Live Floor
Real-time agents, queue, and bot activity
Agents
5 onlineLive timeline
Queue
Waiting callers| Caller | Wait | Skill | Priority |
|---|
Enter any number and call. Bot dial runs the AI opener then transfer. Manual dial is agent-only (you talk). Assign purchased VoIP DIDs in Settings to bots/verifiers; each call tracks duration + estimated VoIP cost. Softphone is local rehearsal until live carrier is enabled.
Live transcript
Click Call. Allow mic. Bot mode: wait for the opener, then speak. Manual mode: you speak first. Use Speak to type a reply.
Disposition
Campaigns
Select a campaign
| Lead | Number | Status |
|---|
Bot scripts
Train voice bot
Live rehearsal
Mic idleMic uses server STT when available (Groq Whisper). Deepgram key in Settings is optional backup.
Live mic: Rehearse → Start voice → speak clearly, then pause. If the mic mishears, use chips or type + Send.
Server Whisper is preferred. Optional Deepgram key: console.deepgram.com → Settings. Brave blocks Google speech.
Upload lead file
Upload first → set column filters → Start Dialing
Waiting for file…
Expected CRM columns
- phone (required)
- name / first_name + last_name
- state, zip, city, email
- medicare_type, dob, notes, source
- Any extra CSV columns can be used as filters
Example: filter state with values AL, FL so only Alabama and Florida rows are dialed. Other uploaded rows stay in CRM.
| When | File | Leads | Skipped DNC | Action |
|---|
Column filters & dial
No file loadedMatching: 0
| Name | Phone | State | City | Medicare | Source |
|---|
CRM leads
| Name | Phone | State | Medicare | Stage | Disposition | Attempts | Source |
|---|
Closed sales log
| Time | Lead | Phone | Plan | Agent | Value |
|---|
Scheduled callbacks
| When | Name | Phone | Notes | Status |
|---|
Do Not Call
| Phone | Reason | Added |
|---|
Today performance
Duration & VoIP cost by agent / bot
| Handler | Type | Calls | Talk time | Est. VoIP cost |
|---|
Call recordings
Play or download · Softphone saves you + bot audio| Time | Number | Duration | Cost | Disposition | Actions |
|---|
Call history
| Time | Direction | Number | FROM DID | Duration | Est. cost | Disposition | Handler |
|---|
Your dialer + bot (complete path)
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Train the bot
Voice Bot → edit greeting, Q&A, voice (Thalia/Apollo) → Rehearse until transfers and DNC work.
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Upload consented leads
Data Upload → CSV → filter by columns (example state
AL, FL) → Start Dialing. -
Map campaign → bot
Campaigns → choose Voice bot. Progressive dial uses that bot on every answer.
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Buy Plivo VoIP
Settings → use Twilio (Plivo signup is blocked in some regions) → copy .env snippet to the server.
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Production live calls
Deploy with Docker + Postgres + S3 recordings → Admin console → consent-backed contacts → enable live calls.
What this project already includes
Built-in modules:
CSV upload + column filters CRM / DNC / callbacks Campaign progressive dial Softphone + bot assist Medicare bot engine Plivo webhooks Agent warm transfer Compliance gate
Browser Softphone rehearses the bot. Real telephone calls need Plivo credentials in server .env and consented leads only — never scraped lists.
How to buy VoIP and place real calls
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Twilio account + US number
twilio.com/try-twilio → verify → Buy a Number. Skip Plivo if your region is blocked.
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Put secrets only in server .env
VOICE_PROVIDER=twilio,TWILIO_ACCOUNT_SID,TWILIO_AUTH_TOKEN,TWILIO_FROM_NUMBER,TWILIO_TRANSFER_NUMBER,PUBLIC_BASE_URL, recording S3 keys. -
Deploy this app on a US VPS
docker compose upwith Caddy TLS. Twilio must reachhttps://your-domain/webhooks/twilio/*. -
Admin: contact + consent + campaign + agent
Use Production Console. Start with
ENABLE_LIVE_CALLS=false, then one test call, then raise concurrency.
VoIP & dialer connection
VoIP DID inventory
Buy numbers on Twilio/Telnyx, then assign each DID to a bot or verifier. Softphone and live dial use that FROM number.
| Number | Label | Assigned |
|---|
Buy & add Twilio VoIP
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1. Why not Plivo?
Plivo shows “Signup is not available in your region.” Use Twilio instead — this dialer defaults to Twilio now.
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2. Create a Twilio account
Sign up at twilio.com/try-twilio. Complete identity/business verification for US voice.
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3. Buy a US phone number
Phone Numbers → Buy a Number → Voice capable US local/toll-free. That is your caller ID (
TWILIO_FROM_NUMBER). -
4. Copy Account SID + Auth Token
Console homepage → Account SID + Auth Token. Paste SID here. Put Auth Token only in server
.env. -
5. Deploy HTTPS webhooks
Set
PUBLIC_BASE_URL=https://your-domainandVOICE_PROVIDER=twilio. Twilio will call/webhooks/twilio/*. -
6. Enable live calls carefully
Keep
ENABLE_LIVE_CALLS=falseuntil consent + one test call pass. US outbound Medicare still needs a compliant US calling setup.
Voice Bot trains the script. Campaigns pick that bot. Softphone / progressive dial uses the campaign bot greeting and Q&A. Production Plivo calls use the same Medicare qualification engine.