Browser mic call (no phone). Requires synced agents + RETELL_API_KEY.
ready.
📥 Inbound answering
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When ON, Sophia answers calls to our number, greets warmly, takes a message (name · callback number · reason), and the team is alerted with the summary. Emergencies are told to call 911. Inbound calls appear in 🔎 Review.
Status & Kill Switches
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📞 Place a call — outbound reminder / outreach (governance-gated)
Only the fields above are sent (minimum-necessary). Unchecked approval → routes to a human instead of dialing.
⏰ Scheduled calls
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Set "Schedule for" above to add one. Do-not-call, quiet hours and the retry cap are re-checked at dial time; anything that can't go out is marked blocked and you're alerted.
👥 Executive room — chat with Sophia, Jake & Forge (sharp, human, no drama)
Forge speaks only when something touches compliance.
Ask the team anything — a decision, a plan, a question. Sophia answers from growth & customers, Jake from operations & cost, and Forge flags anything touching compliance.
🤖 Review Copilot — ask about your calls, patterns & fixes
Ask me about your calls — e.g. "what's the most common issue across recent calls?", "how are the reminder calls going?", or "draft a tighter reminder script." I can propose script fixes you apply in one click.
Client agencies— each has its OWN Sophia, number, scripts and portal; edits here touch only the selected agency
No agencies yet — provision the first one after a pilot signs: python -m scripts.provision_agency --name "Their Name" --oncall +1XXXXXXXXXX --email owner@agency.com
📊 Their live KPIs — the same real-time numbers this agency sees in their own portal
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📬 Change requests — what this agency asked for from their portal; hand any one to the ✨ copilot
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🎬 Portal curation — control exactly which calls their dashboard (and KPIs) show
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📇
Portal users:
🎙 Their Sophia (inbound answering)
This is how Sophia answers THEIR line. Saving applies live immediately — call their number to hear it.
📝 Their call scripts — their own copies, separate from the master templates
or pull a master template:
Business Analytics— the board / investor view
Call volume — patients vs. internal
Ops Intelligence— your day-to-day cockpit
Call volume
Monitoring information
Who's calling — distribution by call type
Forge safety floor 🔒 locked — not editable here
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📵 Calling compliance
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Sophia & Jake operational rules — in plain English (ask the Copilot to change these)
What each agent may do, and which actions need your approval. Changes can't override the locked floor above. To edit, ask the Copilot (Knowledge tab) or use the raw JSON below.
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⚙️ Advanced — raw rules JSON (edit & save)
📝 Call scripts — what each call says, who speaks, and to whom
{{curly}} tokens fill per call. ⚠ Live agents use updated scripts after a one-time flow re-publish.
🤖 Script Copilot — draft & apply with one click
Ask me to draft or tighten a call script — e.g. "make the reminder script warmer and shorter," or "write a check-in script that asks about new symptoms." I'll show it and you apply it to the call type in one click.
🛡 Sophia & Jake — Global Safety Rules — one rule, every agent, every line
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One safety rulebook for the whole phone team: applies instantly to the live demo line and every agency Sophia (their customized text is never touched — only the managed safety block), and every outbound Sophia/Jake call agent picks it up automatically at dial time. You never need to click unless you EDIT the text — "shipped default in force" means everyone already runs these rules. The ✨ copilot writes its draft straight into this editor; review it, then Apply.
📚 Knowledge base — edit the facts + re-index live (they evolve)
Public = what Sophia & Jake retrieve on calls. Internal never reaches patients.
🤖 KB Copilot — draft/fix entries; I know both KBs, the rules & the site
Ask me anything about the knowledge base — e.g. "add a Q&A about TrueTime 10," "is anything here out of date vs the site?", or "draft an internal note about the roadmap."
