Dashboard
Live view of your AI agent's calls, leads and bookings
Calls Answered
—
—
vs. last period
Voice Minutes
—
—
vs. last period
SMS Messages
—
—
vs. last period
Leads Captured
—
—
vs. last period
Activity
Loading activity…
Leads & Conversion
Loading recent leads…
Loading booking funnel…
Recent Appointments
— booked all time
— this month
AI Agent
Customize how your AI phone agent sounds and behaves
Voice
Business Info
Appointment Reminders
Send an SMS reminder 24 hours before each appointment.
Escalation
Warm Transfer
When enabled, your AI agent can instantly connect callers to your escalation phone for live human handoff.
Tone & Style
Call Script
Variables: {{name}}, {{service}}, {{business_name}}
AI Disclosure
When enabled, the AI states it's an automated assistant at the start of every call — required for TCPA compliance.
Voicemail Mode
When the AI calls a lead and an answering machine picks up, what should it do?
After-Hours Mode
Deliver a custom message when called outside office hours.
Services & Specialties
Press Enter after each service. e.g. "Pool Cleaning", "Equipment Repair"
What sets you apart? e.g. "Free consultations", "Same-day service"
FAQs
Time Zone
This time zone is used for business hours enforcement, calendar event creation, and the Google Calendar preview above.
Office Hours
Scheduling Parameters
Define the information your AI must collect before booking an appointment. Required fields will always be asked; optional fields are collected if mentioned.
Built-in defaults
ALWAYS COLLECTED
Your AI agent already collects these automatically during every booking — no need to add them below.
Caller Name
REQUIRED
Phone Number
REQUIRED
Service Type
REQUIRED
Preferred Date & Time
REQUIRED
Timezone
REQUIRED
Custom Parameters
Service Appointment Durations
Set the default appointment length for each service. Check "Appt" to enable duration configuration for a service — the AI receptionist will use this when booking calendar events.
Holidays & Vacations
Add blackout dates when your business is unavailable — holidays, vacations, or any closed period. The AI agent will treat these as unavailable for booking and let callers know you're closed.
Quick Add: U.S. Federal Holidays
Test Booking Harness
INTERNAL
Simulate a full booking — runs the same validation, conflict check, appointments API, and calendar sync as production. All records are tagged
is_test=true and no notifications are sent.Google Calendar
Appointments sync directly to your Google Calendar
or
Square
Sync appointments with your Square POS booking calendar
Outlook / Microsoft 365
Appointments sync directly to your Outlook calendar
📥
Lead Intake (Inbound)
Receive leads from your website forms or CRM — instant SMS + AI call follow-up
POST form submissions or CRM webhooks directly to Auzora. We'll instantly text and call the lead — no n8n or Zapier required.
POST /leads/inbound
Header: x-lead-token: Loading...
Body: { "name": "...", "phone": "...", "email": "...", "service": "...", "source": "..." }
Header: x-lead-token: Loading...
Body: { "name": "...", "phone": "...", "email": "...", "service": "...", "source": "..." }
Total Leads
—
All time
New
—
Not yet contacted
Reached
—
Answered an AI call
Opted Out
—
Never dialed again
Needs Attention
—
AI flagged for follow-up
Email Notifications
Email me when a new lead is captured. Manage all notification preferences in Account.
Import Leads
Upload a CSV file or paste lead data directly. Phone number is required; name, service, and notes are optional.
Captured Leads
Call a Lead
Your AI agent will dial this number from your Auzora line, introduce itself, and handle the conversation — including booking an appointment if the lead is interested. Calls are only placed during your business hours, and leads who ask to stop being called are never dialed again.
Active SMS Conversations
View live SMS conversations between your AI agent and leads. Take over any conversation to respond personally — the AI will pause until you hand control back.
Loading conversations...
Call campaigns
SMS campaigns
New Campaign
0–5 (default 2 = 3 total attempts per lead)
Min 15 min between attempts
Your Campaigns
Campaign Activity Log
No campaign activity yet.
Forms
Embeddable contact forms for your website — submissions create leads instantly.
Automated call-back and follow-up workflows. Request activation — an admin will review and enable.
Call Automations
Automated call-back and follow-up workflows.
SMS Automations
Automated SMS follow-up workflows.
Lead Webhook
Send captured leads to your CRM, Zapier, Make, n8n, or any webhook URL.
{ "client_id": "…", "client_name": "…", "phone": "…", "intent": "…", "captured_at": "…" }
Analytics
Lead intake performance and activity across all workflows
Total Leads
—
All time
Leads This Month
—
This month
Conversion Rate
—
— contacted
Needs Attention
—
Awaiting follow-up
Lead Intake — Last 30 Days
—
—
Leads by Source
Loading...
SMS Consent Rate
—
of leads opted in to SMS
Leads by Intent
Loading...
Activity Feed
Loading activity...
Account
Manage your profile, security settings, notifications, and integrations.
Profile Information
–
Company Photo
PNG or JPEG, up to 5MB. Automatically resized to 256×256.
Twilio Number: —
Plan: —
Member Since: —
Security
Access Code
Your access code is used to log in to the portal. Regenerate it if you think it's been compromised.
••••••••
Two-Factor Authentication (2FA)
Add an extra layer of security. Requires a TOTP authenticator app (Google Authenticator, Authy, 1Password).
Not enabled
Active Sessions
Revoke all active sessions. You'll be logged out on all other devices.
Notification Preferences
Connected Integrations
Help & Onboarding
New to the portal? Replay the interactive tutorial to learn about each section.
Danger Zone
Permanently deactivate your account. Your AI agent will go offline, all campaigns and reminders will stop, and your data will be retained for 30 days before deletion. This cannot be undone.
Documentation
Configuration guides for SMS campaigns, AI callback flows, and more.
Configuration Guide
Loading documentation…