283 Features Shipped
π’ Smarter AI π’
AI Voice+ β Feature Overview
ββββββββββ
Last updated: 02-19-2026
Your AI Voice Agent Never SleepsAnswer every inbound call. Book every appointment 24/7/365. Let green-powered & humanity-compliant AI Voice Agents handle your office calls & more. Use our MCP server to access your AI Voice+ data from any external app. 37+ languages in 18+ AI agent voices (male/female), infinitely expandable, to get you going fast. Apps+ & many more unique features not found elsewhere.
Far & Wide β What Sets Us Apart!
39 Competitive Advantages283 Features β 100% Integrated
SSO (Enterprise, control your IdP)
Admin / Platform Operator Tools (internal-use only
CRM Suite (internal-use only)
Site Stats Analytics (internal-use only)
Blog & Newsletter (internal-use only)
Viral Content Studio (internal-use only)
Landing Page & Branding (internal-use only)
Authentication & Onboarding (includes 2FA, SSO & more!)
AI Voice Agents
Multiple AI Agents β Create and manage multiple AI voice agents per organization, each with its own personality, greeting, and instructions.
37+ Languages β Native-sounding voices across 37+ languages with configurable transcriber language.
Custom Greeting & Personality β Fully configurable AI behavior, special instructions, and voice selection.
Voice Provider Choice β Select from multiple voice providers and voice IDs to match your brand tone. 18 male and female voices.
Agent Landing Pages β Each agent gets a public-facing landing page at
/agent/:companySlug/:agentSlugfor easy sharing.Browser-Based Test Calls β Test your agent directly from the browser before going live.
Live Edit β Agents can be edited and saved while active; no need to stop them for configuration updates.
Built-in Safety Guardrails β Agents include moderation and safety rails powered by AI.
Call Management
Inbound & Outbound Calls β Track calls in both directions with full metadata.
Call Transcripts β Searchable, downloadable (.txt) transcripts for every call.
Call Recordings β Audio recordings stored securely with playback support.
Call Summaries β AI-generated summaries for quick review.
Call Duration Tracking β Per-call duration with organization-level usage rollups.
Missed Call Tracking β Dedicated view for missed and unanswered calls.
Transferred Calls Page β Dedicated
/dashboard/transferred-callspage with search, CSV export, and S3 archival.Call Detail View β Deep-dive into individual calls with transcript, outcome, and metadata.
Bulk Actions β Select-all checkbox, per-call checkboxes, floating "Export Selected" bar for batch CSV export.
7-Minute Maximum Call Duration β Calls are capped at 7 minutes to optimize resource usage.
Call Recording Consent
Opt-In Per Agent β Enable or disable call recording consent on a per-agent basis (default: off).
Automated Consent Flow β When enabled, the AI agent asks for recording consent at the start of every call before proceeding.
Consent Audit Log β Every consent decision (granted or declined) is logged with caller details, agent, timestamp, and method.
Consent Log Dashboard β Dedicated
/dashboard/consentspage with date range filtering, agent filter, consent status filter, and search.Voice AI Integration β
recordConsenttool automatically injected into the voice AI assistant when consent is enabled.
Identity Verification
Opt-In Per Agent β Enable identity verification on a per-agent basis with selectable methods.
Multiple Verification Methods β Support for PIN, date of birth, and account number verification.
Encrypted PIN Storage β Security PINs are encrypted at rest using PGP symmetric encryption.
Verification Before Sensitive Actions β AI agents require verification before booking appointments or accessing account details.
Verification Audit Trail β All verification attempts are logged with method, outcome, and attempt count.
Voice AI Integration β
verifyIdentitytool automatically injected into the voice AI assistant when verification is enabled.
Client Management
Centralized Client Records β Store and manage client data including name, email, phone, date of birth, account number, and notes.
Automatic Client Creation β Clients are automatically created or updated when appointments are booked via the AI agent.
Client Dashboard β Full CRUD interface at
/dashboard/clientswith search, status filtering, and pagination.CSV Export β Export all client records to CSV for external use.
Bulk Actions β Select-all header checkbox, per-row checkboxes, floating action bar with Export and Delete (with confirmation dialog).
Status Tracking β Track client status (active, inactive, VIP) with total appointments and call counts.
Encrypted Security Data β Client PINs encrypted via database trigger using
encrypt_sensitive().
Calendar & Appointments
Dual Calendar Provider β Choose between the built-in calendar or Google Calendar integration.
Appointment Booking β AI agents can book appointments during calls with conflict detection.
Full Appointment CRUD β Create, read, update, and delete appointments from the dashboard.
Agent Assignment β Assign specific agents to appointments.
Email Confirmations β Automatic confirmation emails sent to clients when an appointment is booked (if email is provided).
Multi-Stage Reminders β Automated notifications at 24 hours, 2 hours, and 15 minutes before an appointment.
Auto-Dial at Appointment Time β The system automatically calls the client via the AI agent at the scheduled time.
Admin Notifications β All organization admins receive in-app notifications for agent assignments, reminders, and auto-dial events.
Agent-to-Agent Collaboration (A2A)
Supervising Router Model β A central router manages handoffs between specialized agents.
Transfer Rules β Define keyword-based, intent-based, or manual transfer triggers between agents.
Agent Skills β Tag agents with capabilities using a 7-level proficiency scale (Novice β Master).
Interactive A2A Flow Diagram β Visual step-by-step diagram showing the full A2A routing flow (Incoming Call β Primary Agent β Trigger Detection β Decision β Transfer Mode β Target Agent β Resolution).
Shared Session Context β Context is preserved across agent handoffs within a single call session.
Priority-Based Routing β Transfer rules support priority ordering for conflict resolution.
Transfer Messages β Custom messages displayed during agent-to-agent handoffs.
Dashboard & Analytics
Real-Time Dashboard β Live overview of call activity, agent status, and key metrics.
Metric Cards β At-a-glance stats for total calls, average duration, outcomes, and more.
Calls Chart β Visual breakdown of call volume over time.
Outcomes Chart β Distribution of call outcomes (answered, missed, transferred, etc.).
Subscriptions Chart β Subscription trends and usage analytics (admin view).
Savings Calculator β Estimate cost savings compared to traditional receptionist services.
Activity Stream β Recent activity feed for calls, appointments, and system events.
Insights Panel β AI-powered insights and recommendations.
Setup Checklist β Guided onboarding checklist for new organizations.
Guided Tour β Interactive walkthrough for first-time users (13 steps including Quick Add, Agents, Calendar, and more).
Feature Announcement Badges β Pulsing badges on sidebar items linked to active announcements.
Team & Organization Management
Multi-Tenant Architecture β Secure data isolation per organization.
Role-Based Access Control β Admin and member roles with granular permissions.
Team Invitations β Invite team members via email with expiring invite tokens.
Member Management β View, edit roles, and remove team members.
Organization Profile β Manage business name, description, logo, website, address, and timezone.
Business Hours β Set operating hours per day with timezone support.
Services Management β Define bookable services with duration and pricing.
Delete Organization β Complete organization deletion with confirmation dialog.
Subscription & Billing
Flexible Plans β Multiple subscription tiers with monthly and annual billing options.
14-Day Free Trial β New organizations get a 14-day trial with 1 agent included.
Trial Lifecycle Management β Automated expiration with email notifications starting 3 days before.
Usage-Based Limits β Minutes included per plan with overage tracking.
Agent Limits β Plan-based limits on the number of active agents.
Phone Number Limits β Plan-based limits on purchased phone numbers.
Storage Quotas β Per-plan storage limits (in GB) for call transcripts, recordings, and MCP data with automatic enforcement. Warning at 90%, blocking at 100%.
Stripe Integration β Secure payment processing with customer portal access.
Discount Codes β Support for percentage and fixed-amount discounts with usage limits and expiration.
Bulk Discount Code Generation β Generate multiple codes at once; results appear as batch summary rows with CSV export and automatic S3 archival.
Annual Discount β Configurable discount for annual billing.
Upgrade Prompts β Smart banners and walls when approaching plan limits.
Recurring Top-Ups β 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 β Earn "Carbon Cash" points based on call duration and milestones.
Milestone Bonuses β Configurable milestone achievements that award bonus points.
Redemption Options β Redeem points for subscription credits or store merchandise.
Balance Tracking β Real-time balance with lifetime earnings and redemption history.
Transaction History β Full audit trail of earned and redeemed points.
Admin Configuration β Platform operators can configure points-per-minute, point value, and monthly caps.
Togglable Feature β Rewards can be enabled or disabled globally by the platform operator.
How It Works Guide β Collapsible accordion explaining earning, milestones, redemption, and store.
Climate Saved Dashboard
Environmental Impact Metrics β Track CO2 saved, trees equivalent, energy saved, and car miles avoided based on AI call minutes.
Calculation Formulas β Transparent formulas with EPA/IEA source citations shown in expandable accordion.
Milestone Progress β Visual progress bar tracking CO2 milestones (10kg, 50kg, 100kg, 500kg, 1000kg).
Real-Time Data β Pulls actual call duration data from call_logs, with subscription and rewards data as fallbacks.
Dashboard Cards β COβ Saved and Carbon Cash summary cards displayed on both Overview and Analytics dashboards.
Progressive Web App (PWA)
Installable β Add to home screen on iOS, Android, and desktop with native app-like experience.
Offline Support β Service worker caches fonts, images, and API responses for offline access.
Auto-Update β Service worker auto-updates when new versions are deployed.
Install Page β Dedicated
/installpage with platform-specific instructions and benefit cards.Apple & Android Meta Tags β Full PWA meta tag support for iOS Safari and Android Chrome.
Store
Built-In E-Commerce β Full in-house store without third-party dependencies.
Product Catalog β Products with descriptions, images, pricing, and featured flags.
Product Variants β Variant-level inventory tracking (e.g., size, color) with SKU support.
Categories β Organize products into sortable categories.
Mixed Payments β Checkout supports combined points + cash payments via a UI slider.
Shipping Rates β Configurable shipping options with estimated delivery times.
Order Management β Full order lifecycle tracking with status updates.
Tracking Info β Add tracking numbers and URLs to shipped orders.
Top-Up Packages
Minute Top-Ups β Purchase additional call minutes outside of the subscription plan.
Multi-Item Cart β Select multiple top-up packages with quantity steppers; review cart summary before checkout.
Flexible Packages β Multiple top-up tiers at different price points.
Stripe Checkout β Secure one-time payments for top-up purchases (supports multiple line items in a single session).
Billing Page Integration β Purchased top-ups displayed on the Billing tab with purchase date and amount.
Togglable Feature β Top-ups can be enabled or disabled globally by the platform operator.
Security & Privacy (GDPR)
GDPR Request Portal β Users can submit data export and data deletion requests.
Request Workflow β Admin approval flow with status tracking (pending β approved β completed).
Data Export β Generate downloadable data packages with expiring download links.
Data Deletion β Complete removal of user data upon approved request.
GDPR Approval Email β Branded notification email sent to users upon data export approval with download instructions and 7-day expiry notice.
Encryption β Sensitive data (API keys, S3 credentials) encrypted at rest with Vault-aware key management.
Row-Level Security β Database-level access control ensuring data isolation between organizations.
Role-Based Transcript Access β Call transcripts, recordings, and summaries restricted to org admins via the
call_logs_safeview.Auth Rate Limiting β IP-based rate limiting on signup, password reset, magic link, and CRM contact form endpoints (5/3 requests per 15 minutes).
API Key Management β Generate, view, and revoke API keys with usage tracking.
hCaptcha Protection β Bot protection on all public-facing forms (login, signup, forgot password, magic link, contact, affiliate registration/login).
Input Sanitization β Server-side HTML stripping, control character removal, and field length enforcement on all edge functions accepting user input.
Admin / Platform Operator Tools
Admin Dashboard β Platform-wide analytics, user management, and configuration with interactive metric cards linking to management views.
Superadmin Overview β 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 β Colorful 16-section dialog accessible from Overview quick-action bar, covering all admin modules with gradient icons and category badges.
Subscriptions Management β Full subscription oversight with search, filtering, CSV export, MRR tracking, and per-account detail dialogs.
User Management β View and manage all platform users and organizations.
Organization Management β Oversee all organizations with impersonation support.
Plan Management β Create and edit subscription plans with Stripe sync.
Site Configuration β Customize landing page content, branding, and feature flags.
Landing Section Editor β Visual editor for hero, features, how-it-works, pricing, CTA, testimonials, and affiliate sections.
Footer Menu Editor β Manage footer navigation links.
Custom Script Injection β Add analytics or tracking scripts to
<head>and<body>with URL whitelisting. Desktop-only: widgets are automatically hidden on mobile viewports (< 768px).Email Configuration β Configure sender name, email, and reply-to address.
Email Logs β View all sent emails with status and error tracking.
Announcement System β 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 1β10).
FAQ Management β Manage landing page FAQs with categories and sort ordering.
Testimonials Management β Curate customer testimonials displayed on the landing page.
Contact Request Management β View and respond to contact form submissions with AI-assisted replies.
AI Settings β Configure AI model and provider for platform intelligence features.
AI Insights β AI-generated platform health insights and recommendations.
S3 Bucket Configuration β Connect external S3-compatible storage for transcript archival.
Discount Code Management β Create and manage promotional discount codes.
Superadmin Bypass β Superadmins bypass all subscription restrictions.
Agent Apps Menu β Configure a custom dropdown menu of external AI tools/links for users with move up/down reordering.
Admin Webhooks β CRUD management of webhook endpoints with event filtering, delivery logs, active/inactive toggle, and test webhook functionality.
Confetti Celebrations β Delightful confetti animations on key user milestones (first login, onboarding completion, demo generation, workspace creation).
How to Use Guides β Collapsible instructional accordions on AI Agents, AgentOne, and Convo+ pages.
Comprehensive Notification System β 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 β Settings tab showing recent changes by team members with filterable action types.
BAA / e-Signature Documents β 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 β Per-section permission checkboxes for staff-only access control (CRM, organizations, users, AI settings, etc.).
Competition Intelligence β Automated competitor tracking with profiles, weekly web scraping, AI-generated analysis, and pricing comparison.
Command Palette β 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 β Lead acquisition β Contact management β Pipeline deals β Quotes β Invoicing β Payment β Post-sale projects.
Contact Management β Prospect/lead/customer/churned lifecycle, lead scoring (0β100), tags, territory, source tracking, and staff assignment.
Contact Detail Panel β Slide-out with full contact info, activity timeline, linked deals, invoices, and document uploads.
Sales Pipeline (Kanban) β 6-stage deal board (New β Qualified β Proposal β Negotiation β Won β Lost) with win-weighted probabilities.
Sales Forecast β Pipeline-weighted revenue projections grouped by expected close date.
Quotes (CPQ) β Configure, Price, Quote with auto-generated QTE-prefixed quote numbers and line items.
Invoicing β Draft β Sent β Paid lifecycle with INV-prefixed numbers, line items, tax calculation, and portal tokens.
Stripe Payment Integration β Invoices payable via Stripe Checkout with automatic tax; webhook marks invoices paid.
Client Portal β Public
/portal/:tokenpage for clients to view invoices, pay online, and submit support tickets without authentication.Post-Sale Projects β Create projects from Won deals with milestones and task tracking (planning β active β completed).
Support Tickets β Open β In Progress β Resolved β Closed lifecycle with priority levels and staff assignment.
Email Campaigns & Segments β Define audience segments by status/source/lead score/tags/territory; send targeted email campaigns with merge fields.
Automations β 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 β All CRM interactions (calls, emails, meetings, notes) logged with contact and deal linking.
CRM Metrics Cards β 6 KPI cards on the Superadmin Overview: Total Contacts, Active Deals, Pipeline Value, Revenue Won, Avg Deal Value, Conversion Rate.
Learning Tab β Step-by-step instructional guides for CRM users.
Real-Time Data Archival β All CRM datasets (contacts, deals, invoices, tickets, activities, campaigns, segments, projects) archived to S3/IDrive E2 with 5-second debounce.
Affiliate Program
Public Registration β Affiliate signup at
/affiliateswith hCaptcha protection.Token-Based Dashboard β Secure affiliate dashboard at
/affiliate-dashboardusing session token authentication (no Supabase auth required).Commission Tracking β Default 30% commission rate with per-affiliate customization.
Referral Tracking β
?ref=CODEURL pattern for click and signup attribution with 30-day cookie duration.Payout Management β $50 minimum payout threshold; superadmin "Mark Paid" functionality with automated confirmation emails.
Affiliate Landing Section β 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 β Email-based access link recovery via
affiliate-access-linkEdge Function (no password reset needed).2FA (TOTP) Setup β Affiliates can enable TOTP-based two-factor authentication on their dashboard.
Learning Popups β Instructional guides within the affiliate dashboard.
Branded Pages β Affiliate login and registration pages display site logo, footer, and navigable app logo.
Customizable Text β Superadmins can edit headings, subtitles, and commission text for affiliate login, registration, and dashboard pages via Site Config.
Referral Count Column β Superadmin affiliate listing includes a "Referral #" column displaying total referral count.
AI Voice+ CTA β Dedicated "AI Voice+ (50% OFF!)" button in affiliate dashboard top navigation opening the main app in a new tab.
Superadmin Management β Full affiliate listing with status management (pending β approved β rejected), commission rate editing, and payout processing.
Site Stats Analytics
Self-Hosted Analytics β Privacy-focused, first-party analytics system independent of third-party scripts (no Google Analytics dependency).
Multi-Site Tracking β Manage multiple tracked sites via the
tracked_sitestable with unique site IDs.Pageview Tracking β Tracks pageviews, unique visitors, sessions, and device metadata (browser, OS, screen size, language) via the
site-trackEdge Function.Daily Aggregation β Raw data in
site_pageviewsautomatically aggregated intosite_stats_dailyby thesite-stats-aggregateEdge Function for performant dashboard rendering.Installation Script β One-click copy embed script for adding tracking to external websites.
Dashboard Visualizations β Metrics cards (pageviews, unique visitors, sessions, bounce rate), traffic trend charts, and breakdowns by page, referrer, and device.
Date Range Filtering β 7, 14, 30, and 90-day date range selectors.
Superadmin Access β Site Stats dashboard accessible from Superadmin Overview > Site Stats tab.
Blog & Newsletter
Blog Management β Full CRUD for blog posts with title, slug, content (Markdown), excerpt, category, tags, cover image, and featured flag.
Blog Publishing β Draft β Published workflow with
published_attimestamp; public blog listing at/blogand individual posts at/blog/:slug.AI Content Generation β 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 β
scheduled-publishEdge Function withpg_cronjob running every minute to auto-publish scheduled blog posts at theirpublished_attime.Newsletter Management β Create and send newsletters with subscriber management; subscription pricing configurable in dollars.
Newsletter Checkout β Stripe-integrated newsletter subscription payments.
Scheduled Newsletter Sending β Newsletters with
scheduled_attimestamps are auto-sent by the scheduled-publish cron job.Newsletter Popup β Formatted Dialog popup with
formatNewsletterContentengine converting raw text into structured HTML with headings, bullet lists, paragraphs, and video embeds.
Viral Content Studio
AI Video Script Generator β Generate viral video scripts using elite AI scriptwriting prompts.
Duration Picker β Select from 10s, 30s, 60s, 2min, or 5min script durations.
Auto-Editor Flow β Generated scripts flow into an editing interface for refinement.
Dark Theme Support β Full dark-theme contrast on all labels, inputs, selects, and buttons.
Landing Page & Branding
Fully Customizable Landing Page β All sections (hero, features, how-it-works, pricing, CTA, testimonials, FAQ, affiliate) are editable from the admin panel.
White-Label Ready β Custom site name, logo (light & dark mode), tagline, and description.
Affiliate Program Section β 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 β Configurable social proof counter and label.
Contact Dialog β Built-in contact form with company and phone fields.
Demo Mode β Optional live demo section with rate limiting and daily caps.
Social Links β Instagram, LinkedIn, Twitter/X, YouTube, and custom links.
Dynamic Favicon β Favicon configurable from the admin panel.
SEO Optimized β Meta tags, semantic HTML, and structured content.
Dark Mode Support β Full dark/light theme with separate logo assets.
Error Boundary β Global
ErrorBoundarycomponent wrapping App.tsx catches render crashes with branded fallback UI.Branded 404 Page β Theme-consistent 404 page with navigation links.
Integrations
Google Calendar β Two-way calendar sync for appointment management.
Stripe β Payment processing for subscriptions, top-ups, store purchases, CRM invoices, and newsletter subscriptions.
S3-Compatible Storage β Archive transcripts, CRM data, and discount code batches to any S3-compatible provider (AWS, Backblaze, MinIO, IDrive E2, etc.).
MCP Servers β Connect Model Context Protocol servers for extended AI agent capabilities.
Webhook Support β Inbound/outbound webhooks for call events and status updates with delivery logs.
iCal Sync β Calendar synchronization via iCal feeds.
Developer & API Access
MCP Server API Keys β 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 β AI-powered natural language queries against your organization's data.
Command Palette β 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 β The
+Adddropdown navigates to target pages with?action=createquery parameters, automatically opening creation dialogs (appointments, agents, workspaces, clients) after data loads.
Phone Number Management
Buy Phone Numbers β Purchase local phone numbers directly from the platform.
Number Search β Search available numbers by area code and country.
Call Forwarding β Forward calls to/from your AI agent with carrier-specific instructions.
Number Release β Release purchased numbers when no longer needed.
Multi-Country Support β Phone numbers available across multiple countries.
Authentication & Onboarding
Email/Password Auth β Standard signup and login with email verification.
Magic Link Login β Passwordless authentication via email.
Password Reset β Secure password reset flow with email verification.
Guided Onboarding β Step-by-step onboarding wizard for new users covering business setup, agent configuration, and phone number selection.
Profile Management β Update name, email, phone, bio, avatar, and address.
Two-Factor Authentication (TOTP) β 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 β Dashboard banner prompts users without 2FA to set it up, linking directly to Settings β Security.
Hybrid SSO (SAML/OIDC) β 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: Enterprise IdP
Hybrid SSO (SAML/OIDC) β 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 β 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 β
sso-authorizegenerates the OIDC authorization URL with HMAC-SHA256 signed state (CSRF protection, 10-minute TTL);sso-callbackverifies the signed state, handles code exchange, auto-provisions new users, links them to organizations, and signs them in via magic links.SSO Security Hardening β 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;UNIQUEpartial index onsso_domainprevents domain collisions.SSO Admin Settings β Organization admins configure OIDC settings (Issuer URL, Client ID, Client Secret, scopes, SSO domain) from Settings β SSO with a dedicated management UI.
Gamified SSO Setup Guide β 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 β Metrics-driven landing page at
/dashboard/agentonewith 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 β Create, configure, and run autonomous AI agents with persistent memory and conversation history.
Gemini 3 Flash (Free) β Default model at no cost; tagged as "Free" in the workspace creator.
Bring Your Own Key (BYOK) β 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 β Automatically routes requests to the correct AI provider (OpenAI or Google Gemini) based on model prefix, with error normalization across providers.
Comprehensive Safety Guardrails β Full pipeline applied identically to both Lovable AI and BYOK paths:
IP Rate Limiting β 30 messages per 15 minutes per IP address.
Input Validation β 10,000 character message cap, UUID format checks, null byte stripping.
Prompt Injection Defense β Detects and safely wraps common injection patterns (e.g., "ignore previous instructions", "you are now").
Content Moderation β AI-powered input screening via Lovable AI gateway (always uses platform model, never BYOK key).
System Prompt Hardening β Non-negotiable safety preamble prepended to every conversation.
PII Redaction β Real-time regex scanning on output for credit card numbers and SSNs, replaced with
[REDACTED].Per-Org Daily Quotas β 100 messages per organization per day with atomic tracking.
Audit Logging β Every request logged to
ai_usage_logswith user, org, model, and token count.
Multimodal Chat β Supports text, images, and structured data in conversations with markdown rendering and code block display.
Text-to-Speech (TTS) β 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 β Query live organization data (call logs, clients, appointments, agents) directly from the chat; results rendered as interactive cards.
MCP Data Panel β Sidebar tab showing connected MCP servers with one-click context injection into the chat.
Streaming Chat β Real-time SSE streaming responses with markdown rendering and quick-action buttons (Summarize, Analyze, Draft, Research).
Workspace Memory β Persistent fact/instruction/preference/context memory extracted from conversations with type filtering and edit/delete capabilities.
Run Management β Multiple conversation runs per workspace with history and status tracking.
Folder-Level Storage Isolation β Each workspace uses
agent-one/workspace-{id}/path in existing S3 or Supabase Storage fallback.Custom Tools β Define reusable prompt templates, code snippets, and workflows with JSON definitions and full CRUD management.
Drag-and-Drop Document Upload β Upload PDF, TXT, MD, CSV, JSON, and images (PNG/JPG/WEBP) via drag-and-drop or click-to-browse for AI reference.
Artifact Viewer β Auto-extracts code blocks and structured data from assistant messages into a browsable gallery with preview and copy-to-clipboard.
Database Tables β
agent_one_workspaces,agent_one_runs,agent_one_messages,agent_one_memory,agent_one_tools,agent_one_usagewith full org-level RLS.Edge Functions β
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 β Create dedicated workspaces for practicing conversational skills in a target language with AI-powered tutoring.
Multi-Language Support β Choose from a wide range of target and native languages with configurable difficulty levels (Beginner, Intermediate, Advanced).
Real-Time Chat Interface β Streaming AI responses with markdown rendering, providing natural conversational practice and inline grammar corrections.
Browser-Native Text-to-Speech β 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 β Per-workspace progress including XP, streak days, words learned, lessons completed, and current level.
Grammar Corrections β AI provides inline corrections with explanations, helping learners improve accuracy over time.
Workspace Management β Full CRUD for workspaces with name, description, target language, native language, difficulty level, and AI model/provider selection.
BYOK Support β 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 β Persistent message history per workspace with the ability to start new chats.
Database Tables β
convo_workspaces,convo_messages,convo_progress,convo_workspace_memberswith org-level RLS.Edge Function β
convo-chatfor streaming AI language tutoring with context-aware responses.
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