โ€” Calls Handled
โ€” Appointments Booked
โ€” Success Rate
โ€” Avg Call Duration

Recent Calls

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No recent calls

Upcoming Appointments

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No upcoming appointments

Sales Sarah

Outbound Sales
342 calls
91% success

Support Mike

Inbound Support
567 calls
94% success

Booking Betty

Appointment Setter
189 calls
87% success
Create New Virtual Employee
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Q1 Lead Outreach

Outbound โ€ข Sales Sarah
1,250Contacts
847Completed
68%Progress

Customer Follow-up

Follow-up โ€ข Support Mike
500Contacts
234Completed
47%Progress

Nodes

Trigger
Call
SMS
Email
Condition
CRM
Calendar
Webhook
New Lead
Sales Call
Interested?

Conversion Funnel

Calls Made2,450
Connected1,838
Engaged1,225
Converted612

Employee Performance

1Sales Sarah94%
2Support Mike91%
3Booking Betty87%
Integrations

Calendly

Sync your scheduling with Riley for seamless appointment booking.

๐Ÿ“… Scheduling ๐Ÿ”„ Auto-sync

HubSpot

Connect your CRM to sync customer data and automate marketing.

๐Ÿ“Š CRM ๐Ÿ“ง Marketing ๐Ÿ“ Forms

GoHighLevel

All-in-one CRM and automation platform for lead management.

๐Ÿ“Š CRM โšก Automation

Google Calendar

Sync your schedule directly with Google Calendar for real-time availability.

๐Ÿ“… Calendar ๐Ÿ”„ Two-way Sync

Apple Calendar

Keep your Apple Calendar in sync with appointments booked by Riley.

๐Ÿ“… Calendar ๐ŸŽ iCloud

WhatsApp

Let Riley send appointment confirmations and reminders via WhatsApp.

๐Ÿ’ฌ Messaging ๐Ÿ”” Reminders

Salesforce

Sync leads and customer data with the world's #1 CRM platform.

๐Ÿ“Š CRM ๐Ÿ“ˆ Pipeline

Slack

Get instant notifications in Slack when Riley books or updates appointments.

๐Ÿ”” Notifications ๐Ÿ‘ฅ Team

Zoom

Auto-create Zoom meeting links for virtual consultations and estimates.

๐Ÿ“น Video ๐Ÿค Meetings

QuickBooks

Sync job data with QuickBooks for invoicing, estimates, and accounting.

๐Ÿ’ฐ Invoicing ๐Ÿ“’ Accounting

Square

Accept payments and manage invoices directly through Square.

๐Ÿ’ณ Payments ๐Ÿงพ Invoices

Jobber

Manage field service jobs, scheduling, and client communication in one place.

๐Ÿ”ง Field Service ๐Ÿ“‹ Jobs

Housecall Pro

Streamline home service dispatch, quotes, and customer management.

๐Ÿ  Home Services ๐Ÿ“Š Dispatch
Customer Plan Employees Calls/Mo Status Actions
AC
Acme Corpjohn@acme.com
Pro 12 4,500 Active
TI
Tech Incadmin@tech.io
Enterprise 48 25,000 Active
SS
Startup Studiohey@startup.co
Starter 3 890 Trial
Blitz โ€” Marketing Automation

Blitz

Configure your marketing campaigns, target audiences, and messaging strategies.

โšก Campaigns ๐ŸŽฏ Targeting

Storm Chaser

Rapidly deploy marketing blitzes to reach customers in storm-affected areas.

๐ŸŒช๏ธ Weather Events ๐Ÿ“ Geo-targeting

Ad Creator

Generate professional marketing ads powered by AI for your outreach campaigns.

๐ŸŽจ Creative ๐Ÿค– AI-Powered

Neighborhood Blitz

Target specific neighborhoods with hyper-local marketing campaigns and door-knocking lists.

๐Ÿ˜๏ธ Local ๐Ÿ“Š Data-driven

Review Requests

Automatically request and manage customer reviews across Google, Yelp, and more.

โญ Reviews ๐Ÿ“ˆ Reputation
Goldmine โ€” Database & CRM

Goldmine

Manage your customer database, import contacts, and configure CRM preferences.

๐Ÿ’Ž CRM ๐Ÿ‘ฅ Contacts

Customer Lists

Create and manage segmented customer lists for targeted campaigns and follow-ups.

๐Ÿ“‹ Segments ๐ŸŽฏ Targeting

Lead Scoring

Automatically score and prioritize leads based on engagement, demographics, and behavior.

๐Ÿ† Scoring ๐Ÿ“Š Analytics

Reactivation

Re-engage dormant customers with automated reactivation campaigns and personalized outreach.

๐Ÿ”„ Win-back ๐Ÿ“ž Outreach
Riley โ€” Communication

WhatsApp ChatBot

Let Riley engage customers directly on WhatsApp with automated conversations, appointment booking, and instant support.

๐Ÿ’ฌ Messaging ๐Ÿค– Automation
Current Plan
โ€”
โ€”
Credit Balance
โ€” credits available
0 / 0 plan credits
0 used this period
Next Billing โ€” โ€”

Change Plan

Starter
$199 /month
200 credits / month
  • Riley AI Front Office (24/7)
  • Blitz Marketing Bot
  • Goldmine Database Reviver
  • All channels (Phone, SMS, Email, Chat)
  • CRM integrations
  • Operations Center dashboard
Pro
$399 /month
500 credits / month
  • Riley AI Front Office (24/7)
  • Blitz Marketing Bot
  • Goldmine Database Reviver
  • All channels (Phone, SMS, Email, Chat)
  • CRM integrations
  • Operations Center dashboard
Business
$699 /month
1000 credits / month
  • Riley AI Front Office (24/7)
  • Blitz Marketing Bot
  • Goldmine Database Reviver
  • All channels (Phone, SMS, Email, Chat)
  • CRM integrations
  • Operations Center dashboard

Credit Top-Ups

Credits roll over for 24 months. Buy when you need them.
Starter Pack
250 credits
$238
$0.95 per credit
Scale Pack
1,000 credits
$850
$0.85 per credit ยท Save 10%
Pro Pack
2,500 credits
$1,875
$0.75 per credit ยท Save 21%
Enterprise Pack
5,000 credits
$3,250
$0.65 per credit ยท Save 32%

Recent Transactions

Date Description Credits Balance
No transactions yet

Sales Outreach

Lead Generation
1,234 calls
67% connect
5,000 contacts 9AM-5PM

Review Requests

Customer Follow-up
856 calls
82% connect
1,200 contacts 10AM-6PM

Holiday Promo

Seasonal Campaign
0 calls
-- connect
Dec 15, 2026 9AM-12PM
Create New Employee

Labels

All Customers 12,500
Hot Leads 2,340
Past Customers 5,600
Inactive 30+ Days 3,200
VIP Customers 450
Do Not Call 120
Phone Number Name Labels Added Last Contact Actions
+1 (407) 555-1234 John Smith Hot Lead VIP Jan 15, 2026 2 days ago
+1 (321) 555-5678 Sarah Johnson Past Customer Dec 20, 2025 1 week ago
+1 (561) 555-9012 Mike Davis Inactive 30+ Nov 10, 2025 45 days ago
+1 (305) 555-3456 Emily Chen Hot Lead Jan 20, 2026 Yesterday
+1 (786) 555-7890 Robert Brown Do Not Call Oct 5, 2025 Never
Showing 1-5 of 12,500 customers
Page 1 of 2,500

Virtual Employee Profile

Basic information about Riley

Assigned Phone Numbers

Phone numbers assigned to this virtual employee
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Voice Settings

How Riley sounds on calls

Booking Hours

When appointments can be scheduled
to
S
M
T
W
T
F
S
hours
Same-day bookings allowed
days
Callers can book up to 30 days out

Persona

Riley's personality and behavior

Greetings

What Riley says on calls

Appointment Duration

Default length for bookings

Employee Tools

Capabilities your virtual employee can use
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Transfer Departments

Route calls to live agents by department
Enter phone numbers in any format โ€” they'll be converted to E.164 automatically.
โ€” Active Numbers
โ€” Total Calls Today
โ€” Virtual Employees
Phone Number Label Assigned To Status Recording Actions
+1 (555) 123-4567 Active 456
+1 (555) 987-6543 Active 328
+1 (555) 456-7890 Active 500
| to
0 Total Minutes
0 Calls This Month
00h 00m 00s Avg Duration
0 Appts Handled

Call History

From To Employee Time Duration Credits Transfer Status Recording Transcript
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February 2026

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Today's Appointments

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No appointments for this day

Widget Type

Customization

Embed Code

<script src="https://widget.botinblue.com/v1/loader.js"></script>
<script>
  BotInBlue.init({
    agentId: 'riley-abc123',
    type: 'voice',
    position: 'bottom-right',
    primaryColor: '#2563eb'
  });
</script>

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