Back to Dashboard

System Administration

Manage Bots

Name Collections Fields Prompt Snippet LLM Model Status Actions
LeadReviewBot followupCalls transcript nextSteps "Analyze transcript for sentiment and decide next action..." Gemini Pro 1.5
Enabled 		Edit Copy
TriggerBot leads followupCalls leadJourneyStep nextAppointment "Check nextAppointment time and trigger call/text..." Gemini Flash
Disabled 		Edit Copy

Bot Focus Groups

Qualification Team

Collaborate on analyzing transcripts and determining lead qualification status.

Members:
LeadReviewBot QualificationChecker
Edit Delete

Follow-up Schedulers

Coordinate scheduling of next calls and texts based on journey progress.

Members:
TriggerBot NurtureBot
Edit Delete

Opted Out Leads

Lead Name/ID Reason Date Actions
Peter Jones (pj123) Texted 'STOP' 2025-04-28 11:45 AM Details
Mary Lamb (ml456) Manual Opt-Out (Admin) 2025-04-27 03:20 PM Details

Disqualified Leads

Lead Name/ID Reason Date Actions
Mike Ross (mr789) Failed income check (Bot) 2025-04-26 09:15 AM Details
Laura Palmer (lp012) Already has representation (Call) 2025-04-25 02:50 PM Details