322 Features Shipped

🟢 Smarter AI 🟢

Last updated: 2026-03-12

AI Voice Agents

Multiple AI Agents — Create and manage multiple AI voice agents per organization, each with its own personality, greeting, and instructions.
22+ Languages — Native-sounding voices across 22+ languages with configurable transcriber language.
Custom Greeting & Personality — Fully configurable AI behavior, special instructions, and voice selection.
Voice Provider Choice — Select from multiple voice providers and voice IDs to match your brand tone.
Agent Landing Pages — Each agent gets a public-facing landing page at /agent/:companySlug/:agentSlug for easy sharing.
Browser-Based Test Calls — Test your agent directly from the browser before going live.
Live Edit — Agents can be edited and saved while active; no need to stop them for configuration updates.
Built-in Safety Guardrails — Agents include moderation and safety rails powered by AI.

Call Management

Inbound & Outbound Calls — Track calls in both directions with full metadata.
Call Transcripts — Searchable, downloadable (.txt) transcripts for every call.
Call Recordings — Audio recordings stored securely with playback support.
Call Summaries — AI-generated summaries for quick review.
Call Duration Tracking — Per-call duration with organization-level usage rollups.
Missed Call Tracking — Dedicated view for missed and unanswered calls.
Transferred Calls Page — Dedicated /dashboard/transferred-calls page with search, CSV export, and S3 archival.
Call Detail View — Deep-dive into individual calls with transcript, outcome, and metadata.
Bulk Actions — Select-all checkbox, per-call checkboxes, floating "Export Selected" bar for batch CSV export.
7-Minute Maximum Call Duration — Calls are capped at 7 minutes to optimize resource usage.

Opt-In Per Agent — Enable or disable call recording consent on a per-agent basis (default: off).
Automated Consent Flow — When enabled, the AI agent asks for recording consent at the start of every call before proceeding.
Consent Audit Log — Every consent decision (granted or declined) is logged with caller details, agent, timestamp, and method.
Consent Log Dashboard — Dedicated /dashboard/consents page with date range filtering, agent filter, consent status filter, and search.
Vapi Integration — recordConsent tool automatically injected into the Vapi assistant when consent is enabled.

Identity Verification

Opt-In Per Agent — Enable identity verification on a per-agent basis with selectable methods.
Multiple Verification Methods — Support for PIN, date of birth, and account number verification.
Encrypted PIN Storage — Security PINs are encrypted at rest using PGP symmetric encryption.
Verification Before Sensitive Actions — AI agents require verification before booking appointments or accessing account details.
Verification Audit Trail — All verification attempts are logged with method, outcome, and attempt count.
Vapi Integration — verifyIdentity tool automatically injected into the Vapi assistant when verification is enabled.

Client Management

Centralized Client Records — Store and manage client data including name, email, phone, date of birth, account number, and notes.
Automatic Client Creation — Clients are automatically created or updated when appointments are booked via the AI agent.
Client Dashboard — Full CRUD interface at /dashboard/clients with search, status filtering, and pagination.
CSV Export — Export all client records to CSV for external use.
Bulk Actions — Select-all header checkbox, per-row checkboxes, floating action bar with Export and Delete (with confirmation dialog).
Status Tracking — Track client status (active, inactive, VIP) with total appointments and call counts.
Encrypted Security Data — Client PINs encrypted via database trigger using encrypt_sensitive().
Client Health Score — Automated 0-100 health score based on contact recency, engagement frequency, and sentiment trends. Color-coded badges (green/amber/red) with churn risk calculation.
Client Tiers — VIP / Priority / Standard / At-Risk tier classification with filter dropdown and inline badges.
Unified Client Timeline — Chronological interaction feed (calls, appointments, emails, notes, documents, payments) via client_interactions table with icon-per-type display.
Smart Follow-Up Reminders — client_follow_ups table with pending/completed/dismissed statuses, due dates, snooze, and auto-creation for at-risk clients.
Sentiment Trend Tracking — Positive/Neutral/Negative arrow indicators derived from recent activity and call summaries.
How to Use Guide — Gamified 8-step guide (75 XP) covering Health Scores, Timeline, Tiers, Follow-ups, and industry-specific leverage examples.

Calendar & Appointments

Dual Calendar Provider — Choose between the built-in calendar or Google Calendar integration.
Appointment Booking — AI agents can book appointments during calls with conflict detection.
Full Appointment CRUD — Create, read, update, and delete appointments from the dashboard.
Agent Assignment — Assign specific agents to appointments.
Email Confirmations — Automatic confirmation emails sent to clients when an appointment is booked (if email is provided).
Multi-Stage Reminders — Automated notifications at 24 hours, 2 hours, and 15 minutes before an appointment.
Auto-Dial at Appointment Time — The system automatically calls the client via the AI agent at the scheduled time.
Admin Notifications — All organization admins receive in-app notifications for agent assignments, reminders, and auto-dial events.

Agent-to-Agent Collaboration (A2A)

Supervising Router Model — A central router manages handoffs between specialized agents.
Transfer Rules — Define keyword-based, intent-based, or manual transfer triggers between agents.
Agent Skills — Tag agents with capabilities using a 7-level proficiency scale (Novice → Master).
Interactive A2A Flow Diagram — Visual step-by-step diagram showing the full A2A routing flow (Incoming Call → Primary Agent → Trigger Detection → Decision → Transfer Mode → Target Agent → Resolution).
Shared Session Context — Context is preserved across agent handoffs within a single call session.
Priority-Based Routing — Transfer rules support priority ordering for conflict resolution.
Transfer Messages — Custom messages displayed during agent-to-agent handoffs.

Video Chat Appointments

Enable Video Chat Toggle — Per-agent toggle (video_chat_enabled) to activate automated video consultation scheduling.
Automated Room Generation — When a caller requests a video consultation, the system auto-generates a unique private 100ms room and creates an appointment.
Auto-Cleanup — Private rooms are automatically deactivated and deleted 2 hours after the appointment time via scheduled cron job.
Client Join Link Email — Clients receive an automated email with their unique video room join link and payment details.
Manual Video Rooms — Reusable conference rooms for recurring sessions, team meetings, or office hours (subject to video_rooms_included plan limit).
Independent Unlimited Auto-Gen Rooms — Plans support both a manual room cap AND an unlimited auto-gen toggle simultaneously; manual room limits always enforced for reusable rooms, unlimited toggle only governs auto-created client sessions.
PayPal-Integrated Paid Sessions — verify-paypal-order edge function handles payment verification before room creation.
Video Minutes Quotas — Usage governed by video_minutes_included plan limits with one-time top-up support.
Video Room Dashboard — Dedicated /dashboard/video-rooms page with room management, session tracking, and usage metrics.
Call Archive Tab — Full archive of all ended video sessions (both manual and client) with search, type/payment filtering, recording download, transcript download, CSV export, and summary statistics (total sessions, recordings, transcripts, total duration).

Dashboard & Analytics

Real-Time Dashboard — Live overview of call activity, agent status, and key metrics.
Metric Cards — At-a-glance stats for total calls, average duration, outcomes, and more.
Calls Chart — Visual breakdown of call volume over time.
Outcomes Chart — Distribution of call outcomes (answered, missed, transferred, etc.).
Subscriptions Chart — Subscription trends and usage analytics (admin view).
Savings Calculator — Estimate cost savings compared to traditional receptionist services.
Activity Stream — Recent activity feed for calls, appointments, and system events.
Insights Panel — AI-powered insights and recommendations.
Setup Checklist — Guided onboarding checklist for new organizations.
Guided Tour — Interactive walkthrough for first-time users (20 steps including Quick Add, Agents, Calendar, Clients, Process Intelligence, Workflows, Campaigns, Climate Saved, and more).
Feature Announcement Badges — Pulsing badges on sidebar items linked to active announcements.
Call Cost Calculator — Show estimated savings vs. hiring a human receptionist based on actual call volume.
Revenue Attribution per Agent — Track true ROI by linking call → appointment → deal → paid invoice per agent.
Smart Time-Slot Suggestions — 7×24 heatmap analyzing historical call patterns to recommend optimal business hours.
Agent Performance Leaderboard — Ranked comparison of agents by booking rate, call duration, satisfaction, and volume.
Call Quality Score — Auto-rate each call 1-5 across clarity, resolution, politeness, and efficiency.
AI Call Sentiment Heatmap — Calendar-style heatmap color-coded by daily call sentiment (green/yellow/red).
Smart Call Summary Digest — AI-generated daily or weekly email digest summarizing all call activity and action items.
Missed-Call Auto-Callback Queue — Automatic outbound callback within configurable window when calls are missed.
Caller Intent Pre-Routing — 2-second AI classifier routes callers to the best-matched agent by first utterance.
Voice Greeting Scheduler — Different greetings by time of day, day of week, or holidays.
AI-Powered Competitive Pricing Alerts — Auto-detect competitor price changes with AI-generated strategic recommendations.
Post-Call NPS Auto-Survey — 1-question NPS survey sent automatically after each call via SMS or email.
Voicemail-to-Action Pipeline — Auto-transcribe voicemails, classify intent, and create appointments/tickets/alerts.
Voice Agent Compliance Auto-Flagging — Flag calls discussing regulated topics (medical, financial, legal) for compliance review.
Auto-Generated FAQ from Calls — AI extracts top questions from 30 days of transcripts for one-click publishing.
Live Call Whisper Mode — Supervisor listens to active AI calls and sends real-time text overrides the agent incorporates mid-conversation.
Smart No-Show Predictor — Risk-score upcoming appointments based on lead time, day of week, and past no-show history.
Multilingual Auto-Detect & Live Switch — Detect caller language in first seconds and switch agent language automatically.
White-Label Client Portal — Branded portal with logo, slogan, colors, and custom domain for end customers to view appointments, invoices, and documents. Logo and slogan configurable at portal creation.
Appointment Slot Monetization — DB-backed premium time slots with per-agent and per-service granularity. AI agent mentions premium pricing naturally during booking; client portal shows premium badges. Gamified How to Use guide included.
Voice Agent A/B Testing — Split calls between agent variants and compare booking rates, duration, and satisfaction.
Client Risk Scoring / Churn Prediction — Score clients 0-100 by churn risk based on engagement decay and missed appointments.
Visual Call Flow Builder — 36 industry-specific templates integrated into the Agent Editor; pick a template, customize nodes, and auto-generate special_instructions for the agent.
Proactive Engagement Triggers — Rule-based automated follow-ups (e.g., "pricing inquiry + no booking = email in 24h").
Analytics Learning Guide — Gamified 24-step interactive guide with 310 XP across 7 phases teaching all analytics features.

Process Intelligence

Business Context Manager — Define structured policies, authority limits, and KPI targets that AI agents follow (/dashboard/process-context). Rules like "Max refund: $500" or "Escalation threshold: 3 attempts" with per-rule enable/disable toggles.
Process Map Visualizer — Visual workflow diagram showing the lead-to-conversion pipeline (Lead → Call → Appointment → Follow-up → Conversion) with bottleneck highlighting.
Operational Readiness Score — Composite 0–100 score measuring org preparation for full AI automation across business rules, SLA definitions, agent coverage, and process maturity.
SLA Monitor — Configurable response time thresholds with compliance percentage tracking and breach history. Breaches trigger admin notifications.
How to Use Guide — Gamified guide with 90 XP covering all Process Intelligence features.
Database Tables — business_context_rules, sla_definitions, sla_breaches with org-level RLS.

Team & Organization Management

Multi-Tenant Architecture — Secure data isolation per organization.
Role-Based Access Control — Admin and member roles with granular permissions.
Team Invitations — Invite team members via email with expiring invite tokens.
Member Management — View, edit roles, and remove team members.
Organization Profile — Manage business name, description, logo, website, address, and timezone.
Business Hours — Set operating hours per day with timezone support.
Services Management — Define bookable services with duration and pricing.
Delete Organization — Complete organization deletion with confirmation dialog.

Subscription & Billing

Flexible Plans — Multiple subscription tiers with monthly and annual billing options.
14-Day Free Trial — New organizations get a 14-day trial with 1 agent included.
Trial Lifecycle Management — Automated expiration with email notifications starting 3 days before.
Usage-Based Limits — Minutes included per plan with overage tracking.
Agent Limits — Plan-based limits on the number of active agents.
Phone Number Limits — Plan-based limits on purchased phone numbers.
Storage Quotas — Per-plan storage limits (in GB) for call transcripts, recordings, and MCP data with automatic enforcement. Warning at 90%, blocking at 100%.
Stripe Integration — Secure payment processing with customer portal access.
Discount Codes — Support for percentage and fixed-amount discounts with usage limits and expiration.
Bulk Discount Code Generation — Generate multiple codes at once; results appear as batch summary rows with CSV export and automatic S3 archival.
Annual Discount — Configurable discount for annual billing.
Upgrade Prompts — Smart banners and walls when approaching plan limits.
Recurring Top-Ups — Non-minute top-ups (agents, users, phone numbers, storage) become recurring monthly subscription add-ons with cancel buttons.

Rewards Program (Carbon Cash)

Points-Based Rewards — Earn "Carbon Cash" points based on call duration and milestones.
Milestone Bonuses — Configurable milestone achievements that award bonus points.
Redemption Options — Redeem points for subscription credits or store merchandise.
Balance Tracking — Real-time balance with lifetime earnings and redemption history.
Transaction History — Full audit trail of earned and redeemed points.
Admin Configuration — Platform operators can configure points-per-minute, point value, and monthly caps.
Togglable Feature — Rewards can be enabled or disabled globally by the platform operator.
How It Works Guide — Collapsible accordion explaining earning, milestones, redemption, and store.

Climate Saved Dashboard

Environmental Impact Metrics — Track CO2 saved, trees equivalent, energy saved, and car miles avoided based on AI call minutes.
Calculation Formulas — Transparent formulas with EPA/IEA source citations shown in expandable accordion.
Milestone Progress — Visual progress bar tracking CO2 milestones (10kg, 50kg, 100kg, 500kg, 1000kg).
Real-Time Data — Pulls actual call duration data from call_logs, with subscription and rewards data as fallbacks.
Dashboard Cards — CO₂ Saved and Carbon Cash summary cards displayed on both Overview and Analytics dashboards.

Progressive Web App (PWA)

Installable — Add to home screen on iOS, Android, and desktop with native app-like experience.
Offline Support — Service worker caches fonts, images, and API responses for offline access.
Auto-Update — Service worker auto-updates when new versions are deployed.
Install Page — Dedicated /install page with platform-specific instructions and benefit cards.
Apple & Android Meta Tags — Full PWA meta tag support for iOS Safari and Android Chrome.

Store

Built-In E-Commerce — Full in-house store without third-party dependencies.
Product Catalog — Products with descriptions, images, pricing, and featured flags.
Product Variants — Variant-level inventory tracking (e.g., size, color) with SKU support.
Categories — Organize products into sortable categories.
Mixed Payments — Checkout supports combined points + cash payments via a UI slider.
Shipping Rates — Configurable shipping options with estimated delivery times.
Order Management — Full order lifecycle tracking with status updates.
Tracking Info — Add tracking numbers and URLs to shipped orders.

Top-Up Packages

Minute Top-Ups — Purchase additional call minutes outside of the subscription plan.
Multi-Item Cart — Select multiple top-up packages with quantity steppers; review cart summary before checkout.
Flexible Packages — Multiple top-up tiers at different price points.
Stripe Checkout — Secure one-time payments for top-up purchases (supports multiple line items in a single session).
Billing Page Integration — Purchased top-ups displayed on the Billing tab with purchase date and amount.
Togglable Feature — Top-ups can be enabled or disabled globally by the platform operator.

GDPR Request Portal — Users can submit data export and data deletion requests.
Request Workflow — Admin approval flow with status tracking (pending → approved → completed).
Data Export — Generate downloadable data packages with expiring download links.
Data Deletion — Complete removal of user data upon approved request.
GDPR Approval Email — Branded notification email sent to users upon data export approval with download instructions and 7-day expiry notice.
Encryption — Sensitive data (API keys, S3 credentials) encrypted at rest with Vault-aware key management.
Row-Level Security — Database-level access control ensuring data isolation between organizations.
Role-Based Transcript Access — Call transcripts, recordings, and summaries restricted to org admins via the call_logs_safe view.
Auth Rate Limiting — IP-based rate limiting on signup, password reset, magic link, and CRM contact form endpoints (5/3 requests per 15 minutes).
API Key Management — Generate, view, and revoke API keys with usage tracking.
hCaptcha Protection — Bot protection on all public-facing forms (login, signup, forgot password, magic link, contact, affiliate registration/login).
Input Sanitization — Server-side HTML stripping, control character removal, and field length enforcement on all edge functions accepting user input.

Admin / Platform Operator Tools

Admin Dashboard — Platform-wide analytics, user management, and configuration with interactive metric cards linking to management views.
Superadmin Overview — Quick Action buttons, System Health card, New Signups widget, Top Performing Organizations leaderboard, Platform Growth sparklines, CRM Metrics Cards (Total Contacts, Active Deals, Pipeline Value, Revenue Won, Avg Deal Value, Conversion Rate).
"How to Use This Dashboard" Guide — Colorful 16-section dialog accessible from Overview quick-action bar, covering all admin modules with gradient icons and category badges.
Subscriptions Management — Full subscription oversight with search, filtering, CSV export, MRR tracking, and per-account detail dialogs.
User Management — View and manage all platform users and organizations.
Organization Management — Oversee all organizations with impersonation support.
Plan Management — Create and edit subscription plans with Stripe sync.
Site Configuration — Customize landing page content, branding, and feature flags.
Landing Section Editor — Visual editor for hero, features, how-it-works, pricing, CTA, testimonials, and affiliate sections.
Footer Menu Editor — Manage footer navigation links.
Custom Script Injection — Add analytics or tracking scripts to <head> and <body> with URL whitelisting. Desktop-only: widgets are automatically hidden on mobile viewports (< 768px).
Email Configuration — Configure sender name, email, and reply-to address.
Email Logs — View all sent emails with status and error tracking.
Announcement System — Create platform-wide announcements with scheduling, expiration, gradient background presets (Ocean Blue, Sunset, Purple Haze, Emerald, Rose Gold, Midnight), and interactive polls (5 Stars, Sentiment Faces, Thumbs Up/Down, NPS 1–10).
FAQ Management — Manage landing page FAQs with categories and sort ordering.
Testimonials Management — Curate customer testimonials displayed on the landing page.
Contact Request Management — View and respond to contact form submissions with AI-assisted replies.
AI Settings — Configure AI model and provider for platform intelligence features.
AI Insights — AI-generated platform health insights and recommendations.
S3 Bucket Configuration — Connect external S3-compatible storage for transcript archival.
Discount Code Management — Create and manage promotional discount codes.
Superadmin Bypass — Superadmins bypass all subscription restrictions.
Agent Apps Menu — Configure a custom dropdown menu of external AI tools/links for users with move up/down reordering.
Admin Webhooks — CRUD management of webhook endpoints with event filtering, delivery logs, active/inactive toggle, and test webhook functionality.
Confetti Celebrations — Delightful confetti animations on key user milestones (first login, onboarding completion, demo generation, workspace creation).
How to Use Guides — Collapsible instructional accordions on AI Agents, AgentOne, and Convo+ pages.
Comprehensive Notification System — Real-time in-app notifications for both user and superadmin dashboards. Every event fires a Sonner toast AND persists in the bell dropdown. Individual "Mark Read" green button per notification plus "Mark All Read" bulk action. 17 database triggers across 12 tables cover workspace creation, appointments, calls, CRM contacts/deals/tickets, subscriptions, store orders, new users, and new organizations. Bell indicator shows a glowing red dot when unread notifications exist.
Activity / Audit Log — Settings tab showing recent changes by team members with filterable action types.
BAA / e-Signature Documents — Send documents (BAAs, NDAs, contracts) for electronic signature; org admins review, view PDFs via signed URLs, and sign with typed name + consent checkbox. Full audit trail with ESIGN Act compliance.
RBAC Roles Management — Per-section permission checkboxes for staff-only access control (CRM, organizations, users, AI settings, etc.).
Competition Intelligence — Automated competitor tracking with profiles, weekly web scraping, AI-generated analysis, and pricing comparison.
Command Palette — Quick keyboard-driven navigation (Cmd+K / Ctrl+K) with context-aware sections for both app and superadmin items (20 admin tabs).

CRM Suite

Full Sales Lifecycle — Lead acquisition → Contact management → Pipeline deals → Quotes → Invoicing → Payment → Post-sale projects.
Contact Management — Prospect/lead/customer/churned lifecycle, lead scoring (0–100), tags, territory, source tracking, and staff assignment.
Contact Detail Panel — Slide-out with full contact info, activity timeline, linked deals, invoices, and document uploads.
Sales Pipeline (Kanban) — 6-stage deal board (New → Qualified → Proposal → Negotiation → Won → Lost) with win-weighted probabilities.
Sales Forecast — Pipeline-weighted revenue projections grouped by expected close date.
Quotes (CPQ) — Configure, Price, Quote with auto-generated QTE-prefixed quote numbers and line items.
Invoicing — Draft → Sent → Paid lifecycle with INV-prefixed numbers, line items, tax calculation, and portal tokens.
Stripe Payment Integration — Invoices payable via Stripe Checkout with automatic tax; webhook marks invoices paid.
Client Portal — Public /portal/:token page for clients to view invoices, pay online, and submit support tickets without authentication.
Post-Sale Projects — Create projects from Won deals with milestones and task tracking (planning → active → completed).
Support Tickets — Open → In Progress → Resolved → Closed lifecycle with priority levels and staff assignment.
Email Campaigns & Segments — Define audience segments by status/source/lead score/tags/territory; send targeted email campaigns with merge fields.
Automations — Workflow rules with configurable triggers (deal stage change, contact created, lead score threshold, ticket created) and actions (send notification, assign to, move to stage, send email).
Activity Timeline — All CRM interactions (calls, emails, meetings, notes) logged with contact and deal linking.
CRM Metrics Cards — 6 KPI cards on the Superadmin Overview: Total Contacts, Active Deals, Pipeline Value, Revenue Won, Avg Deal Value, Conversion Rate.
Learning Tab — Step-by-step instructional guides for CRM users.
Real-Time Data Archival — All CRM datasets (contacts, deals, invoices, tickets, activities, campaigns, segments, projects) archived to S3/IDrive E2 with 5-second debounce.

Affiliate Program

Public Registration — Affiliate signup at /affiliates with hCaptcha protection.
Token-Based Dashboard — Secure affiliate dashboard at /affiliate-dashboard using session token authentication (no Supabase auth required).
Commission Tracking — Default 30% commission rate with per-affiliate customization.
Referral Tracking — ?ref=CODE URL pattern for click and signup attribution with 30-day cookie duration.
Payout Management — $50 minimum payout threshold; superadmin "Mark Paid" functionality with automated confirmation emails.
Affiliate Landing Section — Customizable "Earn 30% Commission" section on the landing page above FAQs with benefit cards and signup CTA; content editable via Site Config.
Forgot Access Flow — Email-based access link recovery via affiliate-access-link Edge Function (no password reset needed).
2FA (TOTP) Setup — Affiliates can enable TOTP-based two-factor authentication on their dashboard.
Learning Popups — Instructional guides within the affiliate dashboard.
Branded Pages — Affiliate login and registration pages display site logo, footer, and navigable app logo.
Customizable Text — Superadmins can edit headings, subtitles, and commission text for affiliate login, registration, and dashboard pages via Site Config.
Referral Count Column — Superadmin affiliate listing includes a "Referral #" column displaying total referral count.
AI Voice+ CTA — Dedicated "AI Voice+ (50% OFF!)" button in affiliate dashboard top navigation opening the main app in a new tab.
Superadmin Management — Full affiliate listing with status management (pending → approved → rejected), commission rate editing, and payout processing.

Site Stats Analytics

Self-Hosted Analytics — Privacy-focused, first-party analytics system independent of third-party scripts (no Google Analytics dependency).
Multi-Site Tracking — Manage multiple tracked sites via the tracked_sites table with unique site IDs.
Pageview Tracking — Tracks pageviews, unique visitors, sessions, and device metadata (browser, OS, screen size, language) via the site-track Edge Function.
Daily Aggregation — Raw data in site_pageviews automatically aggregated into site_stats_daily by the site-stats-aggregate Edge Function for performant dashboard rendering.
Installation Script — One-click copy embed script for adding tracking to external websites.
Dashboard Visualizations — Metrics cards (pageviews, unique visitors, sessions, bounce rate), traffic trend charts, and breakdowns by page, referrer, and device.
Date Range Filtering — 7, 14, 30, and 90-day date range selectors.
Superadmin Access — Site Stats dashboard accessible from Superadmin Overview > Site Stats tab.

Blog Management — Full CRUD for blog posts with title, slug, content (Markdown), excerpt, category, tags, cover image, and featured flag.
Blog Publishing — Draft → Published workflow with published_at timestamp; public blog listing at /blog and individual posts at /blog/:slug.
AI Content Generation — AI-powered content generator returning structured JSON (title, excerpt, category, tags, content) with auto-fill into editor fields and Markdown cover image embedding.
Scheduled Auto-Publish — scheduled-publish Edge Function with pg_cron job running every minute to auto-publish scheduled blog posts at their published_at time.
Newsletter Management — Create and send newsletters with subscriber management; subscription pricing configurable in dollars.
Newsletter Checkout — Stripe-integrated newsletter subscription payments.
Scheduled Newsletter Sending — Newsletters with scheduled_at timestamps are auto-sent by the scheduled-publish cron job.
Newsletter Popup — Formatted Dialog popup with formatNewsletterContent engine converting raw text into structured HTML with headings, bullet lists, paragraphs, and video embeds.

Viral Content Studio

AI Video Script Generator — Generate viral video scripts using elite AI scriptwriting prompts.
Duration Picker — Select from 10s, 30s, 60s, 2min, or 5min script durations.
Auto-Editor Flow — Generated scripts flow into an editing interface for refinement.
Dark Theme Support — Full dark-theme contrast on all labels, inputs, selects, and buttons.

Landing Page & Branding

Fully Customizable Landing Page — All sections (hero, features, how-it-works, pricing, CTA, testimonials, FAQ, affiliate) are editable from the admin panel.
White-Label Ready — Custom site name, logo (light & dark mode), tagline, and description.
Affiliate Program Section — Dedicated landing page section above FAQs promoting the affiliate program with customizable headline, description, and CTA button; content editable via Site Config.
Social Proof Bar — Configurable social proof counter and label.
Contact Dialog — Built-in contact form with company and phone fields.
Demo Mode — Optional live demo section with rate limiting and daily caps.
Social Links — Instagram, LinkedIn, Twitter/X, YouTube, and custom links.
Dynamic Favicon — Favicon configurable from the admin panel.
SEO Optimized — Meta tags, semantic HTML, and structured content.
Dark Mode Support — Full dark/light theme with separate logo assets.
Error Boundary — Global ErrorBoundary component wrapping App.tsx catches render crashes with branded fallback UI.
Branded 404 Page — Theme-consistent 404 page with navigation links.

Integrations

Google Calendar — Two-way calendar sync for appointment management.
Stripe — Payment processing for subscriptions, top-ups, store purchases, CRM invoices, and newsletter subscriptions.
S3-Compatible Storage — Archive transcripts, CRM data, and discount code batches to any S3-compatible provider (AWS, Backblaze, MinIO, IDrive E2, etc.).
MCP Servers — Connect Model Context Protocol servers for extended AI agent capabilities.
Webhook Support — Inbound/outbound webhooks for call events and status updates with delivery logs.
iCal Sync — Calendar synchronization via iCal feeds.
100ms.live — Video room provisioning for real-time video consultations with clients.

Developer & API Access

MCP Server API Keys — Generate scoped API keys to authenticate external apps with your MCP server for programmatic access to calls, appointments, agents, analytics, and rewards.
Chat with Data — AI-powered natural language queries against your organization's data.
Command Palette — Quick keyboard-driven navigation (Cmd+K / Ctrl+K) with context-aware sections: "App Items" for dashboard navigation and "Superadmin Items" for admin tab switching (20 tabs) in admin mode.
Quick Add Deep Linking — The +Add dropdown navigates to target pages with ?action=create query parameters, automatically opening creation dialogs (appointments, agents, workspaces, clients) after data loads.

Phone Number Management

Buy Phone Numbers — Purchase local phone numbers directly from the platform.
Number Search — Search available numbers by area code and country.
Call Forwarding — Forward calls to/from your AI agent with carrier-specific instructions.
Number Release — Release purchased numbers when no longer needed.
Multi-Country Support — Phone numbers available across multiple countries.

Authentication & Onboarding

Email/Password Auth — Standard signup and login with email verification.
Magic Link Login — Passwordless authentication via email.
Password Reset — Secure password reset flow with email verification.
Guided Onboarding — Step-by-step onboarding wizard for new users covering business setup, agent configuration, and phone number selection.
Profile Management — Update name, email, phone, bio, avatar, and address.
Two-Factor Authentication (TOTP) — Optional TOTP-based 2FA with QR code setup, enforced on every login (email/password and magic link), with a 30-day "Remember this device" trust option.
2FA Setup Banner — Dashboard banner prompts users without 2FA to set it up, linking directly to Settings → Security.
Hybrid SSO (SAML/OIDC) — Organizations can connect their own Identity Providers (Okta, Authentik, Azure AD, etc.) via OIDC. SSO is triggered automatically by domain detection on the login page.
SSO Domain Detection — As users type their email, the login form checks the domain against organization_sso_providers; a branded "Sign in with [Provider]" banner appears on match.
SSO Edge Functions — sso-authorize generates the OIDC authorization URL with HMAC-SHA256 signed state (CSRF protection, 10-minute TTL); sso-callback verifies the signed state, handles code exchange, auto-provisions new users, links them to organizations, and signs them in via magic links.
SSO Security Hardening — Redirect URI validation against allowed origins whitelist; domain format regex validation; scalable user lookup via profiles table (not listUsers()); defense-in-depth org re-derivation from email domain; existing user org linkage on SSO login; UNIQUE partial index on sso_domain prevents domain collisions.
SSO Admin Settings — Organization admins configure OIDC settings (Issuer URL, Client ID, Client Secret, scopes, SSO domain) from Settings → SSO with a dedicated management UI.
Gamified SSO Setup Guide — Interactive 5-step "How to Use" roadmap with XP tracking, progress bar, completion badges, confetti celebration, and localStorage persistence to guide admins through IdP configuration.

AgentOne Workspaces

Dashboard Overview — Metrics-driven landing page at /dashboard/agentone with 6 KPI cards (workspaces, runs, messages, tokens, memories, tools), 30-day usage trend chart with messages/tokens toggle, recent runs feed, and top workspace grid.
Autonomous AI Workspaces — Create, configure, and run autonomous AI agents with persistent memory and conversation history.
Gemini 3 Flash (Free) — Default model at no cost; tagged as "Free" in the workspace creator.
Bring Your Own Key (BYOK) — Connect your own API key to use any model (GPT-5, Gemini 2.5 Pro, etc.) with encrypted key storage and server-side routing to OpenAI or Google APIs.
BYOK Provider Routing — Automatically routes requests to the correct AI provider (OpenAI or Google Gemini) based on model prefix, with error normalization across providers.
Comprehensive Safety Guardrails — Full pipeline applied identically to both Lovable AI and BYOK paths:
- IP Rate Limiting — 30 messages per 15 minutes per IP address.
- Input Validation — 10,000 character message cap, UUID format checks, null byte stripping.
- Prompt Injection Defense — Detects and safely wraps common injection patterns (e.g., "ignore previous instructions", "you are now").
- Content Moderation — AI-powered input screening via Lovable AI gateway (always uses platform model, never BYOK key).
- System Prompt Hardening — Non-negotiable safety preamble prepended to every conversation.
- PII Redaction — Real-time regex scanning on output for credit card numbers and SSNs, replaced with [REDACTED].
- Per-Org Daily Quotas — 100 messages per organization per day with atomic tracking.
- Audit Logging — Every request logged to ai_usage_logs with user, org, model, and token count.
Multimodal Chat — Supports text, images, and structured data in conversations with markdown rendering and code block display.
Animated Hero Tagline — "Your autonomous AI / starts right here" gradient tagline displays large on empty chat, then smoothly animates into a compact always-visible bar at the top when messages appear.
Capability Navigation — 6 interactive buttons (Write, Analyze, Code, Research, Documents, Automate) below the chat input, each with animated dropdown menus providing contextual prompt shortcuts.
Text-to-Speech (TTS) — Green Volume2/VolumeX toggle in chat input bar enables auto-speak for new assistant messages; per-message speak buttons on assistant messages using browser Speech Synthesis API.
MCP Data Integration — Query live organization data (call logs, clients, appointments, agents) directly from the chat; results rendered as interactive cards.
MCP Data Panel — Sidebar tab showing connected MCP servers with one-click context injection into the chat.
Streaming Chat — Real-time SSE streaming responses with markdown rendering and quick-action buttons (Summarize, Analyze, Draft, Research).
Workspace Memory — Persistent fact/instruction/preference/context memory extracted from conversations with type filtering and edit/delete capabilities.
Run Management — Multiple conversation runs per workspace with history and status tracking.
Folder-Level Storage Isolation — Each workspace uses agent-one/workspace-{id}/ path in existing S3 or Supabase Storage fallback.
Custom Tools — Define reusable prompt templates, code snippets, and workflows with JSON definitions and full CRUD management.
Drag-and-Drop Document Upload — Upload PDF, TXT, MD, CSV, JSON, and images (PNG/JPG/WEBP) via drag-and-drop or click-to-browse for AI reference.
Artifact Viewer — Auto-extracts code blocks and structured data from assistant messages into a browsable gallery with preview and copy-to-clipboard.
Database Tables — agent_one_workspaces, agent_one_runs, agent_one_messages, agent_one_memory, agent_one_tools, agent_one_usage with full org-level RLS.
Edge Functions — agent-one-chat (streaming AI with safety pipeline + BYOK routing), agent-one-workspace (lifecycle), agent-one-memory (CRUD).

Convo+ Language Learning

AI Language Tutor Workspaces — Create dedicated workspaces for practicing conversational skills in a target language with AI-powered tutoring.
Multi-Language Support — Choose from a wide range of target and native languages with configurable difficulty levels (Beginner, Intermediate, Advanced).
Real-Time Chat Interface — Streaming AI responses with markdown rendering, providing natural conversational practice and inline grammar corrections.
Browser-Native Text-to-Speech — AI responses can be read aloud using the browser's Speech Synthesis API with smart voice selection (prefers Neural/Enhanced/Google/Microsoft voices matched to the workspace target language). Zero API cost; rate tuned to 0.95 for learning clarity.
Progress Tracking — Per-workspace progress including XP, streak days, words learned, lessons completed, and current level.
Grammar Corrections — AI provides inline corrections with explanations, helping learners improve accuracy over time.
Workspace Management — Full CRUD for workspaces with name, description, target language, native language, difficulty level, and AI model/provider selection.
BYOK Support — Bring your own API key for custom AI models (GPT-5, Gemini 2.5 Pro, etc.) with encrypted key storage, or use the free default model.
Conversation History — Persistent message history per workspace with the ability to start new chats.
Database Tables — convo_workspaces, convo_messages, convo_progress, convo_workspace_members with org-level RLS.
Edge Function — convo-chat for streaming AI language tutoring with context-aware responses.

White-Label Client Portal

Branded Portal — Each organization gets a unique portal at /p/:slug with custom logo, title, slogan, welcome message, and primary color.
Magic Link Authentication — Clients authenticate via email OTP (one-time password) sent by portal-send-otp and verified by portal-verify-otp Edge Functions.
Appointment View — Clients see their upcoming and past appointments with status and agent info.
Invoice View — Outstanding and paid invoices with Stripe payment links for online payment.
Call History — Past calls with summaries (transcripts hidden for privacy).
Document Access — Organization-shared files and e-signed documents viewable and downloadable.
E-Signature Documents — Clients can review and sign pending documents directly from the portal.
Session Management — Secure token-based sessions with configurable expiry.
Database Tables — client_portals, client_portal_otps, client_portal_sessions, client_portal_documents with RLS.

Browser-Based Calls

In-Browser Voice Calls — Make and receive AI agent test calls directly from the dashboard without a phone (/dashboard/browser-calls).
Vapi Web SDK — Uses @vapi-ai/web for real-time browser-to-agent voice communication.
Agent Selection — Pick which AI agent to call from a dropdown of active agents.
Call Controls — Start, end, and mute controls with real-time duration timer.
How to Use Guide — Gamified instructional guide with XP rewards.

Outbound Campaigns

Bulk Outbound Dialer — Create campaigns with lead lists for sequential AI-powered outbound calling.
Consent-Based Contacts — Leads sourced from existing client records (no CSV spam import) to prevent blacklisting.
Campaign Lifecycle — Draft → Active → Paused → Completed with pause/resume controls.
Per-Lead Tracking — Individual lead status (pending, attempted, completed) with call outcome logging.
Campaign Analytics — Completion rate, answer rate, and outcome distribution metrics.
How to Use Guide — Gamified guide with industry-specific examples.

AI Chat Bubble — Embed an AI chat widget on any website with a single <script> tag.
Agent Assignment — Assign a specific AI agent to the webchat widget.
Color Customization — Configure widget colors to match the host website's branding.
Embed Code Generator — One-click copy of the embed snippet from the dashboard.
Conversation Management — View and manage webchat conversations from /dashboard/webchat.
How to Use Guide — Gamified guide with setup instructions and XP rewards.

Webhook Integration System

Developer Webhooks — Create HTTP endpoints to receive real-time event notifications (/dashboard/webhooks).
Event Type Selection — Subscribe to specific events (call started, call ended, appointment booked, etc.).
HMAC Payload Signing — Webhook payloads signed with a secret key for verification.
Test Ping — Send test payloads to verify endpoint connectivity before going live.
Delivery Logs — Full history of webhook deliveries with status codes, timestamps, and retry info.
How to Use Guide — Gamified guide with integration examples.

Live Transcript Streaming

Real-Time Monitoring — Watch active call transcripts stream in real-time via Supabase Realtime (/dashboard/live-calls).
Speaker Labels — Transcript chunks labeled by speaker (AI / Caller) with timestamps.
Auto-Scroll — Transcript panel auto-scrolls to latest content.
Supervisor Integration — Pairs with Live Call Whisper Mode for mid-call coaching.
How to Use Guide — Gamified instructional guide with XP rewards.

Compliance Audits

Vanta-Inspired Self-Service Audits — Organizations run compliance audits against industry frameworks from /dashboard/compliance-audits.
5 Frameworks — SOC 2, HIPAA, GDPR, PCI-DSS, and ISO 27001 pre-seeded with 42 compliance artifacts.
Automated Checks — 6 auto-check types verify real-time platform state: RLS active, MFA enabled, encryption at rest, call recording consent, GDPR configured, data retention policy.
Animated Score Ring — Visual compliance score with color-coded pass/fail indicator.
Evidence Upload — Attach evidence files to individual artifacts (stored in org-{id}/compliance/ on IDrive E2).
Artifact Checklists — Severity-tagged (critical/high/medium/low) checklist items with pass/fail/na status.
Superadmin Management — Framework and artifact CRUD from the Admin panel Compliance tab with org-wide compliance overview.
Learning Center Phase 12 — 3-step learning module (+40 XP) covering framework selection, auto-checks, and evidence submission.
How to Use Guide — Gamified 4-step guide with industry-specific examples.

Competition Intelligence

Competitor Profiles — Add and manage competitor profiles with name, website URL, pricing page URL, category, and notes.
Automated Web Scraping — competitor-scrape Edge Function uses Firecrawl to scrape competitor pricing and feature pages on a scheduled basis.
AI-Generated Analysis — Each scrape produces an AI summary comparing features and pricing changes with strategic recommendations.
Historical Snapshots — Track competitor changes over time with timestamped snapshots of pricing data and features.
Synonym-Aware Matching — Feature comparison uses tokenized matching with a 50% keyword overlap threshold and 25+ category alias map.
500-Credit Budget — Firecrawl usage governed by a monthly fail-closed 500-credit budget to control costs.
Admin Alerts — Superadmins notified when competitors change pricing or features.
Database Tables — competitor_profiles, competitor_snapshots with admin-only RLS.

System Roles & Staff Management

System Roles Table — Separate system_roles table for platform-level admin roles (distinct from per-org user_roles).
Super Admin Role — Full platform access including all admin tabs, user management, and configuration.
Support Staff Role — Limited admin access with per-section permission checkboxes (CRM, organizations, users, AI settings, etc.).
Staff Invitations — Invite new staff members via email with role assignment; invitations restricted to super admins only.
Role Templates — Predefined permission templates for quick role setup.
Admin Access Logging — admin_access_log table records all admin actions with IP, user agent, and device fingerprint.
IP Allowlist — admin_ip_allowlist table restricts admin access to approved IP addresses.
Trusted Devices — admin_trusted_devices table for device-based admin authentication trust.
Security Definer Functions — is_system_admin() and is_admin_staff() functions bypass RLS for secure role checks.

Notification System

Real-Time In-App Notifications — Bell icon with unread count and dropdown list of all notifications.
17 Database Triggers — Automated notifications across 12 tables: workspace creation, appointments, calls, CRM contacts/deals/tickets, subscriptions, store orders, new users, and new organizations.
Dual Alert — Every event fires both a Sonner toast AND persists in the bell dropdown.
Mark Read — Individual "Mark Read" button per notification plus "Mark All Read" bulk action.
Superadmin Notifications — Separate notification stream for platform events (new signups, subscription changes, CRM activity).
Glowing Indicator — Red dot pulse on the bell icon when unread notifications exist.
Email Dispatch — pg_net trigger (trg_dispatch_email_notification) on in_app_notifications auto-sends email notifications based on user preferences.

Push Notifications

Native Browser Push — Push notifications using the Browser Notification API + Supabase Realtime (no external VAPID dependencies).
Permission Management — useBrowserNotifications hook handles permission requests with localStorage persistence.
Auto-Close — Push notifications auto-dismiss after 6 seconds.
Toggle Control — PushNotificationToggle component with Active/Blocked status badges in user Settings and Superadmin Notification Prefs.
Admin Push Composer — Compose and send notifications to All Users, All Admin Staff, Specific Organization, or Single User.

Notification Preferences

User Preferences — 19 toggleable email notification categories including AgentOne events, Convo+ events, newsletter editions, and storage warnings.
Superadmin/Staff Preferences — 19 toggleable categories including CRM deal/invoice updates, agent status changes, and compliance alerts.
Affiliate Preferences — 7 toggleable categories including link clicks, signups, and tier upgrades.
Per-Role Configuration — Notification categories can be enabled/disabled per role type.
Email Dispatch Integration — Preferences checked before email delivery to respect user opt-outs.

Contractor Onboarding

Public Application Form — /contractor-apply page for contractors to submit applications with name, email, skills, and portfolio.
Application Review — Superadmins review contractor applications with approve/reject workflow.
Contractor Profiles — Approved contractors get profiles with skill tags, rates, and availability.
Assignment System — Contractors can be assigned to organizations for white-label service delivery.

AI Readiness Assessment

Interactive Assessment — /assessment page with multi-step questionnaire evaluating an organization's AI adoption readiness.
Scoring Engine — Automated scoring based on answers with personalized insights and recommendations.
Lead Capture — Assessment results tied to email for lead generation via assessment_leads table.
AI-Generated Insights — Post-assessment AI analysis highlighting strengths, gaps, and recommended next steps.

AI Safety & Governance

Agent Verifier Principles — 6-layer verification framework ensuring AI agents operate within defined safety boundaries (documented in AgentVerifier.md).
Human-in-the-Loop (HITL) — 6-tier escalation system from fully autonomous operation to full human takeover, with configurable thresholds per organization (documented in HITL.md).
Guardrails Pipeline — Multi-stage safety pipeline applied to all AI interactions: input validation → prompt injection defense → content moderation → system prompt hardening → PII redaction → output filtering (documented in Guardrails.md).
Bias Protections — Automated bias detection covering language bias, demographic assumptions, recommendation fairness, and cultural sensitivity (documented in BiasProtections.md).
PII Redaction — Real-time regex scanning on AI outputs for credit card numbers, SSNs, and other sensitive data patterns, replaced with [REDACTED].
Per-Org Daily Quotas — Configurable message limits per organization per day with atomic tracking.
Audit Logging — Every AI request logged to ai_usage_logs with user, org, model, and token count.

Moderation Dashboard

Content Moderation — /dashboard/moderation page for reviewing flagged AI interactions.
Flagged Content Review — View AI responses flagged by the safety pipeline with context and reason.
Approve/Reject Actions — Moderators can approve, reject, or escalate flagged content.
Moderation History — Full audit trail of moderation decisions with timestamps and reviewer info.

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hashtagTable of Contents

hashtagAI Voice Agents

hashtagCall Management

hashtagCall Recording Consent

hashtagIdentity Verification

hashtagClient Management

hashtagCalendar & Appointments

hashtagAgent-to-Agent Collaboration (A2A)

hashtagVideo Chat Appointments

hashtagDashboard & Analytics

hashtagProcess Intelligence

hashtagTeam & Organization Management

hashtagSubscription & Billing

hashtagRewards Program (Carbon Cash)

hashtagClimate Saved Dashboard

hashtagProgressive Web App (PWA)

hashtagStore

hashtagTop-Up Packages

hashtagSecurity & Privacy (GDPR)

hashtagAdmin / Platform Operator Tools

hashtagCRM Suite

hashtagAffiliate Program

hashtagSite Stats Analytics

hashtagBlog & Newsletter

hashtagViral Content Studio

hashtagLanding Page & Branding

hashtagIntegrations

hashtagDeveloper & API Access

hashtagPhone Number Management

hashtagAuthentication & Onboarding

hashtagAgentOne Workspaces

hashtagConvo+ Language Learning

hashtagWhite-Label Client Portal

hashtagBrowser-Based Calls

hashtagOutbound Campaigns

hashtagEmbeddable Webchat Widget

hashtagWebhook Integration System

hashtagLive Transcript Streaming

hashtagCompliance Audits

hashtagCompetition Intelligence

hashtagSystem Roles & Staff Management

hashtagNotification System

hashtagPush Notifications

hashtagNotification Preferences

hashtagContractor Onboarding

hashtagAI Readiness Assessment

hashtagAI Safety & Governance

hashtagModeration Dashboard

Table of Contents

AI Voice Agents

Call Management

Call Recording Consent

Identity Verification

Client Management

Calendar & Appointments

Agent-to-Agent Collaboration (A2A)

Video Chat Appointments

Dashboard & Analytics

Process Intelligence

Team & Organization Management

Subscription & Billing

Rewards Program (Carbon Cash)

Climate Saved Dashboard

Progressive Web App (PWA)

Store

Top-Up Packages

Security & Privacy (GDPR)

Admin / Platform Operator Tools

CRM Suite

Affiliate Program

Site Stats Analytics

Blog & Newsletter

Viral Content Studio

Landing Page & Branding

Integrations

Developer & API Access

Phone Number Management

Authentication & Onboarding

AgentOne Workspaces

Convo+ Language Learning

White-Label Client Portal

Browser-Based Calls

Outbound Campaigns

Embeddable Webchat Widget

Webhook Integration System

Live Transcript Streaming

Compliance Audits

Competition Intelligence

System Roles & Staff Management

Notification System

Push Notifications

Notification Preferences

Contractor Onboarding

AI Readiness Assessment

AI Safety & Governance

Moderation Dashboard