Good morning!

Here's how Riley is performing for your business.

— Calls Handled
— Appointments Booked
— Success Rate
— Avg Call Duration

Recent Calls

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No recent calls

Upcoming Appointments

View All

No upcoming appointments

Virtual Employees

Manage your AI-powered virtual employees and their configurations.

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

Voicemail Settings

Configure your AI voicemail agent — how it greets callers, what it captures, and how it delivers summaries.

Voicemail Profile

Basic information about your voicemail agent
Loading...

Greeting & Behavior

How Riley answers voicemail calls

Message Intake

What Riley collects from each caller
Caller Name Ask for full name
Callback Number Ask for best number to return call
Email Address Ask for email if relevant
Reason for Call Ask why they're calling
Urgency Level AI infers urgency from conversation context
Company / Organization Ask who they're calling from

Closing Message

What Riley says before ending each call
Riley will say this before ending the call. Leave blank for a natural sign-off.

Caller Intent Classification

AI auto-categorizes each message

Riley will classify each voicemail into one of these categories. You can add your own.

Appointment Request Billing Question Urgent / Emergency General Inquiry Complaint Follow-up Sales / Vendor

Action Item Extraction

AI identifies what needs to happen next
Extract action items from every message
🔴 Urgent
Immediate SMS + Email alert
🟡 Normal
Standard email notification
đŸŸĸ Low
Included in digest summary

Summary Delivery

How and when you receive voicemail summaries
Separate multiple emails with commas
For urgent messages only

Messages

Voicemail messages captured by Riley — with AI summaries, intent classification, and action items.

No voicemail messages yet

When callers leave messages with your AI voicemail agent, they'll appear here with AI-powered summaries, intent classification, and action items.

Integrations

Connect your AI voicemail to external tools so Riley can take action — not just record messages.

Turn voicemails into actions

Coming soon — Riley will be able to automatically book appointments, create tickets, and notify your team in real time.

Coming Soon

Appointment Booking

When a caller requests an appointment, Riley can automatically check availability and book it on your calendar.

  • Google Calendar & Outlook sync
  • Smart time slot suggestions
  • Confirmation SMS to caller
  • Automatic conflict detection
Coming Soon

Create Ticket

Automatically turn voicemails into support tickets with category, urgency, action items, and transcript attached.

  • Jira, Zendesk, Freshdesk support
  • Auto-assign based on category
  • Priority mapping from urgency
  • Full transcript & recording attached
Coming Soon

Slack & Teams Notifications

Get instant voicemail summaries posted to your team channels. Urgent messages trigger immediate alerts.

  • Channel-based routing by category
  • Threaded conversations
  • @mention for urgent messages
  • One-click callback from Slack
Coming Soon

CRM Sync

Automatically log every voicemail as a contact activity. New callers get created as leads with full message context.

  • Salesforce, HubSpot, Zoho
  • Auto-create leads from new callers
  • Activity timeline logging
  • Contact enrichment from message
Coming Soon

Email Automation

Auto-send acknowledgment emails to callers confirming their message was received, with expected response times.

  • Custom email templates
  • Auto-reply with business hours
  • Follow-up reminders
  • SLA tracking
Coming Soon

Custom Webhooks

Send voicemail data to any system via webhooks. Build custom automations with the tools you already use.

  • JSON payload with full context
  • Category-based webhook routing
  • Retry logic & error handling
  • Zapier & Make compatible

Knowledge Library

Train your virtual employees with company knowledge and documents.

Loading knowledge sources...

Campaigns

Create and manage outreach campaigns for your virtual employees.

Q1 Lead Outreach

Outbound â€ĸ Sales Sarah
1,250Contacts
847Completed
68%Progress

Customer Follow-up

Follow-up â€ĸ Support Mike
500Contacts
234Completed
47%Progress

Workflow Builder

Create automated workflows connecting your agents with external services.

Nodes

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

Analytics

Track performance metrics and insights across all your virtual employees.

Conversion Funnel

Calls Made2,450
Connected1,838
Engaged1,225
Converted612

Employee Performance

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

Integrations

Connect your favorite tools and services to unlock powerful automations.

Integrations

Calendly

Sync your scheduling with Riley for seamless appointment booking.

📅 Scheduling 🔄 Auto-sync

HubSpot

Connect your CRM to sync customer data and automate marketing.

📊 CRM 📧 Marketing 📝 Forms
Coming Soon

GoHighLevel

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

📊 CRM ⚡ Automation
Coming Soon

Google Calendar

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

📅 Calendar 🔄 Two-way Sync
Coming Soon

Apple Calendar

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

📅 Calendar 🍎 iCloud
Coming Soon

WhatsApp

Let Riley send appointment confirmations and reminders via WhatsApp.

đŸ’Ŧ Messaging 🔔 Reminders
Coming Soon

Salesforce

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

📊 CRM 📈 Pipeline
Coming Soon

Slack

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

🔔 Notifications đŸ‘Ĩ Team
Coming Soon

Zoom

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

📹 Video 🤝 Meetings
Coming Soon

QuickBooks

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

💰 Invoicing 📒 Accounting
Coming Soon

Square

Accept payments and manage invoices directly through Square.

đŸ’ŗ Payments 🧾 Invoices
Coming Soon

Jobber

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

🔧 Field Service 📋 Jobs
Coming Soon

Housecall Pro

Streamline home service dispatch, quotes, and customer management.

🏠 Home Services 📊 Dispatch
Coming Soon

Customer Management

Manage all customers and their subscriptions.

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

🚀 Coming Soon

Exciting new features we're building for you. Stay tuned!

Blitz — Marketing Automation

Blitz

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

⚡ Campaigns đŸŽ¯ Targeting
Coming Soon

Storm Chaser

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

đŸŒĒī¸ Weather Events 📍 Geo-targeting
Coming Soon

Ad Creator

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

🎨 Creative 🤖 AI-Powered
Coming Soon

Neighborhood Blitz

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

🏘ī¸ Local 📊 Data-driven
Coming Soon

Review Requests

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

⭐ Reviews 📈 Reputation
Coming Soon
Goldmine — Database & CRM

Goldmine

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

💎 CRM đŸ‘Ĩ Contacts
Coming Soon

Customer Lists

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

📋 Segments đŸŽ¯ Targeting
Coming Soon

Lead Scoring

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

🏆 Scoring 📊 Analytics
Coming Soon

Reactivation

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

🔄 Win-back 📞 Outreach
Coming Soon
Riley — Communication

WhatsApp ChatBot

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

đŸ’Ŧ Messaging 🤖 Automation
Coming Soon

Billing & Subscription

Manage your subscription, credits, and payment methods.

Current Plan
—
—
Credit Balance
— credits available
0 / 0 plan credits
0 used this period
Next Billing — —

Credit Top-Ups

Credits are valid for 12 months. Buy when you need them.
Starter Pack
500 credits
$475
$0.95 per credit
Scale Pack
1,000 credits
$850
$0.85 per credit ¡ Save 10%
Pro Pack
2,500 credits
$1,875
$0.75 per credit ¡ Save 21%
Enterprise Pack
5,000 credits
$3,250
$0.65 per credit ¡ Save 32%

Recent Transactions

Date Description Credits Balance
No transactions yet

💰 Goldmine Settings

Manage your outbound virtual employees for automated campaigns.

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

📋 Customer Lists

Organize your customers with labels for targeted campaigns.

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

Riley Settings

Configure your virtual employee's personality, voice, and behavior.

Virtual Employee Profile

Basic information about Riley

Assigned Phone Numbers

Phone numbers assigned to this virtual employee
Loading...

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
Loading available tools...

Transfer Departments

Route calls to live agents by department
Enter phone numbers in any format — they'll be converted to E.164 automatically.

Phone Numbers

Manage your phone numbers and assign them to virtual employees.

— Active Numbers
— Total Calls Today
— 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

Call Logs

View call history, transcripts, and performance analytics.

| 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
Loading calls...

Appointments

View and manage your scheduled appointments.

February 2026

SunMonTueWedThuFriSat

Today's Appointments

0

No appointments for this day

Website Widget

Add a voice or chat widget to your website to engage visitors.

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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