MCP**, copy the command again, and reconnect |
| Wrong client | Use the matching tab before copying the command |
## ➡️ Now that you are connected
### 🖥️ Interface Overview
Your Power Dialer workspace includes:
**Left sidebar (campaign setup)**
- **🎧 Audio / Keypad** — switch between audio settings and the dialpad
- **🏷️ From Number** — choose the outbound caller ID line
- **🌎 Local Presence** — turn area-code matching on or off
- **📋 Select PowerList** — choose which contact list to dial
- **🗂️ Pipeline & Stage** — optionally limit dialing to contacts in a pipeline stage
- **📈 PowerList stats** — uploaded, removed, dial-at-a-time, and attempt limits
- **🟢 Status** — dialer and call readiness
**Top bar (live session)**
- **▶️ Start Dialing** — begin calling from the selected list
- **📊 Remaining / Dialed / Connected** — live campaign counts
- **⏱️ Talk Time** — total talk duration, with a filter icon to refine how it is calculated
Also available from the dialer’s navigation: call history, voicemail/recordings, notes/documents, and audio controls.
**Fetch Talk Time By**
| Option | What it includes |
|--------|------------------|
| **Powerlist** | Talk time for the **selected PowerList only** |
| **Overall** | Talk time for **all calls across the company** |
**Date Range**
Choose the period used when calculating Talk Time (for example **All Time**, or another range from the dropdown).
**Apply / Cancel**
1. Select **Powerlist** or **Overall**.
2. Pick a **Date Range**.
3. Click **Apply** to update the Talk Time display, or **Cancel** to close without changing filters.
**📝 When to Use Manual Dialing**
While the Power Dialer automates most calling, manual dialing is useful for:
- **Priority callbacks**: Immediately calling high-value prospects
- **Custom numbers**: Dialing numbers not in your PowerList
- **Testing**: Verifying audio setup before campaigns
- **Emergency contacts**: Quick access to important numbers
**⌨️ Dialpad Features**
- **Number Input Field**: Enter complete phone numbers (format: +1800XXXXXXX)
- **Standard Keypad**: Traditional phone layout with alphabetic shortcuts (ABC, DEF, etc.)
- **Call Button**: Purple call initiation button to start the call
- **Number Formatting**: Automatic formatting for international and domestic numbers
#### Read the transcript
Click **Transcript** under a name to open the call. You'll see the sentiment, a short summary and the full transcript. Click **Hide transcript** to close it. Calls without a recording show **Details** instead.
#### Sentiment
AI Sync scores how the lead sounded once a call has a transcript:
| Pill | Meaning |
| --- | --- |
| **Positive** | The lead sounded interested or happy |
| **Neutral** | Neither positive nor negative |
| **Negative** | The lead sounded unhappy or not interested |
| **–** (Not scored) | No transcript, or too short to judge |
Use the **Sentiment** filter (All, Positive, Neutral, Negative, Not scored) and click **Filter** to show only those calls.
#### Search by name or number
Type a name or phone number in **Search Log** and press Enter. If you haven't picked a date range, search looks back over the last 90 days, so you can find older calls without changing the dates.
#### Download CSV
Click **Download CSV** to save the calls you're looking at as a spreadsheet, with transcripts. It uses the same date range, filters and search as the table.
#### Other filters
- **Date Range**: Today, other presets, or Custom start and end dates
- **Status** and **Direction** (inbound or outbound)
- **Call Duration**: for example only calls with talk time, or 1+ minute
- **Play** and download recordings, and **Call Again** from any row
**🎧 Audio Device Management**
Complete audio configuration includes:
**🎤 Microphone Settings**
- **Device Selection**: External Microphone (Realtek Audio)
- **Voice Input Configuration**: Optimized for call quality
**🔊 Ringtone Configuration**
- **Speaker Selection**: Default - Headphones (Realtek Audio)
- **Test Functionality**: Audio testing capability
- **Incoming Call Audio**: Dedicated ringtone device
**📢 Output Speaker Settings**
- **Remote Audio**: DTMF sound configuration
- **Speaker Device**: Default - Headphones (Realtek Audio)
- **Audio Testing**: Built-in test controls
**🔄 Device Management**
- **Reload Audio Devices**: Refresh available devices
- **Refresh Devices**: Update device list
- **USB Headset Tip**: Noise reduction recommendation
**🎵 Audio Tone Settings**
- **Hangup Tone**: Enable/disable call end tones
- **Ringtone Controls**: Test, Mute, Enable options
- **Outbound Ringback Tone**: Test, Mute, Enable controls
### 📊 System Status Dashboard
The status dashboard provides real-time visibility into your dialer's operational state and readiness.
#### 🟢 Status Indicators Explained
**Dialer Status**
- **"Not ready..."**: System is initializing or loading PowerList
- **"Ready"**: Dialer is prepared and waiting for instructions
- **"Dialing"**: Currently attempting to connect a call
- **"Connected"**: Active call in progress
**Call Status**
- **"Idle"**: No active calls, ready to dial next number
- **"Ringing"**: Outbound call is ringing
- **"Connected"**: Call successfully connected
- **"Disconnected"**: Call ended, preparing for next dial
**User Availability**
- **Online**: Available to receive and make calls
- **Offline**: Unavailable, dialer will not initiate new calls
- **Busy**: Currently on a call or handling post-call tasks
- **Away**: Temporarily unavailable
#### 🩺 System Health Monitoring
**Connection Status**
- **Network Connectivity**: Internet connection quality
- **Server Communication**: Connection to dialing servers
- **Audio Device Status**: Microphone and speaker readiness
- **PowerList Sync**: Contact list synchronization status
## 🔁 Reset daily
**Reset daily** starts a list over every night. Every lead goes back to New, and leads you've already called can be called again, up to the list's daily limit.
- It's a switch in the dialer's left panel under **Text if missed**, labelled **Reset daily · this list**.
- It's **off** unless you turn it on. With it off, the dialer keeps working down the list, so leads you've never called get reached.
- Turning it on shows a short explanation first. Every change is logged with who made it and when.
- It only decides who **texts** from a number and gets its replies. Where
the number's **calls** ring stays on the Phone Numbers page.
- A Twilio number whose calls you routed to a rep starts as that rep's
texting line. You can change it here.
- **Can't text yet** explains every other number: not registered for texting
(A2P), assigned to an AI agent, or calling-only.
- **Registered numbers missing?** If you attached numbers to your campaign
in Twilio's own console, click **↻ Refresh from Twilio** at the top. AI Sync
reads which numbers are really registered and updates the list. It also
tells you about registered numbers you haven't imported into AI Sync yet.
- Reps can open the page too. They see which line is theirs but can't change
anything.
## When a lead texts STOP
1. Texts to that lead turn off automatically.
2. They get one confirmation that they've been unsubscribed.
3. Your AI text assistant doesn't reply.
4. The conversation shows a banner: **"Unsubscribed from texts · replied STOP on Oct 4"**, with a **Turn off** button.
Words that unsubscribe: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT.
## When a lead texts START
START, UNSTOP or YES turns texts back on, but only if the lead's own STOP turned them off. If someone on your team turned texts off by hand, a START reply doesn't undo it.
## Turning texts back on yourself
Click **Turn off** on the banner, or switch **Texts** off. You'll be asked to confirm:
> This person asked not to be texted. Texting them again is at your own risk. The carrier may still block texts until they reply START.
Tick **I understand** and confirm. AI Sync records who did it, when, and the exact warning they saw.
### What a call request allows
- **One call**, to that lead only.
- It lasts **2 hours** by default. An admin can set anything from 5 to 240 minutes.
- **Do not call still wins.** A lead on do-not-call is never called, even after a yes.
- The lead's exact words and the time are saved on their contact timeline.
## 🧰 Filters (top row)
This row controls **which agent** and **which date range** the overview uses.
**👤 Select Agent**
- **All** — data for every AI agent combined.
- Choosing a named agent limits the overview to that agent’s calls and metrics.
- Changing the agent usually refreshes the overview automatically; if not, press **Filter**.
**📅 Date Range**
Pick a preset such as Today, Yesterday, Last 7 Days, This Month, Last Month, and others.
- If you choose **Custom dates**, the **Start Date** and **End Date** fields become active. Set your range, then press **Filter**.
- For other presets, start and end dates are set for you and those fields stay inactive; the overview may refresh on its own.
**🗓️ Start Date / End Date**
- Used only with **Custom dates**.
- Charts and summary cards follow the period you define here once you apply the filter.
**🔄 Filter**
- Use this after changing dates or when the screen does not refresh by itself. It updates all related numbers and charts for your current choices.
## 📈 Summary cards
Each card shows one key figure. Hovering (or focusing) on a card may show a short explanation.
**👩💻 Total Agents**
- The number of **all** AI agents in your account, whether active or inactive.
- This count does **not** depend on the date filter; it describes your overall setup.
**☎️ Total Numbers**
- The total count of **phone numbers** used with your AI setup.
- One agent can have more than one number.
**📞 Total Calls**
- All calls in the **selected date range** and **selected agent** scope, including inbound and outbound.
**⏱️ Avg Duration**
- The **average length** of calls in that period, shown in minutes and seconds.
**📅 Appointments**
- Calls where an **appointment date and time** was recorded.
- **Clicking this card** opens the **Appointment Details** panel .
**✅ Call Successful**
- Calls marked as **successful** (yes).
**🔀 Transfers**
- Calls that ended with a **transfer** to another destination.
## 🚦 Number Status Overview
This section focuses on **spam or risk status** of your numbers. It reflects the **current status** of numbers more than a single call date.
**📊 Number Status Chart**
- A chart comparing **Clean** and **Flagged** numbers.
- Counts shown beside the chart:
- **Clean Numbers**
- **Flagged Numbers**
- **Total Numbers** (overall count used in this view)
**⚠️ AI Spam Numbers Details**
Lists numbers whose status is **Flagged** or **In Progress**.
| Column | Meaning |
|--------|---------|
| **#** | Row number |
| **Phone Number** | The phone number |
| **Nickname** | The label you gave the number |
| **Spam Status** | Current status (for example flagged or in progress) |
| **Area Code** | Area code |
| **Inbound Agent** | Agent linked for inbound calls |
| **Outbound Agent** | Agent linked for outbound calls |
| **Updated At** | When the record was last updated |
## 📊 Call Analytics
Charts in this section use your **selected date range** and **agent**.
**📆 Call Counts**
- How many calls occurred on each day across the period.
**🟢 Call Success Rate**
- Share of calls marked successful, unsuccessful, or unknown (ring-style chart).
**🔄 Call Directions**
- How many calls were **inbound**, **outbound**, or **web**.
**🔚 Disconnection Reasons**
- **Why** each call ended — for example caller hung up, assistant hung up, transfer, voicemail reached, busy line, no answer, or other connection or system situations. Counts are shown per reason type.
**😊 User Sentiment Distribution**
- How calls are split across **Positive**, **Neutral**, **Negative**, and **Unknown** sentiment.
**☎️ Call Picked Up Rate**
- Over time, the percentage of calls where the end reason indicates a connected conversation (for example caller hangup, assistant hangup, or transfer) versus all calls.
**🎯 Call Successful Rate**
- Over time, the percentage of calls marked successful.
**🔀 Call Transfer Rate**
- Over time, the percentage of calls that ended in a transfer.
**👨💼 Transfers by Agent**
- Which **AI agent** transferred calls and how many times.
**Reading the chart:** Each color is a different AI agent; larger segments mean more transfers. Hover a segment for exact counts. You can click a segment, use the legend below, or use **+X more** to pick an agent when there are many.
**⏲️ Average Call Duration**
- Average call length by day over the period.
**📅 Appointments**
- Trend of appointment-related activity by day.
**📬 Voicemail Rate**
- Percentage of calls that reached voicemail.
## 📆 Appointment Details Panel
This panel appears when you **click on the Appointments** summary card.
- Displays the **company name** and the total number of **appointments** at the top.
- The table usually includes these columns:
- **Call Date** — date and time of the call
- **Agent** — AI agent managing the call
- **From / To** — caller and recipient numbers
- **Duration** — call length
- **Appointment** — scheduled appointment time
- **Status** — was the call successful
- **Sentiment** — detected sentiment
- **Recording** — audio player if there’s a recording
- **Actions** — **Details** option for more information
Use the **Close** button to exit the panel. If there is an issue loading data, an error message will be shown.
---
## 📞 Call Details Panel
This panel opens when you select **Details** on a call entry.
- Displays: date and time, **Agent**, **Duration**, and **Direction** (inbound, outbound, or web).
- **From** and **To** phone numbers.
- **Appointment** field—shows time if booked, or “not specified.”
- **Call Analysis** section: indicates success, user sentiment, and **Hangup reason**.
- **Recording** is available with playback controls if there’s an audio file.
- If a **Summary** or **Transcription** exists, these appear in their own sections; otherwise, they are hidden.
---
## 🔀 Transfer Details Panel
This panel offers an in-depth view of all **transferred** calls within the relevant workflow.
- Shows the **Agent**’s name and total number of **transfers** at the top.
- The table lists: **Call Date**, **Agent**, **From**, **To**, **Duration**, **Status**, **Direction**, **Sentiment**, **Recording**, and **Actions** (Details).
The table often provides features such as searching, sorting, pagination, and the ability to select how many rows are displayed per page.
---
# Listing
Source: https://docs.aisync.link/ai/agents/listing
#### 🤖 User Guide
The **AI Agents** page is where you view all of your company’s voice AI agents, organize them, and open the tools needed to manage each one. The left side shows **Folders**; the right side shows the **All Agents** list.
## 📁 Left panel: Folders
**📋 “All Agents”**
When it is selected, you see **every agent** (no folder filter).
**📂 Your own folders**
- Each folder has a **name** you chose.
- Using the **grip icon**, you can **drag a folder up or down** to change **order only** (which folder appears higher in the list).
- The **three dots** next to a folder open **Edit** or **Delete**.
- **+ Add** opens a small window: enter a **Folder Name** and choose **Save** to create a new folder.
**🆕 No folders yet**
If you have not created any folders, you will see a short message encouraging you to create folders so you can organize agents.
**💾 Remembering the selected folder**
The application remembers **which folder you last selected**. The next time you open this page, that same folder is selected again when it still exists. If that folder was removed, you are returned to **All Agents**.
**🗑️ Deleting a folder**
You are asked to **confirm** before a folder is removed. The page may refresh afterward.
## 🖥️ Right panel: “All Agents” — top buttons
**📥 Import Agent**
- Use this to bring an agent back into the system using a **file you previously exported** (or a compatible backup file).
- After you pick a file, you may see a short preview such as the **agent name** and **voice identifier** when available.
- Choosing **Import Agent** starts the import; on success, the list refreshes.
- If the file is invalid or incomplete, you will see an error message.
**➕ Add Agent**
This depends on **your plan**:
- If **both** agent types are available, a window asks roughly **how many calls per day** the agent will handle.
- **Under 100 calls per day** is described as higher voice quality and lower delay; **Get Started** takes you to the setup path that matches that choice.
- **100 or more calls per day** is described for higher volume; **Get Started** opens the other matching setup path.
- If your plan only allows **one** agent type, **Add Agent** goes **straight** to the correct “create agent” screen without that two-card window.
## 📊 The Agents table
**🔢 # (Number)**
The **row number** on the current page. Numbers change when you move to another page.
**🏷️ Name**
- The **agent’s name** (very long names may be shortened on screen).
- Clicking the name opens that agent’s **full editing** screen (the right screen depends on the agent type).
- The **Numbers** button opens the **phone numbers** window .
- **Agent ID** is the unique identifier the system uses for that agent everywhere.
**📅 Renewal At**
If the agent is **billable**, this may show the **next renewal date and time** in your timezone. Otherwise it may stay empty.
**🔛 Status**
- A switch for **on** or **off**.
- **On** means the agent is treated as **active**.
- **Off** means **inactive**.
- When you change it, you may briefly see a “please wait” style message, then success or failure.
**⏰ Updated At**
The **date and time** of the last recorded change to the agent, shown in **your timezone**.
**⚙️ Action**
Opens a **menu** with more choices .
## ⋮ Three-dot menu
The exact wording or destination can differ slightly by agent type, but in general:
| Option | What it does |
|--------|----------------|
| **Edit** | Opens the full settings screen for that agent. |
| **Public call link** | Generates and displays a **public-facing link** that anyone can use to initiate a call handled by this agent. This is useful for embedding in web pages or sharing directly with users to let them start a call with your AI agent from anywhere, without requiring authentication. |
| **Endpoints** | Shows the **address**, **method**, and **fields** used to start calls from outside systems, in a dedicated view. |
| **Test Call** | Opens a small window: enter a **phone number** to try a test call. |
| **AI Widget Configure** | Opens the screen for the **website call widget** tied to that agent. |
| **Add Folder / Change Folder** | Puts the agent in a folder or moves it; you can also choose **no folder**. |
| **Duplicate** | Creates a **new copy** based on that agent. Your company’s **agent limits** and **extra charges** may apply. |
| **Export** | Saves the agent’s setup and related details into a **file** for backup or for importing elsewhere. |
| **Delete** | **Permanently** removes the agent after you confirm. **Extra permission** may be required. |
## ☎️ Numbers window (Manage Numbers)
When you click **Numbers**, you’ll open the Manage Numbers panel for that agent:
- The **panel title** displays the agent’s name (example: “Dasha H Test”).
- Two columns are shown:
- **Available Numbers** (left): Lists all phone numbers that are not currently assigned to the agent but available for use.
- **Number:** The phone number available for assignment.
- **Status:** Each number shows its current status, such as **Clean** (green label) or another state if flagged.
- **Action:**
- If assignable, you’ll see blue **Inbound** and **Outbound** buttons depending on the features the number supports. Click one to instantly assign the number to the agent for that capability.
- The green **Chat** button will only enabled if the number is an A2P-linked number (i.e., linked for Application-to-Person messaging). Only these numbers can be assigned the chat functionality.
- Some numbers may allow both **Inbound** and **Outbound** assignment at once.
- **Assigned Numbers** (right): Lists all numbers currently tied to the agent.
- **Number:** The assigned phone number.
- **Type:** Each assigned number displays a label such as **Inbound** or **Outbound** depending on its assigned function.
- **Status:** Shows the current state, such as **Clean** (green label).
- **Action:** A red **Unassign** button lets you immediately remove the number from the agent.
If assignment or removal fails, you will see an error message. Some numbers may require extra setup before they can be assigned.
---
# General
Source: https://docs.aisync.link/ai/manage-agent/general
#### 🎛️ General Tab
This is where you set your AI agent’s **name**, **on or off state**, **folder**, **location**, **time zone**, **how the first message works**, and **full instructions (the prompt)**. **General** holds the core setup.
## 🗂️ Above the tabs
| Element | What it does |
|--------|----------------|
| **Back to Agents** | Returns you to the list of agents. |
| **Agent title (page heading)** | Shows the name currently used for this agent. |
| **Delete** | After confirmation, removes this agent. |
| **Talk With Agent** | Starts a test call so you can hear how the agent responds. **Hangup** ends the test call. |
## 1️⃣ Top Row Details
**🏷️ Display Name (Agent Name)**
You see the name and an **edit** control.
- **Edit** opens a field below; **Update** sends the new name.
- On success, the name at the top of the page and in General both update.
- The name is also updated on the calling side so calls use the same display name.
**🔛 Status**
A switch for **on** or **off**.
- **On** — the agent is treated as available for use.
- **Off** — the agent is not active for handling work.
**📁 Folder**
Help text explains that you can group agents into folders for organization.
Choosing a folder **saves immediately** when you change the selection.
**📍 GHL Location**
Help text explains that this is the **GoHighLevel location** where call data, contacts, and conversation records are tied.
Changing the location **saves** and can refresh related choices elsewhere (for example calendars or field lists). On first load or when you change location, **automatic field matching** may run if no mappings existed before.
**🕒 Timezone**
Help text explains that this is the time zone used for this agent for scheduling and time-related behavior.
Changing the time zone **saves immediately**.
## 2️⃣ Agent Test
The **Agent Test** panel gives you three ways to try out your AI agent before going live with real contacts:
1. **Chat:**
- Interact with the agent in a text chat interface.
- Great for quickly testing conversational flow, prompts, and responses.
2. **Voice:**
- Test the agent using voice in your browser.
- Speak naturally and hear how the agent responds in real time.
3. **Phone:**
- Make a real test call to your phone number and talk to the agent as an actual caller.
- Experience exactly what your customers will, including telephony flow and audio quality.
Choose any option to demo, refine, or debug your agent’s behavior based on your needs.
You can end the session at any time.
## 3️⃣ Welcome Message
Help text explains that you control **how the conversation starts** — whether the caller speaks first or the AI speaks first.
Three choices:
1. **User initiates**
The AI stays quiet until the caller speaks.
2. **AI initiates — dynamic opening**
The AI starts the call; the first line comes from the **system default** (you do not type a custom line).
3. **AI initiates — your own opening**
The AI starts and uses **exactly the text** you type in the box below.
The large text box **only appears** when the third option is selected.
These welcome settings are applied when you press **Save** on the prompt (see below), together with the rest of the General prompt.
## 4️⃣ General Prompt
This area controls how your AI agent’s core behavior is set and versioned. Here, you specify **exactly what the agent should do, how it should act, and any boundaries or rules it must follow.**
The prompt editor includes:
- **Prompt Name:**
You must enter a unique name before saving your prompt. When saving, the system adds the current date and time to the name to keep each version distinct.
- **Version List (dropdown):**
Lets you access past prompt versions for this agent. Selecting a version immediately reloads its contents into the editor for review or modification. The trash icon deletes a saved version after confirmation.
- **Prompt Mode:**
Two options are available—**Sectioned Prompt** (each topic in its own box) and **Single Prompt** (all content in one). Switching modes will automatically split or merge your content, with no data lost. A description below the radio buttons clarifies the current mode.
- **Action Buttons:**
- **Copy Prompt:** Copy for resuse.
- **Paste Prompt:** Inserts prompt content from your clipboard (preserving section format in Sectioned mode).
- **Clear Prompt:** Erases all content, after confirmation.
- **Launch Pad:** Additional tool options (such as importing/exporting prompts).
- **Default Prompt:**
Create a new prompt by choosing an industry and a starter template. Using this will pre-fill all related fields, which you’re free to further edit.
- **Placeholder Tags:**
Below the prompt, you’ll see a line showing available dynamic variables (e.g., `{first_name}`, `{meeting_pin}`) that the agent can use during conversations for accurate, tailored responses.
Every setting here is applied only when you save the prompt version. You can freely test changes and revert as needed with version controls.
## 5️⃣ Placeholder tags (dynamic variables)
Below the prompt area, a line shows **tags in curly braces**. These come from your contact fields, plus **current date and time** and **join meeting pin** where applicable.
During a live call, these tags are **filled with real values** for that contact or call so the agent can speak accurately.
## 6️⃣ Sectioned Prompt Boxes (Sectioned mode)
When you’re in **Sectioned Prompt** mode, the editor displays separate boxes for different areas of your agent’s instructions. Each one includes a help icon offering a quick tooltip about what to include.
Here’s what each section covers:
| Section | Description |
|----------------------------------------|-----------------------------------------------------------------|
| **Project instructions / Request** | The core objective—the main thing you want this agent to do. |
| **Greetings** | The initial message or opening line for every conversation. |
| **Call Flow** | The intended step-by-step flow and sequence of the call. |
| **Character** | Guidance on tone, personality, and overall style. |
| **Transfer Call** | How and when to transfer the call to a human operator. |
| **Critical Instructions / Guardrails** | Rules and hard limits—the “never do this” instructions. |
| **Custom Field References** | Details about special fields or variables your use-case needs. |
| **What Your Company Does** | A quick summary of your products, services, or mission. |
| **Script** | Bullet points or a linear script for the agent to follow. |
| **Objection Handling** | How to address common rejections or pushback. |
| **Booking flow** | The process to schedule calls or appointments (e.g., with GHL). |
| **FAQ / Knowledge Base** | Common questions, answers, and reference info. |
You’ll also see an **Expand** button for each section—click it to enlarge and make longer edits easily.
If you switch to **Single Prompt** mode, all content is merged into one box labeled **All Prompts**.
## 7️⃣ Apply this prompt to other agents (when shown)
This block appears when the system offers **other agents** you can target.
- You may select **more than one** agent (hold Ctrl on Windows or Command on Mac while clicking).
- When you press **Save**, the same prompt and welcome behavior can be applied to those agents so you do not repeat the work for each one.
Some agent types may be updated through a different path behind the scenes; the outcome for you is still one save that updates multiple agents when selected.
## 8️⃣ Save and New Version
**💾 Save**
- **Prompt name** is required.
- If **no older version** is selected in the list, the save is treated as a **new copy** under that name.
- If **an older version is selected**, you are asked whether to **replace that version** or **create another copy**.
- **Override** — that version is updated with your current text.
- **New version** — the old row stays; a new row is added.
When save succeeds:
- All sections are **combined into one full instruction** for the AI, with a **current date and time** line at the end.
- That full instruction is what the **live agent** uses.
- A **history row** is also stored with a timestamp in the name.
**🆕 New Version**
If nothing is selected in the version list, this path creates a new version directly.
If something is selected, you may be asked for a name, then a new version is stored.
---
# Voice & Language
Source: https://docs.aisync.link/ai/manage-agent/voice-languages
#### 🎙️ User Guide
The **Voice & Language** tab is where you choose **how your agent thinks (in text)**, **how it sounds**, **which language it uses**, and **optional background sound on calls**.
Small **information icons** next to labels give short hints when you point at them.
## 🗂️ Opening the tab
Select **Voice & Language** in the row of tabs at the top of the agent settings. The screen is laid out in two columns: model and voice on the first row; language and background sound on the second.
## 🤖 AI Model
**What it does**
This is the “brain” behind your agent’s replies. Different options can differ in quality, speed, and **cost per minute** (shown next to each name).
**How to use it**
Open the list, then pick one option. The top of the box updates to show your choice (including a small brand-style icon where shown). Your selection is saved when you pick it.
**Choices available (as shown in the product)**
Each line includes an approximate **per-minute price** in parentheses.
- **GPT 5** ($0.04/min)
- **GPT 5 mini** ($0.012/min)
- **GPT 5 nano** ($0.003/min)
- **GPT 5.1** ($0.05/min)
- **GPT 5.2** ($0.06/min)
- **GPT 4.1** ($0.045/min)
- **GPT 4.1 mini** ($0.016/min)
- **GPT 4.1 Nano** ($0.004/min)
- **Claude 4.5 Sonnet** ($0.06/min)
- **Claude 4.0 Sonnet** ($0.06/min)
- **Claude 4.5 Haiku** ($0.02/min in the dropdown list; the summary line at the top may show $0.011/min for the same model depending on how the page was loaded)
- **Gemini 2.5 Flash** ($0.035/min)
- **Gemini 2.5 Flash Lite** ($0.006/min)
**Tooltip (information icon)**
Explains that this controls the model powering responses, and that options differ in intelligence, speed, and cost.
## 🎤 Voice
**What it does**
Sets the **spoken voice** your agent uses on calls—tone and style depend on the voice you pick.
**What you see on the tab**
A field shows your **current voice** as a name and an **identifier** in parentheses. Next to it is a **settings (gear)** button (see [⚙️ Voice Settings window](#voice-settings-window)).
**How to pick or change a voice**
The main catalog opens in a large **Voice List** window (scrollable). There you can hear samples, filter, search, and confirm a voice with **Use This**.
**Tooltip**
Explains that different voices have different tones and speaking styles.
## 📋 Voice List window (voice catalog)
This window helps you browse all voices that are **available for your agent**.
**Filters (top row)**
- **Gender:** All, Male, or Female
- **Accent:** All, American, or British
- **Provider:** All, Eleven Labs, Deepgram, Open AI, or Custom Voice
- **Search:** Type to narrow the list by text you see in the table
**Table columns**
- **Play:** Hear a short sample (play / pause behavior).
- **Voice:** Picture and **display name**.
- **Trait:** Badges for **accent**, **age**, and **gender** when that information exists.
- **Voice ID:** The label used to identify that voice in the system.
- **Action:** **Use This** — selects that voice for your agent and applies it in line with the rest of the page.
**Footer**
- **Close** — exits without applying a new voice via **Use This**.
- **Save Changes** — appears in the footer; the main way to apply a voice is **Use This** on a row.
## ⚙️ Voice Settings window (gear button next to Voice) {#voice-settings-window}
**What it does**
Fine-tunes **how the agent’s voice behaves**, separate from *which* voice you chose.
**Fields in this window**
1. **Voice Speed**
Adjusts how quickly the agent speaks, using a slider that ranges (approximately) from **0.00** (slowest) to **2.00** (fastest).
As you move the slider, the displayed value updates. The new speed is saved automatically when you let go of the slider.
2. **Voice Temperature**
Controls how expressive or dynamic the agent’s voice sounds.
Higher values typically allow for more natural variation in speech.
Adjust using the same style of slider; value is saved when you release it.
3. **Voice Volume**
Sets how loud the agent’s voice is.
Use the slider to increase or decrease loudness; value is saved automatically upon release.
**Footer actions**
- **Close:** Closes the settings window.
- Changes for speed, temperature, and volume are saved the moment you finish adjusting each slider—there’s no separate "Save" button for these controls in the footer.
**Default values**
If no previous settings exist, all three fields (speed, temperature, and volume) start at approximately **1**.
## 🌐 Language
**What it does**
Sets the **main language** for the agent. This affects **understanding what callers say** and **how replies are formed**.
**How to use it**
Open the list and choose one language. When your choice changes, the system tries to save it right away.
**If nothing is selected**
If the list is left on **Select Language**, the product may warn you to choose a language first and will not treat that as a valid save.
**Choices in the list**
- Select Language (empty)
- English (United States)
- English (India)
- English (United Kingdom)
- German (Germany)
- Spanish (Spain)
- Spanish (Latin America)
- Hindi (India)
- Japanese (Japan)
- Portuguese (Portugal)
- Portuguese (Brazil)
- French (France)
- Chinese (China)
- Russian (Russia)
- Italian (Italy)
- Korean (South Korea)
- Dutch (Netherlands)
- Polish (Poland)
- Turkish (Turkey)
- Vietnamese (Vietnam)
- **Multiple Languages** — use when the agent should work across more than one language rather than a single fixed one
**Tooltip**
States that this affects both recognition of speech and generation of responses.
## 🎵 Background Sound
**What it does**
Adds a **soft ambient sound** behind the call so the call can feel more natural or help mask noise.
**Main list on the tab**
- **Select Sound** — means **no** background sound (same as turning it off).
- **Cafe Ambience**
- **Event Hall Background**
- **Open Air - Summer**
- **Open Air - Mountain**
- **Clean White Noise**
- **Office Chatter**
When you change this list (after the page has finished loading), your choice is saved automatically.
**Gear button (next to Background Sound)**
Opens **Background Sound Volume** (see [🔊 Background Sound Volume window](#background-sound-volume-window)).
**Tooltip**
Explains using ambient sound for a more professional feel or to mask background noise.
## 🔊 Background Sound Volume window (gear next to Background Sound) {#background-sound-volume-window}
**What it does**
Sets how **strong** the background sound is—not the agent’s voice volume (that is under **Voice Settings**).
**Control**
A **Volume** bar from **0** to **2**, with the current level shown in the middle as you move it.
**Save**
Press **Save** to store the volume. You must have a **real** background sound selected (not “Select Sound” / off); otherwise you may get a message asking you to pick a background sound first.
**Close**
Closes the window without using **Save** for that visit (your last saved volume remains whatever was saved successfully before).
---
# Call Handling
Source: https://docs.aisync.link/ai/manage-agent/call-handling
#### 📖 User Guide
The **Call Handling** tab controls what happens when calls do not connect as hoped, when a **voicemail** is detected, how long calls may run or stay quiet before ending, and whether the agent **remembers callers** across calls. It is grouped into four areas:
1. **🔄 Redial Settings** — automatic follow-up dialing behavior
2. **📧 Voicemail Detection** — what the agent does when it reaches voicemail
3. **⏱️ Call Duration & Silence Settings** — time limits and silence rules
4. **🧠 Caller Memory** — remember callers across calls (optional cost)
Small **information icons** next to section titles show extra hints when you point at them.
## 🗂️ Opening the tab
Select **Call Handling** in the row of tabs on the agent settings page.
**🔄 Redial Settings**
This block decides whether the system should **try the number again** after a failed attempt, **how long to wait** between tries, whether **voicemail counts** as a reason to redial, **which agent** should place the redial, and whether **local presence** is used.
**🔘 Enable Redial**
**What it does**
Turns automatic redial **on** or **off**.
- **On** — follow-up attempts may be made according to your other choices in this block.
- **Off** — no automatic redial from these settings.
**How it works**
When you change the switch, your choice is saved. Changing **Redial After** at the same time also saves together with this setting.
**⏳ Redial After**
**What it does**
Sets **how long to wait** before placing the next attempt when redial is enabled.
**Choices**
- Instantly
- 1, 2, 3, 4, 5, 10, 15, 20, 25, 30, 45, or 60 minutes
**How it works**
Each time you change this list, the new wait time is saved (together with the current **Enable Redial** on/off state).
**📥 Redial on Voicemail**
**What it does**
Sets whether a call that reaches **voicemail** should be treated in a way that allows **redial** behavior according to your rules.
**Choices**
- **Yes**
- **No**
**How it works**
When you change this, the new choice is saved on its own.
**👤 Redial Agent**
**What it does**
Lets you choose **another agent** (from your available agents) to handle the **redial** call, or leave redial agent unset.
**Choices**
- **No** — no specific redial agent selected.
- Any **named agent** you pick from the searchable list — that agent is used for the redial when this setting applies.
**How to use it**
Click the field, type to **search** by name if needed, then pick an agent. Clearing the selection returns to **No**. Changes save when your selection changes.
**🌎 Local Presence**
**What it does**
Turns **local presence** **on** or **off** for this agent’s calling behavior (for example, whether outbound calls use a local-style caller identity where your service supports it).
**Choices**
- **No**
- **Yes**
**How it works**
When you change this, the new choice is saved.
**ℹ️ Help text for Redial Settings (information icon)**
Explains that you are configuring **automatic redial** after failed calls, including **how many kinds of conditions** apply, **delays between attempts**, and **when** redialing is allowed.
## 📧 Voicemail Detection
This block sets whether **voicemail detection** is used at all, and if so, whether the agent should **hang up** or **leave a message**.
**🔀 Main switch — “Hang up or leave a voicemail if a voicemail is detected”**
**What it does**
Turns voicemail handling **on** or **off**.
- **On** — you can choose **hang up** or **leave a message** below.
- **Off** — the extra choices are hidden; voicemail handling for this agent is turned off.
**How it works**
When you turn it **on**, the system first enables detection, then applies a **hang up** style rule as the starting point; you can change to **leave a message** afterward.
When you turn it **off**, voicemail handling is cleared.
**📴 Hang up if reaching voicemail**
**What it does**
If voicemail is detected, the call **ends** without leaving a message.
**How it works**
Selecting this option saves that behavior. The message box for leaving voicemail is not used while this is selected.
**📝 Leave a message if reaching voicemail**
**What it does**
If voicemail is detected, the agent can **leave a message** instead of hanging up immediately.
**How it works**
When you select this, the **message area** and **message style** controls appear. You type what should be said (or guided), then save with the **save** button next to the style list.
**🎭 Message style (Static / Prompt)**
**What it does**
Chooses **how** the voicemail message is formed.
- **Static** — the agent follows the **exact wording** you provide in the box.
- **Prompt** — the agent follows the **instructions or wording** you provide in a more flexible, spoken style (as your platform interprets “prompt” for voicemail).
**How it works**
Pick **Static** or **Prompt**, enter text in the box, then press the **save** button (disk icon) to store the message. If you change the style and already have text, the product may try to save again when that makes sense.
**🗒️ Message text box**
**What it does**
Holds the **words or instructions** for the voicemail message.
**When it is active**
It is only editable when **Leave a message** is selected and voicemail handling is **on**. If you chose **Hang up**, the box is not used.
**ℹ️ Help text for Voicemail Detection (information icon)**
Explains that you can **hang up right away** or **leave a message** when voicemail is detected.
**⏲️ Note on detection timing**
The product may track **how long** to listen for voicemail in the background. Some timing values are prepared for display in older layouts; **only the controls you actually see on the page** need to be set by you. If you do not see a separate “timeout” control, rely on the main switch and the hang-up / message choices above.
## 🧠 Caller Memory
This block controls whether the agent **remembers callers across calls**, so later conversations can continue with prior context instead of starting from scratch every time.
**🔘 Memory ON / OFF**
**What it does**
Turns caller memory **on** or **off** for this agent.
- **On** — the agent remembers callers across calls.
- **Off** — each call is treated without shared caller memory from previous conversations.
**Cost note**
While memory is **ON**, AI call cost increases by approximately **$0.02 / minute**.
## ⏱️ Call Duration & Silence Settings
This block sets **how long the caller may stay silent** before the call ends, the **maximum length** of a call, and a **short pause** before the agent starts speaking.
**🤫 End Call on Silence**
**What it does**
Sets how much **continuous silence** is allowed before the call **ends automatically**.
**Range (on the control)**
From **10 seconds** up to **30 minutes** (shown as seconds or minutes while you move the control).
**How it works**
Move the control to choose the length. When you **release** the control after moving it, the new value is saved. A short confirmation message may appear when the save succeeds.
**⏲️ Max Call Duration**
**What it does**
Sets the **longest** a single call may last before it **ends automatically**.
**Range (on the control)**
From **1 minute** up to **2 hours** (the screen may show minutes or hours for longer times).
**Rules**
The product expects at least **one minute**. The control’s minimum is set so you normally cannot go below that.
**How it works**
Move the control; the label updates to show minutes or hours. The value is saved after you finish adjusting (including when you release the mouse after dragging).
**⏸️ Pause Before Speaking**
**What it does**
Sets how long the agent **waits** after the call connects before **starting to speak**.
**Range (on the control)**
From **0 seconds** up to **5 seconds**.
**How it works**
Move the control; the label shows seconds. The value saves after you finish adjusting (including when you release the mouse after dragging).
---
# Dialing Compliance
Source: https://docs.aisync.link/ai/manage-agent/compliance
> This tab protects you from breaking telemarketing laws. Everything here controls **when**, **where**, and **under what rules** your AI agent is allowed to make calls.
**Question it answers:** *When is this agent allowed to dial?*
### ⏰ Earliest & latest dial time
Set a **start time** and **end time** for the calling window.
- Any call scheduled outside this window is **automatically held** and queued until the next allowed time slot — it does not get skipped or lost, just delayed.
- Example: Set `09:00` to `17:00` and the agent will only call between 9 AM and 5 PM.
### 📅 Calling days
Seven day-chips appear: **Mon, Tue, Wed, Thu, Fri, Sat, Sun**
- Click a chip to **turn that day on** (highlighted = active).
- Click again to **turn it off**.
- The agent will only dial on days that are active.
| Common setup | Days to activate |
|---|---|
| Standard business week | Mon → Fri |
| Including Saturday outreach | Mon → Sat |
| 7-day campaign | All 7 days |
## 🗺️ Section 2 — Calling region
**Question it answers:** *Which US states is this agent allowed to call into?*
### 🌎 The interactive state map
A **hex-grid map of the United States** lets you visually select states one by one. Each state is a clickable hexagon.
- **Click a state** → it highlights (selected / allowed).
- **Click again** → it deactivates (blocked).
#### 🔗 Quick-action links above the map
| Link | What it does |
|---|---|
| **⊕ Select all 50** | Activates every state at once |
| **⊖ Clear all** | Removes all state selections |
| **📋 View legal hours by state** | Opens a reference table (see below) |
#### ✅ No states selected = all states allowed
If you leave the map completely empty (no states highlighted), the agent treats that as **no restriction** — it can call all 50 states. Select specific states only if you want to **restrict** calling to certain regions.
### 📋 Legal hours reference table
Click **"View legal hours by state"** to open a popup table showing every state's legal calling window, for example:
| State | Weekdays | Sunday | Notes |
|---|---|---|---|
| Texas | 9am – 9pm | 12pm – 9pm | Sundays restricted |
| California | 8am – 9pm | 8am – 9pm | Federal floor |
| Florida | 8am – 8pm | 8am – 8pm | Stricter than federal |
This is a **reference only**. To actually enforce these state-specific rules automatically, you need to turn on the **Honor State Legal Hours** toggle in Section 3 below.
## 🛡️ Section 3 — Compliance layer
**Question it answers:** *What extra automatic protections should be active?*
Three toggles, each controlling a different layer of protection.
### ⚖️ Toggle 1 — Honor state legal hours
| | OFF (default) | ON |
|---|---|---|
| **What happens** | Only your schedule (Section 1) is used | The system also checks the **contact's local time** in their state before dialing |
**Example of why this matters:**
Your schedule says 8 AM – 9 PM. A contact lives in Florida where calls must stop at 8 PM. Without this toggle, the agent might call that Florida contact at 8:30 PM your time. With this toggle ON, the system sees it is 8:30 PM in Florida and **holds the call** until the next allowed window.
**Turn this ON if:**
- You are calling contacts across multiple US states
- Your contact list spans different time zones
- You want automatic per-state legal protection without managing it manually
### 🚫 Toggle 2 — Honor DNC scrubbing
**DNC = Do Not Call registry** — a federal list of phone numbers that have opted out of receiving telemarketing calls.
| | OFF | ON |
|---|---|---|
| **What happens** | All numbers are dialed regardless | Numbers on the DNC registry are automatically skipped |
To use real-time DNC scrubbing, you need a DNC provider connected in your **account settings**. Once connected, every number is checked against the registry before the call is placed.
### ⚠️ Toggle 3 — Override the schedule
This is a **high-risk setting** — read carefully before enabling.
When this is turned **ON**:
- The agent ignores **all time restrictions** you set in Section 1
- The agent ignores **all state legal hours** from Section 2
- The agent can dial **24 hours a day, 7 days a week**
- A bright warning banner appears on screen confirming the override is active
**By enabling this toggle, you confirm:**
- You personally accept full legal responsibility for any compliance issues
- You have the legal authorization to call outside standard hours
- The platform is providing this as a tool, not endorsing the practice
**Only use this for:**
- Emergency or time-sensitive services with prior express consent
- Situations where you have confirmed written authorization from contacts
- Internal testing environments (never production calling lists)
**📢 The override warning banner**
When Override is active, a blue information banner appears below the compliance settings:
> **Override active.** The schedule and state legal hours are bypassed for this agent. Logged on the agent record.
This banner is a reminder — it does not go away until you turn the override off.
## 💾 Saving your settings
Click the **Save compliance settings** button at the bottom.
- A success message confirms the save: `✓ Saved`
- Changes take effect on the **next call** placed by the agent
---
# Intelligence
> User guide for Knowledge Base, conversation sliders, pronunciation dictionary, reminders, AutoRizz, Smooth Talk, and boosted keywords.
Source: https://docs.aisync.link/ai/manage-agent/intelligence
#### 💡 Intelligence Tab (User Guide)
The **Intelligence** tab controls how your agent listens, how quickly it speaks back, how it says specific words, whether it uses short natural acknowledgements during a call, and how it handles reminders and special word lists.
## 📐 Layout of the screen
- **Main (wider) column:** Knowledge Base, Conversation Settings, Pronunciation Dictionary, Reminder Settings
- **Side (narrow) column:** AutoRizz, Smooth Talk, Boosted Keywords
## 📚 Knowledge Base
**Purpose**
Connect your agent to reference material so it can answer using the right context—your business facts, FAQs, or uploaded knowledge you have already created in your account.
**How to use it**
- Read the short description under the title: it explains that a knowledge base gives the agent context.
- Use the dropdown list to **select one or more** knowledge bases (whatever your organization has already created).
- Click **Update** to apply your selection.
- Nothing is applied to the agent until you click **Update**.
**Note**
If the list is empty, your team needs to create knowledge bases elsewhere in the product first. Only existing items appear here.
## 💬 Conversation Settings
**Purpose**
Adjust the agent’s behavior in live conversation—specifically, how quickly it responds after the caller finishes speaking and how sensitive it is to being interrupted.
A small **?** icon beside the section heading provides additional tooltips when you hover.
**Responsiveness** sets how fast the agent replies following a pause from the caller. Use the slider to adjust; the adjacent number (rounded to two decimals) shows the current setting. The value saves as soon as you release the slider—no Save button is needed.
**Interruption Sensitivity** adjusts how easily the agent picks up on being interrupted by the caller. This uses a similar slider and live value readout. As with the previous control, releasing the slider updates the value right away.
**Note:** The tooltip may reference other features such as ambient noise handling, but only Responsiveness and Interruption Sensitivity are managed here. Other audio settings may be found in different tabs.
## 🗣️ Pronunciation Dictionary
**Purpose**
Ensure the agent pronounces names, brands, or technical terms correctly by specifying custom pronunciations.
**List Interface:**
Each entry in the list covers a single word or phrase. Use the **Edit** (pencil) button to change an entry, or **Delete** (trash) to remove it (with confirmation).
To add a new pronunciation, click **Add Pronunciation**. The form includes:
| Field | Description |
|-------------------|-------------------------------------------------------------|
| **Words** | The word or phrase the agent will say |
| **Pronunciation** | Select either **IPA** or **CMU**—speech sound notations |
| **Phoneme** | Enter the pronunciation in the selected sound system |
Click **Save** to add or update an entry, or **Cancel** to exit without changes. When editing, the form will populate with the selected entry’s current details.
## ⏰ Reminder Settings
**Purpose**
Configure how the agent issues reminders during a call, for example if silence from the caller exceeds a threshold.
**Fields:**
- **Seconds:** Sets the minimum time before a reminder is triggered (i.e., time gap between reminders).
- **Times:** Defines the maximum number of reminders the agent can send per call.
Click the **Save** button (disk icon) after entering both numbers. Both must be greater than zero—otherwise, a validation message will appear.
## ⚡ AutoRizz
**Purpose**
Allows the agent to naturally insert short acknowledgement phrases (like “yeah,” “uh-huh,” or “hmm”) during calls to sound more conversational.
**Main Toggle:**
Switching AutoRizz **On** reveals the Frequency slider and the Words List box; switching **Off** hides these and disables the feature.
**Frequency** adjusts how often the agent uses acknowledgements (slider, with a live value badge). The updated value is stored when the slider is released.
**Words List** consists of a text box, with each line representing a word or short phrase the agent can use. Make your changes, then click **Save**—unsaved changes do not apply. At least one line must contain content, otherwise an error is shown.
The list and frequency reload automatically to reflect the agent’s most recently stored settings.
## ✨ Smooth Talk
**Purpose**
When enabled, Smooth Talk makes the agent read out numbers, currencies, and dates in a more natural, conversational way.
There is just a simple On/Off switch; toggling it takes effect immediately. No extra configuration fields appear in this section.
## 🔤 Boosted Keywords
**Purpose**
Provide a custom list of high-priority words—such as important names or industry-specific terms—to improve the agent’s recognition and pronunciation.
Enter one keyword per line in the input area. Click the **Save** icon below to apply your list. At least one keyword is required, or you’ll see a validation error.
---
# Integration
> Set up GoHighLevel (GHL) integration to automatically sync call data, recordings, and outcomes with your CRM.
Source: https://docs.aisync.link/ai/manage-agent/integration
# 🔗 Integrating with GoHighLevel (GHL)
Seamlessly connect your AI agent to GoHighLevel to automate CRM updates with call recordings, transcriptions, analytics, and tags—no manual data entry required.
## 📤 Recording & Transcription Sync
Configure which call details are sent to GHL:
- **Recording Upload**
Automatically send call recordings to GHL, or toggle off if not needed.
- **Transcription Upload**
Choose whether AI-generated call transcripts should be added to GHL.
- **User Sentiment Sharing**
Send AI-scored sentiment (positive, neutral, negative) for each call.
- **Call Summary Sync**
Populate GHL custom fields with concise summaries of each call.
*First, create custom fields in GoHighLevel for details like "Recording URL," "AI Transcription," "Sentiment," and "Summary." In the integration dashboard, map each AI data point to your chosen GHL field. Once mapped, data flows automatically.*
## ⏱️ Call Analytics & Data Points
Send key analytics to GHL:
- **Call Duration**
Automatically log call duration for tracking or billing.
- **Call Direction (Inbound/Outbound)**
Record whether each call was incoming or outgoing.
*For every metric, add matching custom fields in GHL (e.g., "Call Duration"), then connect your agent’s analytics to these fields within the integration settings.*
## 🏷️ GHL Call Outcome Tags
Let your AI agent tag contacts/leads in GHL based on call results:
- **Answered**
- **No Answer**
- **Busy**
- **Inactivity**
- **Appointment Set**
- **Call Transfer**
- **Voicemail**
- **Call Direction (Inbound/Outbound)**
- **User Hung Up**
- **Failed Outbound Call**
For each outcome, the relevant tag is automatically applied—helping you filter, track, and automate next actions in GHL.
> **Tip:** Tags appear immediately in your GHL CRM for rapid sorting, follow-up automation, and reporting—no extra setup needed.
---
# Advanced
Source: https://docs.aisync.link/ai/manage-agent/advanced
#### ⚙️ Advanced tab (user guide)
The **Advanced** tab is where you give your agent **extra abilities** during calls: ending calls on purpose, transferring callers, booking appointments, collecting details after or during a call, joining meetings, using phone menus (press-a-number systems), optional clinic-related options, and connecting custom actions.
You will also find **phone number assignment** for this agent, **tools to test and connect** the agent, and **sender** settings for notifications.
## 📋 Agent Functions (main section)
Under the title **Agent Functions**, a short line explains that you can turn on things like calendar booking and ending calls—read it once; it sets context for everything below.
Below that, a **grid of cards** lets you **open setup** for each type of function. Each card has a title, one line of help text, and a **Configure** button (or a switch in one special case).
## 🔴 End Call
Let your agent know **when and how to end a call**—so it wraps up conversations at the right time.
1. Click **Configure** on the End Call card.
2. A panel appears with a single large **Description** box.
3. Enter simple step-by-step guidance in everyday language. Example: "After confirming the appointment is booked, thank the caller and end the call politely."
4. Click **Save** to apply, or **Cancel** to close without saving.
*Here's what the panel looks like:*
## 🔄 Call Transfer
**Empower your callers to reach the right person—instantly.** The **Call Transfer** feature allows your AI agent to intelligently hand off conversations to a real staff member or team whenever personalized human support is needed, a booking must be made, or a specialized department should step in.
1. Click the **Configure** button on the Call Transfer card.
2. Complete a few simple settings—tailored to *your* workflow.
3. Hit **Save** to activate. Use **Cancel** to exit without changes.
### 🔁 Warm Transfer
Decide how callers are routed:
- **Warm Transfer:** Your AI agent smoothly prepares the handoff and connects the caller to a single destination—no awkward transitions!
**📞 Caller ID Mode**
Control the number displayed to the receiving party:
| Option | What shows up for the recipient |
|-----------------------|--------------------------------------------|
| **Agent Phone Number**| The agent's assigned business number |
| **User Phone Number** | The caller’s own phone number |
---
**📝 Description**
Add clear, concise instructions for your AI about what to say during the transfer. *(Example: “Introduce the caller and explain they want to schedule an appointment. Then connect the call.”)*
**☎️ Phone Number**
Designate the **destination number** (in international format, e.g. `+14154155555`).
> ⚠️ If left blank and you save, Call Transfer will be disabled.
### 🗓️ Schedule Transfer
Route callers automatically to different numbers based on business hours, staffing, or special scenarios.
**🌟 Features:**
- **Description:** What should your AI say during the handoff? (Think: a quick summary and polite introduction.)
- **Default/Fallback Number:** Used as the primary transfer and as a safety net if all else fails.
- **Business Hours Routing:**
1. Set **Routing Mode** to **Use day/time rules**
2. Click **Add Rule** for blocks like "Weekdays Morning" or "After Hours".
- **Days:** Which weekdays the rule applies to
- **Start/End time:** When is this number active?
- **Transfer Number:** Destination for this time period
- **Label:** Easily recognize the rule (e.g. "Lunch Shift")
- **Remove:** Clear outdated rules in one click
- **Failover Behavior:**
If the transfer doesn’t connect:
- Enable **Continue conversation if transfer fails**
- Provide a **Failure Message** — what your AI should say instead
*(Example: “Sorry, I couldn't reach a human right now. Can I help you with something else?”)*
## 📅 Calendar Appointments
**Purpose:** Let your agent **check availability** and **book appointments** using your connected calendar system.
You can integrate your calendar from the **Settings > Integrations** tab. Connect either:
- **Go High Level (GHL)**
- **Calendly**
- **Rizz Dial** (Google Calendar)
> ℹ️ Make sure you've connected your calendar (or Calendly) from the **Integration** tab in your settings before configuration.
*Choosing the booking method and selecting GHL, Calendly, or Google Calendar/Rizz Dial:*
1. From the **Calendar Appointments** card, click **Configure**.
3. If you select **Direct Calendar Booking**:
- **Select Calendar Platform:** Pick GHL, Calendly, or Google Calendar/Rizz Dial—choose whichever you've already connected.
- **Choose Calendar:** Select the calendar your agent should use for bookings. If no options appear, confirm your integration is properly set up under **Settings > Integrations**.
4. **Appointment Title:** Set the event name shown on the calendar (e.g., “Sales Call”, “Consultation”).
5. **Booking Window:** Set how many **days into the future** your agent can offer appointments (e.g., show only the next 7 days).
6. **Collect Contact Information:** Choose the caller details your agent must collect before booking (options depend on calendar platform).
7. **Calendar Timezone:** Match the calendar’s timezone to your business/location needs.
8. Click **Save** to apply changes or **Cancel** to discard edits.
*Customizing appointment details, contact fields, and extra options:*
When your calendar integration is complete and saved, you’ll see a confirmation in **Active Functions**. Otherwise, a message will alert you that no calendar is selected.
## 📋 Post-Call Information
**Purpose:** After the call ends, have the agent **capture specific information** you care about (aligned with fields your system can store).
1. Choose **Configure** on the Post-Call Information card.
2. Use **Collect User Information** to select one or more items (the list depends on your connected setup).
3. **Save** applies. **Cancel** closes without saving.
*Opening post-call setup from the card:*
*Selecting which information to collect:*
Active Functions shows **how many** fields you selected.
## 📝 Live Call Updates
**Purpose:** While the call is still active, update **stored information** when the caller says something relevant.
*What the Live Call Updates function is for:*
1. Choose **Configure** on the Live Call Updates card.
2. Select the information the agent is allowed to update during the call.
*Choosing which fields can be updated during the call:*
3. **Save** applies.
*Additional options on the same flow (if your screen shows these steps):*
Active Functions shows **how many** fields are in use.
## 🎥 Join Meeting
**Purpose:** Connect **video meeting** behavior so the agent can work with your meeting flow.
1. Choose **Configure** on the Join Meeting card.
2. **Select Google Calendar:** Pick the calendar to use when this applies.
*Calendar selection for join-meeting behavior:*
3. **Description:** Explain when and how the agent should use the meeting action.
4. **Save** applies. **Cancel** closes without saving.
*Description and save—aligned with the fields above:*
## 🏥 Setup Cloud Clinic Integration (only if you see this card)
**Purpose:** Turn clinic-related features on for this agent when your organization uses that integration.
You may see a switch to enable or disable the feature. If your **profile** is missing required clinic connection details, the switch may stay off and a note tells you to add **Source System Id** and **Auth Token** in **Profile Settings** first.
## 🔗 API Configuration
**Purpose:** Set up **custom webhooks and API actions** for your agent, allowing it to interact with your own services in addition to built-in tools like calendar and transfer.
Click **Configure** to manage your API action list. When enabled, these actions appear in **Active Functions** under the **API Configuration** summary, which displays each action’s endpoint, HTTP method, and data format.
*Example view of multiple API actions:*
*Form for adding or editing an API action (fields adjust based on integration details):*
## ☎️ Press Digit (IVR Navigation)
**Purpose:** When the other side uses a **phone tree** (“Press 1 for sales…”), the agent can listen and press the right keys.
*Press Digit as an agent function you can configure:*
1. Choose **Configure** on the Press Digit card.
2. **Description:** Explain the situation (for example, navigate to support). Stay within the **character limit** shown under the box.
3. **Pause detection delay:** How long the agent waits before sending each digit—adjust if menus are slow or fast (allowed min/max are on screen).
4. **Save** applies. **Cancel** closes without saving.
*Description field, character limit, and pause delay:*
## 📞 Phone Number Configuration
**Purpose:** Choose which **incoming** and **outgoing** phone numbers this agent uses from numbers available to your account.
**Inbound Numbers** — Open the list and pick the number that should receive calls for this agent; use the **save** control next to the list to apply.
**Outbound Numbers** — Pick the number used or shown for outbound calls from this agent; use the **save** control next to the list to apply.
If a number is already used elsewhere, your organization’s rules may limit what appears in the list.
*Inbound and outbound pickers on one screen:*
## 🛠️ Tools & Testing
Shortcuts for **trying the agent** and **technical setup**.
*The row of tool buttons on the agent page:*
| Button | What it is for |
|--------|----------------|
| **Test Call** | Start a test call flow so you can hear how the agent behaves. |
| **AI Widget Configure** | Open setup for the chat or web widget tied to this agent. |
| **Endpoints** | View connection addresses and related information for integrations. |
| **Map Inbound Call GHL Fields** | Match incoming call data to fields in your connected business platform. |
| **Configure Webhook Endpoint** | Set or view where call events can be sent for other systems. |
Open each when you need that task—some panels are for administrators or technical staff.
***Map Inbound Call GHL Fields** opens field mapping similar to this:*
***Configure Webhook Endpoint** uses a URL and HTTP method like this:*
The table lists every sender destination configured for this agent:
| Column | What it shows |
|--------|---------------|
| **ID** | Unique ID for the sender row |
| **Send To** | Destination address — an email or phone number |
| **Send Type** | How the notification is sent: **Email** or **SMS** |
| **Action** | Manage or remove that sender |
Use **Search** to find a destination quickly, and **Show entries** / pagination when the list grows.
### ➕ Add a sender
1. Click **+ Add Sender**.
2. Enter **Send To** — the email address or phone number that should receive notifications.
3. Choose **Send Type**:
- **Email** — notifications go to that email address.
- **SMS** — notifications go as a text message to that phone number.
4. Save to add the row to the table.
If no senders are configured yet, the table shows **No data available in table** until you add the first one.
Use the row **Action** controls to update or remove an existing sender when your notification destinations change.
---
# Test Call
> Test AI agent performance with quick call functionality
Source: https://docs.aisync.link/ai/agents/test-call
## Test Call Interface
### Access Test Call
- **Agent Actions Menu** - Click the action button (⋮) next to any agent
- **Select Test Call** - Choose "Test Call" from the dropdown menu
- **Test Call Dialog** - Opens dedicated test call interface
## How to Test Call
### Step-by-Step Process
1. **Navigate to Agent List** - Go to the All Agents view
2. **Select Agent** - Find the agent you want to test
3. **Open Actions Menu** - Click the three dots (⋮) in the Action column
4. **Choose Test Call** - Select "Test Call" from the dropdown
5. **Enter Phone Number** - Input the destination phone number
6. **Start Test** - Click the "Call" button to initiate the test call
## Quick Actions
1. Open **Endpoints** and stay on the **Outbound** tab.
2. Copy the URL, or copy a request example in your language.
3. Send a **POST** with JSON.
**Example body**
```json
{
"phone_number": "+12137771235",
"first_name": "John",
"last_name": "Doe",
"call_mode": "outbound"
}
```
You can leave `call_mode` out. If it is missing, outbound is used.
**Success (201)**
```json
{
"status": "success",
"msg": "successfully make a call.",
"call_id": "..."
}
```
The person’s phone should ring. There is no `dialSip` on outbound.
---
## 📥 Inbound
Use **Inbound** when the person already called you (or will be connected by your phone system).
1. Open **Endpoints** and switch to the **Inbound** tab.
2. Copy the URL or the inbound example. The URL is the same — only the body changes.
**Example body**
```json
{
"phone_number": "+12137771235",
"first_name": "John",
"last_name": "Doe",
"call_mode": "inbound"
}
```
`call_mode` must be `inbound`.
**Success (201)**
```json
{
"status": "success",
"msg": "successfully make a call.",
"call_id": "...",
"dialSip": "sip:...@..."
}
```
This request does **not** ring a phone. That is expected.
- `call_id` — id of the registered call
- `dialSip` — address your phone system uses to connect the live caller to the agent
---
## 💻 Request examples
Language tabs on the page:
| Tab | What it is |
|-----|------------|
| **Php** | PHP snippet |
| **JavaScript** | Browser / Node `fetch` snippet |
| **cURL** | Command-line snippet |
| **Python** | Python snippet |
**Copy** copies the selected language. Replace the sample number and names before you run it. All examples send JSON with `Content-Type: application/json`.
## 📨 Response codes
| Code | Meaning |
|------|---------|
| **201** | Success. Outbound returns `call_id`. Inbound also returns `dialSip`. |
| **400** | The request format is invalid. |
| **403** | The agent is inactive, or the account cannot place the call (for example insufficient balance). |
| **404** | The agent was not found, or no phone number is assigned. |
| **422** | The call could not be created. |
---
## ✅ Before you send a request
- The agent must be **Active**
- A phone number must be assigned to the agent
- Your account must have call balance
- Use a real `phone_number` in `+` (E.164) format
If something fails, the response includes `status: error` and a short message. Match it to the **403** / **404** / **422** samples on the page.
---
# AI Widget Configure
> Configure and customize the AI call widget for seamless website integration with personalized branding and functionality
Source: https://docs.aisync.link/ai/agents/ai-widget-configure
## ⚙️ Widget Configuration Interface
### 🎯 Access Widget Configuration
- **Agent Actions Menu** - Click the action button (⋮) next to any agent
- **Select AI Widget Configure** - Choose from the dropdown menu
- **Configuration Panel** - Opens comprehensive widget customization interface
### 👁️ Widget Configuration Overview
The AI Widget Configure interface offers extensive customization capabilities for your website's AI call widget. This centralized control panel enables you to tailor the widget's visual design, operational features, and messaging to align with your brand identity and enhance user engagement.
## 🔄 Configuration Changes & Preview
The widget configuration interface provides real-time feedback on your customizations through an integrated preview system.
> 💡 **Live Preview**: Any changes you make to the configuration fields will be instantly reflected in the AI widget preview displayed in the bottom-right corner of the screen. This allows you to see exactly how your customizations will appear to website visitors before implementing them.
### 💻 Embed Code Section
- **JavaScript Integration** - Ready-to-use embed code for website integration
- **Copy Code** - Click the copy button to get the embed script
- **Agent-Specific** - Each agent has unique embed code with agent ID
- **Async Loading** - Non-blocking script for optimal website performance
### 🤖 Avatar Configuration
#### 📸 Avatar Upload
- **Upload Avatar Image** - Custom avatar image for the widget
- **Choose File** - Select image file from local computer
- **File Support** - Common image formats (PNG, JPG, GIF)
- **Avatar Display** - Shows in widget conversation interface
### 🎨 Appearance Customization
- **Background Color** - Widget background color
- **Text Color** - Main text color for widget content
- **Button Color** - Primary button background color
- **Button Text Color** - Button text color
- **Border Color** - Widget border and outline color
- **Focus Outline Color** - Highlight color for focused elements
- **Card Radius** - Border radius for widget container
- **Button Radius** - Border radius for buttons
- **Popup Position** - Widget placement on webpage
### ✏️ Text Contents Configuration
#### 📝 Button Text Customization
- **Start Call Button** - Text displayed on call initiation button (default: "Start a call")
- **End Call Button** - Text shown when call ends (default: "Call ended")
- **Call to Action** - Header text to engage users (default: "Need help?")
- **Speaking Status** - Text displayed during active calls (default: "Agent is speaking")
### ⚡ Quick Actions
## 🔘 Buttons at the top of the page
| What you see | What it does |
|--------------|--------------|
| **Rizz Numbers** | Opens a window to connect an existing **Rizz** phone number (from your account) to inbound and/or outbound AI assistants. |
| **Purchase No** | Takes you to another page where you can search for and buy a new number (from available providers) and attach AI assistants at purchase time. |
## 🗂️ The main table — columns
Each row is one AI phone number. Columns are:
| Column | Meaning |
|--------|---------|
| **#** | Row number (1, 2, 3, …). |
| **Name** | The **nickname** you gave this number so you can recognize it in lists. |
| **Phone Number** | The full phone number. |
| **Spam Status** | The current spam-reputation status tracked for this number (for example whether it is clean, in progress of checking, or flagged). |
| **Code** | The three-digit code associated with this number. |
| **Renewel At** | If this number is **billable** for your account, this shows when the next renewal date/time is, in **your** time zone. If the number is not billable in that way, this cell may be empty. |
| **Updated At** | When this record was last changed, in **your** time zone. |
| **Action** | Buttons for **Spam Protect** (when allowed), **Edit**, and **Delete**. A **Token** control exists in the page for advanced inbound contact mapping but is normally hidden. |
## ⚙️ Actions on a row
**🛡️ Spam Protected**
- Appears only when this AI number is **not** already in the spam protection program.
- After you confirm, the system checks your company’s messaging profile setup. If something is missing, you may be asked to contact support.
- If the number is already listed under spam protection, you will see a message instead of adding it twice.
- On success, the **Spam Protect** button is hidden for that row.
**🗑️ Delete**
Asks for confirmation, then removes the AI number. Use only when you are sure you no longer need it.
### 🏷️ Token
If available, this opens **Inbound User Information**, where you link your contact fields to fields in **GoHighLevel (GHL)** and pick a **GHL Location**. You must map **at least one** field before saving. This helps inbound call information line up with your CRM fields. Changing the location can load that location’s custom fields for mapping.
**Tokens** are field mappings (not login credentials): they tell the AI which GHL contact fields to use on **incoming** calls. Only mapped fields are available to the AI.
Example mappings you might see or configure include **GHL Location**, **Phone Number** (`phone_number` / `phone_number1`), **Email** / **Email Address**, **First Name**, **Last Name**, address fields (**address**, **city**, **zip_code**, **country**), and custom fields such as **AudienceLabelId** (`audiencelabelid`), aligned with your GHL setup.
### ⚙️ Phone Number Settings
This window is used in two situations:
1. **Adding a new AI number** (when opened without editing an existing row — for example from flows that open this modal with empty or default values).
2. **Editing** an existing number (via **Edit** on a row).
**Fields:**
| Field | Purpose |
|-------|---------|
| **Enter Code** | The three-digit code for the region where you want the new number, or the code tied to this number when editing. Help text: *Enter the 3-digit code for the location where you want to purchase a number.* |
| **Inbound Agent** | The AI assistant that answers **incoming** calls to this number. Help text: *Select the AI agent that will handle incoming calls to this number.* |
| **Outbound Agent** | The AI assistant used for **outgoing** calls from this number. Help text: *Select the AI agent that will handle outgoing calls from this number.* |
| **Nickname** | A short label so you can find this number easily. Help text: *Give this number a descriptive name for easy identification.* |
**💾 Save Changes:**
- **Code** and **nickname** are required before the system will proceed.
- If you are **creating** a new number, the system requests a new number for that code, applies your assistant choices and nickname, and records a **usage charge** for obtaining that phone number where your plan requires it.
- If you are **updating** an existing number, the system updates the phone connection and nickname, and adjusts assignments so that **another number in your account cannot use the same inbound assistant or the same outbound assistant** at the same time—those other numbers are cleared for that assistant type when needed.
On success, the page refreshes so you see the latest list.
## 🔗 Connect Rizz Number
This connects an existing **Rizz** number from your account (one that is already set up for voice routing and is not reserved only for the dialer) to AI assistants.
**Fields:**
| Field | Purpose |
|-------|---------|
| **Setup Number** | Choose which existing Rizz number to connect. Help text: *Select an existing Rizz number from your account to setup with AI agents.* |
| **Nickname (Optional)** | A label for this connection. Help text: *Give this Rizz number a descriptive name for easy identification.* |
| **Inbound Agent** | Which AI assistant answers calls to this Rizz number. Help text: *Select the AI agent that will handle incoming calls to this Rizz number.* |
| **Outbound Agent** | Which AI assistant places calls from this Rizz number. Help text: *Select the AI agent that will handle outgoing calls from this Rizz number.* |
You must pick a **Setup Number**. Saving applies the same kind of rule as above: only one number at a time can hold a given inbound assistant, and only one can hold a given outbound assistant; other numbers may be unassigned from that assistant automatically.
## 🛒 Purchase No
On the purchase page you typically:
- Choose a **nickname** (required).
- Choose **inbound** and **outbound** AI assistants.
- Search for and select an available phone number.
- Choose a **provider** (for example Twilio or Plivo).
When you complete a purchase successfully, the new number is bought and wired up with the same assistant and nickname behavior as in the main AI Numbers list.
---
# Purchase Number
Source: https://docs.aisync.link/ai/purchase-number
### 📱 Overview
**Purchase Number** is where you **find an available phone number**, **choose one**, and **buy it** so it can be used with your AI setup. After a successful purchase, you are taken back to **My Numbers**, where your numbers are listed.
## 📝 Top Row: Main Settings
**🏷️ Nickname (Required)**
- Give your new number a short, meaningful label (like a team, use case, or campaign name).
- **Note:** The field appears as "Optional," but you **must** enter a nickname to complete a purchase. If left empty, the system will ask you to supply one before you can proceed.
**🤖 Inbound Agent**
- Select the AI agent that should handle **incoming calls** to this number.
- You can pick from any agent available in your organization. The selection box supports typing to search.
- Clearing your selection is available if your configuration allows it.
**🚀 Outbound Agent**
- Choose the AI agent to be associated with **outgoing use** from this number.
- Works just like the Inbound Agent field—same options and searchable list.
**Quick Tip:** Inbound Agent determines who answers calls to this number; Outbound Agent sets the agent identity for outbound actions.
---
## 🔍 Search Row: Finding Available Numbers
This section lets you set filters to search for phone numbers before you purchase one. Use these controls, click **Search**, and then select from the list.
**🛰️ Provider**
- Choose which phone service to use:
- **Twilio**
- **AI Sync** (your product’s branded provider)
**🌐 Country**
- Restrict your search to either:
- **USA**
- **Canada**
**🔠 Search By**
- Decide how your search input should be interpreted:
- **AreaCode** (e.g. 415)
- **Region**
- **City** (name or label, as available)
**📝 Search Value**
- Enter the code, region, or city that matches what you wish to search for, based on your selection in “Search By.”
- This input, along with country and provider, determines what numbers are shown.
**🔎 Search Button**
- You **must** enter something in the Search Value box for Search to work.
- If empty: You’ll see a prompt asking you to provide a value.
- If filled: You’ll see a loading message while numbers are fetched.
- On success: The results table will show available numbers.
- On failure: A message will explain the error (nothing found, setup issues, etc.).
## 📋 The results table
After a successful search, you see a table with a header row and a scrollable area (the list does not grow endlessly in view—it scrolls inside a fixed height).
Columns:
| Column | Meaning |
|--------|---------|
| **#** | Row number (1, 2, 3, …). |
| **Friendly Name** | A readable label for the number provided by the service. |
| **Phone #** | The actual phone number format you are choosing. |
| **Locality** | Where the number is associated (city, region, postal details, country—whatever the service returns). |
| **Capabilities** | What the number can do (for example text-related features and voice), listed in short form. |
| **(last column, no title)** | A **choice control** so you pick **one** number. Only **one** row should be selected at a time. |
Until you run **Search**, the table body stays **empty**.
## 🛒 Finishing the purchase
**💳 Purchase Number (button)**
When you click **Purchase Number**, the system:
1. Reads your **nickname**, **Inbound Agent**, **Outbound Agent**, **Provider**, and the **one number** you selected in the table.
2. If **no number** is selected, you see a message asking you to **select a number**.
3. If a number **is** selected, a **please wait** style message appears while the system:
- **Acquires** the number through the provider you chose (**Twilio** or the **AI sync** path), and then
- **Links** that number to your **nickname** and **agents** in the way your product is designed (including voice routing setup behind the scenes).
If something goes wrong during acquisition or linking, an **error message** appears in the message area on the page.
If everything **succeeds**, you see a **success message**, and after a **short pause** you are **automatically taken** to **My Numbers** so you can see your number in the list.
**❌ Cancel (button)**
- Takes you **back to My Numbers** **without** buying a number.
- No purchase happens when you use **Cancel**.
---
# AI Call History
Source: https://docs.aisync.link/ai/call-history
#### 🧐 Overview
**AI Call History** is where you review past calls handled by your AI agents. You can:
- See when each call happened, which agent was used, phone numbers, how long the call lasted, and how the call ended.
- Narrow the list using filters (dates, agent, duration, direction, and more).
- Open a single call to read the summary, full conversation text, and listen to the recording when one is available.
- Download the same filtered results as a file for your own records or reporting.
Only calls tied to **your organization** appear here (not other customers’ data).
## 🔎 Filters
Filters work together: only calls that match **all** the conditions you set are shown. If you leave a filter on its default “everything” setting, it does not restrict results.
**👤 Select Agent**
- Choose **one** AI agent to see only that agent’s calls, or leave the placeholder (empty) to see calls from **all** agents in your list.
- You can type in the box to search agent names when the list is long.
- Changing the agent refreshes the list .
**📅 Date Range**
Pick how the time window is defined:
| Choice | Meaning |
|--------|---------|
| **Custom dates** | You set **Start Date** and **End Date** yourself. Those two fields become editable. |
| **Today** | From the start of today through now (in your account time zone). |
| **Yesterday** | The full previous calendar day. |
| **This Week (Sun - Today)** | From Sunday of this week through today. |
| **This Week (Mon - Today)** | From Monday of this week through today. |
| **Last 7 Days** | Rolling seven-day window ending today. |
| **Last Week (Sun - Sat)** | The previous full week, Sunday through Saturday. |
| **Last Week (Mon - Sun)** | The previous full week, Monday through Sunday. |
| **Last Business Week (Mon - Fri)** | Monday through Friday of the prior week. |
| **Last 14 Days** | Rolling fourteen-day window ending today. |
| **This Month** | From the first day of the current month through today. |
| **Last 30 Days** | Rolling thirty-day window ending today. |
| **Last Month** | The full previous calendar month. |
When **Custom dates** is **not** selected, **Start Date** and **End Date** are filled automatically for you and cannot be edited (they stay in sync with the range you picked).
When the page first opens, **Today** is usually selected.
**⏰ Start Date and End Date**
- Used to define the beginning and end of the period you care about.
- Only active when **Date Range** is set to **Custom dates**; otherwise they follow the preset range and are read-only.
**⏱️ Min Duration**
Shows only calls whose length is **at least** the time you pick (for example, at least 1 minute).
**0 Sec** means “no minimum” — calls of any length are allowed from this filter.
**⏲️ Max Duration**
Shows only calls whose length is **no longer than** the time you pick.
**No Limit** means “no maximum” — this filter does not cut off longer calls.
Min and Max can be used together to target a band (for example, between 30 seconds and 5 minutes).
**🔄 Call Direction**
| Option | Meaning |
|--------|---------|
| **All** | Incoming, outgoing, and web calls are all included. |
| **Inbound** | Calls that came in to your system. |
| **Outbound** | Calls placed outward from your system. |
| **Web** | Calls that ran through the web experience rather than a classic phone path. |
**😊 User Sentiment**
Roughly how the conversation mood was classified:
| Option | Meaning |
|--------|---------|
| **All** | Any sentiment. |
| **Positive** | Treated as positive tone. |
| **Neutral** | Treated as neutral tone. |
| **Negative** | Treated as negative tone. |
| **Unknown** | Could not be classified clearly. |
**✅ Call Successful**
| Option | Meaning |
|--------|---------|
| **All** | Both successful and unsuccessful calls. |
| **Yes** | Only calls marked as successful. |
| **No** | Only calls marked as not successful. |
**📞 From Number**
Enter the caller’s phone number to show only calls **from** that number.
The value should match **exactly** how the number is stored (same digits and formatting as in your records).
**☎️ To Number**
Enter the called phone number to show only calls **to** that number.
Again, match exactly as stored.
**🔚 Hangup Reason**
Limits the list to calls that ended for a specific reason. **All** means every reason is allowed.
The names on the screen are written in everyday language. Examples include:
- **User Hangup** — the person on the other end ended the call.
- **Agent Hangup** — the AI side ended the call.
- **Call Transfer** — the call was transferred elsewhere.
- **Voicemail Reached** — voicemail was detected or reached.
- **Inactivity** — the call ended because nothing happened for too long.
- **Machine Detected** — an answering machine or similar was detected.
- **Max Duration Reached** — the call hit a maximum allowed length.
- **Concurrency Limit Reached** — too many calls were active at once.
- **No Valid Payment** — payment-related validation failed.
- **Scam Detected** — flagged as scam-related.
- **Marked As Spam** — treated as spam.
- **User Declined** — the user refused or declined the call.
Pick **All** unless you are specifically investigating one type of ending.
**👁️ Show / Hide Columns**
This control lets you choose **which columns appear** in the main table (except the first two — see below).
You can turn visibility on or off for:
- Time
- Agent Name
- From Number
- To Number
- Call Duration
- Call Type
- Direction
- Hangup Reason
- User Sentiment
- Call Successful
- Recording
- Call Summary
- Call Transcript
**ID** and **Action** always stay visible so you can identify rows and open details.
Your choices can be **remembered** for about thirty days on the device and browser you use, so the next visit may show the same column layout.
## 🛠️ Action buttons
**🔍 Filter**
Applies your current filter choices and **reloads the list**. Use it after changing dates, agent, or other fields (some fields also refresh the list when changed).
**📄 CSV**
Downloads a simple text file that opens in Excel and most spreadsheet programs. The file name starts with **AI_Call_History_** and includes a date and time stamp.
**📊 Excel**
Downloads a spreadsheet file that opens in Microsoft Excel and similar apps. It includes a simple title and “generated on” line above the table.
**📝 PDF**
Downloads a **report file** built as a printable layout. The file name starts with **AI_Call_History_** and includes a date and time stamp. You can open the downloaded file with your usual apps for viewing or printing reports.
While a download is running, the button you clicked may show a short “exporting” state and is temporarily disabled so you do not start duplicate downloads.
## 📋 The main list (table)
The table shows one row per call. By default, newer activity tends to appear toward the top (ordered by the row identifier).
### 📑 Columns explained
| Column | What it shows |
|--------|----------------|
| **ID** | A row number for this page of results. |
| **Action** | Action buttons for each row (see below for details). |
| **Time** | When the call occurred, in **your account time zone**. |
| **Agent Name** | The friendly name of the AI agent, or “N/A” if missing. |
| **From Number** | The originating phone number (or equivalent). |
| **To Number** | The destination phone number (or equivalent). |
| **Call Duration** | How long the call lasted (hours, minutes, seconds). |
| **Call Type** | The kind of call (for example, phone vs web); underscores in stored names appear as spaces in plain words. |
| **Direction** | Inbound, outbound, or web-style, depending on the call. |
| **Hangup Reason** | Why the call ended, in readable words. One internal error type is shown as **Error Bot** in this list. |
| **User Sentiment** | The mood label stored for the call. |
| **Call Successfull** | Whether the call was marked successful (note the spelling on screen). |
| **Recording** | A small audio player if a recording link exists; otherwise blank. |
| **Call Summary** | A short preview of the summary (long text is cut off with “…” in the list). |
| **Call Transcript** | A short preview of the conversation text (long text is cut off with “…” in the list). |
**🔎 Search Log**
Above the table, the box labeled **Search Log…** lets you **search within the loaded columns** of the current result set (helpful for finding a number or word without changing the main filters).
## 🗂️ Action column: what the buttons do
**👁️ View (green, eye icon)**
Opens the **call detail** view for that row. Only people in your organization who are allowed to use this area can see these calls.
**🚀 Go High Level (optional, logo button)**
If the call is linked to a contact in **Go High Level** and your agent is set up with the right location, a **second button** appears. It opens that contact’s page in Go High Level in a **new browser tab** so you can continue work there.
If there is no link, only the eye button appears.
## 📝 Call detail screen (after you click View)
The main list hides and a **detail** layout appears. Use **Back** to return to the list without losing your filters.
**🔝 Top section**
- **Title line** — shows the date and time of the call (in your time zone).
- **Agent** — name of the AI agent.
- **Duration** — length of the call.
- **Recording** — audio player when a recording is available. If there is no recording URL, the player may still appear but have nothing to play.
**📊 Conversation Analysis**
- **Call Successful** — Yes/No (or stored value) as recorded for that call.
- **Call Type** — type of call.
- **Disconnection Reason** — raw reason the system stored for how the call ended (may match **Hangup Reason** in the list).
- **Voicemail Detected** — shows **true** when the disconnection reason indicates voicemail was reached; otherwise **false**.
**📝 Summary**
A written overview of the conversation when one exists. If there is none, you may see a message that no extra summary is available.
**🗒️ Transcription**
The full conversation text when available. Long text is formatted for reading: line breaks, and labels like “Agent:” and “User:” (or similar) are emphasized so speakers are easier to follow. Letters and symbols from other languages are shown correctly when available.
A default message about opting out may appear if no transcript is available or recordings were opted out of.
## 📤 Exporting Your Call Data
When you export call history, the export file reflects exactly what you see in your filtered table—using all the same filters (like date, agent, call duration, direction, sentiment, success, phone numbers, and hangup reason).
Each exported row will include:
- A unique **ID** (per row, in order)
- **Time** (displayed in your time zone)
- **Agent Name**
- **From Number** and **To Number**
- **Call Duration**
- **Call Type**
- **Direction** (inbound/outbound)
- **Hangup Reason**
- **User Sentiment**
- **Call Successful** (yes/no)
- **Call Summary** (the complete summary, not just a snippet)
- **Call Transcript** (the full conversation, not just a preview)
> **Note:** Audio recordings are *not* included in exported files. To listen to call recordings, use the main list or the detail screen.
---
# Conversations
Source: https://docs.aisync.link/conversation/conversations
**Conversations** is one place to see **message and call history** with a contact, **send texts**, and **update their record** (details, tags, notes, meetings, and quiet-hours settings). Think of it as your **inbox and workspace** for one person at a time: you pick them on the left, read and reply in the middle, and manage their profile on the right.
## 🖼️ Layout
The layout is split so you do not need to jump between different pages for the same person.
| Part | What you do there |
|------|-------------------|
| **Left** | Choose **who** you are working with (three tabs: Contacts, Chat, Calls). |
| **Middle** | Read the **conversation** and **send SMS**. |
| **Right** | Open sections to **edit contact info**, **disposition**, **tags**, **notes**, **appointments**, **workflows**, **SMS numbers**, **pipeline**, and **do not disturb**. |
## 📋 Left side: the three tabs
Use the **icons** at the top of the left side to switch lists. Each list answers a different question.
### 💬 Chat tab
**Chat** is a list of recent text message (SMS) conversations.
- Each row shows the contact’s name, date and time of the last message, whether it was incoming or outgoing, and a short preview.
- Incoming and outgoing messages use different icons so you can see direction at a glance.
- Use **Search SMS…** to filter by contact name or phone number.
- **Click a row** to open that contact’s full message history and send new messages.
- **Scroll** down to load more conversations when you reach the end of the list.
### 📞 Calls tab
**Calls** is where you see recent phone calls (incoming and outgoing).
- Each row shows the contact’s name, date and time, direction (inbound or outbound), whether the call was completed, and call length when available.
- Icons and colors distinguish incoming vs outgoing and completed vs missed or failed.
- Use **Search calls…** to filter by name or number.
- **Click a row** to open that contact; the middle panel then shows their full timeline (calls and texts together).
- **Scroll** to load more call records at the bottom.
## 📨 Middle: reading and sending
When you select a contact (from **Contacts**, **Chat**, or **Calls**), the **middle area** shows that person’s messages and call activity. This is where you read the timeline and send replies.
### 🏷️ Top row
At the top you see the contact’s **avatar** (initial in a circle) and **name**. On smaller screens, the name can act as a link or toggle for opening the right-side details. Action buttons may let you **call**, open **contact details**, open a **menu** (for example Edit), or **close** the panel on small layouts.
### 🧵 Conversation thread
The main area shows everything in a single **timeline**:
- **Texts** (SMS) and other supported message types.
- **Call entries** in the same flow, so you see calls and texts together.
- Grouped by **date** so long histories stay readable.
- Your messages vs the contact’s on **opposite sides**, like many chat apps.
- For calls, you see **direction**, **status** (completed or not), **duration**, and an **audio player** when a recording exists.
- Message **direction** (incoming vs outgoing) is always clear and may use different icons.
- **Outgoing SMS** can show small **status** hints (such as sent or delivered) when the carrier reports them.
- Times follow your **account time zone**, so “9 AM” matches your local view.
When you open a contact, **new incoming SMS** in that thread are marked **read**, so unread counts are accurate.
### ✉️ Sending a message
Below the timeline you see controls for sending:
| Control | What it does |
|--------|--------------|
| **SMS / iMessage** | Choose how to send. **SMS** sends via your business numbers. **iMessage** appears when available for that contact. |
| **Assign** | Assigns the contact to **Company**, a specific **team member**, or **Unassign**. Saved for the contact. |
| **Emoji** | Opens an emoji picker to insert symbols into your message. |
| **Text box** | Where you type your message. |
| **Send** | Sends the message when all requirements are met. |
Some teams also support **personalization codes** (for example automatic first-name insertion). Only use them if your admin has shared the allowed codes.
## ✅ Before Send will work — checklist
For SMS to send correctly:
1. A **contact is selected** on the left (the row is highlighted).
2. The contact is **not blocked** by Do Not Disturb settings for texts or all channels.
3. Under **SMS Setting** on the right, a valid **From** number is chosen.
4. The **To** field (the contact’s number) is present and correct; change it under **Contact Info** if needed.
5. You have entered some **text** in the box.
6. While sending, **Send** may be briefly disabled to avoid double sends.
7. If sending fails, an **error message** appears. If it succeeds, the box **clears** and your new message shows in the timeline.
If **Do Not Disturb ** is set for text or for all channels, you will see a warning and sending may be blocked until an allowed user changes those settings.
## 📝 Right side: contact details and settings
The **right side** is where you manage details for the currently selected contact. Sections can usually be expanded or collapsed.
### 📋 Contact Info
Shows the core fields your company stores for this person (for example first name, last name, phone, email, and custom fields). Edit what you are allowed to change and click **Save Changes**. After a successful save:
- The name and phone in the **top bar** of the middle area can update.
- Any related screens in the product see the same new information.
### 🏅 Dispositions
**Dispositions** are outcome labels your company defines (for example “Not Interested”, “Callback Needed”, or “Sold”). Pick the one that matches the latest interaction.
- Selections often **save immediately** when changed.
- Your organization may use them to **trigger automation** or reports.
### 🔖 Tags
**Tags** act as flexible labels like “VIP” or “High Priority”.
- Add or remove tags with the multi-select control.
- Click **Save Tags** so changes are stored.
- Other parts of the system may rely on tags for filters or automation.
### 🗒️ Notes
Notes are **internal**—they are not sent to the contact.
- See existing notes with previews and last-updated times.
- Use **Add Note** (or similar) to create new notes.
- Use **Edit** to adjust an existing note.
- After saving, the list refreshes, usually with the newest notes first.
### 📅 Appointments
Shows appointments connected to this contact.
- Typical fields: **date**, **time**, **calendar**, **duration**, and **status**.
- You may see **View** actions for full details or links to join online meetings.
- Use **Add** to book new appointments when calendar integration is active.
### 🔄 Workflows
**Workflows** in the contact sidebar shows automations tied to this person.
| Section | Meaning |
|---------|---------|
| **Active workflows** | Published workflows that are **scheduled and running** (or waiting to start) for this contact |
| **Past workflows** | Workflows this contact has **already used** — finished or no longer active for them |
If none are enrolled, you see **No active workflows** or **No past workflows**.
#### ➕ Add automation
Click the **+** next to **Active workflows** to schedule a published workflow for this contact.
1. Open **Workflows** on the right for the selected contact
2. Click **+** under **Active workflows**
3. Search and select a **Workflow** (required — published workflows only)
4. Set **Event start date** and **Event start time**
5. Click **Add** (or **Cancel** to close)
The workflow starts for this contact at the selected date and time, then appears under **Active workflows**. When it finishes, it moves to **Past workflows**.
### 📥 Inbox sidebar (left)
The left side is the **inbox list**. It shows recent message threads, with the newest conversations near the top.
The header shows **Inbox** and the current **thread count** — for example, *20 threads*.
Each conversation row can show:
| Item | What it means |
|------|----------------|
| **Contact name** | The person's name, or their phone number if no name is saved |
| **Latest message preview** | A short snippet of the most recent text |
| **Direction** | Whether the latest message came from the contact or from you |
| **Channel** | The message type, such as SMS |
| **Time** | When the latest message was sent or received |
| **Tags** | Contact tags, when available |
| **Unread indicator** | Shown when the latest message is inbound and not yet read |
At the top of the sidebar, you also have quick buttons for:
- Switching between **light** and **dark** mode.
- Going back to the **dashboard**.
- Opening the **contacts** area.
- **Composing** a new conversation with the **Compose** button.
**🔍 Searching conversations**
Use the **search box** in the inbox sidebar to find a conversation by contact name or phone number.
Search updates automatically as you type. The inbox also refreshes in the background, so new or updated conversations can appear without manually reloading the page.
**Keyboard shortcut**
| Platform | Shortcut |
|----------|----------|
| Windows | `Ctrl + K` |
| Mac | `Command + K` |
Press the shortcut to jump straight to the search box.
### 💬 Conversation Panel (middle)
Step into the **heart** of your Messages experience — the Conversation Panel! Here, your entire conversation comes alive: see, respond, and take action all in one seamless space.
**🌟 Dynamic Header**
- **Contact Name** (or phone number): Beautifully displayed up top so you always know who you're chatting with.
- **Primary Number:** Instantly visible for quick reference and zero confusion.
- **Contact Button:** Jump straight to the full contact record — no hunting required.
**🗂️ Effortless Tab Navigation**
To the right, swap between:
- **Messages:** Dive into the real-time chat thread, with clear color-coded bubbles to distinguish inbound and outbound messages at a glance. Each entry shines with a timestamp and clear sender/receiver labels.
- **All Activity:** Effortlessly scan every update, status change, note, or SMS related to this contact — all organized in a crisp, scrollable feed.
**💡 Intuitive Message Window**
Relish the clarity of a neatly arranged, chronological timeline — every message, link, or special format is displayed just like you’d expect. The design makes it easy to spot new replies and track the conversation flow.
**📨 Smart Reply Bar**
Ready to respond? The conversation panel’s sleek input box is always at your fingertips:
- **Type your message** and hit the bold, easy-to-spot **Send** button for instant delivery.
- Attach files, save drafts, and — in select versions — access templates for lightning-fast replies.
### 👤 Contact sidebar (right)
The right side is the **contact sidebar**. It shows details and settings for the currently selected contact. Each section can be expanded or collapsed.
At the top of the sidebar you see the contact's **avatar**, **name**, and **phone number**. Use the **external link** icon to open the contact's full record in a separate view.
**📋 Contact Info**
Shows the core fields your company stores for this person — for example first name, last name, phone, email, and custom fields. Edit what you are allowed to change and click **Save Changes**. After a successful save, the name and phone shown in the conversation header update to match.
**🏅 Dispositions**
**Dispositions** are outcome labels your company defines — for example *Not Interested*, *Callback Needed*, or *Sold*. Pick the one that matches the latest interaction. Selections often save immediately when changed.
**🔖 Tags**
**Tags** act as flexible labels like *VIP* or *High Priority*. Add or remove tags with the multi-select control and click **Save Tags** so changes are stored.
**🗒️ Notes**
Notes are **internal** — they are not sent to the contact. View existing notes, add new ones, or edit notes that are already saved. After saving, the list refreshes with the newest notes first.
**📅 Appointments**
Shows appointments connected to this contact — for example date, time, calendar, duration, and status. Use **Add** to book new appointments when calendar integration is active.
**🏗️ Pipelines**
The **Pipelines** section links this contact to a **pipeline** and **stage** — for example New → Qualified → Won. Choose a pipeline, pick the right stage, and save.
**📲 SMS Setting**
SMS settings control which number you use when sending texts from Messages.
- **From** — choose a **business number** that is registered and approved for outbound SMS.
- **To** — shows the contact's phone number as read-only. If it is wrong, edit it under **Contact Info**, not here.
**🚫 DND Numbers**
**DND Numbers** (Do Not Disturb) settings let you respect contact preferences and regulations.
- **DND all channels** — blocks all supported outbound channels for this contact.
- Or choose specific channels: **Emails**, **Text messages**, **Calls & voicemails**.
- **DND Inbound Calls and SMS** — an extra setting for how the system handles incoming calls and texts.
Many DND options save as soon as you click them. If sending is blocked by DND, you see a warning until an allowed user changes those settings.
**👤 Contact button**
The **Contact** button in the conversation header also opens the selected contact's full record and timeline.
Use it when you need deeper contact history or actions that are not available inside the Messages inbox.
The Messages module is for **quick conversation handling and inline contact updates**. The full contact record is for **complete contact management**.
**🌓 Theme toggle**
The theme button lets you switch the inbox between **dark mode** and **light mode**.
This affects the Messages screen display only. Use whichever view is easier for you to read.
If no conversation is selected, the screen asks you to pick a conversation or start a new one.
## ✏️ How to start a new conversation
You can begin a new conversation in one of two ways:
1. Click **Compose** at the top of the inbox list, **or**
2. Use the keyboard shortcut: press **`N`**.
This opens the **New conversation** popup. In the popup:
1. Enter a contact name or phone number into the search field.
2. Choose the correct contact from the search results.
3. The conversation view appears in the middle panel.
4. Type your message and send.
**💬 Messages tab**
The **Messages** tab shows the SMS conversation with the selected contact.
Messages appear as chat bubbles:
- Messages **from the contact** appear on the **left**.
- Messages **sent by you** appear on the **right**.
- Messages are **grouped by day** — for example, *Today* or *Yesterday*.
- Recent messages show the **time** they were sent or received.
If there are no messages yet, the module shows an empty state and prompts you to send the first message.
**✉️ Sending a message**
To send a message:
1. Select a conversation or start a new one.
2. Type your message in the message box at the bottom.
3. Click **Send**, or press **`Enter`**.
The message box also includes:
- An **attachment** icon for adding files, when supported.
- An **emoji** picker for inserting symbols into your message.
**Typing shortcuts**
| Action | Shortcut |
|--------|----------|
| Send the message | `Enter` |
| Add a new line | `Shift + Enter` |
Texts go from the lead's **texting line**: the number they were last texted from, else your own line, else the team line. If there is no A2P-linked number to use, the message is not sent until one is set up. Contacts marked Do Not Text are never texted. See [Texting lines](/dialer/texting-lines).
While a message is being sent, the module may briefly show it in the conversation right away. If the send fails, you see an error message and the failed message is marked.
## 📋 All activity tab
The **All activity** tab shows a wider timeline for the selected contact.
This can include:
- SMS messages
- Calls
- AI calls
- Voicemails
- Emails
- Notes
- Tag changes
- Workflow activity
Use this tab when you need more context before replying. For example, you can check whether the contact recently received an email, completed a workflow step, had a call, or had a tag changed.
## 📭 Empty states
You may see different empty states depending on the situation:
| Empty state | What it means | What to do next |
|-------------|---------------|-----------------|
| **No conversations yet** | No SMS conversations are in the inbox | Start a conversation or wait for inbound texts |
| **Pick a conversation** | No contact thread is selected yet | Click a row in the inbox sidebar |
| **No messages yet** | The selected contact has no SMS messages | Send the first message |
| **No activity yet** | No activity to show in the timeline | Activity will appear as events are logged |
| **No contact matches** | New conversation search found no match | Add or import the contact, then search again |
These messages guide you toward the next action.
---
# Phone Numbers
Source: https://docs.aisync.link/phone-numbers/phone-numbers
## 📞 What is this page?
The **Phone Numbers** page is where you manage every phone number your business owns inside the platform.
## 🤔 Why would you use this page?
You come here when you need to:
- See all the phone numbers your business owns in one place
- Decide **who or what** answers when someone calls or texts a number
- Enable a number for **AI-powered calling**
- Register a number for **SMS compliance** (10DLC / A2P) so your texts actually reach people
- Assign an **automated chatbot** to handle text conversations
## 📊 What can you see at the top?
At the very top, four summary cards give you an instant snapshot:
**🧭 Breadcrumb**
You may see a trail such as:
`Spam Protected -> Spam Protected Numbers`
### ⚡ Three actions
1. **Add Number** — open a form to enter a phone number manually and add it to monitoring.
2. **Flag Settings** — choose how strict “Flagged” should be (how many carriers must report issues).
3. **SOPs** — open in-product standard procedure guide for this module.
## 📋 The main list
Below the top actions, you see a table of protected numbers.
- Use **Search** to narrow rows.
- Change rows-per-page for long lists.
Each row is one monitored number.
| Column | What it means |
|--------|----------------|
| **#** | Row number for reference. |
| **Number** | Phone number being monitored. |
| **Type** | Source type: **Custom**, **Rizz**, or **Ai** (display-cased). |
| **Status** | Monitoring result: **In Progress**, **Clean**, or **Flagged**. |
| **Renewal** | Monitoring renewal date/time (if available). |
| **Latest Check** | Most recent check/update time. |
| **Added On** | Date/time this number was added to protection. |
| **Action** | Row actions like View, Edit (custom only), Delete. |
For flagged rows, specific carrier names (such as T-Mobile or Verizon) may appear under status when available.
## ➕ Adding a number yourself (Add Number)
1. Click **Add Number**.
2. Enter phone number.
3. Click **Save**.
The number is added as **Custom** and usually starts as **In Progress** while checks run.
If add fails, your organization profile/setup for this service may be incomplete and support/admin action may be required.
## 🚩 Flag settings
Use **Flag Settings** to control how sensitive the overall flagged result should be.
1. Open **Flag Settings**.
2. Choose threshold:
- **1+ carriers**
- **2+ carriers** (commonly default)
- **3+ carriers**
3. Save.
Lower threshold = faster/more sensitive flagging.
Higher threshold = less sensitive/fewer false positives.
## 📄 Standard procedures (SOPs)
Click **SOPs** to open the built-in operational guide. It covers:
- why monitoring exists,
- how numbers are added,
- status definitions,
- flag sensitivity logic,
- detail view usage,
- monitoring frequency and status changes,
- troubleshooting and best practices.
Use SOPs for onboarding and for formal process checks.
## 🔍 View (details for one number)
Click **View** on a row to open number details.
This page shows per-carrier status details in a visual layout. If no carrier details are available yet, the screen indicates that data is still unavailable.
This view is informational (read-only) for status interpretation.
## ✏️ Edit
**Edit** is available only for **Custom** numbers added manually in this module.
1. Click **Edit**.
2. Update phone number.
3. Save.
Numbers sourced from other modules (regular/AI lists) are managed in their original source modules, not edited here.
## 🗑️ Delete
1. Click **Delete** on a row.
2. Confirm prompt.
After confirmation, the number is removed from this list and active monitoring for that entry stops.
## ℹ️ Status meanings (short)
- **In Progress** — checks are running or refreshing; review again later.
- **Clean** — no qualifying spam flag under current threshold rules.
- **Flagged** — threshold is met by carrier reports; review usage practices and remediation process.
---
# Users
Source: https://docs.aisync.link/user-management/users
**Users** is where you see everyone who belongs to your company in this product, add new people, change their details, open the product as they see it, or remove someone. Only people tied to your company appear in the list.
## 📋 Main list
**Add** opens the screen to create a new person.
The table shows one row per user. You can:
- **Change how many rows appear** using the “show entries” control (often 10 at a time).
- **Find someone quickly** using the search box; it filters the table by what you type.
### 🧾 Columns
| Column | Meaning |
|---------------|--------|
| **#** | Row number in the list (1, 2, 3…). |
| **Picture** | The profile picture of the user, if one is uploaded. Usually shown as a small image or avatar. |
| **Name** | The person’s name as stored in the account. |
| **Email** | Their email address (also used to sign in). |
| **Phone #** | The main phone number on file for them. |
| **Phone EXT** | Extra or extension numbers linked to them (when assigned). |
| **Status** | Whether their account is pending, active, inactive, or suspended. |
| **Created At**| When this user record was created, shown in **your** time zone. |
### ⚙️ Actions on each row
- **Login** — Asks you to confirm, then opens the product **as that user**, so you see the same screens and options they do. Use this for support or checking their setup.
- **Edit** — Opens the form with that person’s details so you can change them.
- **Delete** — Removes that user. You must confirm. The message explains that many related items (agents, workflows, pipelines, phone setup, templates, lists, teams, and more) can be removed with the user and that **this cannot be undone**.
## ➕ Add or ✏️ Edit user (form)
Use **Add** for someone new, or **Edit** on a row to change an existing person. **Back** returns you to the list without using the other buttons.
Small **question-mark hints** next to some fields give extra guidance when you point at them.
**👤 Name**
Full name. This is how the person appears in the product.
**📧 Email**
Must be a real address. It is used for signing in and for messages such as the welcome message for new users. **The same email cannot be used twice** in the system.
**📞 Phone number**
Used for calling-related features. You can enter it with or without a country code (for example `+1234567890` or `1234567890`).
**🔒 Password**
- **New user:** You must set a password.
- **Existing user:** Leave this **empty** to keep their current password. Only fill it in if you want to set a new one.
**🚦 Status**
- **Pending** — Not fully ready yet.
- **Active** — Can sign in (subject to the rest of their setup).
- **Inactive** / **Suspended** — Generally cannot use the account as normal.
Use the hint on the field for the exact behavior.
**☎️ Dialer**
**No** — This person does not use the dialer.
**Yes** — They can use dialer features.
Note: Turning dialer on can affect **who pays** for that seat and how **company package seats** are counted (see **Pay for seat** and **Use package seats limits** below, and the examples at the bottom of the form).
**💰 Use balance**
**Company** — Spending comes from the company balance.
**User** — Spending comes from that person’s own balance.
**🏷️ Role**
Choose one **role** from the list your company uses (these are created elsewhere under **Roles**). Name, email, and role are all required before you can save.
**🔢 Assign phone numbers**
You can pick one or more **company phone numbers** (from your connected numbers) to attach to this user. A number that is already assigned to **another** user cannot be assigned again until it is freed.
**🌎 Local presence**
**No** — Local presence is off.
**Yes** — You can choose **area codes** so outbound calls can use numbers that match those areas. When you choose **Yes**, the **Area codes** list appears so you can select one or more codes.
**💺 Pay for seat**
- **No (Company pay for seat)** — The company pays for this seat in the usual company billing flow.
- **Rizzler (Direct to Rizzler)** — This person is billed **directly** to Rizzler (not through the company seat path in the same way).
When **Company pay** is selected, an extra choice appears: **Use package seats limits** (see next).
**📦 Use package seats limits**
(Shown when the company pays for the seat.)
- **Yes** — This user counts toward limits in your **company package** for seats (when dialer is on and this option applies). If the limit is reached, you may see a message that the package seat limit is exceeded.
- **No (Subscription with company card)** — Uses the other billing path described in the option (company card / subscription style setup).
The bullet list at the bottom of the form gives **example combinations** for:
- A typical **admin** setup (dialer off, company pays, using package limits).
- An **agent who pays Rizzler directly** (dialer on, pay to Rizzler).
- **Agents the company pays for** (dialer on, company pays, and how to set package limits vs card).
**✅ Submit**
Saves the user. If something is wrong (duplicate email, seat limit, phone numbers already taken, missing password for a new user, or missing required fields), a message explains what to fix. After a successful save, the page returns to the user list.
**📩 Welcome email**
When you **add** a new user successfully, the system sends a **welcome message** to their email so they know how to get started (including sign-in information your company uses).
**🗑️ Deleting a user**
Deleting removes that user and can remove a large amount of related work tied to them (the confirmation lists examples). Any **personal subscription** tied to that user may be stopped as part of removal. This action should be treated as **permanent**.
## 🔄 User Management
### 🔁 Complete Workflow Process
```mermaid
graph TD
A[👥 Access Users Page] --> B[🔍 Search/Filter Users]
B --> C{Select Action}
C -->|Login| D[🔐 Admin Login to User Account]
C -->|Edit| E[✏️ Modify User Information]
C -->|Delete| F[🗑️ Remove User Account]
C -->|Add New| G[➕ Create New User]
D --> H[📊 Monitor User Activity]
E --> I[💾 Save Changes]
F --> J[📋 Confirm Deletion]
G --> K[📝 Fill User Details]
K --> K1[⚙️ Configure Settings]
K1 --> K2[💰 Set Billing Options]
K2 --> K3[✅ Submit Form]
I --> L[✅ Update Complete]
J --> M[🗂️ Archive User Data]
K3 --> N[📧 Send Welcome Email]
L --> O[🔄 Return to Users List]
M --> O
N --> O
```
---
# Roles
> User guide for creating roles, assigning permissions, and connecting roles to users.
Source: https://docs.aisync.link/user-management/roles
**Roles** let you group **what people are allowed to do** in your workspace. Each role has a **name** you can recognize (for example, “Sales” or “Support”) and a set of **allowed actions** tied to different parts of the product (such as viewing reports or managing users).
## 📋 The Roles list
The main screen is a table of all roles that belong to **your organization**. You do not see roles from other organizations.
**🗂️ Columns**
| Column | What it shows |
|--------|----------------|
| **#** | Row number (1, 2, 3, …) for easy reference. |
| **Name** | The role’s display name—the same name you give when you create or rename the role. |
| **Updated At** | The last time this role was changed, shown in **your** time zone (the one set on your profile). |
| **Created At** | When the role was first added, also in **your** time zone. |
| **Action** | Shortcuts to **change** or **remove** the role (explained below). |
**🔍 Search and paging**
The list can be **searched** (there is a search box with the placeholder “Search…”) and is shown **10 rows per page** by default, so long lists stay easy to skim.
## ➕ Adding a new role
At the top of the list there is an **Add** control.
**What happens when you use Add**
1. The system **creates a new role right away** with a temporary automatic name (it looks like **Role_** followed by random characters). This avoids clashing with names you already use.
2. You are taken straight to the **Permissions** screen for that new role so you can **rename** the role and **choose what it may do**.
If the system cannot create the role after several tries (for example, because of a rare name clash), you may see a message asking you to try again, and you return to the Roles list.
**After adding**
On the Permissions screen you may see a short **success** message explaining that the role was created and that you should assign what it is allowed to do.
## ✏️ Editing a role (opening Permissions)
In the list, each row has an **Edit** control under **Action**.
**Edit** opens the **Permissions** page for that role. There you set the role’s **name** (if you want to change it) and **which actions** are allowed. Details for that page are in the section below.
## 🗑️ Deleting a role
In the list, next to **Edit**, there is a **delete** control (trash icon).
- The system asks you to confirm: **“Are you sure?”**
- If you confirm, the role is removed and you return to the **Roles** list with a message that the record was deleted.
On the Permissions screen you can also delete the role from there .
**🖊️ Extra screen on the Roles page (name and Submit)**
The Roles page also contains a second block that is normally **hidden**. It includes:
- A **Back** control
- A title line that would read **Add Role** or **Edit Role**
- A **Name** field with short on-screen hints (question-mark style help)
- A **Submit** control
In normal use, **Add** sends you to Permissions after creating a role, so this hidden block is not the usual path for creating roles today. If your workspace ever shows this block, **Name** is where you type the role’s title and **Submit** saves it; feedback text appears above the button (“please wait,” success in green, or errors in red). After a successful save, the page typically returns to the Roles list.
## 🛡️ The Permissions screen
**Title:** **Permissions**
**Trail:** **Users → Role → Permissions**
This is where you **name** the role (or change the name) and **choose exactly what** that role may do across the product.
**🏷️ Card title**
The card is titled **Assign Permission**.
**📝 Form overview**
Everything on this page works together as **one form** that ends with an **Assign** button. When you use **Assign**, your choices—including the role name, if you changed it—are saved for that role.
**🏷️ Role name**
**Label:** **Role Name**
- The **current name** appears as plain text.
- **Pencil** — Opens an area where you can type a **new name**. Use **Update** to save that name **immediately** without leaving the page. The list on the main Roles screen will show this name after you return there.
- **Trash** — Deletes this role. You are asked to confirm: **“Are you sure you want to delete this role?”**
Helper text under the name says you may **edit the role’s display name**.
If you use the inline **Update** for the name:
- The name **cannot be empty**; you’ll be told to enter a name if it’s blank.
- The name **must not duplicate** another role’s name in your organization. If it does, you’ll see an error message.
- On success, the text on screen updates and a brief success message may appear.
There is also a **hidden** copy of the name used when you press **Assign** at the bottom, so the final save keeps the name in sync with what you see after an inline update.
**🧩 Select all modules**
**Select All Modules** is a single switch at the top of the permissions area.
- **Turn it on:** Every **module** switch below turns on, and **every individual permission** under every module turns on.
- **Turn it off:** All of those switches turn off.
You can still change individual modules or single permissions afterward; the “select all” switch also updates automatically when your choices no longer match “everything on” or “everything off.”
**📦 Which modules and permissions appear**
The areas you can turn on or off depend on **your organization’s plan** and which product areas are included for you.
Modules are listed **once each** (no duplicates in the list). For each module name, the system shows the **permissions** that belong to that module. If a module has **no** permissions configured, you’ll see a short note: **No permissions for this module.**
Permission labels on the screen use **friendly wording** (words are spaced and capitalized for reading), even though they may be stored with dashes behind the scenes.
The screenshots below show how modules are grouped in the product (your exact list may differ by plan).
### 📑 Left menu and main panel
The screen is split into two parts:
**Left — “Roles & Permissions” menu**
- A vertical list of **module names**, each with an **icon** that matches the type of area (for example, dashboard, users, phone numbers, reports—icons vary by module name).
- **Clicking** a name **highlights** it and **scrolls** the right side so that module’s section is in view. This helps you jump around long lists without losing sight of the full page.
**Right — All modules in one scrollable area**
For **each** module:
1. **Module switch** — Labeled with the **module name**. Turning it **on** checks **all** permissions under that module. Turning it **off** clears all permissions under that module.
2. **Individual switches** — One for each **specific action** in that module. You can turn actions on or off one by one.
The **Select All** switch at the top stays in sync: if every permission in the list is on, **Select All** turns on; otherwise it turns off. Each **module** switch also turns on only when **all** permissions under that module are on.
### 💾 Saving your work — Assign
The **Assign** button sends your **role name** (including any change you made and synced via the hidden field) and **all checked permissions** to be saved.
- If everything succeeds, you are returned to the **Roles** list with a **success** message.
- If something goes wrong (for example, a duplicate role name when saving), you may see a **warning** and stay on or return to a safe state; in a general error case you might see a short **error** style message.
## 🔗 How Roles connect to people
When you **assign a person to a role** elsewhere (on the user profile or user list), that person receives whatever **allowed actions** you configured on this Permissions screen for that role. Changing a role’s permissions **changes behavior for everyone** currently using that role.
## 🔄 Complete Workflow Process
```mermaid
graph TD
A[🎭 Access Roles Page] --> B[🔍 Review Existing Roles]
B --> C{Select Action}
C -->|Add New| D[➕ Create New Role]
C -->|Assign Permissions| E[🔐 Configure Role Permissions]
C -->|Edit| F[✏️ Modify Role Details]
C -->|Delete| G[🗑️ Remove Role]
D --> H[📝 Enter Role Name]
H --> I[🔐 Assign Permissions]
I --> J[💾 Save Role]
E --> K[✅ Select Module Permissions]
K --> L[🔍 Review Permission Set]
L --> M[💾 Assign / Apply Changes]
F --> N[📝 Update Role Information]
N --> O[💾 Save Changes]
G --> P[⚠️ Confirm Deletion]
P --> Q[🗂️ Archive Role Data]
J --> R[✅ Role Created Successfully]
M --> S[✅ Permissions Updated]
O --> T[✅ Role Modified]
Q --> U[✅ Role Deleted]
R --> V[🔄 Return to Roles List]
S --> V
T --> V
U --> V
```
---
# Teams
Source: https://docs.aisync.link/user-management/teams
**Teams** lets you give your organization’s groups a name, keep that list up to date, and decide which people belong to each team. For each person on a team, you can also mark whether they act as a **manager** for that team.
## 📋 The main Teams list
You see a table of all teams that belong to your company.
| What you see | What it means |
|--------------|----------------|
| **#** | Row number (1, 2, 3, …). |
| **Name** | The name you gave the team. |
| **Updated At** | The last time that team’s record was changed, **shown in your own time zone** (as set on your profile). |
| **Action** | Things you can do for that row (see below). |
Above the table there is an **Add** button to create a new team.
The list can be searched and sorted using the controls built into the table (for example, a search box and paging), so you can find a team quickly when there are many.
## ➕ Adding a team
1. Click **Add**. The list hides and a form appears.
2. The form title reads **Add Team**.
3. Fill in **Name**. A short hint next to the label says to enter a clear, descriptive name for the team.
4. Click **Submit**. Another hint explains that this saves the team in the system.
**Before you save:** The name cannot be empty. If it is, you are asked to fill in the fields.
**Duplicate names:** You cannot have two teams with the **same name** for your company. If that name is already used, you see a message that it already exists and the team is not created.
**After a successful save:** You see a short success message, then the page returns to the main Teams list automatically.
Use **Back** if you want to return to the list without saving.
## ✏️ Editing a team
1. On the row for the team, click **Edit**. The list hides and the form appears with the title **Edit Team**.
2. The **Name** field is filled with the current team name. You can change it and click **Submit**.
The same rules apply as when adding: the name must be filled in, and it must not duplicate another team’s name in your company (except the team you are editing).
After a successful save, you see a success message and return to the main list.
**Back** returns to the list without requiring you to use the form.
## 🗑️ Deleting a team
1. Click the **delete** control on the row (trash icon).
2. A confirmation asks if you are sure.
3. If you confirm, that team is removed. You are returned to where you were, with a message that the record has been deleted.
## 🧩 Setting up who is on a team (“Setup Team”)
**Setup Team** opens a separate screen whose title is **Assign Users to** followed by the **team’s name**.
### 📝 What this screen does
- It lists **every person in your company** (not only people already on the team).
- For each person you can:
- **Include them on the team** — turn the option on next to their name, or leave it off to exclude them.
- **Manager** — choose **Yes** or **No**. This is separate from simply being on the team: you can be on the team without being marked as manager, or be marked as manager.
There is a **search** box at the top. As you type, the list **hides people whose names do not match** what you typed, so you can work faster on large lists. Matching is based on the **name** shown for each person.
At the bottom, **Setup** saves your choices.
### 🚫 If nobody appears
The list only shows rows when there is at least one person in the company to show. If your company has no users in the system, you will not see any rows here.
### 💾 What happens when you click **Setup**
The system **replaces** the team’s membership with exactly what you selected:
- Anyone **checked** is on the team; their **Manager** choice (**Yes** / **No**) is stored for that team.
- Anyone **not checked** is **not** on the team after you save.
So you are always defining the **full** current membership in one go, not “adding one person” in isolation.
After a successful save, you are taken back to the **Teams** list with a message that the update succeeded. If something goes wrong, you may see a warning instead.
**Note:** The system records **who was on the team before** and **who is on the team after** this change, for accountability (for example, member lists in before/after form).
### 🔄 Complete Workflow Process
```mermaid
graph TD
A[👥 Access Teams Page] --> B[🔍 Review Existing Teams]
B --> C{Select Action}
C -->|Add New| D[➕ Create New Team]
C -->|Setup Team| E[⚙️ Configure Team Members]
C -->|Edit| F[✏️ Modify Team Details]
C -->|Delete| G[🗑️ Remove Team]
D --> H[📝 Enter Team Name]
H --> I[💾 Save Team]
E --> J[🔍 Search Available Users]
J --> K[✅ Select Team Members]
K --> L[🎭 Assign Manager Roles]
L --> M[💾 Setup Team]
F --> N[📝 Update Team Information]
N --> O[💾 Save Changes]
G --> P[⚠️ Confirm Deletion]
P --> Q[🗂️ Archive Team Data]
I --> R[✅ Team Created Successfully]
M --> S[✅ Team Setup Complete]
O --> T[✅ Team Modified]
Q --> U[✅ Team Deleted]
R --> V[🔄 Return to Teams List]
S --> V
T --> V
U --> V
```
---
# Disposition
> User guide for creating, managing, and using call dispositions with defaults, statuses, colors, and role access.
Source: https://docs.aisync.link/manage/disposition
## 📋 Overview
**Disposition** is where you name and organize labels for how call results are recorded in your workspace. Each entry is one label (for example **Interested**, **Callback**, **Not Interested**).
You can decide:
- The **name** of the outcome label.
- Which **roles** can use that label.
- Which **GHL location** and **notes field** it ties to.
- How it **looks** (text and background colors).
- Whether it is the **Didn't Answer default**.
- Whether it is the **general default option**.
- Which **Call Status** it maps to.
Repeated for clarity: one disposition record = one outcome label + visibility + behavior + color + call-status link.
## 📑 Main list
The main table shows all dispositions for your organization.
| Column | Meaning |
|--------|---------|
| **#** | Row number. |
| **Disposition** | Label name. This name must be unique in your organization. |
| **Setup Didn't Answer Button** | Toggle for the auto-choice used when a call is treated as “didn't answer.” Only one disposition can be active at a time. |
| **Setup Default Option** | Toggle for your organization's general default disposition. Only one can be active at a time. |
| **Call Status** | Status mapping for this disposition (for example No, Ringing, Answered, Busy, Cancelled, In Progress, Failed, AMD, Completed). |
| **Color Preview** | Shows saved text and background color styles for quick recognition. |
| **Created At** | Creation date/time for that disposition. |
| **Action** | **Edit** opens the form. **Delete** removes the row after confirmation. |
You can also **search** and move between pages using the list controls.
## ➕ Add a disposition
1. Click **Add**.
2. The form opens with title **Add Disposition**.
3. Fill required fields.
4. Click **Submit**.
### 🏷️ Disposition Name
Provide a unique, descriptive name for your outcome label.
- The name must not duplicate any existing disposition in your organization.
- If a duplicate is found, the form will display an error message and prevent saving.
### 👥 Role Access
Select the user roles that should have access to this disposition.
- You can choose multiple roles.
- If role selection isn't visible for your account, your role will be assigned automatically in the background.
### 📍 GoHighLevel Location
Select which GoHighLevel location this disposition belongs to.
- Only locations available within your organization/workspace are shown.
- The available options for notes fields are based on your currently selected location.
**🗒️ Notes Field Selection**
Once a location is chosen, the form will load the corresponding custom fields for that location.
- Pick a field where notes related to this disposition will be stored.
- If you change the selected location, the custom fields list will update—choose a notes field again if necessary.
- If no custom fields are present, the form will let you know that none are available.
**🎨 Color Customization**
You can configure the visual styles for both unselected (default) and selected states:
- **Text color** and **Background color**: how the disposition normally appears.
- **Selected Text color** and **Selected Background color**: how it looks when active or highlighted.
By default, normal colors are typically white text on blue, and selected colors are white text on green, but you can set these to any colors you prefer.
**📝 Submit**
Click **Submit** to save.
- On success: short confirmation appears and you return to the list.
- On failure: message stays on the form so you can fix the issue.
## ✏️ Editing a Disposition
To make changes to an existing disposition:
1. Find the disposition you want to update and click **Edit**.
2. The **Edit Disposition** form will open, displaying the current settings (name, roles, location, notes field, and colors).
3. Adjust any fields as needed.
4. Click **Submit** to save your changes.
All editing is subject to the same rules as adding a disposition, including the requirement for a unique name.
### ❓ "Didn't Answer" Toggle
- Use this switch to designate a disposition as your organization's "Didn't Answer" label.
- Only one disposition can hold this status at any time. Turning it on for another disposition will automatically turn it off for the previous one.
### ⭐ Default Disposition Toggle
- Select the default disposition for your organization by enabling this toggle.
- Like the "Didn't Answer" setting, only one disposition can be set as the default; changing it will unset the previous default.
If an update fails to save, an alert will notify you, and the switch will return to its previous position.
---
## ☎️ Mapping Call Status
Each disposition row has a **Call Status** dropdown to align that disposition with the relevant call outcome.
- Pick the desired call status from the dropdown.
- Your change is saved instantly.
- Proper mapping ensures dispositions are grouped accurately for status reporting.
## 🗑️ Delete a disposition
Click **Delete** on a row and confirm when prompted.
- After confirmation, the record is removed.
- You return to the list with a success/failure message.
## 📄 The template list
The table shows one row per template.
| Column | What it shows |
|--------|----------------|
| **#** | Row number (1, 2, 3, ...). |
| **Title** | The name you gave the template. |
| **Template** | The full message text. |
| **Updated At** | Last update time (shown in your timezone). |
| **Created At** | Creation time (shown in your timezone). |
| **Action** | Controls to edit or delete the row. |
At the top of the table:
- **Search** filters templates by title or message content.
- Results are shown in **pages** (commonly 10 per page).
- Use bottom paging controls to move through long lists.
## ➕ Add a new template
1. Click **Add**.
2. The list view hides and the form opens.
3. Fill in **Title** and **SMS Template**.
4. Click **Submit**.
What to expect while saving:
- If required fields are empty, the form prompts you to complete them.
- While saving, a short “please wait” style message may appear.
- On success, you get confirmation and return to the list shortly after.
## ✏️ Edit a template
1. In the list, click **Edit** on a row.
2. The form opens with **Edit SMS Template**.
3. Existing values load into **Title** and **SMS Template**.
4. Make your changes and click **Submit**.
Saving behavior is the same as Add: validation -> wait message -> success -> back to list.
## 🗑️ Delete a template
Click the **Delete** or trash action on a row and confirm when asked.
- If confirmed, the template is removed.
- You stay on the list and may see a success notice.
## 📄 Main list
When you open Voice Templates, you see a table with one row per template.
**➕ Add**
Click **Add** to start a new template. The form opens and the list is hidden until you return.
**🔍 Search**
A search field above the table filters rows as you type. Matching is based on table content.
### 🗂️ Columns
| What you see | What it means |
| --- | --- |
| **#** | Row number (1, 2, 3...). |
| **Title** | Template name used for identifying it later. |
| **Audio** | Mini player for uploaded/recorded audio templates. |
| **Text-To-Speech** | Script text for templates saved as TTS. |
| **Status** | Whether the template is active/inactive. |
| **Updated At** | Last modified time (your timezone). |
| **Action** | **Edit** updates the row; **Delete** (trash) removes it after confirmation. |
If a template is file-based, TTS text may be empty. If it is TTS-based, audio may be empty in the list until generated/available by your setup.
## ✏️ Create or edit a template
- Click **Add** for a new template.
- Click **Edit** on an existing row to update it.
The heading usually shows **Add Voice Template** or **Edit Voice Template** based on what you chose.
**🔙 Back**
Use **Back** at the top of the form to return to the list without browser navigation.
Important repeat: **Back** closes the form, it does not save changes.
## 📝 Form fields
**🏷️ Title**
Give the template a short, clear name (for example "Opening Greeting" or "Voicemail Follow-up").
- Helps your team identify the right template quickly.
- Should be filled for every template.
- Should be unique in your workspace (see rules section below).
## 🎚️ Type
Choose how this template is produced:
1. **Text To Speech**
2. **Audio File**
3. **Record Voice**
Changing **Type** shows only the matching input section, so the form stays focused on the selected method.
### 🗣️ Type: Text To Speech
**💬 Voice Template (script box)**
Type the full script that should be spoken.
You may see variable hints using double curly brackets. Where your setup supports it, these are replaced with real values at runtime (for example contact fields, date, or time). Use variable text exactly as shown, including brackets.
Examples of possible variable style:
- `{{customer_name}}`
- `{{appointment_date}}`
- `{{appointment_time}}`
- `{{current_date}}`
**✅ Submit**
Click **Submit** to save TTS templates.
- While saving: a short wait message may appear.
- On success: confirmation appears, then list reloads.
- On failure: error appears on the form.
### 🎵 Type: Audio File
**📤 Upload Audio File**
Choose one audio file from your device.
- Accepted formats: **MP3** and **WAV**.
- Unsupported types are rejected with an error message.
**✅ Submit**
Click **Submit** to save, with the same success/error behavior as TTS saving.
### 🎙️ Type: Record Voice
This mode uses recording controls instead of the standard text/file input flow.
1. Click **Start Recording**.
2. Allow microphone permission when the browser asks.
3. Click **Stop Recording** to end the take.
4. Review preview playback.
5. Choose one of:
- **Upload Recording** to save and return to the list.
- **Discard & Record Again** to clear and retake.
A timer usually shows recording duration while recording is active.
If microphone access fails, the page shows an error that explains the issue.
**📋 Rules that affect saving**
- **Title required:** Fill title before saving.
- **Title uniqueness:** Titles should be unique in your workspace. If duplicated, save fails and you must rename.
- **Edit replacement:** Uploading a new file while editing replaces the previous stored audio.
- **Delete cleanup:** Deleting a template removes the row and associated stored audio file.
---
# Voice Campaigns
Source: https://docs.aisync.link/manage/voice-campaign
The **Voice Campaigns** page helps you create and manage outbound calling campaigns from one place. Choose an audience, assign an AI voice agent, control call volume, start or pause campaigns, and review performance when calls are running or finished.
## ✨ What you can do
- Create new **AI voice campaigns**.
- View all existing campaigns in a searchable list.
- Edit campaigns that are not completed.
- Start **Pending** or **Paused** campaigns.
- Pause campaigns that are currently running.
- Open campaign reports to review performance.
- Delete campaigns when your account has permission.
## 📋 Campaign list
The main screen shows your campaigns in a table. Each row is one campaign.
**🏁 Top actions**
- **Search campaigns…** — find campaigns by name, type, or status.
- **+ New Campaign** — open the campaign builder to create a new campaign.
If you have many campaigns, the list is split into pages so it stays easy to browse.
### 🗃️ Columns in the table
| What you see | What it means |
|--------------|----------------|
| **#** | Row number in the table. |
| **Campaign** | Campaign name. AI campaigns show a robot icon next to the title. |
| **Type** | Campaign engine — for example **AI** or **Dialer**. |
| **Status** | Current state — Pending, In Progress, Paused, or Completed. |
| **Calls / HR** | Target calls per hour (mainly used for AI campaigns). |
| **Created** | Date and time the campaign was created, in your timezone. |
| **Actions** | Row controls such as view report, edit, start, pause, delete, or speed dial. |
## 🚦 Campaign statuses
| Status | Meaning |
|--------|---------|
| **Pending** | The campaign has been created but has not started yet. |
| **In Progress** | The campaign is currently running and placing calls. |
| **Paused** | Dialing has been stopped temporarily and can be started again. |
| **Completed** | The campaign has finished. Completed campaigns usually cannot be edited. |
## ➕ Creating an AI campaign
Select **+ New Campaign** from the campaign list to open the campaign builder.
### 1️⃣ Step 1 — Campaign type
Choose the campaign engine:
- **AI Campaign** — automated calling powered by your selected AI voice agent. This is the option available for new campaigns today.
- **Dialer** — predictive dialer workflow for live human agents. Shown as **Coming Soon** for new campaign creation.
### 2️⃣ Step 2 — AI campaign details
Fill in the required fields:
| Field | What to enter |
|-------|----------------|
| **Campaign Title** | A clear, unique name — for example, `June patient follow-up`. |
| **AI Agent** | The voice agent that will handle or place the calls. |
| **Calls Per Hour** | How many calls the campaign should attempt each hour — for example, `120`. |
| **Powerlist** | One or more contact lists that define who will be called. |
Select **Create Campaign** when you are ready. The campaign is saved as **Pending** and does not start automatically. Start it from the campaign list when you are ready to dial.
## ▶️ Starting a campaign
Campaigns with **Pending** or **Paused** status can be started from the campaign list.
1. Find the campaign in the list.
2. Select **Start**.
3. Confirm when prompted.
After confirmation, the status changes to **In Progress** and outbound dialing begins according to your settings.
## ⏸️ Pausing a campaign
Campaigns with **In Progress** status can be paused from the campaign list.
1. Find the running campaign.
2. Select **Pause**.
3. Confirm when prompted.
After confirmation, the status changes to **Paused**. You can start the campaign again later without recreating it.
## ✏️ Editing a campaign
Campaigns that are **not completed** can be edited if your account has permission.
You can update:
- Campaign title
- AI agent
- Calls per hour
- Selected powerlists
After saving, the campaign remains in the list with its current status. **Completed** campaigns cannot be edited.
## 📊 Viewing reports
Open a report with the **eye icon** on a campaign row.
The report page is specific to that campaign and helps you understand how calls are performing. Depending on your setup, reports may include:
**📈 Summary metrics**
- Total calls made
- Successful and unsuccessful calls
- Contacts reached
- Average call duration
- Campaign reach across the selected audience
- Success rate and positive sentiment rate
**📉 Breakdowns and activity**
- Call outcome
- Sentiment breakdown
- Top Disconnection Reasons
- Call over time (last 14 days)
- Call by hour of day
- Call log
### 🔎 Filters
Use filters at the top to narrow what appears in summary tiles and the call log:
| Filter | Purpose |
|--------|---------|
| **Date Range** | Presets such as today, yesterday, this week, last 7 days, this month, last month, or custom. |
| **Start Date / End Date** | Used when a custom date range is selected. |
| **Call Status** | All, Answered, Completed, Busy, No-answer, Failed, Missed Call, Cancel — labels may vary by setup. |
| **Min Duration** | Lower bound in seconds. |
| **Max Duration** | Upper bound, or No Limit. |
| **Call Direction** | All, Inbound, or Outbound. |
| **Agents** | All agents or a specific agent. |
| **Filter** | Applies all selected criteria. |
**📈 Summary cards**
After filters are applied, quick counters typically show:
- **Answered**
- **No Answer**
- **Busy**
- **Voicemail**
- **Dropped**
These update when you apply filters and the report reloads.
## 🗑️ Deleting a campaign
If your account has delete permission, you can remove a campaign from the list using the **trash icon**.
---
# Phone Numbers
Source: https://docs.aisync.link/manage/ai-sync-numbers
The **Phone Numbers** page is where you view and manage the phone numbers connected to your workspace.
## ✨ What you can do
- View all phone numbers available to your workspace.
- Purchase one or more new numbers.
- Import numbers from a connected Twilio account, when enabled.
- Import 10DLC campaigns from Twilio, when enabled.
- Filter numbers by use, provider, type, or status.
- Search, sort, paginate, and download the number list.
- Edit a number or enable it for AI.
- Configure endpoints, 10DLC, spam protection, or chatbot assignment when available.
- Select multiple numbers and apply bulk actions.
| Button | What it does |
|--------|--------------|
| **Purchase** | Opens the purchase flow for finding and buying new numbers |
| **Import Twilio Numbers** | Shows numbers from your connected Twilio account that can be imported |
| **Import 10DLC Campaigns** | Imports supported 10DLC campaign information from your connected Twilio account |
| **Local Preference API** | Opens local-presence API guidance and endpoint information |
#### 📥 Import Twilio numbers
The **Import Twilio Numbers** button will only appear if you have connected your Twilio account in the workspace settings. If your Twilio account is not attached, this option will not be shown.
Once your Twilio account is connected and the button appears, you can click **Import Twilio Numbers** to open a window displaying all phone numbers associated with your Twilio account.
In this window, you can:
- Use **Search numbers...** to find a specific number.
- Change how many entries appear on each page.
- Click **Import** next to the number you want to add.
- Close the window without importing anything.
After you import a number successfully, it will appear on the **Phone Numbers** page. Numbers already imported to your workspace will no longer show up in the import list.
#### 📋 Import 10DLC campaigns
The **Import 10DLC Campaigns** button will only appear if you already have at least one 10DLC campaign set up in your workspace settings. If there are no campaigns configured in your account, you will not see this option.
Once you have a campaign and the button becomes available, clicking **Import 10DLC Campaigns** will show you a list of all 10DLC campaigns currently attached to your connected account.
From this window, you can:
1. View all available 10DLC campaigns linked to your account.
2. Select the campaign(s) you wish to import.
3. Complete the import; the campaign will appear in the platform.
4. Use the available number actions to link or update 10DLC information as required.
## 🔍 Filters, search, and export
Filters can be combined. Changing a filter refreshes the table.
| Control | What it does |
|---------|--------------|
| **Filter By** | Shows All, AI, Dialer, or Both |
| **Provider** | Filters numbers by their carrier or provider |
| **Type** | Shows All, Local, Toll Free, or Mobile numbers |
| **Status** | Shows All, Unverified, or Verified numbers |
Other tools include:
- **Download** — exports the current list.
- **Search** — searches the visible number records.
- **Show entries** — changes how many rows appear on each page.
- **Sorting** — click supported column headings to change the order.
- **Pagination** — moves between pages when the list contains more rows.
## 📑 Table columns
| Column | What it shows |
|--------|---------------|
| **Checkbox** | Selects the row for bulk actions; the header checkbox selects all visible rows |
| **#** | Row number in the current view |
| **Action** | Opens the actions available for the number |
| **Title** | Optional internal label |
| **Phone No.** | Full phone number with country code |
| **AreaCode** | Area or region code |
| **Provider** | Carrier or provider for the number |
| **10DLC** | Messaging campaign or registration information |
| **Renewal At** | Renewal date or availability of renewal information |
| **Status** | Verified or Unverified |
| **Purchased At** | Date and time the number was added |
## ☝️ Single-number actions
Click the **Action** button on a row to open its menu. Available actions depend on the number's provider, status, and enabled workspace features.
| Action | What it does |
|--------|--------------|
| **Spam Protect** | Enables spam-protection monitoring when supported |
| **Edit** | Changes the title, status, 10DLC setting, or intended use |
| **Activate for AI** | Enables supported AI calling and routing features |
| **Delete** | Removes or releases the number after confirmation |
| **Endpoints** | Shows inbound API endpoint and integration details |
| **10DLC** | Assigns or updates a messaging campaign |
| **Assign Chatbot** | Connects an available chatbot to messages received by the number |
Once a chatbot is assigned, it can respond to supported incoming messages and continue conversations with contacts using that number.
## ⚡ Activate numbers for AI
**Activate one number**
1. Open **Users → Phone Numbers**.
2. Open the relevant number's **Action** menu.
3. Select **Activate for AI**.
4. Confirm the action.
5. Wait for the success message.
The option may disappear after the number has been activated.
**Activate multiple numbers**
1. Select the numbers you want using the checkboxes.
2. Open the **Bulk Action** bar.
3. Choose **Activate For AI**.
4. Confirm the action.
If required provider credentials or workspace settings are missing, the platform displays an error message.
## 🛒 Purchase phone numbers
Click the **Purchase** button to start the buying process.
To find a number:
1. Choose a **Provider**.
2. Select a **Country**.
3. Choose a number **Type** — Local, Toll Free, or Mobile.
4. Choose how to search — for example AreaCode, Region, or City.
5. Enter a search value.
6. Click **Search**.
Search results can include:
| Column | What it shows |
|--------|---------------|
| **Friendly Name** | Provider-supplied label |
| **Phone #** | Available phone number |
| **Locality** | Geographic information, when available |
| **Capabilities** | Whether the number supports Voice, SMS, or MMS |
| **Checkbox** | Selects the number for a multi-number purchase |
| **Action** | Purchases one number directly |
You can purchase one number from its action button or select multiple numbers and confirm a bulk purchase. Billing and provider setup may be required.
## ✏️ Edit a number
Open **Action → Edit** on a row.
| Field | What it controls |
|-------|------------------|
| **Title** | Internal label for the number |
| **Status** | Verified or Unverified |
| **10DLC Enable** | Whether 10DLC features are enabled |
| **Use For** | AI, Dialer, or Both |
Click **Submit** to save your changes.
## 📦 Bulk actions
Select one or more rows to show the bulk action controls.
Available actions can include:
- **Verified / Unverified** — changes the selected numbers' status.
- **Spam Protect** — enables spam protection where supported.
- **Activate For AI** — activates supported numbers for AI.
- **Delete** — removes selected numbers after confirmation.
Some rows may succeed while others fail because providers and number states can differ. Review the result message after the action finishes.
---
# Setup Contact Fields
Source: https://docs.aisync.link/manage/setup-contact-fields
**Setup Contact Fields** is the list of information a contact can have for your company — first name, phone, email, and any custom fields you add.
This page does **not** edit a person’s contact record. Changing a default here does not overwrite names, phones, or emails already saved on contacts.
The header has **Add**. **Save** sits on the right of the **Custom Default Value** column header.
| Column | What it is |
|--------|------------|
| (trash icon) | Deletes a custom field. Core fields do not show a trash icon. |
| **Label** | Friendly name, such as First Name or Phone Number |
| **Fields Key** | Placeholder for messages, such as `{{contact.first_name}}` |
| **Custom Default Value** | Optional fallback text when that field is empty on the contact |
Click **Save** after you type or clear defaults. A success message confirms they were saved.
### 🔒 Core fields (cannot delete)
- Phone Number
- Email
- First Name
- Last Name
---
## 🔑 Fields Key
A Fields Key is a placeholder. When a message is sent, it is replaced with that contact’s value.
Example: `{{contact.first_name}}` → **Dev** if the contact’s first name is Dev.
Use the key **exactly** as it appears in the table. Do not change spelling or capitalization.
- Paste the key into an SMS, email, note, or template
- In the **workflow builder**, use **Insert field** to pick the same keys from a dropdown
---
## 📝 Custom Default Value
A Custom Default Value is company-wide fallback text for one field. It is **not** the contact’s saved value.
**When the default is used**
| Contact has a value? | Default saved? | What goes into the message |
|----------------------|----------------|----------------------------|
| Yes | Yes or no | The **contact’s** value. Default is ignored. |
| No (empty) | Yes | The **Custom Default Value** |
| No (empty) | No | Blank — no error |
**What a default does not do**
- Does not change Contacts, PowerLists, or import files
- Does not replace a field that already has data on that contact
- Does not fill the Contacts screen
**How to save a default**
1. Open **Setup Contact Fields**
2. Type the fallback in **Custom Default Value**
3. Click **Save** in that column header
4. Clear a box and click **Save** to remove that field’s default
Example: First Name default **Dev** is used only when first name is blank. A contact named **Sara** still gets **Sara**.
**Where defaults and keys are used**
After you save, they apply wherever a message uses a Fields Key and that field is empty:
- Conversations SMS
- Workflow SMS, email, RCS, and notes
- Google Calendar event title and description
- Chatbot SMS replies
- AI agent calendar booking text
If the contact already has a value, that value is always used.
---
## ➕ Add a contact field
Use **Add** when you need a new piece of information on contacts.
1. Click **Add**
2. Enter the field name using **lowercase letters, numbers, and underscores** only (spaces become underscores) — for example `lead_source`, `phone_number1`
3. Choose the field type:
- **Small String** — short text (you can set a length)
- **Text** — medium text
- **Long Text** — large blocks of text
4. Click **Submit**
The label under the name box shows how the name will look (underscores become spaces).
A **PowerList** is a flexible calling list that you can set up to manage outbound calls for your team.
Each PowerList lets you:
- Choose a distinct name for easy identification,
- Define dialing rules and preferences to suit your workflow,
- Assign specific team members and add relevant tags,
- Connect to CRM locations or use tagging for segmentation, if needed,
- Decide what happens after a call (disposition and outcome),
- Import contacts quickly by uploading data files.
---
## 🖥️ Main Screen Overview
### 🏷️ Title & Navigation
At the top, you'll see the **PowerLists** title and a breadcrumb trail, for example:
`PowerList -> List`
### 🏁 Top Actions
- **New PowerList**: Begin creating a new calling list.
- **SOPs**: Access built-in standard operating procedures.
### 🗂️ Filters (above the list)
- **Tags**: Filter PowerLists by their assigned tags.
- **PowerList Member**: Show lists by assigned team member(s) (when available).
- **Filter**: Apply your chosen filters.
### ⚙️ Table Controls
- Select how many rows to show per page.
- Use the search box to quickly find lists by keyword.
---
## 🗃️ Understanding the Main Table
| Column | Description |
|-------------------|----------------------------------------------------------------------------|
| **#ID** | Numbered row as shown in your current view. |
| **Active** | Menu icon (`...`) for available actions on this list. |
| **ID** | The internal system identifier (used for support and exports). |
| **PowerList** | The list's display name (might include tag indicators or "chips"). |
| **# Uploaded** | Total number of contacts uploaded to the list. |
| **# Dialed** | Aggregate number of contacts dialed in total. |
| **# Daily Dialed**| Number dialed today only. |
| **# Removed** | Contacts deleted/removed from the list. |
| **Created At** | Date and time the list was created (shows in your local timezone). |
## ⚡ Menu actions (under Active)
Action availability depends on role and list type. If visible, they usually mean:
- **Status**: turn list on/off for dialing.
- **Duplicate**: clones setup into a new list name; contacts are not copied.
- **Edit**: opens full configuration form.
- **View**: opens contacts view for that list.
- **Delete**: permanently removes list and related contacts after confirmation.
- **Download Statistics**: exports metrics and outcome summaries.
- **Export Contacts**: spreadsheet-friendly contacts export.
- **CSV Contacts**: CSV export format.
- **PDF Contacts**: report-style PDF export.
- **Reset**: resets dialing state of contacts to fresh/new without removing contacts.
---
## 📝 Create or edit a PowerList
Use **New PowerList** or **Edit** from row menu.
Use **Back** to leave without saving, and **Save** to apply changes.
Many labels include help icons with short guidance on hover/focus.
### 👤 People and naming
- **PowerList Member**: choose one or more members when field is shown.
- **PowerList Name**: unique, clear name for your company.
- **Max Contacts**: list capacity limit; system may enforce minimum.
### 📞 Calling behavior
- **Must Disposition Calls**: enforce outcome selection before moving on.
- **Seconds before Timeout**: ring wait before unanswered handling.
- **Dial at a Time**: concurrent outbound calls for list.
- **Max Attempts Daily**: daily try limit per contact.
- **Max Attempts Total**: total try limit per contact.
- **Next PowerList**: optional next list handoff target.
### 🏷️ Organization and follow-up
- **Tags**: labels for grouping/filtering lists later.
- **AI Agent For Callback**: optional callback assistant assignment.
- **Dialed Reset Daily**: resets daily counters at day boundary.
- **Cool Down Time**: wait period before retrying same contact.
### 🔗 CRM connection (GHL)
- **GHL Location**: destination location for posting actions.
- **GHL Tag On Disconnected**: optional tag applied for disconnected outcomes.
### 📝 Contact fields (Collect User Information)
Choose which data points are stored for contacts in this list (name/email/address/custom fields etc., based on your account).
### 🏁 Dispositions
For each outcome label, choose one action:
- **No Action**
- **Remove From List**
- **Post To GHL**
- **Post To GHL & Never Call**
Choose actions based on your team workflow and compliance logic.
---
## ⬆️ Uploading contacts
### 🔁 Duplicate handling mode
- **Ignore**: skip duplicate rows.
- **Overwrite**: replace existing matching data.
- **Merge**: combine incoming and existing data.
### 📂 File selection
- Upload supported spreadsheet/CSV file types shown in UI.
- Then open **Mapping Tool**.
### 🗺️ Mapping rules
- Map file columns to internal fields.
- At least one mapped **Phone Number** field is required.
- Unused columns can be mapped to **Ignore**.
### 💾 Save and progress
Click **Save** to store list settings and start import (if mapping is complete).
Progress area may show:
- job/reference id,
- current status,
- result summary.
Use **Check Status** to refresh progress, **Refresh Table** to update list counts, and **Close** when done.
---
# PowerList Notes
Source: https://docs.aisync.link/manage/powerlist-notes
This guide explains **PowerList Notes** what this screen is for, how the table works, how to add/edit templates, and how saving/deleting behaves.
**PowerList Notes** is where you create and manage reusable note templates tied to your PowerLists.
Each template includes:
- a **Title**,
- one or more linked **PowerLists**,
- and formatted **Notes** content.
You can also use placeholders in the note body (double curly-brace format) so contact values and current date/time can be inserted later when templates are used in other parts of the product.
Repeated for clarity: one row in this module is one reusable **note template**, not a one-time note entry.
## 📋 Main list view
When the page opens, you see your organization’s PowerList note templates in a table.
### ➕ Add PowerList Note
Click **Add PowerList Note** to open the create form. The list view hides while the form is open.
### 📑 Table columns
| What you see | What it means |
|--------------|---------------|
| **#** | Row number in current list page. |
| **Title** | Template name. |
| **PowerLists** | Linked list names (comma-separated when multiple). |
| **Created At** | First saved date/time in your account timezone. |
| **Action** | **Edit** opens form; trash deletes after confirmation. |
**🔎 Finding entries**
- Use **Search** above the table to filter rows.
- Change rows-per-page when needed.
- Use paging controls (**Previous**, **Next**, page numbers) for longer lists.
## ✏️ Add or edit a template
- **Add**: click **Add PowerList Note**.
- **Edit**: click **Edit** on a row.
Both actions open the same form. In edit mode, the heading is typically **Edit PowerList Note** and existing values are prefilled.
**🔙 Back**
Click **Back** to return to the list without saving.
Important repeat: **Back** discards unsaved form changes.
## 📝 Form fields
**🏷️ Title**
A short, clear template name (for example, "Follow-up call summary").
- Required before save.
- Should be unique within your organization.
**⚠️ Duplicate titles**
If a title already exists, save fails and an error message appears until you use a different title.
### 🗂️ PowerLists
Choose where this template should be available.
- You can select **one or many** PowerLists.
- List usually shows active PowerLists available for your organization.
- Help icons beside labels explain expected usage.
### 📝 Notes
This is the main body of your template.
- Rich-text editor supports standard formatting (headings, lists, bold, links, etc.).
- Content is saved exactly as entered when you submit.
**🪄 Placeholders**
Above the editor, you may see placeholders in `{{double_curly}}` format (including date/time placeholder such as `{{current_dateTime}}`).
- Use exact spelling shown on screen.
- When supported in downstream workflow, placeholders are replaced with actual contact values and current date/time.
Repeated for clarity: placeholder text must match exactly, including brackets.
**💾 Saving (Submit)**
Click **Submit** to save template changes.
- While saving, short wait message may appear.
- On success, confirmation appears and screen returns to list.
- On failure, error message explains what to fix.
- If required fields (like Title) are missing, validation prompts appear before save.
**🗑️ Deleting a template**
Click the row trash icon and confirm.
- After confirmation, template is removed.
- You stay in the same module and get a success/error notice.
## ✨ What you can do
- View all visible contacts.
- Search contacts by name, phone number, or email.
- Filter contacts by tag.
- Filter contacts by powerlist.
- Sort contacts by newest, oldest, or name.
- Open a contact's activity page to review calls, messages, notes, and workflows.
- Select contacts and apply bulk actions.
- Import new contacts from a CSV file.
## 📋 Contact table
The main table shows the most important contact details:
| Column | What it shows |
|--------|---------------|
| **Name** | Contact name |
| **Phone** | Phone number |
| **Email** | Email address |
| **Tags** | Tags assigned to the contact |
| **Added** | Date the contact was added |
Each row is clickable, or use the external-link icon on a row to open that contact's **activity page**. See [Contact activity page](#-contact-activity-page) below for what you can do there.
**🔍 Search**
Use the search bar at the top to find contacts.
The search supports:
- First name
- Last name
- Email
- Phone number
Phone search works best when you enter at least four digits.
The search input is debounced, so the page waits briefly while you type before reloading results. This keeps the page responsive and avoids unnecessary API calls.
**🏷️ Tag filter**
Filter the list by a contact tag using the **Tags** dropdown.
The tag dropdown shows available tags for your company. When possible, it also shows the number of visible contacts using each tag.
You can also click a tag chip inside the contact table to immediately filter by that tag.
**📂 Powerlist filter**
Filter contacts by powerlist using the **Powerlist** dropdown.
The powerlist picker shows available powerlists and their contact counts. Selecting a powerlist limits the table to contacts inside that list.
This is helpful when you want to work on one campaign list or one imported segment at a time.
**↔️ Sorting**
Sort contacts using the dropdown next to the search bar:
| Sort option | What it does |
|-------------|--------------|
| **Newest first** | Shows recently added contacts at the top |
| **Oldest first** | Shows oldest contacts at the top |
| **Name A-Z** | Sorts contacts alphabetically by name |
Sorting makes it easier to review fresh imports, older records, or alphabetized contact lists.
**📄 Pagination**
The page loads contacts in pages instead of loading the whole database at once.
By default, it requests 50 contacts per page. This keeps the page fast, even for companies with large contact tables.
Use **Prev** and **Next** to move between pages.
**📥 Import CSV shortcut**
The **Import CSV** button sends you to the contact import page.
This is useful when the contact list is empty or when you need to add a new batch of leads.
**🔄 Refresh button**
The refresh button reloads the current list using the active search, filters, sort, and page.
Use it after imports or bulk actions to see the latest data.
## 📜 Contact activity page
Click a contact row or the external-link icon on a row to open the **Contact activity page**. This is the full history view for one contact — not the main Contacts table.
### 🔙 Header and navigation
At the top of the activity page you will see:
- **Back** — return to the Contacts list.
- **Contact ID and phone** — for example `Contact #18383` and the primary phone number.
- **Dashboard** and **Contacts** — quick links to other areas of the app.
- **Refresh** — reload the activity timeline and contact details.
### 🧾 Contact details
The **Contact details** section summarizes the contact record:
| Field | What it shows |
|-------|---------------|
| **Summary cards** | Counts for Messages, Calls, Emails, Notes, and Workflows |
| **Primary phone** | Main phone number for the contact |
| **Added** | Date and time the contact was created |
| **Powerlist** | Powerlist the contact belongs to |
| **Consent** | Consent status — for example **No consent on file** when consent has not been recorded |
If the contact has no name saved, the page may show **Unnamed contact**.
### 🗂️ Activity filters
Use the filter tabs to narrow the timeline:
| Tab | What it shows |
|-----|---------------|
| **All** | Every activity type |
| **Messages** | SMS and chat messages |
| **Calls** | Voice call logs |
| **Email** | Email activity |
| **Workflows** | Workflow runs tied to this contact |
Each tab shows a count so you can see how many items exist in each category.
### 📝 Internal team note
The **Internal team note** box lets your team leave a quick note that is only visible inside RizzDial — not sent to the contact.
- Type your note in the text area.
- Press **Cmd-Enter** (Mac) or use **Post note** to save.
Use this for handoffs, context, or reminders about the contact.
### 📅 Activity timeline
Below the details and note area, the **timeline** lists interactions in order, grouped by date (for example **THURSDAY 11 JUNE**).
Each entry shows what happened and when. For **calls**, a typical entry includes:
- Badges such as **CALL**, **Outbound**, and **Completed**
- Time of the call
- A transcript preview with speaker labels
- **From** and **To** phone numbers
- A **Recording** link to play the call audio when a recording is available
Messages, emails, and workflow events appear in the same timeline when you use the **All** filter or the matching tab.
## ⚡ Bulk actions
Select one or more contacts from the table. After contacts are selected, a bulk action bar appears.
Available actions:
**🏷️ Apply tag**
When you apply a tag, the selected tag is added to all selected contacts.
If workflow automations are connected to tag changes, applying a tag can trigger those workflows.
**➖ Remove tag**
When you remove a tag, that tag is removed from all selected contacts that currently have it.
If workflow automations are connected to tag removal, removing a tag can trigger those workflows.
**🗑️ Delete contacts**
The delete action asks for confirmation before running.
When possible, contacts are soft deleted by marking them as deleted. This hides them from the Contacts page while keeping their activity history available. If your contact table does not support soft delete, contacts are removed directly.
**👁️ Visibility & Permissions**
Only contacts marked as visible are displayed on the Contacts page.
Contacts flagged as deleted are automatically hidden.
If you are not a company-level user or lack permission to view all contacts, you will only see contacts included in your assigned powerlists.
---
# Import Contacts
Source: https://docs.aisync.link/manage/import-contacts
This guide walks through the import process step by step from a user point of view.
## ✨ What you can do
- Upload contacts from a CSV file.
- Match CSV columns to contact fields.
- Create new contact fields for extra CSV columns.
- Review how many contacts will be imported or skipped.
- Confirm consent before importing contacts.
- Apply existing or new tags to imported contacts.
- Choose how duplicate phone numbers should be handled.
- Add contacts directly to Contacts.
- Optionally create a new powerlist for AI dialing or manual dialing.
- Track import progress while the file is being processed.
## 🪜 Import Steps
The import process is organized into six main steps:
| Step | What it does |
|------|--------------|
| **1. Upload** | Choose and upload your CSV file. |
| **2. Map** | Match CSV columns to contact fields. |
| **3. Review** | Preview what will be imported or skipped. |
| **4. Consent** | Confirm contacts have permission to be contacted. |
| **5. Tags** | Apply tags and choose duplicate handling. |
| **6. Powerlist** | Decide where imported contacts should go. |
Each step helps you prepare the contact list before the final import.
## 1️⃣ Step 1 — Upload CSV
Start by dragging a CSV file into the upload area or clicking the upload box to choose a file from your computer.
**📄 File requirements**
- The file must include a **header row** — for example `Phone`, `First Name`, `Last Name`, `Email`, `City`, or other column names.
- The importer uses these headers to understand what each column means.
- If the file has no header row or no contact rows, the system shows an error and asks you to upload a valid file.
**🧭 Top navigation**
While importing, you can jump to **Dashboard**, **Contacts**, or **Powerlists** from the top-right buttons without losing your place in the wizard.
**What the system cleans automatically**
During import, the system helps clean your file by:
| Action | What happens |
|--------|--------------|
| **Phone formatting** | Formats phone numbers into a dialable format (for example `+1XXXXXXXXXX`). |
| **Missing phones** | Skips contacts with no phone number. |
| **Invalid phones** | Skips contacts with invalid or fake phone numbers. |
| **Consent rows** | Skips rows marked as not consenting when a consent column is selected. |
| **Extra columns** | Keeps useful extra data when you choose to create new contact fields. |
## 2️⃣ Step 2 — Map fields
After the file is uploaded, the system shows the columns found in your CSV. Match each column to a contact field, ignore it, or save it as a new field.
**📋 File summary**
At the top of the mapping step, you see the uploaded file name and a quick count — for example **17 columns • 4 rows detected**.
**🗂️ Standard contact fields**
You can match CSV columns to fields such as:
| Field | Example CSV header |
|-------|-------------------|
| **Phone** | `Phone`, `Mobile`, `Cell` |
| **First name** | `First Name`, `FirstName` |
| **Last name** | `Last Name`, `LastName` |
| **Email** | `Email`, `Email Address` |
| **Address** | `Address`, `Street` |
| **City** | `City` |
| **State** | `State` |
| **Zip** | `Zip`, `Postal Code` |
The system tries to **auto-detect** common fields, especially phone number, name, and email. Change the mapping if the system selected the wrong field.
**🔽 Mapping options per column**
For each CSV column, use the dropdown to:
- Map it to an existing contact field.
- Choose **— ignore —** to skip that column.
- Select **+ New field** to create a custom contact field and keep that data.
**Phone field requirement**
At least one CSV column must be mapped to **Phone**. Contacts cannot be imported for calling without a phone number.
If no phone column is mapped, a warning appears:
> Map at least one column to Phone. We can't dial without one.
The **Review** button stays disabled until a phone column is mapped.
The system also checks how many rows have valid phone numbers. If the selected phone column looks mostly empty or invalid, the importer warns you and may suggest a better column.
**Creating new contact fields**
If your CSV has extra columns that do not match existing contact fields, save them as new contact fields during the mapping step.
**Examples of useful custom fields:**
- Lead Source
- Insurance Type
- Appointment Date
- Customer Stage
Click **+ New field** next to any column to create and map a custom field in one step.
**Optional per-row consent Columns**
If your CSV includes a consent or opt-in column, select it in the **Per-row consent column (optional)** dropdown at the bottom of the mapping step.
| Value in CSV | Result |
|--------------|--------|
| **Yes**, **True**, **1**, **Y**, **Consent**, **Opted-in** | Row is allowed. |
| **No** or any non-consenting value | Row is skipped automatically. |
If your file does not have a consent column, leave this set to **— none, all rows assumed consenting —** and continue with the main consent confirmation in Step 4.
## 3️⃣ Step 3 — Review cleanup
The review step shows a preview of what will happen before the import begins.
**You will see:**
- How many contacts will be imported.
- How many rows will be cleaned out or skipped.
- The total number of rows in the file.
- A cleanup breakdown for missing phone numbers, invalid phone numbers, and non-consenting rows.
- A small sample of clean rows that are ready to import.
- Any new fields that will be created.
Use this step to make sure the import looks correct before continuing. Select **Back** to adjust mapping, or continue when the preview looks right.
## 4️⃣ Step 4 — Consent confirmation
Before importing, you must confirm that the contacts have given permission to receive communications from your business.
This confirmation is required because calls, SMS, and marketing communication may be subject to **TCPA** and carrier compliance rules.
You cannot continue until the consent checkbox is selected.
## 5️⃣ Step 5 — Tags and duplicates
The tags and duplicates step lets you organize contacts and decide how the system should handle existing phone numbers.
**Applying tags**
You can apply existing tags to all imported contacts. You can also create new tags during the import.
Tags help you:
- Find contacts later.
- Organize lists.
- Trigger automations or workflows.
**Duplicate handling**
Duplicates are matched by **phone number**. Choose one of three options:
| Option | What happens |
|--------|--------------|
| **Skip duplicates** | If the phone number already exists, the row is ignored. |
| **Update existing** | If the phone number already exists, the existing contact is refreshed with the new data. |
| **Always create new** | The system creates a new contact even if the same phone number already exists. |
For most imports, **Skip duplicates** or **Update existing** is recommended.
## 6️⃣ Step 6 — Powerlist
After contacts are prepared, choose where they should go.
| Option | What happens |
|--------|--------------|
| **Create a powerlist for dialing** | Contacts are imported and grouped into a new powerlist. |
| **Just add to Contacts** | Contacts are imported into your Contacts list without creating a powerlist. |
**Creating a powerlist**
If you choose to create a powerlist:
1. Enter a **powerlist name**. The system may pre-fill the name based on your file name, but you can edit it.
2. Choose how the powerlist should be used:
| Dial mode | Description |
|-----------|-------------|
| **AI Dial** | An AI voice agent calls the contacts automatically. |
| **Manual Dial** | Your team dials the contacts manually from the power dialer. |
If you select **AI Dial**, you must choose an active **AI voice agent**.
## ✅ Import complete
When the import finishes, the success screen shows a summary.
The summary may include:
- Number of contacts imported.
- Number of existing contacts updated.
- Number of rows cleaned out.
- Destination — for example Contacts, Manual powerlist, or AI Dial powerlist.
From there, you can view the powerlist, build automation, or import another file.
## 🚫 Rows that may be skipped
Some rows may not be imported. Common reasons include:
| Reason | When it happens |
|--------|-----------------|
| **No phone number** | The row has an empty phone field. |
| **Invalid or fake phone** | The number cannot be formatted or dialed. |
| **No consent** | The selected consent column says the contact did not opt in. |
| **Duplicate skipped** | The phone number already exists and duplicate handling is set to skip. |
The review and progress screens help you understand why rows were cleaned out.
---
# Bulk Actions
Source: https://docs.aisync.link/manage/bulk-actions
The **Bulk Actions** page allows you to manage contact imports and perform large-scale updates efficiently. From this page, you can monitor CSV import progress, review detailed results, and safely execute actions affecting many contacts at once.
The page is divided into two main sections:
1. **Import Jobs** — View and manage ongoing and completed contact imports.
2. **Bulk Contact Actions** — Filter and select groups of contacts, then execute bulk actions on them.
This enables you to update thousands of contacts simultaneously, rather than manually editing records one by one.
## 📥 Import Jobs
Within the **Import Jobs** tab, you’ll find a log of recent import activity accompanied by a clear job status:
| Status | Definition |
|----------------|------------------------------------------------|
| **Starting** | The import process is initializing. |
| **Running** | The import is actively processing rows. |
| **Finalizing** | Wrapping up and saving final results. |
| **Completed** | The import finished without issues. |
| **Failed** | An error occurred and the import stopped. |
### 📋 Viewing Import Details
Click the **Details** button for any import job to access a summary and breakdown.
Available details include:
- File name or import identifier
- Number of rows processed
- How many contacts were imported, updated, or skipped
- Cleanup summary
- Any error messages from failed imports
These details give you transparency and a clear audit trail for every import.
**🛑 Cancel an Ongoing Import**
If an import is still in progress, you have the option to cancel it.
Canceling an import halts the processing of any additional rows. Contacts already imported remain unchanged. If a new powerlist was created but no contacts were imported, the empty powerlist is automatically removed.
**🗑️ Remove Import Records**
You can delete completed or failed import records from the Bulk Actions page.
This action only removes the record from the job history—it does **not** affect contacts that have already been imported.
## ⚡ Bulk Contact Actions
The **Bulk Contact Actions** tab provides a way to filter contacts and then apply a batch operation.
### 1️⃣ Step One: Filter Contacts
Begin by narrowing down which contacts you want to include using one or more filter options:
| Filter | What it Does |
|-------------------|---------------------------------------------------------------------|
| **Import batch** | Selects contacts imported in a particular completed batch (from a powerlist). |
| **Powerlist** | Picks contacts assigned to a specific powerlist. |
| **Tag** | Finds contacts labeled with a specific tag. |
You can mix and match filters to fine-tune your selection. For example, you might choose contacts that were part of a certain import batch and have a particular tag.
As you add or adjust filters, you'll see a live count of the matching contacts. Double-check this number before moving on.
### 2️⃣ Step Two: Choose a Bulk Action
Once you've filtered your contacts, select an action to perform on the group:
| Action | What It Does |
|-----------------------|-------------------------------------------------------------------------------------|
| **Apply tag** | Attach one or more tags to every contact in your selection. |
| **Remove tag** | Detach one or more tags from all selected contacts. |
| **Move to powerlist** | Move all chosen contacts to a different powerlist. |
| **Delete contacts** | Mark contacts as deleted, so they’re no longer visible in the main Contacts view. |
Before anything happens, you'll get a confirmation prompt that shows exactly how many contacts will be affected by your chosen action.
---
# Contact Tags
> User guide for creating, editing, and deleting contact tags with role-based visibility.
Source: https://docs.aisync.link/manage/tags/contact-tags
**Contact Tag** lets you create and manage short labels used to group or describe contacts (for example, **VIP** or **Hot lead**). Tags belong to your organization and can be restricted by role, so only selected roles can view/use them.
## 📋 The tag list
When you open this screen, you see a table of contact tags.
| What you see | What it means |
|----------------|----------------|
| **#** | Row number in the current list view. |
| **Tag** | Tag name. |
| **Updated At** | Last changed date/time in your timezone. |
| **Created At** | First created date/time in your timezone. |
| **Action** | Controls to edit or delete the tag. |
### ⚙️ List controls
- **Add** opens the create form.
- **Search** filters table rows (placeholder usually `Search...`).
- Pagination keeps long lists manageable (commonly 10 rows per page by default).
## ➕ Adding a new tag
1. Click **Add**.
2. The list hides and **Add Contact Tag** form opens.
3. Fill required fields.
4. Click **Submit**.
5. On success, confirmation appears and list reloads with new tag.
Use **Back** to return without saving.
## ✏️ Editing a tag
1. Click **Edit** in the row’s Action column.
2. **Edit Contact Tag** form opens with existing values prefilled.
3. Update fields and click **Submit**.
Save flow is the same as Add: wait message -> success message -> list refresh.
## 🗑️ Deleting a tag
1. Click the row’s trash icon.
2. Confirm when prompted.
3. Tag is removed and a result message appears.
If that tag had role links only tied to that tag, those links are removed along with it.
Use this page to maintain organization-wide PowerList tags.
A tag record includes:
- **Tag** name
- optional **role access links** (Assign role View)
- created/updated timestamps
## 🗂️ Main list
When you open the screen, you see a table of PowerList tags (typically newest first).
| Column | Meaning |
|--------|--------|
| **#** | Row number in current list view. |
| **Tag** | Tag label name. |
| **Updated At** | Last modified date/time (your timezone). |
| **Created At** | First created date/time (your timezone). |
| **Action** | Edit/delete controls for that row. |
### ⚙️ List controls
- **Add** opens create form.
- **Search** filters rows (`Search...` placeholder).
- Pagination keeps long lists easy to scan (often 10 rows/page by default).
## ➕ Adding a new tag
1. Click **Add**.
2. List hides and **Add PowerList Tag** form opens.
3. Fill fields.
4. Click **Submit**.
While saving, a short message like **Please wait. Action in process...** may appear.
- On success: green confirmation + page refresh/list reload.
- On failure: red message with reason.
## ✏️ Editing a tag
1. Click **Edit** in the row.
2. **Edit PowerList Tag** form opens with existing values loaded.
3. Update **Tag** and/or **Assign role View**.
4. Click **Submit**.
Save behavior is same as Add (wait message, success/error, then list refresh on success).
## 📝 Form fields
**🏷️ Tag (required)**
- The visible label name used across PowerList screens.
- Required before submit.
- Max length is typically up to 100 characters.
- Help tooltip explains this field is for categorizing/organizing PowerLists.
**👥 Assign role View**
- Multi-select list of organization roles.
- Choose one or more roles allowed to view/use this tag.
- Searchable picker makes long role lists easier.
- Help text explains multi-role access behavior.
**🗑️ Deleting a tag**
1. Click row trash icon.
2. Confirm prompt (**Are you sure?**).
If successful:
- tag is removed,
- linked role assignments for that tag are removed,
- list reloads with success message.
If not found or another error occurs, an error message appears.
| Control | What it does |
|---------|----------------|
| **Location** | Which pipelines to show: **All**, **Don’t sync**, or a LeadConnector location |
| **Pipeline** | Which board to display |
| **All Assigned Users** | Limit cards to one teammate (when available) |
| **All Powerlists** | Limit cards to one PowerList |
| **SOPs** | Built-in standard operating procedures |
| **Manage** | Add, edit, or delete boards |
Below the header: one column per stage, contact cards, count badge, and **Dial** on each column.
**🆕 First time: no pipelines yet**
If none exist, you see **No Pipeline Created** and **Create Pipeline**.
1. Click **Create Pipeline** (or **Manage**)
2. Click **Add Pipeline**
3. Follow [Create a pipeline](#-create-a-pipeline)
---
## 📍 Location filter
Appears when LeadConnector locations are connected. Filters **which pipelines** you see — it does not move contacts.
| Option | What you see |
|--------|----------------|
| **All** (default) | Every pipeline, synced or not |
| **Don’t sync** | Only pipelines **not** linked to LeadConnector |
| **A location name** | Only pipelines linked to that location |
Empty states may say **No pipelines synced**, **No unsynced pipelines**, or **No pipelines** — switch the filter or open **Manage**.
---
## 🗂️ The board
Pick a pipeline from the **Pipeline** dropdown. Columns appear left to right in stage order.
Each column shows:
- Stage name + pencil (rename)
- **Dial** — opens the Dialer for contacts in that stage
- Contact count
- Cards (scroll to load more)
Empty columns say **No contacts in this stage**.
### 🧑💼 Contact cards
Each card shows name, phone, email, **Call**, and **Message** (opens [Conversations](/conversation/conversations)).
- Click the **card** (not Message) to open **Contact Details**
- **Drag** a card to another column to change stage — **Contact moved** confirms it
| Column | What it is |
|--------|------------|
| **#** | Row number |
| **Pipeline Name** | Board name |
| **Stages** | How many stages |
| **Created At** | When created |
| **Actions** | Edit (pencil) and Delete (trash) |
---
## ➕ Create a pipeline
1. Click **Manage** → **Add Pipeline**
2. Enter a **Pipeline Name** (required)
3. **GHL Location** (if LeadConnector is connected):
- **Don’t sync to GHL** — workspace only
- A location — board and stages are created there when you save
4. **Powerlists** (optional) — search and select one or more lists
5. **Pipeline Stages** — defaults: New Lead, Contacted, Proposal Sent, Closed
6. **Add Stage** for more columns; drag to reorder
7. Click **Save Pipeline**
You need at least one stage, and every stage needs a name.
---
## ✏️ Edit a pipeline
1. **Manage** → pencil on that row (**Edit Pipeline**)
2. Change name, PowerLists, or stages
3. **Save Pipeline**
**🔒 GHL Location when editing**
- Not linked yet → you can pick a location or leave **Don’t sync to GHL**
- Already linked → location is locked (*cannot be changed*)
Saving a linked pipeline also updates that board in LeadConnector.
**Stages in the form**
- **Add Stage** → then **Save Pipeline**
- Rename in the stage box
- Drag to reorder
- Trash a stage (you cannot remove the last one) → **Save Pipeline** or it is not removed
**✏️ Rename a stage from the board**
1. Click the pencil on the column header
2. Type the new name → Enter or click away (Escape cancels)
3. **Stage name updated** confirms it
On a linked pipeline, the name updates in LeadConnector too.
---
## 🗑️ Delete a pipeline
1. **Manage** → trash icon
2. Confirm **Are you sure you want to delete this pipeline?**
**SOPs** opens formal procedures for purpose, definitions, prerequisites, and create / modify / delete / navigate. Sections are collapsible. Use SOPs for written procedures; use this guide for day-to-day steps.
## 💡 Typical uses
| Use | How |
|-----|-----|
| Sales board | New Lead → Contacted → Proposal Sent → Closed — drag as you go |
| Same board in LeadConnector | Create here, choose location, save — or **Sync Pipeline** if it already exists there |
| Local-only process | **Don’t sync to GHL** |
| Call a stage | **Dial** on the column |
| Text from the board | **Message** on the card → Conversations |
---
# Calendar
> Manage appointments and scheduling
Source: https://docs.aisync.link/calendar/calendar
Easily manage your calendars, appointments, and bookings from a single dashboard.
## 📊 Dashboard Overview
At the top of the Calendar Management page, you'll see four stat cards:
- **Total Calendars**
- **Active Bookings**
- **Pending Bookings**
- **Google Connected**
Each card displays a large number and a label.
---
## 🗂️ Tab Navigation
Below the stats, there are three main tabs:
- **Calendar**: View and manage your calendars and events
- **Appointments**: See all appointments and events in a table with filters
- **Settings**: Manage calendar settings and create new calendars
Switching tabs updates the content below.
---
### 📅 My Calendars Sidebar
On the **Calendar** tab, the left sidebar lists "My Calendars":
- Each calendar has a checkbox to select/deselect it for viewing
- A "Select All" button at the top right of the list lets you quickly select or deselect all calendars
- Each calendar has a three-dot menu (**•••**) with these options:
- **Manage**: Open detailed management for the calendar
- **Bookings**: View all bookings for the calendar
- **Delete**: Remove the calendar (confirmation required)
Selecting calendars updates the main calendar view to show events for the selected calendars.
---
### 📆 Appointments & Events
The **Appointments** tab provides a comprehensive table of all your appointments and events. You can:
- **Filter by status** using colored pills at the top:
- **All** (shows total count)
- **Pending**
- **Confirmed**
- **Cancelled**
- **Completed**
- **Upcoming**
- **Select Calendars**: Filter events by specific calendars using the selector at the top right.
- **Search**: Use the search box to quickly find events by title, attendee, or other details.
- **Title**: Name of the event or appointment
- **Calendar**: The calendar this event belongs to
- **Date & Time**: When the event is scheduled
- **Duration**: Length of the event (e.g., 30 min)
- **Status**: Current status (e.g., Confirmed, Pending)
- **Attendees**: List of participants
- **Location**: Where the event will take place (or N/A)
- **Actions**: View or manage the event (eye icon for view, other icons for additional actions)
---
### ⚙️ Settings Tab
The **Settings** tab allows you to manage all your calendars in one place. At the top right, you'll find the **+ Create New Calendar** button to add a new calendar.
Below, the **Calendar Settings Management** table lists all calendars with the following columns:
- **Name**: Calendar name
- **Type**: Personal or Business
- **Description**: Brief details about the calendar
- **Booking Enabled**: Shows if booking is enabled ("Enabled" tag)
- **Google Connected**: Shows if the calendar is connected to Google ("Connected" or "Not Connected" tag)
- **Status**: Current status ("Active" tag)
- **Created**: Date the calendar was created
- **Actions**: Manage, Bookings, Edit , Delete
You can search calendars using the search box, and navigate through pages using the pagination controls at the bottom right.
---
#### 🆕 Creating a New Calendar
Click the **+ Create New Calendar** button (in the Settings tab) to open a modal with these options:
- **Calendar Name** (required): Enter a name for your calendar.
- **Type**: Select the calendar type (Personal or Business) from the dropdown.
- **Description**: Optionally add details about the calendar's purpose.
- **Color**: Choose a calendar color using the color picker.
- **Who can book appointments?**: Choose who can book appointments (e.g., Internal only/company users, Public, or Both).
- **Calendar URL**: Shows the booking link for your calendar. If set to internal, a note will indicate that only company users can book. Change the booking type to "public" or "both" to enable external bookings.
- **Slot Duration**: Set the default appointment length (e.g., 30 minutes).
- **Buffer Time**: Add buffer time between appointments (e.g., No buffer, 10 min, etc.).
- **Max Advance Days**: Set how many days in advance bookings can be made (e.g., 30).
At the bottom, use **Cancel** to close the modal without saving, or **Create Calendar** to save your new calendar.
## 🛠️ Managing Calendars
To manage an existing calendar, click the menu (•••) on any calendar and select "Manage Calendar". This opens a detailed management interface with five tabs:(Overview, Settings, Availability, Booking, Integration)
### 🗒️ Overview
The **Overview** tab provides a comprehensive view of your selected calendar:
- **Calendar Events**: The main panel displays a calendar grid (month/week/day view) with navigation arrows and a "today" button. Events and bookings are shown as colored dots with titles.
- **Quick Stats**: On the right, see a summary of:
- Total Events
- This Month's Events
- Pending Bookings
- Confirmed Bookings
- **Quick Actions**:
- **Next Available Slot**: Click to instantly find the next open time slot for booking appointments. This opens a modal showing the next available date and time, with an option to view all slots for that day.
- **View All Bookings**: Click to see a list of all bookings for the selected calendar.
### ⚙️ Settings
Adjust the main configuration options for your calendar here:
- **Calendar Name & Color**: Update the calendar’s name and select a color for easy identification.
- **Timezone**: Specify the timezone for event scheduling (e.g., Winnipeg, Canada, CST, CT).
- **Description**: Add or modify a brief summary or purpose of the calendar.
- **Booking & Activity Settings**:
- **Allow slot booking**: Toggle to permit or restrict appointment bookings.
- **Calendar active**: Activate or deactivate the calendar as needed.
- **Available 24/7**: Optionally make availability round-the-clock, bypassing standard working hours.
- **Appointment Permissions**: Set who can book appointments (internal users, public, or both).
- **Calendar URL**: Access and copy your calendar’s shareable booking link.
- **Actions**: Save any updates, or delete the calendar if no longer needed.
### ⏰ Availability
Set your working hours and availability:
- **Working Hours**: Configure availability for each day of the week
- Check "Available" to enable each day
- Set start and end times (e.g., 9:00 AM - 5:00 PM)
- Option to set "Available 24 hours" for specific days
- **Current Schedule**: View a summary of your configured working hours
- **Default Schedule**: Monday-Friday 9:00-17:00, Sunday typically unavailable
### 📋 Booking
Configure appointment booking settings:
- **Slot Configuration**:
- **Slot Duration**: Set appointment length (e.g., 30 minutes)
- **Buffer Time**: Add time between appointments for preparation/travel
- **Maximum Advance Booking**: Set how many days in advance people can book (e.g., 30 days)
- **Minimum Advance Booking**: Set minimum notice required (e.g., 24 hours)
- **Booking Preview**: See how your configured slots will appear to users
- **Save Configuration**: Apply your booking settings
### 🔗 Integration
Manage Google Calendar integration:
- **Connection Status**: Shows if connected to Google Calendar with account email
- **Enabled Features**:
- Events automatically sync to Google Calendar
- Google Meet links auto-generated
- Calendar events visible in Google Calendar
- **Actions**: Disconnect from Google Calendar if needed
## 🤖 AI Agent Appointment Booking
You can setup calendar in AI agent and it will check available slots and book appointment according to your setup availability, You can manage everything inside the Ai sync.
If you have connected Google Calendar then an AI agent schedules an appointment, it will be automatically added to your connected Google Calendar with all details synchronized.
First Click AI Agent then Click Edit in Action:
---
# Google Calendar
> Connect your Ai sync workspace with Google Calendar to effortlessly organize meetings, appointments, and schedules.
Source: https://docs.aisync.link/calendar/google-calendar
## 🗓️ Google Calendar Integration Overview
Seamlessly manage your schedule—view, create, and edit events—from within your Ai sync dashboard with the Google Calendar integration.
## 📅 Calendar Dashboard
### Key Dashboard Features
- **Connected Account**: Displays your active Google account
- **Navigation Controls**: Use arrow buttons (`<`, `>`) to switch months or click "Today" to jump to the current date
- **View Modes**: Toggle between Month, Week, or Day views
- **Event Creation**: Click the "Create Event" button to schedule new events
## 🤖 AI Join Functionality
This integration offers an AI Join feature, enabling AI agents to join meetings for you:
- Displays "AI Join: No Permission (Locked)" on calendars without access
- Allows AI agents to join meetings automatically when enabled
- Handles multiple subscribed calendars (e.g., regional holidays or secondary calendars)
> **Premium Feature**: AI Join requires a premium subscription. Activate the feature by subscribing to allow AI assistants to automatically participate in your scheduled meetings.
## ✍️ Scheduling New Events
Easily create events by clicking "Create Event." The scheduling modal includes:
**Required Event Details:**
- **Title**: Name your event
- **Description**: Add notes or context (resizable input)
- **Start Date & Time**: Choose the event start (format: dd/mm/yyyy, --:-- --)
- **End Date & Time**: Choose when it ends (format: dd/mm/yyyy, --:-- --)
## 📂 Managing Multiple Calendars
- Quickly switch calendars using the dropdown selector
- View all subscribed calendars alongside your main calendar
- Adjust permissions and AI Join settings per individual calendar
---
# Meta Ads
> Connect Facebook, manage ads, view analytics, and send Lead Forms into PowerLists.
Source: https://docs.aisync.link/marketing/meta-ads
**Meta Ads** lets you connect Facebook, manage campaigns and ads, check performance, and send Lead Form submissions into AI Sync as contacts.
**You will see:**
- **Connected Account** — Facebook name and token expiry
- **Businesses / Ad Accounts / Pages** — summary counts
- Tables listing businesses and ad accounts with status and currency
Numbers look wrong? Click **Sync Assets**.
---
## 💼 Ad Accounts
Pick the ad account for campaigns, ads, and analytics.
| Column | Meaning |
|--------|---------|
| **Name** | Ad account name |
| **Account ID** | Meta account ID |
| **Status** | Active, Disabled, etc. |
| **Currency / Timezone** | Billing and reporting settings |
- Click **Manage** to use an account
- **Selected** means it is active in the header dropdown
- Click **Refresh from Facebook** to update the list
---
## 📣 Campaigns
Create and control campaigns for the selected ad account.
| Column | Meaning |
|--------|---------|
| **Campaign** | Name and Facebook ID |
| **Objective** | Leads, Traffic, Sales, etc. |
| **Status** | Your switch — Active or Paused |
| **Effective Status** | What Facebook is actually doing |
| **Actions** | Rename, Pause, or Activate |
**Create a campaign**
1. Select ad account → **Create Campaign**
2. Enter name and choose objective
3. Click **Create Campaign**
| Column | Meaning |
|--------|---------|
| **Creative** | Ad image thumbnail |
| **Ad** | Ad name and ID |
| **Campaign / Ad Set** | Parent campaign and ad set |
| **Status** | Active or Paused (your switch) |
| **Effective Status** | Real delivery state (e.g. `CAMPAIGN_PAUSED`) |
| **Actions** | Edit, Pause, or Activate |
**Create an ad**
1. **Create Ad** → enter name
2. Pick **Campaign** → **Ad Set** → **Creative** (must exist in Facebook first)
3. Click **Create Ad**
**Filter:** Pick **Date Range** (or custom From/To) → click **Apply**
**Summary cards:** Spend · Impressions · Reach · Clicks · CTR · CPC · Leads · Cost / Lead
**By Campaign table:** Same metrics broken down per campaign.
| Column | Meaning |
|--------|---------|
| **Page** | Facebook Page name and ID |
| **Status** | **Leads On** or **Off** |
| **Forms** | Number of Lead Forms — click to open |
**For each form:**
1. Turn **Leads On** for the Page
2. Click **Forms** → assign a **PowerList**
3. Click **Map Fields** → match Facebook questions to contact fields → **Save Mapping**
| Facebook question | Map to |
|-------------------|--------|
| Full name | Name fields |
| Phone | Phone |
| Email | Email |
| City / State / Zip | Address fields |
| Button | What it does |
|--------|--------------|
| **Test** | Opens the wizard on step 3 to send another test event |
| **Finish setup** | Shown when a Pixel is missing its ID or token — opens the step you still need |
| **Edit** | Change the name, Pixel ID or token. Leave the token empty to keep the saved one |
| **Remove** | Stops all events to that Pixel |
You can connect more than one Pixel. Automatic **Lead** and **Schedule** events go to every connected Pixel.
---
## 💰 Send sales and other stages from a workflow
Leads and bookings are automatic. For later stages — a sale, a qualified lead, a signed contract — add the **Meta Conversion API** step to a workflow.
**You will see:**
- **Connected Account** — Google name on this connection
- **Ad Accounts** — how many accounts were found
- **Lead Forms** — how many forms were found
- **Leads On** — how many forms deliver into AI Sync
Numbers look wrong? Click **Sync Assets**.
---
## 💼 Ad Accounts
Pick the ad account for campaigns, ads, and analytics.
| Column | Meaning |
|--------|---------|
| **Name** | Ad account name |
| **ID** | Google Ads account ID |
| **Status** | Enabled, etc. |
| **Currency / Timezone** | Billing and reporting settings |
- Select the account in the top **Ad account** dropdown
- Click **Refresh** (or **Sync Assets**) to update the list
- Names still look like numbers? Click **Sync Assets** once
| Column | Meaning |
|--------|---------|
| **Name** | Campaign name |
| **ID** | Google campaign ID |
| **Channel** | Type (for example Search) |
| **Status** | Active or Paused |
| **Actions** | Pause or Resume |
**Create a campaign**
1. Select ad account
2. Type a **Campaign name**
3. Click **Create paused**
| Column | Meaning |
|--------|---------|
| **Name** | Ad name |
| **ID** | Google ad ID |
| **Campaign** | Parent campaign |
| **Status** | Active or Paused |
| **Actions** | Pause or Resume |
You can pause a single ad without pausing the whole campaign.
| Column | Meaning |
|--------|---------|
| **Campaign** | Campaign name |
| **Spend** | Amount spent |
| **Impr.** | Impressions |
| **Clicks** | Clicks |
| **Leads** | Conversions Google reported |
| **CPL** | Cost per lead (when Google reported at least one lead) |
Currency follows the selected ad account.
| Column | Meaning |
|--------|---------|
| **Form** | Lead Form name |
| **Customer** | Related Google Ads customer / account |
| **Leads** | Lead delivery status |
| **PowerList** | Where new contacts are stored |
**Empty list?** Click **Sync Assets**. Create the form in Google Ads first if it still does not appear.
### 🔗 Webhook URL
The yellow box shows your **Webhook URL**. AI Sync does **not** attach it for you.
1. Copy the **Webhook URL** from this tab
2. Open that Lead Form in **Google Ads**
3. Paste the URL into the form’s webhook / lead delivery setting
4. Enter the **webhook key** your AI Sync admin provided
Do this on **each** form you care about.
### ✅ Turn leads on
| Status | Meaning |
|--------|---------|
| **Leads On** | AI Sync should accept leads from that form (after the URL is pasted in Google Ads) |
| **Leads Off** | New leads from that form will not be stored here |
If no PowerList is assigned, contacts go to the company **Default** PowerList.
### 🗺️ Map Fields
1. Click **Map Fields** on the form
2. Match each Google question to an AI Sync contact field
3. Choose **skip** for questions you do not want imported
4. Click **Save mapping**
| Google question | Map to |
|-----------------|--------|
| Name / first / last | Name fields |
| Phone | Phone |
| Email | Email |
| City / State / Zip | Address fields |
**How to Add a Webhook:**
1. **Go to Setup > Webhooks**
Click the yellow **Add** button to open the Add Webhook form.
2. **Fill out Webhook Details:**
- **Title:**
Enter a clear, descriptive name for your webhook.
Create and manage your business profiles for compliant Application-to-Person (A2P) messaging across both Plivo and Twilio providers. Your 10DLC profile serves as the foundation for all messaging operations, ensuring regulatory compliance and optimal deliverability.
### 📊 Dashboard Overview
The 10DLC Profile dashboard gives you a clear, tabular view of all your business profiles and their compliance status. Below is a representative screenshot of the dashboard interface:
**Profile Table Columns:**
- **Profile Alias**: Internal friendly name for your profile (e.g., "Company MainProfile", "Demo Test")
- **Company Name**: Your business's legal name (must match registration)
- **Customer Type**: Select between "DIRECT" (registered business) or "RESELLER"
- **Entity Type**: Legal structure, such as "PRIVATE", "GOVERNMENT", etc.
- **Industry**: Select the industry classification for your business (e.g., "PROFESSIONAL")
- **Rizz Dial Status**: Displays the integration status of your profile with Rizz CMS, indicating if it's linked (toggle or icon).
- **Created At**: Date and time the profile was created
- **Action**: Options to edit or delete a profile (with confirmation)
**Twilio Status Indicators:**
- 🟢 **Active**/**Approved**: Profile active and messaging enabled
- 🟡 **Pending**: Awaiting review by carrier
- 🟠 **In Review**: Profile is under carrier examination
- 🔴 **Twilio Rejected**: Carrier denied the profile—review the provided feedback before resubmitting
- ⚫ **Disabled**: Profile deactivated; messaging blocked
_Note: Use the "Add Profile" button to create a new 10DLC profile. Use the red "Cancel" button in Actions to remove the draft profile before completion._
For complete transparency, the dashboard also lists the total number of profiles and supports sorting by any field.
## ➕ Creating a New 10DLC Profile
### 🚪 Step 1: Access Profile Creation
1. Navigate to **Setup > 10DLC > Profile**
2. Click the **"Add Profile"** button
3. The system will display the profile creation form
### 📝 Step 2: Complete Profile Information
| Field | Description | Requirements | Example |
|-------|-------------|--------------|---------|
| **Profile Alias*** | Internal reference name | 3-50 characters, unique | "Main Business Profile" |
| **Company Name*** | Legal business name | Exact match to registration | "Volt Tech Solutions LLC" |
| **EIN*** | Federal Tax ID | 9 digits (XX-XXXXXXX) | "12-3456789" |
| **Customer Type*** | Business classification | Select from dropdown | "DIRECT" or "RESELLER" |
| **Entity Type*** | Legal structure | Must match documentation | "PRIVATE", "PUBLIC", "GOVERNMENT" |
| Field | Description | Impact on Approval | Best Practices |
|-------|-------------|-------------------|----------------|
| **Plivo Industry*** | Primary business vertical | Affects approval speed | Choose most specific category |
| **Twilio Industry*** | Secondary classification | Provider-specific optimization | Can differ from Plivo industry |
| **Website*** | Company website URL | High - validates legitimacy | Ensure site is live and professional |
| **Business Registration ID*** | Official business identifier | Required for verification | Use primary registration number |
| **Business Type*** | Detailed business structure | Affects compliance requirements | Match legal documentation exactly |
**Industry Selection Guidelines:**
**Required Address Fields:**
| Field | Description | Validation Rules | Example |
|-------|-------------|------------------|---------|
| **Customer Name*** | Business name for address | Must match company name | "Volt Tech Solutions LLC" |
| **Street*** | Primary street address | No PO boxes, must be physical | "123 Business Ave" |
| **Street Secondary** | Additional address info | Optional | "Suite 100, Floor 2" |
| **City*** | Business city | USPS verified | "San Francisco" |
| **State*** | Business state | Valid US state | "California" |
| **Postal Code*** | ZIP code | 5 or 9 digit format | "94105" or "94105-1234" |
| **Country*** | Business country | Default: "US" | "United States" |
### 👤 Authorized Contact Details
**Contact Information Requirements:**
| Field | Purpose | Requirements | Tips |
|-------|---------|--------------|------|
| **First Name*** | Primary contact person | Legal name, must be authorized | Use CEO, COO, or authorized agent |
| **Last Name*** | Contact surname | Must match government ID | Ensure spelling accuracy |
| **Email*** | Business email address | Business domain preferred | Use monitored email address |
| **Title*** | Contact's position | Business-appropriate title | "CEO", "Operations Manager" |
| **Job Title*** | Specific role | Select from dropdown | Choose most appropriate option |
| **Phone*** | Business phone number | Valid 10-digit US number | Use main business line |
### ℹ️ Additional Business Details
**Supplementary Information:**
| Field | Description | Impact | Requirements |
|-------|-------------|--------|--------------|
| **Call Type*** | Primary messaging use case | Affects approval category | Select from approved list |
| **Call Per Month*** | Expected message volume | Determines tier assignment | Realistic estimate required |
| **Employee Count*** | Company size indicator | Trust score calculation | Current employee count |
| **Stock Symbol** | Public company identifier | Optional for public companies | NASDAQ/NYSE symbol |
| **Stock Exchange** | Trading exchange | Required if stock symbol provided | Select appropriate exchange |
| **Alt Business ID** | Additional identifier | Optional verification | DUNS, LEI, or other ID |
| **Alt Business ID Type** | ID classification | Required if Alt ID provided | Select appropriate type |
| **EIN Issuing Country** | Tax authority country | Default: "US" | Country of tax registration |
## ✏️ Editing Existing Profiles
### ⚙️ Profile Edit Interface
**Edit Capabilities:**
- **Basic Information**: Update company details and contact info
- **Business Details**: Modify industry classifications and website
- **Address Updates**: Change business address and contact details
- **Additional Information**: Update volume estimates and identifiers
**Edit Restrictions:**
- **EIN Changes**: Requires new profile creation
- **Company Name**: Major changes need re-verification
- **Entity Type**: Cannot be changed after approval
- **Provider Settings**: Read-only after initial setup
**Additional Editing Options:**
- **Contact Details**: Modify business phone numbers and email addresses.
- **Brand Information**: Change profile display name and public-facing details.
- **Industry Classification**: Update NAICS or SIC codes for your business.
---
# Brand
> Complete guide to establishing your business identity for compliant A2P messaging with comprehensive brand registration, verification, and management
Source: https://docs.aisync.link/setup/10dlc/brand
# 🏷️ 10DLC Brand Registration & Management
Establish your business identity for compliant Application-to-Person (A2P) messaging by registering and managing your 10DLC brand with wireless carriers. The brand dashboard gives you a centralized interface to review and manage all your brands, as illustrated below.
### 📋 Brand Listing Table
The table lets you view, sort, and manage all registered brands. The columns you will find are:
| Column | Description | Example/Values |
|------------------|-----------------------------------------------------|-------------------------------|
| **Brand Alias** | Custom name you assign to your brand | GROWBRAND |
| **Provider** | Messaging provider associated with the brand | TWILIO |
| **Profile** | Linked 10DLC Profile or company registration | Company-Dawn459A |
| **Brand Type** | Brand level determined by profile/provider | STANDARD, PREMIUM, etc. |
| **Registration Status** | Current approval status | PENDING, PROCESSED, APPROVED |
| Field | Description | Requirements | Impact |
|-----------------|--------------------------------------|---------------------------------------|--------------------------------------------|
| **Provider*** | Select your messaging provider | Required, choose from supported list | Determines routing and approval workflow |
| **Profile*** | Link to approved 10DLC Profile | Required, select from available | Sets business verification and eligibility |
| **Brand Alias***| Unique brand identifier | Required, unique, 2–50 characters | Used for identification and reporting |
| **Brand Type** | Brand classification (read-only) | Auto-populated from profile/provider | Affects messaging features and throughput |
### 📊 Campaign Dashboard Table
The campaign dashboard displays all your existing 10DLC campaigns in a filterable table, letting you quickly view status and manage each one. The columns in this table are:
| Column | Description | Example/Values |
|-----------------------|---------------------------------------------------------------------|---------------------------------|
| **Campaign Alias** | The internal name you assign to the campaign for easy tracking | Onboarding Campaign |
| **Provider** | Messaging provider handling the campaign's SMS traffic | Ai Sync, Twilio |
| **Brand ID** | The registered brand this campaign is linked to | 245127 |
| **Vertical** | Industry/category for compliance | EDUCATION, RETAIL, HEALTHCARE |
| **Use Case** | The intended messaging use (notifications, marketing, customer care)| Notification, Support |
| **Registration Status** | Carrier approval status for the campaign | APPROVED, PENDING, REJECTED | |
| **Action** | Manage each campaign (edit, delete, view details) | Edit/Delete |
- **Campaign Alias**
*Internal campaign name for easy tracking. Example: "Onboarding Campaign".*
- **Provider**
*Pre-set by your account (e.g., "Ai Sync"). Ensures the right SMS carrier is used.*
- **Brand Selection**
*Connects the campaign to your registered business brand. Determines compliance and trust score.*
- **Vertical Selection**
*Lets you choose your industry (like "EDUCATION" or "RETAIL"). Impacts approval and compliance.*
### 2️⃣ Campaign Description & Message Flow
- **Campaign Description**
*Explain the campaign's purpose and message content. Example: Sending 2FA codes or appointment reminders. Minimum 40 characters.*
- **Message Flow Documentation**
*Detail the customer journey, opt-in, frequency, and opt-out process. Example: "Customers opt-in via website... can reply STOP to quit messaging."*
### 3️⃣ Use Case & Sample Messages
- **Campaign Type Selection**
*Pick message throughput:*
- Low Volume: up to 1,000/day
- Standard: up to 10,000/day
- High Volume: up to 100,000+/day
- Enterprise: Unlimited (carrier approval required)
- **Sub Use Cases**
*Select specific purposes (only for Low Volume campaigns), e.g. "Customer Care", "Marketing".*
- **Sample Messages**
*Provide at least 2 real examples, each with opt-out instructions (e.g., "STOP to opt out"). Minimum 20 characters each.*
**Example Messages:**
```text
1. "Welcome to Acme! We'll keep you updated. Reply STOP to opt out."
2. "Your support ticket is received. We'll be in touch. STOP to opt out."
```
### 4️⃣ Campaign Attribute Settings
Configure compliance toggles and advanced features:
#### 🔒 Required Attributes (Always enabled)
- **Subscriber Opt-In**: Customers must explicitly agree to receive texts.
- **Subscriber Opt-Out**: Customers can reply STOP to unsubscribe.
- **Subscriber Help**: Customers can reply HELP for support info.
#### ⚙️ Optional Features (Enable as appropriate)
- **Embedded Phone**: Lets you include clickable phone numbers within SMS messages.
- **Age Gated**: Must be enabled for campaigns related to age-restricted (18+) content.
- **Affiliate Marketing**: Enable if the campaign content contains affiliate or referral promotions.
- **Direct Lending**: Required for campaigns involving credit, lending, or related financial products.
- **Embedded Link**: Allows SMS messages to contain clickable web links.
> **💡 Tip:** Properly filling all fields and toggles ensures your campaign passes carrier review and reaches your recipients successfully.
---
# Twilio Brand Registration
> Complete guide to registering brands directly in Twilio console and retrieving Brand Registration SID and Trust Hub A2P Bundle SID
Source: https://docs.aisync.link/setup/10dlc/twilio-brand-registration
# 🟦 Twilio Brand Registration
**Important:** If you are using your own Twilio account, you need to register your brand directly in the Twilio console and retrieve the necessary SIDs for integration. This process ensures proper 10DLC compliance and optimal message deliverability.
### 📝 Step 1: Register New Brand
1. **Click "Register new Brand"**
- On the A2P Brands page, click the blue **"+ Register new Brand"** button
- This will open the brand registration form
2. **Complete Brand Information**
- Fill in all required business details
- Ensure information matches official business registration
- Upload any required documentation
3. **Submit for Review**
- Review all information for accuracy
- Submit the brand registration
- Note the registration status will show as "In progress"
### ⏳ Monitor Registration Status
## 📊 Brand Details Overview
The Brand Details page provides comprehensive information about the registered brand:
| Field | Description | Usage |
|-------|-------------|-------|
| **Brand Registration SID** | Unique identifier for the brand | Required for campaign creation |
| **Trust Hub A2P Bundle SID** | Bundle identifier for messaging | Used for message routing |
| **Connected Customer Profile SID** | Links to customer profile | System integration reference |
| **Registration Status** | Current approval status | Monitor for changes |
| **Brand Type** | Standard, Premium, etc. | Affects messaging capabilities |
| **External Brand ID** | Custom brand identifier | Optional reference field |
## 🔧 Integration Steps
### For System Integration
1. **Collect Required SIDs**
```
Brand Registration SID: [Retrieved from Twilio console]
Trust Hub A2P Bundle SID: [Retrieved from Twilio console]
```
2. **Configure in Your System**
- Add SIDs to customer's account settings
- Configure messaging provider settings
- Test message delivery
3. **Verify Integration**
- Send test messages
- Monitor delivery rates
- Check for any error messages
### 🪧 For Campaign Creation
Once SIDs are retrieved, customers can:
- Create 10DLC campaigns using their brand
- Set up message templates
- Configure delivery settings
- Monitor campaign performance
## ⚠️ Important Considerations
| What you see | What it means |
|--------------|----------------|
| **More information needed** | SIPNEX is waiting on the files named in the alert |
| **In review** | SIPNEX has the application and is reviewing it |
| **Approved** or **Live** | The review is finished |
| **Declined** | SIPNEX did not approve this application |
## 🤖 Set it up with your AI assistant (MCP)
With [MCP connected](/connect-mcp), you can check or send the application by chat. Your assistant shows a preview and waits for you to say yes before it submits or sends files.
| You say | Your assistant does |
|---------|---------------------|
| "Show my SIPNEX application" | Reads the status, reference, and anything still missing (**sipnex_application_get**) |
| "Submit my SIPNEX application" | Checks the business profile, shows a preview, and submits only after you confirm (**sipnex_application_submit**) |
| "Send the files SIPNEX asked for" | Uploads only those files, after you confirm (**sipnex_application_send_files**) |
**👀 What you see here**
**Phone calls** show in a table—**one row per call**. The table updates when you change filters and apply them, or when you change the date range (where that refreshes on its own).
At the top you pick **which time range** and **which calls** matter. Each row below is **one call** that matches those choices.
## 🛠️ Filters
**🗓️ Date range**
Controls how **Start Date** and **End Date** are filled:
- **Custom dates** — You enter **Start Date** and **End Date** yourself; those fields are editable.
- **Presets** (*Today*, *Yesterday*, *This week*, *Last 7 days*, *This month*, *Last month*, and similar) — The dates are set for you and stay fixed for that preset.
If you are **not** on custom dates, changing the date range refreshes the **calls** shown. On **custom dates**, set start and end, then use **Filter** (or another control that refreshes).
Call times use **your account time zone**, so “today” matches your local calendar day.
**📅 Start date and end date**
Work with **Date range**. They set the **from–to** window for **calls** in the table. Editable only when **Custom dates** is selected.
**✅ Call status**
Limits **calls** to one outcome, or shows **all** outcomes:
- **All** — Every outcome.
- **Answered**, **Completed**, **Busy**, **No-answer**, **Failed**, **Missed Call**, **Cancel** — Only **calls** with that outcome.
Pick a value and apply it (for example **Filter**, or change the date range where it auto-refreshes).
**⏱️ Minimum duration**
Keeps **calls** whose **length** is **at least** what you select (from zero up to two hours). Shorter **calls** are hidden—useful when you only care about **calls** that ran long enough.
**⏳ Maximum duration**
Optional upper cap on length:
- **No limit** — No maximum.
- Any other value — **Calls** **longer** than that are excluded.
Together with minimum duration, you can focus on **calls** in a certain length range.
**🔄 Call direction**
- **All** — Incoming and outgoing **calls**.
- **Inbound** — **Calls** you received.
- **Outbound** — **Calls** you placed.
**👤 Agents**
Shows **calls** for **one** person, or—where the menu includes it—**everyone** (**All**). The names are people who can place or receive **calls** in your setup.
If the team is not set up, you may see a single placeholder instead of names.
**🔎 Filter**
Applies your choices and reloads the **call** table. Use it after changing something that does not refresh by itself (for example **custom** start and end dates).
**💾 Download (export)**
Saves a spreadsheet file using the **same** choices as the Call Report (dates, status, duration limits, direction, agent). Pick a wide date range to download your **whole** call history; large downloads take a little longer but are not cut short.
Each row has: date, first and last name, from and to numbers, direction, status, **outcome** (for example *Connected*, *Voicemail*, *Screened*), duration, talk seconds, who answered, a recording link, and the call's **summary** and **full transcript**. It opens cleanly in Excel and Google Sheets.
**#️⃣ Sr. No.**
A reference number for the row. Newer calls appear higher up.
**🧑 First name / Last name**
The **contact** linked to that **call**, when known. A dash means the name was not available.
**📞 From number**
Where the **call** came from (caller side).
**☎️ To number**
Where the **call** went (destination).
**🎧 Recording & Transcript**
What the call left behind:
- A one-line **summary** of the conversation, when there is one.
- A **Recording** button when the call was recorded.
- A **Transcript** button when the conversation was transcribed.
Either button opens the call in a window with the summary, an audio player and the **full transcript**. Use **Copy** to paste the transcript into coaching notes. Reps see only their own calls; managers see their team; owners see everyone.
**🗓️ Dated**
When that **call** was logged, in **your** time zone.
## 🆕 What changed recently
**🔎 Choosing which messages to show**
### 🗓️ Time period
Use **Date Range** to pick a preset or custom dates.
- **Custom dates** — Unlocks **Start Date** and **End Date** so you can set the exact range yourself.
- **Today** — From the start of today through the end of today (this is the default when you open the report).
- **Yesterday** — The full previous calendar day.
- **This Week (Sun – Today)** or **This Week (Mon – Today)** — From the start of the chosen week through today.
- **Last 7 Days** — The seven days ending today.
- **Last Week (Sun – Sat)** or **Last Week (Mon – Sun)** — The last full week in that pattern.
- **Last Business Week (Mon – Fri)** — Monday through Friday of the previous business week.
- **Last 14 Days** — Fourteen days ending today.
- **This Month** — From the first day of the current month through today.
- **Last 30 Days** — Thirty days ending today.
- **Last Month** — The full previous calendar month.
When you pick anything other than **Custom dates**, the start and end dates are filled in for you and cannot be edited until you switch back to **Custom dates**.
Times are shown in **your account time zone**, not necessarily the time on your device if it differs.
### 📡 Carrier (Provider)
**Provider** limits the list to messages tied to numbers from a specific carrier, or shows everything.
- **All** — Every carrier your organization uses (default).
- The first named option — Messages for numbers on the main phone service linked to your account (the label matches your product name).
- **AI Sync** — Messages for AI Sync numbers.
- The “AI Sync V2” option — Messages for numbers on the alternate phone service .
Changing the carrier clears the phone number list and fills it again with numbers that belong to that carrier. If no numbers exist for that choice, the phone number field will tell you.
### ☎️ Phone number
**Phone Number** lists numbers from your organization that match the **Provider** setting. Pick one number to see only traffic involving that number (as sender or recipient), or leave **Select Phone Number** to include all numbers for the chosen carrier.
The list updates when the carrier changes. After you pick a number, the table updates to match.
### 🏷️ Status
**Status** filters by the reported state of the message.
- **All** — No status filter (default).
- **Sent** — Marked as sent.
- **Delivered** — Marked as delivered.
- **Queued** — Waiting to send.
- **Undelivered** — Not delivered.
- **Received** — Received (often used for inbound items).
- **Completed** — Completed.
- **Failed** — Failed.
### 🔄 Direction
**Direction** separates inbound and outbound traffic.
- **All** — Both directions (default).
- **Inbound** — Messages coming in to your numbers.
- **Outbound** — Messages going out from your numbers.
## ✅ How and when your filters update
- **Filter** — Click to refresh the table using your latest Date Range, Provider, Phone Number, Status, and Direction selections.
- Changing the **Provider** reloads the list of phone numbers and automatically updates the table with matches for that carrier.
- Changing the **Phone Number**, **Status**, or **Direction** instantly refreshes the table based on your new choice—no need to click Filter again.
## 📋 The message list (table)
Each row is one SMS record.
| Column | Meaning |
|--------|--------|
| **Sr.No** | Row number in the current view (newer items appear toward the top). |
| **From Number** | The sending number. A dash means none was stored. |
| **To Number** | The receiving number. A dash means none was stored. |
| **Message** | The text of the message (long text may wrap in the column). |
| **Status** | The delivery or handling state (for example Sent, Delivered, Failed). |
| **Direction** | **Inbound** or **Outbound**. |
| **Provider** | Which phone service the message is tied to. Labels may match your product name for the main and V2 services; **AI Sync** appears by name when it applies. |
| **Dated** | When the record was logged, in your account time zone. |
If something is missing in the data, you may see a dash instead of a value.
You can use the **search** box above the table to narrow rows by what appears in the columns (for example part of a number, a word in the message, or a status).
## 💾 Saving a copy (CSV)
The green **CSV** button (with a download icon) downloads a **CSV** file that uses the **same choices** you set on the screen: Date Range (including custom start and end dates), Provider, Phone Number, Status, and Direction.
CSV (comma-separated values) is a standard spreadsheet format. The file includes a serial number, from and to numbers, message text, status, direction, provider (with the same naming as the table), and date/time in your account time zone. You can open it in Excel and other spreadsheet apps, print it, or keep it for your records.
---
# Manage Subscription
> Complete guide to managing your AI Sync subscription, billing, and payment methods
Source: https://docs.aisync.link/billing/manage-subscription
# Manage Subscription
The Manage Subscription page is your central hub for controlling all aspects of your Rizler subscription, from monitoring usage and billing to configuring payment methods and auto-recharge settings.
### Key Fields
### Payment Method Configuration
### Dev Package - $1.00/Monthly
paidinvm-XXXXX (e.g. invm-76083)paid, pending, failed)BD949C2A-0030)
## 📊 Overview
The Usage History feature provides a comprehensive dashboard for monitoring your platform consumption, tracking charges, and analyzing usage patterns. This powerful tool helps you understand your spending, optimize usage, and make informed decisions about your service plans.
## 🎯 What This Page Is Used For
Use the Workflows page when you want to:
- View all workflows in one place
- Create a new workflow
- Open an existing workflow for editing
- Organize workflows into folders
- Search and browse workflows
- Activate or deactivate workflows
- Duplicate an existing workflow
- Import a workflow from a JSON file
- Export a workflow as a JSON file
- Move a workflow into a different folder
- Delete workflows that are no longer needed
The Workflows page has two main areas.
### 📋 Workflows Table
The right side shows the workflow list. Each workflow row includes:
- Number
- Workflow name
- Status
- Created by
- Created date
- Action menu
The workflow name is clickable. Clicking it opens the workflow builder so you can review or edit the automation.
## 📁 Folders
Folders are optional, but they are useful when an account has many workflows.
### ➕ Add a Folder
Click **Add** in the Folders panel.
Enter a folder name, then click **Save**. After saving, the folder appears in the folder list.
### ✏️ Edit a Folder
Open the folder's three-dot menu and choose **Edit**.
Update the folder name, then save it.
**🗑️ Delete a Folder**
Open the folder's three-dot menu and choose **Delete**.
When a folder is deleted, workflows inside it are moved to **No Folder**. The workflows themselves are not deleted.
**↕️ Reorder Folders**
Folders can be reordered by dragging the handle beside a folder name.
After dropping the folder in a new position, the order is saved automatically.
**🔖 Remembered Folder Selection**
When you select a folder, the page remembers that selection in the browser. If you come back later, the same folder can be selected again automatically.
If that folder no longer exists, the page returns to **All Workflows**.
**🏷️ Workflow Status**
Each workflow has a status badge.
Common statuses are:
| Status | Meaning |
|--------|---------|
| **Active** | The workflow is turned on and can run |
| **Inactive** | The workflow is turned off |
| **Draft** | The workflow is still being prepared and should be reviewed before activation |
You can change a workflow's status from the row action menu.
If a workflow is active, the action menu shows **Deactivate**. If it is inactive or draft, the action menu shows **Activate**.
## ➕ Creating a Workflow
Click **Create Workflow** to start a new workflow.
The system creates a draft workflow and opens the workflow builder. From there, you can design the automation, update its name, add triggers, add actions, and save changes.
New workflows start as drafts so you can safely build and review them before turning them on.
## 📥 Importing a Workflow
Click **Import Workflow** to upload a workflow JSON file.
Steps:
1. Click **Import Workflow**
2. Choose a valid workflow JSON file
3. Click **Import**
4. Wait for the import to finish
If the file is valid, the workflow is imported as a draft. You may be taken directly to the builder to review it.
Import is useful when moving a workflow between accounts, restoring a saved workflow, or sharing a workflow template.
## ⚙️ Workflow Actions Menu
Each workflow row has a three-dot action menu.
Available actions can include:
- **Edit**
- **Change Folder**
- **Activate** or **Deactivate**
- **Duplicate**
- **Export**
- **Delete**
The available actions may depend on your permissions.
**✏️ Edit**
**Edit** opens the workflow builder for that workflow.
Use this when you need to change the workflow name, trigger, actions, settings, or automation structure.
**📁 Change Folder**
**Change Folder** opens a popup where you can move the workflow into another folder.
Choose a folder, then click **Save**. Select **No Folder** if the workflow should not belong to any folder.
**▶️ Activate or Deactivate**
**Activate** turns the workflow on.
**Deactivate** turns the workflow off.
Use **Deactivate** when you want to pause a workflow without deleting it.
**📑 Duplicate**
**Duplicate** creates a copy of the workflow and opens the copy in the builder.
The copied workflow is created as a draft. This is helpful when you want to reuse a workflow structure without changing the original.
**📤 Export**
**Export** downloads the workflow as a JSON file.
Use this for backup, sharing, or migration.
**🗑️ Delete**
**Delete** removes the workflow after you confirm the action.
Only delete a workflow when it is no longer needed. If you may need it later, export it first or deactivate it instead.
**🔍 Searching and Browsing**
The workflow table includes search, pagination, and item-count controls.
Use search when you know part of a workflow name or need to quickly find a specific automation.
Use pagination when the account has many workflows. The table loads workflows in pages so the screen remains fast and organized.
**📭 Empty States**
You may see empty or limited content in these situations:
- **No folders yet** — no workflow folders have been created
- **No workflows in selected folder** — the selected folder does not contain workflows
- **No matching search results** — the search term does not match any workflow
When this happens, you can clear the search, select **All Workflows**, create a workflow, or move workflows into the selected folder.
## 🛠️ Workflow Builder
When you click **Create Workflow**, a workflow name, or **Edit** from the action menu, the **Workflow Builder** opens. This is where you design triggers, actions, and the full automation flow.
### 🎨 Builder Canvas
The builder has three main areas:
- **Left sidebar** — drag triggers and actions onto the canvas
- **Center canvas** — visual grid where your workflow is built
- **Right panel** — configure the selected trigger or action
**Left sidebar groups**
| Group | Blocks |
|-------|--------|
| **Triggers** | Trigger — start the workflow |
| **Messaging** | Send SMS, Send Email, AI Call, Send Transcript |
| **Calendar** | Book Appointment, Google Calendar Event |
| **Logic** | Wait, If / Else |
| **Contact** | Add / Remove Contact Tag, Add / Change / Remove Disposition, **Add to dialer list** |
| **Integrations** | Webhook, **Meta Conversion API** |
**Add to dialer list** puts the contact on the PowerList you pick so the dialer calls them — even if they were already called, booked, or waiting on a callback on another list. Contacts on Do Not Call stay blocked, and contacts someone removed stay removed.
**Meta Conversion API** sends a Purchase (with the sale amount) or your own stage, such as *Qualified*, to your Meta Pixel. See [Meta Pixel & Conversions](/marketing/meta-conversions).
Triggers start the workflow. Actions run after a trigger fires. Use the **+** controls on the canvas to add more steps and connect them into a flow.
### ⚡ Available Triggers
Drag a **Trigger** block from the left sidebar (**TRIGGERS → Trigger**) onto the canvas. Click it to open **CONFIGURE trigger** in the right panel, then choose a **Trigger Event**.
**Configure fields**
| Field | What it does |
|-------|--------------|
| **Label** | Name shown on the canvas block (for example, Contact Created) |
| **Trigger Event** | The event that starts the workflow |
| **Filters** | Optional conditions — Select Field, operator (Equals), and Value. Click **+ Add Filter** to add more |
Filters are saved on the trigger and matched by the workflow engine before the workflow runs.
**Trigger events**
Open the **Trigger Event** dropdown to pick from these groups:
| Group | Trigger | When it runs |
|-------|---------|--------------|
| **Contacts** | **Contact created** | A new contact is added |
| | **Contact changed** | An existing contact's details are updated |
| | **Contact tag added** | A tag is added to a contact |
| | **Contact tag removed** | A tag is removed from a contact |
| | **Note added** | A note is added to a contact |
| | **Disposition changed** | A call disposition is set or updated |
| | **DND changed** | Do Not Disturb status for a contact is changed |
| **Messaging** | **New Message** | A new message is received or created |
| | **Customer replied** | A contact replies to a message |
| | **Dialer call details** | A dialer call ends or reaches a specific call outcome |
| **AI** | **AI call details** | An AI call ends or reaches a specific call outcome |
| | **AI appointment failed** | An AI appointment booking attempt fails |
| **Appointments** | **Appointment booked** | An appointment is booked |
| **Pipeline** | **Pipeline stage changed** | A contact is moved to a different pipeline stage |
| **Facebook** | **Facebook lead form submitted** | A Facebook Lead Form submission arrives |
Available settings include:
- **Timezone** — used for wait steps and time window rules
- **Allowed Users** — choose who can trigger this workflow; leave empty to allow all users
- **Time Window** — restrict when automated actions may run
- **Sender Details** — default **From Name**, **From Email**, and **From Number** for outgoing messages
Click **Save Settings** when you are done.
### 🧪 Test, History, and Enrollment history
These three buttons sit in the builder header next to Settings, Activate, and Save. They apply to **this workflow only** — open the workflow first.
| Button | What it answers |
|--------|-----------------|
| **Test** | If this workflow ran for this contact right now, what would happen? |
| **History** | What happened on the last few runs — did each step succeed or fail? |
| **Enrollment history** | Who is in this workflow, why they entered, and where they are now? |
- **Test** — practice run you start yourself
- **History** — log of runs (tests and live)
- **Enrollment history** — roster of contacts who entered this workflow
Save the workflow first. Test stays unavailable while there are unsaved changes or the canvas is empty.
#### ▶ Test
Use **Test** to walk the path on the canvas without waiting for a real-life event.
**What a test does**
- Runs this workflow for a **contact you pick**
- Steps light up on the canvas so you can see the path
- **Wait** steps finish immediately (no real delay)
- **SMS, email, and similar messages are not actually sent** — the test pretends they succeeded
- After a test, **View Activity** opens that contact’s activity timeline
A green “Test completed” message means the practice run finished — **not** that a text or email went out.
**How to run a test**
1. Add your trigger and actions on the canvas
2. Click **Save**
3. Click **▶ Test**
4. Choose **Trigger to test** if there is more than one trigger
5. For a call-details trigger, also choose a **Call status** (for example No-answer)
6. Under **Phone / Contact**, search and select a contact (required)
7. Click **▶ Run test**
Watch the canvas. Then open **History** for step results, or **View Activity** for that contact.
**If Test will not start**
- Add at least one node to the canvas
- Click **Save** if it is available
- Select a contact in the Test window
#### 📜 History
**History** (panel title: **Execution history**) is the run log for this workflow. It shows the **last 50 runs**.
Each row typically shows:
- Contact name (or a run number)
- Steps finished vs total
- **FAILED** badge if any step failed
- Phone, trigger, and how long ago it ran
- Status icon: completed, failed, running, paused, or other
Click a run to expand:
- Trigger and overall status
- Started and Completed times
- Each step in order with completed / failed / running
- Red **error message** if something failed
- Short execution log in time order
If the list is empty, run **▶ Test** to create the first row.
Use History when a live SMS or email did not arrive — it shows whether the workflow ran and which step stopped.
#### 👥 Enrollment history
**Enrollment history** is the contact roster for this workflow (last **30 days**).
| | Enrollment history | History |
|--|--------------------|---------|
| Focus | The **contact** in this workflow | One **run** and its steps |
| Question | Who is enrolled, and where are they? | Did this run succeed? |
| Remove | You can take a contact **out** if still in progress | View only |
| Column | Meaning |
|--------|---------|
| **Contact** | Name and phone |
| **Enrollment reason** | Why they entered (trigger or event) |
| **Date enrolled** | When they entered |
| **Current action** | Step they are on now (for example Wait, Send SMS) |
| **Current status** | In progress, waiting, paused, completed, or failed |
| **Next execution on** | When the next step is due — dash means nothing scheduled |
| **Actions** | **Remove** if they can still be taken out |
**Filters:** Start / End date · Event · Contact search · refresh · Previous / Next
**Remove** appears only while the contact is still **in progress**. Confirm to stop them in this workflow — they are not deleted from your contacts list.
You can iterate by asking the AI to add or change steps — for example, *"add a tag after the call."* Your changes are saved when you click **Save** in the builder.
### 💾 Save and Activate
Use **Save** in the builder toolbar to store your design. Use **Activate** to turn the workflow on once it is ready. Use **Back** to return to the **All Workflows** list.
| I want to… | Do this |
|------------|---------|
| Practice a run | **Save** → **▶ Test** → pick contact → **Run test** |
| See step results | **History** → expand a run |
| See who is enrolled | **Enrollment history** |
| Stop a contact mid-flow | Enrollment history → **Remove** |
| Turn the workflow on | **Activate** |
For organization-wide past runs, see [Execution Logs](/workflow/execution-logs).
---
# Execution Logs
> User guide for workflow run history: filters, table columns, status labels, and step-by-step details.
Source: https://docs.aisync.link/workflow/execution-logs
## 🧐 Overview
The **Execution log** is your workflow run history: it brings together every time a workflow has run for your organization. You see runs from **all** workflows in one place—not only a single workflow. Each row is one run: what started it, how it finished, how long it took, and when it was first recorded. You can narrow the list with filters, search within the table, view step-by-step detail for any run, and move between pages when there are many results.
**👀 What you see when you open the screen**
At the top, the page title and navigation show that you are under **Workflow** and viewing the run history for workflows.
The main area has a title that describes this as the workflow run history, then a **filters** row, then a **table** of runs.
## 🛠️ Filters
### **📅 Date range**
This controls which runs appear based on the **date each run was first recorded** (the same idea as the “Created at” column—not the time the workflow started or finished).
**Preset ranges** (pick one from the list):
| Option | What it covers |
|--------|----------------|
| **Custom dates** | You choose the start and end dates yourself. |
| **Today** | The current calendar day (this is the default when the screen loads). |
| **Yesterday** | The previous calendar day. |
| **This week (Sun – today)** | From the Sunday that started this week through today. |
| **This week (Mon – today)** | From the Monday that started this week through today. |
| **Last 7 days** | The seven days ending today. |
| **Last week (Sun – Sat)** | The previous full week, Sunday through Saturday. |
| **Last week (Mon – Sun)** | The previous full week, Monday through Sunday. |
| **Last business week (Mon – Fri)** | Monday through Friday of the previous week. |
| **Last 14 days** | The fourteen days ending today. |
| **This month** | From the first day of the current month through today. |
| **Last 30 days** | The thirty days ending today. |
| **Last month** | The full previous calendar month. |
**Start date** and **End date** fields show the range that applies. For every preset except **Custom dates**, those fields are filled in automatically and **cannot be edited**; changing the preset updates the range and refreshes the list.
For **Custom dates**:
- The start and end fields **can be edited**.
- You must click **Filter** to apply your chosen dates (the list does not refresh only from changing the dropdown).
For all other presets, changing the date range dropdown refreshes the list automatically; you do not need to click **Filter** for those.
The **Filter** button is always available; for custom dates it is what applies your start and end dates.
### **📝 Workflow**
- **All** — Every workflow’s runs are included.
- Any other choice — Only runs for that workflow.
You can **type to search** the workflow names in the list. Changing this selection refreshes the table.
### **🎯 Triggers**
- **All** — Every trigger type is included.
- A specific value — Only runs that began with that trigger.
The choices here are **only the trigger types that have actually occurred** for your organization’s runs (duplicates removed and sorted). If a trigger has never been used, it will not appear until it happens at least once.
You can **type to search** this list. Changing this selection refreshes the table.
### **🚦 Status**
- **All** — Every status is included.
- Otherwise — Only runs whose **overall** status matches your choice.
**Status values:**
| Status | Description |
|-------------|--------------------------------------------------------------|
| **Pending** | The run is queued or not yet started. |
| **Running** | The run is currently in progress. |
| **Completed** | The run finished successfully. |
| **Failed** | The run ended due to an error. |
| **Cancelled** | The run was intentionally stopped before completion. |
| **Paused** | The run is temporarily halted and may be resumed. |
Changing this selection refreshes the table.
## 📊 Main table
**🧾 Columns**
| Column | What it shows |
|--------|----------------|
| **#** | The row number on the **current page** (if you go to page 2, numbering starts again for that page). |
| **Workflow** | The name of the workflow that ran. If a name cannot be shown, **N/A** may appear. |
| **Trigger type** | What caused this run. Words are shown in a normal, readable form (for example, spaces instead of internal separators in the name). |
| **Status** | The overall outcome of the run, shown as a **colored label** (see [Status labels (colors)](#status-labels-colors) below). |
| **Duration** | How long the run took **from start to finish**, shown as hours, minutes, and seconds when both times exist. If start or finish time is missing for measuring length, a dash (**–**) is shown. |
| **Created at** | When this run was **first recorded** in the system, shown in **your** time zone (the time zone set on your user profile). Rows are ordered with the **newest** created time first by default. |
| **Action** | A control to **View details** for that run (see below). |
**🔍 Search**
Above the table there is a **search** field (the placeholder may read “Search…”). You can type to narrow rows by text that appears in supported columns—for example workflow name, trigger wording, or parts of the created date.
**⏳ While the table updates**
When you change filters, search, sorting, or page, the table may briefly indicate that it is **loading** or **processing** before the new rows appear.
**📄 Pages and page size**
You can choose how many rows appear on each page. The default is **10** rows per page. Use the paging controls to move between pages when there are more results than fit on one page.
**🟦 Status labels (colors)**
Overall run status uses colored labels so you can scan quickly:
- **Pending** — Usually a warning-style (amber/yellow) tone.
- **Running** — Usually an informational (blue) tone.
- **Completed** — Usually a success (green) tone.
- **Failed** — Usually an error (red) tone.
- **Cancelled** or **Paused** — Usually a neutral (gray) tone.
Exact colors follow the product’s standard styling.
## 🔎 View details
Click **View details** on any row to open a panel. While the content loads, a short **loading** indicator appears.
**📋 Summary section**
| Field | What it shows |
|--------|----------------|
| **Trigger type** | The same trigger as in the table; the wording may match exactly how that trigger is stored for your organization. |
| **Status** | The same overall status as in the table, as a colored label. |
| **Contact** | The person linked to this run, when one exists: usually their name, or a reference like “Contact #[number]” if there is no display name, or **Unknown** when no contact is linked. |
| **Duration** | Total time for the full run, built from start and finish times. Long spans may show hours and minutes; shorter ones may show minutes and seconds or only seconds. If timing is incomplete, a dash may appear. |
| **Started at** | When the run began (date and time in a standard format), or **–** if unknown. |
| **Completed at** | When the run ended, or **–** if not finished or unknown. |
If the whole run failed, an **error** message for the run may appear in a highlighted area.
---
# Courses
> Complete guide to creating, managing, and organizing courses in the Knowledge Hub with comprehensive course builder, analytics, and content management features
Source: https://docs.aisync.link/knowledge-hub/courses
# 📚 Courses Management
The Knowledge Hub Courses feature is a comprehensive learning management system that enables you to create, manage, and organize educational content for your team and organization. This powerful platform provides everything you need to build structured learning experiences with various content types, assessments, progress tracking, and detailed analytics.
## 🚀 Getting Started
**Accessing the Courses Dashboard**
To access the Courses management system:
1. Navigate to **Knowledge Hub** in the main menu
2. Click on **Courses** to view your course library
3. Use the **+ Create Course** button to start building new content
The main courses dashboard provides a comprehensive view of all your courses with advanced filtering, search capabilities, and management tools.
> **Example:**
> The Knowledge Hub courses dashboard displays a comprehensive table listing courses such as "Dev Course" (Published, 20% completion) and "test course" (Draft status). The interface includes features like search, entry controls, and action buttons for editing, settings, and deletion.
## 📋 Course Creation Workflow
### Step 1: Basic Course Information
When creating a new course, you'll start with the essential information in a clean, user-friendly form:
*The "Create New Course" form showing the course title field with character counter (0/140), course visibility options (Private/Public with lock and globe icons), and the informative "What happens next?" section explaining the workflow after course creation.*
### Step 2: Course Builder
After creating the basic course information, you'll be taken to the Course Builder, an intuitive interface designed for structuring your course from start to finish. The builder includes four main tabs:
**Course Builder Tabs:**
- **Outline**: Organize and structure your course content
- **Details**: Edit course information, configure settings
- **Comments**: Manage learner discussions and feedback
- **Analytics**: View performance metrics and enrollment insights
## 🗂️ Course Structure Management
The **Outline** tab enables you to visually build your course using a hierarchical structure. You can create and manage categories, lessons, and assessments within a drag-and-drop interface.
- **Course Structure**: Drag-and-drop to reorder all elements at the top level
- **Categories**: Group lessons and assessments into folders (folder icons)
- **Lessons**: Add individual learning modules (document icons)
- **Assessments**: Insert quizzes and tests (question mark icons)
*The screenshot above shows a typical Course Builder "Outline" tab with a category ("Dev Category") and a lesson ("New Lesson") nested within. Elements can be reordered, edited, or added using plus and reorder buttons. You may see status indicators (such as "Published" for a lesson) and convenient controls for structure management.*
- **Lessons**: Add individual learning modules (document icons)
- **Assessments**: Insert quizzes and tests (question mark icons)
## 📋 Main list
When you open the screen, you will see:
- a table of DND entries
- and an **Add DND Number** button at the top.
### 📝 What each column shows
| Column | Meaning |
|--------|---------|
| **#** | Row number in the list. |
| **First Name** | First name or label, if provided. |
| **Last Name** | Last name, if provided. |
| **Area Code** | Area code, if provided. |
| **Email** | Related email, if provided. |
| **DND Status** | Which DND channel types are active for this row. |
| **Added By** | User who created this entry. |
| **Created At** | Added date/time in your timezone. |
| **Action** | Row controls to edit or delete. |
If a value was never provided, the table may show **N/A**.
### 🔍 Search and ordering
- Search box above table filters by matching text across searchable columns.
- Typical searchable values include names, area code, email, added-by, and date text.
- Default order is usually newest entries first.
## 🎛️ Filters
Filters narrow results before table refresh.
### 📅 Date range
Filters by **Created At** date.
- Choose a preset (today, yesterday, this week, last month, etc.).
- Or choose **Custom dates** and set **Start Date** + **End Date**.
- Click **Filter** to apply.
For presets, dates are auto-filled. For custom range, both dates should be selected before applying.
### 🚦 DND status filter
Shows rows matching selected status type:
- **All**
- **DND all channels**
- **Emails**
- **Text messages**
- **Calls & voicemails**
- **DND inbound calls and SMS**
Choose one option, then click **Filter**.
## ➕ Adding a DND number
1. Click **Add DND (Do Not Disturb ) Number**.
2. Fill form fields.
3. Click **Submit**.
On success, confirmation appears and list refreshes with the new entry.
Use **Back** to return without saving.
## ✏️ Editing a DND number
1. Click **Edit** on a row.
2. Update fields.
3. Click **Submit**.
For existing rows, DND checkbox changes may save shortly after toggling. Still click **Submit** when changing text fields (name, phone, area code, email) so all updates are persisted together.
## 🖊️ Form fields (add and edit)
**🧑 First name**
Optional short text.
**👤 Last name**
Optional short text.
**☎️ Phone number (required)**
Required primary number for this DND entry.
- Must be present before save.
- Input formatting is normalized by system.
**📞 Area code**
Optional short text.
**📧 Email**
Optional email address field.
**🚫 DND status (checkboxes)**
This section defines which channels are limited for this number.
The UI is split as:
- top: **DND all channels**
- middle: individual options (Emails, Text messages, Calls & voicemails)
- bottom: **DND inbound calls and SMS**
**1️⃣ DND all channels**
- Turning this **on** applies broad DND across channel types.
- When turned on, middle individual options are turned off.
**2️⃣ Individual channels**
- **Emails**
- **Text messages**
- **Calls & voicemails**
If any of these turn on, **DND all channels** is turned off.
If one of these turns off in edit logic, **DND inbound calls and SMS** may also turn off to maintain consistency.
**3️⃣ DND inbound calls and SMS**
Separate option shown at bottom with info icon.
- Can be toggled independently in UI behavior.
- May be constrained by broader DND logic based on implementation rules above.
### 🏷️ How status appears in table
Rows show color badges for active DND types (for example DND All, Emails, Text Messages). Badge text is normalized for readability.
## 🗑️ Deleting a DND number
1. Click row **delete** control.
2. Confirm prompt.
If successful, row is removed and success message appears. If not, error message is shown.
## 🧲 Filters (top of the page)
Filters narrow the list so you only see relevant entries.
### 👤 User
If available, choose one user or keep **All Users** to include everyone.
### 🗂️ Type
Choose one activity category (module/area) or **All Types**.
Type options reflect categories present in your logs.
### ⚡ Event
Choose event kind (such as created/updated/deleted) or **All Events**.
### 📅 Date Range
Select time period:
- Today
- Yesterday
- week/month presets
- last 7/14/30 days
- **Custom dates**
If range is not custom, Start/End are auto-filled and locked to preset logic.
Default page load is typically **Today**.
### 🕑 Start Date and End Date
Used with Date Range.
- In **Custom dates**, both are editable.
- In presets, values are auto-managed by selected range.
### 🔎 Filter
Apply date changes (especially for custom range/manual date adjustments).
User/Type/Event selections may auto-refresh without pressing Filter.
### ♻️ Reset
Resets filters to defaults:
- User = all
- Type = all
- Event = all
- Date Range = Today
Then refreshes the list.
## 📋 The Activity Log list
The main table shows one row per activity.
| Column | Meaning |
|--------|---------|
| **#** | Row number on current page (not a permanent record ID). |
| **User** | User associated with the activity. |
| **Type** | Activity category/module label. |
| **Event** | Action label or mapped event text. |
| **Description** | Short human-readable explanation of what happened. |
| **IP Address** | Source network address when recorded. |
| **Date/Time** | Activity timestamp in readable format. |
| **Details** | Opens Activity Details panel for that row. |
### 🛠️ Table controls
- **Search** box filters rows by matching text.
- Rows-per-page control changes table density.
- Pagination moves through larger history sets.
## 🔍 Activity Details
Clicking Details opens **Activity Details** for one row.
This panel usually includes:
- **Activity** (combined title/summary of action)
- **Name** (item name when available)
- **By User**
- **IP Address**
- **Date/Time**
Depending on event type, you may also see:
- **Setting Changed** (specific settings area)
- **Related To** (extra context like pipeline/number/course/etc.)
- **Changes** (old vs new values when change snapshots exist)
If detail payload is unavailable, panel may show a short unavailable message.
Close panel using **Close** or standard window close control.
---
# Personal Settings
> Manage your personal profile information and account preferences
Source: https://docs.aisync.link/profile-settings/personal-settings
## 👤 Profile Information
### 📝 Name
Your display name that appears throughout the platform. This is how other users and system notifications will identify you.
### 📧 Email Address
Your primary email address used for:
- Account login
- System notifications
- Password recovery
- Important account communications
### 📱 Phone Number
Your contact phone number for account-related communications and verification purposes.
## 📞 Communication Preferences
### ☎️ Incoming Call Settings
Configure how you want to handle incoming calls with the following options:
- **Dialer**: Handle calls through the platform's dialer interface
- **Phone**: Receive calls directly on your phone
- **AI**: Use AI assistance for call handling
- **Dialer + AI**: Combine dialer functionality with AI assistance
## 🌍 Location & Time Settings
### 🕒 Timezone
Set your local timezone to ensure:
- Accurate call scheduling
- Proper timestamp display
- Correct business hours alignment
Example: Chicago / USA / CST
## 🔄 Updating Your Settings
1. Navigate to **Settings** > **Personal Settings**
2. Modify any of the available fields
3. Click the **Update** button to save your changes
4. Use **Cancel** to discard any unsaved changes
---
# Password Settings
> Change your account password
Source: https://docs.aisync.link/profile-settings/password-settings
## 🔒 Change Password
- **Current Password**: Enter existing password
- **New Password**: Enter new password
- **Confirm Password**: Re-enter new password
Click **Update** to save changes.
---
# Browser Sessions
> View and manage all active browser sessions across devices to maintain account security.
Source: https://docs.aisync.link/profile-settings/browser-sessions
## 🖥️ Logout Options
- **Logout Other Devices** - End all sessions except current one
Sessions automatically expire after inactivity. You'll receive email alerts for new device logins and suspicious activity.
---
# Integrations
Source: https://docs.aisync.link/settings/social-sign-in-integration
The **Integrations** tab is where you connect RizzDial with outside apps and services. These connections help you sign in faster, sync contacts and leads, connect calendars, and prepare other tools for automation.
## 🎯 What This Tab Is Used For
Use the Integrations tab when you want to:
- Connect Google Sign In to your account
- Manage LeadConnector locations
- Connect Facebook Lead Ads and sync leads from Facebook Pages
- Choose which Facebook Pages should send leads into RizzDial
- Assign Facebook Lead Forms to PowerLists
- Map Facebook form questions to RizzDial contact fields
- Check whether calendar, email, payment, or social integrations are available
- Disconnect an integration when it is no longer needed
The Integrations tab shows a group of integration cards. Each card represents one app or service.
Each card normally shows:
- App name
- App icon
- Connection status
- A short note about the connection
- A button such as **Connect**, **Manage**, **Disconnect**, or **Awaiting setup**
Status labels help you quickly understand what is ready:
| Status | Meaning |
|--------|---------|
| **Connected** | The app is already linked |
| **Not Connected** | The app is available but not linked yet |
| **Awaiting setup** | The app is shown, but it is not ready to connect on the current account or plan |
## 🔌 Available Integration Cards
### 🔐 Google Sign In
Google Sign In lets you connect your Google account for login access.
When it is not connected, the card shows a **Sign in with Google** button. After connection, the card shows **Connected** and may display the connected Google email address.
Use this when you want easier account access through Google.
### 🔗 Managing LeadConnector
Click **Manage** on the LeadConnector card to open the LeadConnector Integration window.
**➕ Connect New**
Use **Connect New** when you want to add another LeadConnector location.
After clicking it, you are taken through the connection process. Once completed, the location appears in the LeadConnector table.
**🔄 Re-Connect**
Use **Re-Connect** when an existing location needs to be refreshed or authorized again.
This is useful if:
- The connection expired
- Permissions changed
- The location is not syncing correctly
**❌ Disconnect**
Use **Disconnect** when a location should no longer be linked to RizzDial.
Before disconnecting, make sure the location is not needed for active workflows or contact syncing.
#### **🌐 Embedding Link**
The **Embedding Link** button copies a special link to the clipboard.
Use this when you need to place or share the embedded RizzDial experience inside a connected LeadConnector environment.
**🧑💼 Agent Name Field**
The **Agent Name Field** dropdown lets you choose which connected-location custom field should store or receive the agent name.
The list loads available custom fields from the connected location. After selecting a field, the choice saves automatically.
**⭐ Default Location**
The **Default** switch marks which connected LeadConnector location should be treated as the main location.
Only one location should be default at a time. If there is only one connected location, the system does not allow you to turn off the default setting because at least one default is needed.
**🔄 Sync Contact**
The **Sync Contact** dropdown controls which contacts should sync.
Available choices:
- **All** — sync all eligible contacts
- **Answered** — sync contacts based on answered activity
- **No** — do not sync contacts for that location
The setting saves automatically after you change it.
**🆔 Assign User ID**
The **Assign User ID** switch controls whether user assignment information should be included for that connected location.
When turned on, the setting shows **Yes**. When turned off, it shows **No**. The change saves automatically.
### 📘 Facebook Lead Ads
Click **Connect Facebook** or **Manage** on the Facebook Lead Ads card.
#### 🔗 Connect Facebook
If Facebook is not connected, click **Connect Facebook** and sign in with a Facebook account that has access to the business Pages you want to use.
The connected Facebook account must have the correct Page permissions. If no Pages appear after connecting, confirm that the Facebook user is an admin or has lead access for the Page.
**🔄 Refresh Pages**
**Refresh Pages** reloads the current Facebook Pages and connection information.
Use it when:
- A Page was added recently
- Permissions were changed
- The list looks outdated
**📥 Sync Assets**
**Sync Assets** pulls the latest Facebook Pages, Lead Forms, and form fields into RizzDial.
Use it after:
- Connecting Facebook for the first time
- Creating a new Facebook Lead Form
- Editing form questions in Facebook
- Changing Page access
After syncing, the module shows how many Pages, Lead Forms, and fields were synced.
**🔛 Turn Lead Delivery On or Off**
Each Facebook Page can be switched on or off for lead delivery.
- **Leads On** means RizzDial should receive leads from that Page
- **Off** means the Page is connected but not sending leads into RizzDial
Turn on only the Pages that should send leads to your account.
**📋 Assign Lead Forms to PowerLists**
After syncing assets, Facebook Lead Forms appear under their Page.
Each form can be assigned to a PowerList. This tells RizzDial where new leads from that form should go.
If a form is not assigned to a PowerList, new leads may not be organized the way you expect.
**🗺️ Map Fields**
Click the **Map Fields** button to match each Facebook form question to a RizzDial contact field.
For every question from Facebook, select the RizzDial field where its answer should be stored. If you don’t want to import a particular question, either leave it unassigned or select **Do not import**.
Accurate mapping keeps your contact information organized and useful.
| Facebook Question | Choose RizzDial Field |
|-------------------|----------------------|
| Full Name | First Name / Last Name / Name |
| Phone Number | Phone Number |
| Email | Email |
| City | City |
Once you’ve made your selections, click **Save Mapping** to apply your changes.
**🔄 Reconnect Facebook**
Click **Reconnect** if you need to refresh Facebook permissions.
You might need to do this if:
- Page access has changed
- Lead forms are not syncing
- The connected Facebook user’s role was updated
- Facebook requests a new authorization
**❌ Disconnect Facebook**
Use **Disconnect** when Facebook Lead Ads should no longer send leads into RizzDial.
Disconnecting can stop active Page lead subscriptions, so confirm this action carefully.
### **📆 Connect Google Calendar**
You can also integrate Google Calendar to automatically create and manage events from RizzDial.
To connect your Google Calendar:
1. Click the **Connect Google Calendar** button in your Integrations settings.
2. Sign in with your Google account and grant the necessary permissions.
3. Once connected, you’ll see your calendar appear in the integration list.
Once connected, RizzDial will sync events automatically based on your settings.
- You can choose which calendars are used for scheduling.
- Any meetings or appointments added via RizzDial will appear on your Google Calendar.
- Changes you make in Google Calendar will stay in sync with RizzDial, keeping everything up to date.
Disconnect or reconnect at any time from the Integrations page.
---
# Business Detail
> Configure your business profile information for regulatory compliance and company identification.
Source: https://docs.aisync.link/settings/business-detail
## 🏢 Basic Information
Update and complete your company details for compliance and platform requirements:
- **Entity Type**: Select the legal structure of your business (e.g., Private, Public, LLC, Nonprofit, Partnership)
- **Company Name**: Enter your full legal company name as registered
- **Rizz Dial Industry**: Choose the industry your business operates in (e.g., Professional, Engineering, Technology)
- **Twilio Industry**: Select your industry classification as required by Twilio
- **EIN**: Enter your 9-digit Employer Identification Number (EIN)
- **EIN Issuing Country**: Select the country that issued your EIN (e.g., US)
- **Website**: Enter your company website (without http:// or https://)
- **Stock Symbol** (Optional): Enter your stock ticker symbol (e.g., AAPL), if applicable
- **Stock Exchange** (Optional): Select the relevant stock exchange (e.g., NASDAQ), if applicable
- **Business Type**: Specify your business type (e.g., Partnership)
- **Business Regions of Operation**: Indicate areas where your business operates (e.g., USA and Canada)
- **Business Registration Identifier**: Enter your business registration ID (e.g., EIN, DUNS, etc.)
- **Alternate Business ID** (Optional): Provide an additional business identifier (e.g., DUNS number)
- **Alt Business ID Type** (Optional): Choose the type for your alternate business ID (e.g., DUNS)
- **Social Media Profile URLs** (Optional): Add social media links (comma separated)
- **Testing**: (Field in use for internal/testing purposes or notes)
## 🏠 Address Details
Complete business address information:
- **Customer Name**: Name of the customer or business entity at this address
- **Street**: Primary business address (required)
- **Street Secondary** (Optional): Secondary or suite/apartment details
- **City**: Business location city (required)
- **State**: Select from dropdown menu (required)
- **Postal Code**: ZIP/postal code (required)
- **Country**: Select your country (required)
## 👤 Authorized Contact Details
Primary contact information for business verification:
- **First Name**: Contact person's first name (required)
- **Last Name**: Contact person's last name (required)
- **Email**: Official contact email address (required)
- **Title**: Contact person's title (required)
*Example: "Master"*
- **Job Title**: Contact person's specific role or position (select from options, required)
*Example: "DIRECTOR"*
- **Phone**: Direct contact phone number (required, include country code)
## 📋 Additional Details
- **Call Type**: Select the nature of calls (e.g., Other, Marketing, Customer Service, etc.) *
- **Call Per Month**: Enter the expected number of calls per month *
- **Employee Count**: Specify your organization's total employee count *
Click **Submit** to save your business profile information.
---
# Whitelabel Settings
> Configure custom domain, branding, and white-label interface settings
Source: https://docs.aisync.link/settings/whitelabel-settings
## 🌐 Custom Domain & Branding
### 🚫 No Whitelabel Domain Found
When no domains have been configured yet, the interface displays an empty state:
#### 📝 Setup Guide
- **Primary Action** - "Add Domain" button
- **Purpose** - Initial domain setup to enable white-label branding
- **Branding Context** - Explains connection between domain and branding customization
- **Section Title** - "Whitelabel Settings → Update IP To Domain ( A-Record : 34.204.28.243 )"
- **DNS Instructions** - Clear guidance for A-Record configuration
- **IP Address** - 34.204.28.243 for DNS setup
## 🛠️ Domain Configuration
### 🌍 Current Domain: portal.aisync.link.com
The domain management section displays the configured domain with action controls:
#### 🛡️ Domain Action Buttons
- **Edit Button** - Blue edit icon for modifying domain settings
- **Activate Button** - Blue activate icon to enable the domain
- **Delete Button** - Red delete icon for removing the domain
## 🎨 Brand Identity Settings
### 🏷️ Brand Name Configuration
- **Current Brand Name** - "Ai sync"
- **Purpose** - Appears next to logo in navigation
- **Brand Display** - Controls how brand appears throughout the interface
- **Customization** - Fully customizable text branding for your organization
### 🖼️ Logo Management System
#### 🌞 Light Logo Configuration
- **Current Status** - "Not set"
- **File Requirements** - PNG/JPG format, maximum 2MB file size
- **Usage Context** - Displayed in light theme interfaces
- **Recommended Dimensions** - Optimized for navigation bar display
- **Upload Process** - Click "Choose File" to select and upload logo
#### 🌚 Dark Logo Configuration
- **Current Status** - "Not set"
- **File Requirements** - PNG/JPG format, maximum 2MB file size
- **Usage Context** - Displayed in dark theme interfaces
- **Theme Compatibility** - Ensures brand visibility across all interface themes
- **Upload Process** - Select appropriate logo for dark backgrounds
#### 🧩 Favicon Configuration
- **Current Status** - "Not set"
- **File Requirements** - ICO or PNG format
- **Recommended Dimensions** - 16×16 or 32×32 pixels
- **Browser Display** - Appears in browser tabs, bookmarks, and favorites
- **Brand Recognition** - Small but important branding element for web presence
## ✏️ Edit Whitelabel Domain Modal
When clicking the **Edit** button, the modal opens with detailed configuration options:
---
# Twilio Credentials
> Configure Twilio API credentials and communication settings
Source: https://docs.aisync.link/settings/twilio-credentials
## 📞 Bring Your Own Carrier
The "Bring Your Own Carrier" option determines whether you want to use your own Twilio account or the platform's default carrier services.
### ⚙️ Available Options
- **Yes** - Use your own Twilio account with your credentials
- **No** - Use the platform's default carrier services
| Provider | Where | Host / Name field | Value field | Watch out |
|---|---|---|---|---|
| GoDaddy | My Products → domain → **DNS** → Add New Record | **Name**: `aisync` | **Value** | |
| Cloudflare | domain → **DNS → Records** → Add record | **Name**: `aisync` | **Target** | Set **Proxy status** to **DNS only** (grey cloud) |
| Namecheap | Domain List → Manage → **Advanced DNS** | **Host**: `aisync` | **Value** | Click the green ✓ to save |
| Squarespace / Google | Domains → domain → **DNS** | **Host**: `aisync` | **Data** | |
| Other | DNS settings where the domain is registered or hosted | The short name | The value | If it asks for the full name, use `aisync.yourdomain.com` |
The table shows record 1. Records 2 and 3 work the same way with
`s1._domainkey` and `s2._domainkey`. Don't change or delete any records that
are already there.
## 📝 What you need before setup
Before saving S3 Storage in RizzDial, make sure you already have:
- A cloud storage bucket created in **Amazon S3** or an **S3-compatible** storage provider
- The **bucket name**
- The **bucket region**
- An **access key**
- A **secret key**
- The **bucket URL**
- Permission for the access key to **upload**, **read**, and **delete** files in the bucket
## 📋 What is in the menu
| Item | What it is for |
| --- | --- |
| **Clients** | Every client at a glance: plan, setup progress, carrier, numbers, reps, and minutes. |
| **Add client** | Create the account, then walk a 6-step setup. You can finish it or invite the client. |
| **Plans** | Packages you sell: features, monthly price, and markup on calls, texts, numbers, and seats. |
| **Payments** | What clients paid you, what failed, and when Stripe sent it to your bank. Owner only. |
| **Agency settings** | Connect Stripe once. Optionally save your Twilio login so clients can run on it. Owner only. |
| **Reselling Setup** | The older pricing screen. Same plans, with per-rate markup. Use **Plans** for day-to-day work. |
## 💰 How the money works
Two different things get charged, and they are not the same wallet.
| What | Who pays | Where it lands |
| --- | --- | --- |
| The client's **plan** (and wallet top-ups they buy from you) | The client, on **your** Stripe | Your Stripe balance, then your bank |
| **Usage** on Our network (AI minutes, calls, texts, numbers) | You, from your agency usage balance | Platform billing. Turn on auto-recharge so it does not run dry |
| Usage on **your Twilio** or **the client's Twilio** | Twilio bills that account directly | We do not bill call, text, or number usage for those clients |
We do not take a cut of what clients pay you on Stripe.
## 1️⃣ Make a plan
Open **Agency Reseller → Plans**.
Click **New plan**. You need:
- A **name** the client will see
- A **monthly price**, or **Bill at my cost** if you do not want a fixed price
- A **markup** on calls, texts, numbers, and seats (`0%` means they pay your cost)
- At least one **feature** turned on
Client plans and wallet top-ups are charged on **your** Stripe account and paid out to **your** bank. We do not take a cut.
Until Stripe shows it can take payments and pay out, the Clients page shows **Your Stripe account needs attention**.
Click **Finish in Stripe** and complete whatever Stripe asks. Come back and confirm:
| Check | You want |
| --- | --- |
| Can take payments | Yes |
| Payouts to your bank | Yes |
| Bank account | A real account, last four shown |
## 3️⃣ Decide how phones will work
Every client picks one phone carrier. You can use a different one per client.
| Option | When to use | Who Twilio bills |
| --- | --- | --- |
| **Your agency's Twilio** | You already have Twilio and want each client on a separate subaccount | You |
| **The client's own Twilio** | The client already has Twilio | The client |
| **Our network** | Nothing to set up. Fastest way to get them dialing | Your agency usage balance |
If you want **Your agency's Twilio**, save the Account SID and Auth Token on Agency settings first.
Our network usage comes out of **your** agency balance. Turn on **auto-recharge** under Billing.
## 4️⃣ Add the first client
**Agency Reseller → Add client**.
Step 1 (**Business**) creates the account. Then finish (or invite them to finish) legal business details, phone carrier, numbers, team, and GoHighLevel.
See [Add a client](/agency-reseller/add-a-client) for every field.
## ✅ Before you hand them the login
## 🔔 Banners at the top
Two warnings can appear above the tiles. They are for the agency owner.
**Turn on auto-recharge.** Your clients' AI voice minutes and other usage on Our network come out of your agency balance. Auto-recharge keeps it from running dry. **Open billing** goes to your subscription page.
**Your Stripe account needs attention.** Client plans and wallet top-ups are charged on your Stripe and paid out to your bank. Until Stripe is finished, those charges cannot land. **Open settings** goes to Agency settings.
Staff who are not the owner do not see the Stripe banner.
## 📊 Tiles
| Tile | What it counts |
| --- | --- |
| **Clients** | How many client accounts you have, and how many are Active |
| **Setup complete** | How many finished all 6 setup steps, and how many are still in progress |
| **Phone numbers** | Numbers across every client |
| **Active reps** | Team members across every client |
| **Minutes this month** | Dialer talk time across every client |
## 📋 The table
Search by name or email in the box on the right.
| Column | Meaning |
| --- | --- |
| **Client** | Business name and the sign-in email. Initials are taken from the name. |
| **Plan** | The plan this client is on. Owners can change it from the dropdown. |
| **Setup** | A percent bar. **Done** means all 6 steps are finished or skipped. If it is not done, **Next:** tells you which step is waiting. |
| **Carrier** | **Our network**, **Your agency's Twilio**, or **The client's own Twilio**. **Not set** until the Phone carrier step is saved. |
| **Numbers** | Phone numbers on that account |
| **Active reps** | Team members on that account |
| **Minutes (mo)** | Dialer talk time this month |
| **Last activity** | How long since something happened. **No activity yet** on a brand new account |
**Open** switches you into that client's workspace. See [Open a client](/agency-reseller/open-a-client).
From the top of the page you can jump to **Payments**, **Platform usage**, **Agency settings**, or **Add client**.
## ➕ Empty state
If you have no clients yet, the page asks you to add the first one. Create the account, pick its plan and phone carrier, then finish setup yourself or send the client a link.
---
# Add a client
> Create the account, then finish the 6-step setup yourself or send the client a link.
Source: https://docs.aisync.link/agency-reseller/add-a-client
**Add client** opens the wizard. Create the account first. Everything after that can be finished by you or by your client.
The left rail is the same 6 steps the whole way through.
| # | Step | Required? | What it is for |
| --- | --- | --- | --- |
| 1 | **Business** | Yes | Name, contact, time zone, address, plan, who pays |
| 2 | **Business details** | Yes | Legal name, EIN, industry. Carriers need this to register texting |
| 3 | **Phone carrier** | Yes | The network calls and texts go through |
| 4 | **Phone numbers** | Yes | Buy or import the numbers the team calls from |
| 5 | **Team** | Optional | Reps and managers who will use the account |
| 6 | **GoHighLevel** | Optional | Sync contacts and appointments |
After step 1 you also get **Invite client to finish** and **Open account** at the top.
| Field | Notes |
| --- | --- |
| **Business name** | The account name. Example: Bright Smile Dental |
| **Contact first / last name** | The person you work with |
| **Email** | Their sign-in. Must be unique |
| **Phone** | Optional |
| **Time zone** | Used for their calendar and dialer hours |
| **Street, city, state, ZIP, country** | Defaults to US |
| **Plan** | Only plans that include features are listed |
| **Who pays for the plan** | **Client pays you** charges their card on your Stripe. **You cover it** means you eat the cost |
| **Password** | Optional. Leave empty and they choose one from the invite link |
| Field | Notes |
| --- | --- |
| **Legal business name** | As on the EIN letter |
| **Business type** | Private company, public company, non-profit, government, or sole proprietor |
| **Industry** | Used on the texting registration |
| **EIN (Tax ID)** | Example format: 12-3456789 |
| **Website** | Optional |
| **Street address** | As on the EIN letter |
| **City, state, ZIP** | Required |
| **Where they do business** | USA only, USA and Canada, Canada only, or International |
Saved to the client's texting registration profile. **Save & continue**.
## 3️⃣ Phone carrier
Choose the network this client calls and texts through. You can use a different one for every client.
### Your agency's Twilio
We create a separate Twilio subaccount for this client under your Twilio login. Their numbers stay separate.
- Twilio bills **you** directly
- We bill **no** call, text, or number usage for this client
- You must have a Twilio login saved under Agency settings
### The client's own Twilio
The client already has Twilio. Paste their Account SID and Auth Token.
- Twilio bills **them** directly
- We bill **no** call, text, or number usage
### Our network
Nothing to set up.
- Calls, texts, and numbers are billed to **your agency wallet** at your plan's base rates
- Turn on auto-recharge so a busy client cannot run the balance dry
**Connect carrier** saves the choice.
## 4️⃣ Phone numbers
Buy local numbers or import ones the client already owns, then turn on spam protection so calls do not show as "Spam Likely".
The step shows how many numbers are already on the account and which carrier those numbers will be bought on.
**Buy or import numbers** opens the client's Numbers page **as that client**. The setup bar updates when at least one number exists.
## 📋 What each card shows
| On the card | Meaning |
| --- | --- |
| **Name** | What you and the client see |
| **Price** | Monthly amount, or **Your cost** if you checked bill-at-cost. A `x 5.7` style figure is a multiplier from Advanced pricing |
| **Clients** | How many accounts are on this plan |
| **Seats in use** | Team seats currently used by those clients |
| **Features** | How many features are turned on |
From a card you can **Add clients**, **Edit**, **Duplicate**, **Make default**, or **Archive**.
## ➕ New plan
Click **New plan**. You can start from a preset or build from scratch.
| Field | What to put |
| --- | --- |
| **Plan name** | Example: Growth |
| **Monthly price** | What you charge. Or check **Bill at my cost (no fixed price)** |
| **One line your client sees** | Optional description |
| **Markup on calls, texts, numbers and seats** | `0%` means they pay your cost. Fine-tune a single rate under **Advanced pricing** |
| **Features** | Grouped checkboxes. **Select all** on a group if you want the whole set |
The right side of the editor is **What your client sees**: name, price, and the features you ticked.
## 🔔 If Stripe is not finished
A banner at the top:
**Stripe needs attention: finish Stripe setup.** Client payments cannot reach your bank until it is.
**Fix in settings** goes to [Agency settings](/agency-reseller/agency-settings).
## 📊 Tiles
| Tile | Meaning |
| --- | --- |
| **Available in Stripe** | Ready to pay out to your bank |
| **On the way** | Pending in Stripe (not in your bank yet) |
| **Collected** | Paid charges in the current filter |
| **Failed** | Failed charges in the current filter |
## 📋 Client payments
Filter by client, type, status (Paid / Failed), and date range.
| Column | Meaning |
| --- | --- |
| **Date** | When the charge was attempted |
| **Client** | Which account paid |
| **Type** | Plan, seat, wallet top-up, and similar |
| **Amount** | What was charged |
| **Status** | **Paid** or **Failed**. Failed rows show Stripe's reason |
| **Payout** | Which payout the money is in, when Stripe has assigned one |
| **Receipt** | Opens the Stripe receipt when there is one |
**Export CSV** downloads the same filtered list.
## 🏦 Payouts to your bank
The right-hand card is Stripe's payout schedule to the bank account on file (name and last four).
If the list is empty: Stripe pays out your **available** balance on its schedule. Connecting Stripe today does not create a payout until there is money to send.
---
# Agency settings
> Connect Stripe once, save your Twilio login, and keep track of replaced carrier accounts.
Source: https://docs.aisync.link/agency-reseller/agency-settings
**Agency settings** is owner-only. Set these up once. Every client you add can use them.
## 💳 Get paid: Stripe
Your clients pay **you**. Plans, seats, and wallet top-ups are charged on your own Stripe account and paid out to your bank by Stripe. We do not take a cut of those payments.
| Status on the card | What it means |
| --- | --- |
| **Finish Stripe setup** / needs attention | Connected, but Stripe still wants details |
| **Not connected** | You have not started Stripe Connect |
| **Active** | Can take payments and pay out |
After you connect, the card shows:
- The Stripe account name and id
- **Can take payments** — Yes or Not yet
- **Payouts to your bank** — Yes or Not yet
- **Bank account** — bank name and last four, or None added
If Stripe still needs information, the page says how many details are left. **Finish in Stripe** opens Stripe's form. **Payments & payouts** opens [Payments](/agency-reseller/payments).
You are not logging in as them with their password. The product puts you inside their account so you can finish setup, buy numbers, add reps, or fix something. They keep their own login.
## 👁️ What you see inside
A banner at the top of the page:
**Viewing [client] as [your agency]**
The button on the right of the banner takes you home (back to the agency).
The left sidebar changes to **what that client would see**. You do not keep the Agency Reseller menu while you are inside a client. That is on purpose: you are looking at their product, not yours.
Clients inherit your brand (logo, name, colors).
## 🔄 The account switcher
Top-left of the header is the account switcher.
- While you are on the agency, it shows **Agency** and your agency name
- While you are inside a client, it shows **Client account** and that client's name
Click it to search accounts, jump to another client, or go **Back to [agency]**.
## Client pays you vs You cover it
**Client pays you** charges their card on **your** Stripe for the plan.
**You cover it** means you do not charge them for the plan. They still get the features.
Neither option changes how **Our network** usage is billed. That still comes from your agency usage balance.
## Who pays for calls and numbers?
| Carrier | Call / text / number usage |
| --- | --- |
| **Our network** | Your agency usage balance, at the plan's base rates |
| **Your agency's Twilio** | Twilio bills you. We do not bill that usage |
| **The client's own Twilio** | Twilio bills them. We do not bill that usage |
AI voice minutes on Our network always come from your agency balance. Turn on auto-recharge.
## Stripe says it needs more details
Open [Agency settings](/agency-reseller/agency-settings) and click **Finish in Stripe**. Payments cannot reach your bank until **Can take payments** and **Payouts to your bank** are both Yes.
## Can I use a different carrier per client?
Yes. Each client has their own Phone carrier step. Moving a client off Twilio does **not** close the old subaccount. Close it yourself in the Twilio Console.
## How long does the invite last?
**7 days**, one-time. Sending a new invite replaces the old link. You can still finish setup yourself after you send it.
## Why does Open take me out of Agency Reseller?
**Open** switches you *into* the client. The sidebar becomes theirs. Use the **Viewing [client] as [agency]** banner or the top-left switcher to come back. See [Open a client](/agency-reseller/open-a-client).
## Staff cannot see Payments or Agency settings
Those two pages are owner-only. Staff can still open Clients, add a client, and work inside a client account.
## Plans vs Reselling Setup
**Plans** is the day-to-day screen (presets, assign, duplicate, default).
**Reselling Setup** (Advanced pricing) is the older screen for per-rate markup. Same plans underneath.
---
# Introduction
Source: https://docs.aisync.link/api-reference/introduction
## 🚀 What is OAuth?
OAuth is a secure way to let your application access user data without asking for their password. Think of it like giving a hotel key card - you get access to specific rooms (permissions) without sharing your master key (password).
### 🏗️ Step 1: Create Your OAuth Client
Before you can use OAuth, you need to create an OAuth client in your dashboard. This gives you the credentials needed to authenticate.
1. Go to **OAuth Client Management (Advanced)** in your dashboard
2. Click the **"Create New OAuth Client"** button
3. Fill in the required information:
- **Client Name**: Give your application a descriptive name (e.g., "My Application")
- **Redirect URI**: Where users will be sent after they authorize your app (e.g., `https://app.aisync.link/test/callback`)
- **Confidential Client**: Check this box if your app can securely store secrets (recommended for server-side apps)
4. Click **"Create Client"**
