— Calls Handled

— Appointments Booked

— Success Rate

— Avg Call Duration

Recent Calls

View All

No recent calls

Upcoming Appointments

View All

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

Voicemail Profile

Basic information about your voicemail agent

Agent Name

Description

Assigned Phone Number

Loading...

Greeting & Behavior

How Riley answers voicemail calls

Custom Greeting

Max Message Duration

Tone

Language

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 Ask how urgent the matter is

Company / Organization Ask who they're calling from

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

Priority Levels

🔴 Urgent

Immediate SMS + Email alert

🟡 Normal

Standard email notification

🟢 Low

Included in digest summary

Summary Delivery

How and when you receive voicemail summaries

Email Alerts

Separate multiple emails with commas

SMS Alerts

For urgent messages only

Delivery Schedule

Summary Format

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.

Turn voicemails into actions

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

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

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

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

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

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

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

Upload Document

Loading knowledge sources...

Q1 Lead Outreach

Outbound • Sales Sarah

1,250Contacts

847Completed

68%Progress

Customer Follow-up

Follow-up • Support Mike

500Contacts

234Completed

47%Progress

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.

📅 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.

💬 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 👥 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.

💳 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	Plan	Employees	Calls/Mo	Status
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 — Marketing Automation

Blitz

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

⚡ Campaigns 🎯 Targeting

Coming Soon

Storm Chaser

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

🌪️ 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.

🏘️ 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 👥 Contacts

Coming Soon

Customer Lists

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

📋 Segments 🎯 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.

💬 Messaging 🤖 Automation

Coming Soon

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

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

Employee Settings

Profile

Employee Name

Campaign Type

First Message

Opening Script

Objective & Prompt

System Instructions

Tools

📅 Book Appointment 📞 Transfer Call 💬 Send SMS 📊 Update CRM 📍 Validate Address

Customer List

Select a customer list...

Phone & Voice

Caller ID

Voice

Language

Voicemail Detection

Enable Voicemail Detection

On Voicemail

Dialing Mode

Choose how calls are placed for this campaign.

Dial Mode

Max Concurrent Calls

Calling Hours

Set the time window when calls can be made (guardrails).

Start Time

End Time

Timezone

Schedule Entries

Add date ranges when this campaign will run. Single day = same start/end date.

No schedule entries yet

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
+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

Name

Description

Timezone

Assigned Phone Numbers

Phone numbers assigned to this virtual employee

Loading...

Voice Settings

How Riley sounds on calls

Gender

Voice

Default Language

Tone

Speech Pace

Slow Normal Fast

Multi-lingual Support Respond in caller's language automatically

Booking Hours

When appointments can be scheduled

Start Time

to

End Time

Available Days

S

M

T

W

T

F

S

Minimum Notice

hours

Same-day bookings allowed

Maximum Advance Booking

days

Callers can book up to 30 days out

Persona

Riley's personality and behavior

Personality & Instructions

Greetings

What Riley says on calls

First Message

Appointment Duration

Default length for bookings

15 min 30 min 60 min 90 min min

Employee Tools

Capabilities your virtual employee can use

Loading available tools...

Transfer Departments

Route calls to live agents by department

Departments

Enter phone numbers in any format — they'll be converted to E.164 automatically.

— Active Numbers

— Total Calls Today

— Virtual Employees

Phone Number	Status	Recording
+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
Loading calls...

February 2026

SunMonTueWedThuFriSat

Today's Appointments

0

No appointments for this day

Widget Type

Customization

Primary Color

Widget Position

Welcome Message

Assigned Virtual Employee

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>

Live Preview

Your Website

User

Good morning!

Recent Calls

Upcoming Appointments

Virtual Employees

Sales Sarah

Support Mike

Booking Betty

Voicemail Settings

Voicemail Profile

Greeting & Behavior

Message Intake

Caller Intent Classification

Action Item Extraction

Summary Delivery

Messages

No voicemail messages yet

Integrations

Turn voicemails into actions

Appointment Booking

Create Ticket

Slack & Teams Notifications

CRM Sync

Email Automation

Custom Webhooks

Knowledge Library

Add Website

Add Manual Entry

Campaigns

Q1 Lead Outreach

Customer Follow-up

Workflow Builder

Nodes

Analytics

Conversion Funnel

Employee Performance

Integrations

Calendly

HubSpot

GoHighLevel

Google Calendar

Apple Calendar

WhatsApp

Salesforce

Slack

Zoom

QuickBooks

Square

Jobber

Housecall Pro

Customer Management

🚀 Coming Soon

Blitz

Storm Chaser

Ad Creator

Neighborhood Blitz

Review Requests

Goldmine

Customer Lists

Lead Scoring

Reactivation

WhatsApp ChatBot

Billing & Subscription

Credit Top-Ups

Recent Transactions

💰 Goldmine Settings

Sales Outreach

Review Requests

Holiday Promo

Employee Settings

Profile

First Message

Objective & Prompt

Tools

Customer List

Phone & Voice

Voicemail Detection

Dialing Mode

Calling Hours

Schedule Entries