User Documentation

The Dashboard displays key metrics in an easy-to-read format:

• Available Balance: Your current account balance in USD
• Total Conversations: Number of conversations in the selected time period
• Active Agents: Count of unique AI agents used
• New Status Count: Conversations with "New" client status
• Callback Count: Conversations requiring callbacks
• Active Managers: Number of human agents/managers assigned
• Total Charges: Amount charged for conversations
• Total Seconds: Combined duration of all conversations
• Subscription Days Remaining: Days left in your subscription
• Active Users (12h): Users active in the last 12 hours

You can filter the dashboard data by date range:

• Click the Filter button to show date selection options
• Use quick filters: Today, Yesterday, Last 3 Days, Last 7 Days, or Last Month
• Or select custom date ranges using the Date From and Date To fields
• The period display shows what time range is currently active

The Dashboard includes several interactive charts:

• Calls by Agent: Bar chart showing conversation distribution across AI agents
• Clients by Status: Doughnut chart displaying company status breakdown
• AI Status Breakdown: Pie chart showing AI-determined status distribution
• Manager Status Breakdown: Line chart showing human agent lead statuses

The Dashboard shows your last 2 campaign groups with:

• Total scheduled calls
• Total dispatched calls
• Remaining calls
• Progress percentage
• AI status and company status breakdowns

Quick access to recent activity:

• Last 5 Logins: Recent login/logout events with IP addresses
• Last 5 Transactions: Recent deposits and charges
• Last 5 Timeline Events: Recent system activities and changes
• Last 5 Conversations Summary: Recent conversations with summaries

Each conversation row displays:

• Phone Number: Click to copy the number to clipboard
• Agent: The AI agent that handled the conversation
• AI Status: Status determined by AI (New, Callback, etc.) with color coding
• Client Status: Dropdown to assign/change company status (color-coded)
• Human Agent: Assigned human agent or "Unassigned"
• Comments: Preview of latest comment or option to add one
• Start Time: When the conversation began
• Duration: Length of conversation in seconds

Filter conversations using multiple criteria:

• Date Range: Filter by Date From and Date To
• AI Status: Filter by AI-determined status (New, Callback, etc.)
• Client Status: Filter by assigned company status
• Agent: Filter by specific AI agent
• Human Agent: Filter by assigned human agent or show unassigned
• Phone Number: Search by phone number
• Duration: Filter by minimum and maximum call duration
• Per Page: Choose 20, 50, or 100 conversations per page

You can manage conversations directly from the list:

• Click any row to view full conversation details
• Change Client Status using the dropdown in the Client Status column
• View Comments by clicking on the comment preview
• Copy Phone Numbers by clicking on the phone number

The conversations list supports pagination:

• Navigate between pages using First, Prev, Next, and Last buttons
• Click page numbers to jump to specific pages
• Total count shows how many conversations match your filters
• Current page and total pages are displayed

Campaigns are organized into groups. Each group shows:

• Group Name: The name assigned to the campaign group
• Campaign Count: Number of campaigns in the group
• Total Scheduled: Total number of calls scheduled across all campaigns
• Total Dispatched: Number of calls that have been made
• Remaining: Calls still pending
• Progress: Percentage completion with visual progress bar

Click on a campaign group row to view detailed information about all campaigns in that group.

Each campaign displays:

• Campaign Name: Name of the campaign
• Campaign ID: Unique identifier for the campaign
• Status: Current status (Active, Completed, Failed, etc.)
• Agent: AI agent assigned to handle calls
• Calls Scheduled: Total number of calls planned
• Calls Dispatched: Number of calls completed
• Scheduled Time: When the campaign is scheduled to run
• Created At: When the campaign was created
• Updated At: Last update timestamp

To create a new campaign:

• Click the Create Campaign button in the header
• Fill in campaign details including name, agent, and phone numbers
• Upload a CSV file with phone numbers or enter them manually
• Set the scheduled time for when calls should be made
• Campaigns can be grouped together for easier management

Campaigns can have different statuses:

• Active/Running: Campaign is currently executing
• Completed: All scheduled calls have been dispatched
• Failed/Error: Campaign encountered an error
• Cancelled: Campaign was cancelled before completion

The Timeline page provides a chronological view of all system activities and changes. It tracks important events such as status changes, comments, assignments, and other actions performed by users in the system.

Timeline events are automatically created when actions occur in conversations, such as changing client status, adding comments, or assigning human agents. This provides a complete audit trail of all activities.

The Timeline tracks various types of events:

• Client Status Changed: When AI status is updated for a conversation
• Company Status Changed: When company/client status is modified
• Comment Added: When a new comment is added to a conversation
• Comment Edited: When an existing comment is modified
• Human Agent Assigned: When a human agent is assigned to a lead
• Human Agent Unassigned: When a human agent is removed from a lead
• Lead Reassigned: When a lead is moved between agents

Each event shows who performed the action, when it occurred, and what changed (old value → new value).

You can filter timeline events:

• By User: Filter events by specific user (manager or human agent)
• By Date Range: Filter events using Date From and Date To fields
• Pagination: Navigate through events 20 at a time

Regular users see events from their assigned managers and human agents. Managers see events from themselves and their human agents.

The Notes page provides a Google Keep-style interface for creating and managing personal notes. Notes are private to each user and can be used for reminders, to-do lists, meeting notes, or any other personal information you want to keep track of.

Notes are displayed in a card-based grid layout, making it easy to browse and organize your information. Each note can have a title and content, and you can edit or delete notes at any time.

To create a new note:

• Type your note content in the text area at the top of the page
• Optionally add a title by typing on the first line followed by a line break
• Click outside the text area or press Enter to save
• Notes are automatically saved as you type

Notes support both plain text and can include line breaks for formatting.

You can manage your notes:

• Edit: Click the Edit button on any note to modify its content
• Delete: Click the Delete button to permanently remove a note
• View: Notes are displayed in a grid, sorted by most recently updated
• Search: Use browser search (Ctrl+F / Cmd+F) to find specific notes

All changes are saved automatically. Notes are private to your account and cannot be seen by other users.

The Balance page displays your account balance and financial information. Here you can view your current available balance, add funds to your account, and see recent transaction history.

Your balance is used to pay for AI conversations and other services. When you make calls, the cost is automatically deducted from your balance. You need sufficient balance to make calls.

To add funds to your account:

• Click the ADD FUNDS button on the Balance page
• Select your preferred payment method (cryptocurrency)
• Enter the amount you want to deposit
• Follow the instructions to complete the payment
• Your balance will be updated once the payment is confirmed

Pending deposits are shown separately until they are confirmed. Once confirmed, the funds are added to your available balance.

The Balance page shows:

• Current Balance: Your available balance in USD
• Recent Transactions: Last 10 transactions including deposits and charges
• Pending Deposits: Deposits waiting for confirmation
• Transaction Details: Date, type, amount, and status for each transaction

Click VIEW FINANCES to see a complete financial overview including all transactions, deposits, and billed conversations.

The Subscription page allows you to purchase and manage your CRM access subscription. Subscriptions provide access to the full CRM functionality and are required to use the system. All subscription payments are deducted from your account balance.

You can choose from multiple subscription plans:

• 1 Month Plan: Monthly subscription with standard pricing
• 3 Months Plan: Quarterly subscription with discounted pricing
• 6 Months Plan: Semi-annual subscription with better value
• 12 Months Plan: Annual subscription with the best pricing

Longer plans offer better value per month. Prices are displayed clearly for each plan option, showing both the total price and the per-month cost.

The Subscription page displays:

• Current Status: Whether your subscription is active or expired
• Days Remaining: Number of days left in your current subscription
• Expiration Date: When your subscription will expire
• Account Balance: Your current balance available for subscription purchase

If your balance is insufficient, you'll see a warning message prompting you to add funds before purchasing a subscription.

The Subscription page shows your recent subscription transactions:

• Transaction Date: When the subscription was purchased or renewed
• Amount: The cost of the subscription
• Duration: The subscription period (1, 3, 6, or 12 months)
• Status: Whether the transaction was successful

This history helps you track your subscription purchases and renewals over time.

The Shop page allows you to purchase phone numbers and AI agents directly from your account. All purchases are made using your account balance. Once purchased, items become available for use in your campaigns and conversations.

The Shop is only available for regular users. Managers and human agents do not have access to the shop functionality.

To purchase phone numbers:

• Navigate to the Shop page and select "Phone Numbers"
• Browse available phone numbers by country (Canada, Europe, etc.)
• Each phone number option shows the price per number and per-minute rate
• Select the quantity you want to purchase
• The total cost is calculated automatically
• Click "Buy" to place your order

Phone numbers are available from different countries with varying prices. Canada numbers typically cost $5.00 per number with a $0.45 per-minute rate. Europe numbers start from $3.00 with rates from $0.49 per minute.

Orders are placed in "pending" status and require admin confirmation before the phone numbers are activated in your account.

To purchase AI agents:

• Navigate to the Shop page and select "AI Agents"
• Browse available pre-configured AI agents
• Each agent displays name, gender, style, and price
• View agent details including voice characteristics and configuration
• Click "Buy" to purchase the agent

Purchased agents are immediately available for use in your campaigns. Agents come pre-configured with specific voice settings and conversation parameters.

Like phone numbers, agent orders require admin confirmation before activation.

The Shop page provides access to your order history:

• Order Date: When the order was placed
• Order Type: Phone numbers or AI agent
• Order Details: Specific items purchased (country, quantity, agent name, etc.)
• Total Amount: Cost of the order
• Status: Pending, Confirmed, or Completed

Pending orders are waiting for admin approval. Once confirmed, the items are added to your account and the order status is updated. You can track all your purchases and their current status in the order history.

Each agent displays:

• Agent ID: Unique identifier for the agent
• Name: The name assigned to the agent
• Tags: Categories or labels associated with the agent
• Created At: When the agent was created
• Creator Information: Who created the agent and their role
• Archived Status: Whether the agent is archived or active

Click on any agent row to view detailed information including:

• Full agent configuration
• Voice settings and parameters
• Conversation settings
• Assigned phone numbers
• Usage statistics

Agents are used throughout the system:

• Campaigns: Assign agents to handle calls in campaigns
• Conversations: Agents automatically handle incoming and outgoing calls
• Phone Numbers: Agents can be assigned to specific phone numbers

The Phone Numbers page displays all phone numbers available in your DrogAI Laboratory account. These numbers are used for making and receiving calls in your campaigns. The page requires a DrogAI Laboratory API key to be configured in your settings.

Phone numbers can be purchased through the Shop or configured directly in your DrogAI Laboratory account. Once available, they appear on this page with all relevant details.

Each phone number displays the following information:

• Phone Number: The actual phone number (e.g., +1-XXX-XXX-XXXX)
• Phone Number ID: Unique identifier from DrogAI Laboratory
• Label: Custom label or name assigned to the number
• Inbound Support: Whether the number can receive incoming calls
• Outbound Support: Whether the number can make outgoing calls
• Assigned Agent: The AI agent currently assigned to handle calls on this number

Numbers can support both inbound and outbound calls, or be limited to one direction. The assigned agent determines which AI voice and conversation settings are used for calls on that number.

The Phone Numbers page tracks spam status for each number:

• Spam Status: Indicates if a number has been marked as spam
• Status Updates: Spam status can be updated manually or automatically
• Filtering: You can filter numbers by spam status

Spam-marked numbers may have restrictions or require review before use. This helps maintain call quality and compliance.

The Knowledge Base page allows you to manage documents that provide context and information to your AI agents. These documents help agents understand your business, products, services, and conversation guidelines, enabling them to have more informed and accurate conversations.

Documents in the knowledge base are automatically referenced by agents during conversations, allowing them to provide accurate information and follow your business rules.

You can create knowledge base documents in three ways:

• Create from URL: Provide a web URL and the system will fetch and process the content
• Create from Text: Paste or type text directly into the editor
• Create from File: Upload a file (PDF, DOCX, TXT, etc.) which will be processed and added to the knowledge base

Each document requires a name and can include additional metadata. Documents are processed and indexed so agents can quickly find relevant information during conversations.

Documents show their type (URL, text, or file), creation date, last update date, file size, and which agents depend on them.

You can manage your knowledge base documents:

• View Details: Click on any document to see full information including content, metadata, and dependent agents
• Edit: Update document name, URL, or text content
• Delete: Remove documents that are no longer needed
• Dependent Agents: See which agents are using each document

Documents are displayed in a table format showing key information at a glance. You can see when documents were created and last updated, their size, and which agents reference them.

When you delete a document, agents that depend on it will no longer have access to that information, so make sure to update agent configurations if needed.

The Prompt Editor allows you to customize the ChatGPT prompt used for analyzing conversation summaries and determining client statuses. This gives you control over how the AI interprets conversations and assigns statuses to leads.

The prompt is divided into editable and protected sections. You can customize the middle section that contains your business logic and instructions, while status lists and footers are protected to maintain system integrity.

To edit your prompt:

• Navigate to the Prompt Editor page
• The editable section is displayed in a text area
• Use the {summary} placeholder to insert conversation summaries
• Write instructions on how to analyze conversations and assign statuses
• Click "Save Prompt" to save your changes

The prompt editor automatically adds protected sections (status list and footer) to your custom prompt. These sections ensure the AI responds with valid status names and follows the correct format.

If you try to include protected content in your editable section, the system will automatically remove it and add the correct protected sections.

The Prompt Editor includes several useful features:

• Preview: Preview your complete prompt before saving
• PDF Export: Export your prompt as a PDF document for documentation
• Status Indicator: See whether you're using a custom prompt or the default
• Admin Access: Administrators can edit prompts for any user
• Validation: The system validates prompts to ensure they work correctly

Administrators have additional privileges: they can view and edit prompts for any user in the system, making it easy to help users customize their prompts or apply standard prompts across multiple accounts.

The prompt editor shows whether you're currently using a custom prompt or the default system prompt, helping you track your configuration.

The Login Information page provides a comprehensive audit trail of all login and logout events. This page helps you track account access, monitor security, and identify any unauthorized access attempts.

Regular users can see their own login history plus login information from their assigned managers and human agents. This provides visibility into account activity across your team.

Managers and human agents do not have access to this page - it is exclusively available to regular users.

You can filter login information using multiple criteria:

• Event Type: Filter by login or logout events
• Date Range: Filter using Date From and Date To fields
• User: Filter by specific user (yourself, managers, or human agents)
• IP Address: Search by IP address to track specific locations or devices
• Device: Filter by device type or model
• Browser: Filter by browser name and version
• Operating System: Filter by OS type and version

Filters can be combined to narrow down results. For example, you can find all logins from a specific IP address within a date range, or see all events from a particular user on a specific device.

The page supports pagination, showing 20 records per page, making it easy to navigate through large amounts of login history.

Each login/logout record displays:

• User: The user who logged in or out
• Event Type: Login or Logout
• Timestamp: Exact date and time of the event
• IP Address: The IP address from which the login occurred
• Device Information: Device type, model, and manufacturer
• Browser Information: Browser name, version, and engine
• Operating System: OS name, version, and architecture
• User Agent: Full user agent string for technical details

This detailed information helps you:

• Identify suspicious login attempts from unknown locations or devices
• Track account access patterns
• Monitor team activity
• Investigate security incidents
• Comply with security audit requirements

• View Details: Click on any conversation or campaign row
• Filter Data: Use filter options and click "Apply Filters"
• Clear Filters: Click "Clear" to reset all filters
• Refresh: Click the refresh button to update data
• Copy Phone: Click on a phone number to copy it
• Change Status: Use dropdown menus to update statuses
• Add Notes: Type in the notes text area to create new notes
• Add Funds: Use the Balance page to deposit money

Access these sections from the main menu:

• Dashboard: Overview and statistics
• Conversations: Manage leads and conversations
• Campaigns: View and create calling campaigns
• Timeline: View system activity history
• Notes: Personal notes and reminders
• Balance: Account balance and funding
• Finances: Transaction history
• Subscription: Purchase and manage subscription
• Shop: Buy phone numbers and agents
• Agents: View DrogAI Laboratory AI agents
• Phone Numbers: View available phone numbers
• Knowledge Base: Manage agent documents
• Prompt Editor: Customize ChatGPT prompts
• Login Information: View login history