Changelog

The "Add" button for notes in the phone dialer call prep panel was non-functional. The component posted to a route that did not exist. Created the missing API route.

Clicking "Regenerate" on a follow-up email now reveals an input field where you can type specific instructions — for example, "Email Leti not Todd, she referred me" or "Focus on the partnership angle." The AI uses these as override directives when rewriting the email.

This fixes a common issue where the AI misidentified who was spoken to on the call (e.g. emailing the gatekeeper instead of the decision maker) and the only recourse was manual editing.

The live transcript was never loading during calls because the WebSocket connection was missing a required JWT authentication token. The backend immediately rejected the connection with a 4001 Unauthorized error.

Added a /api/phone/ws-token endpoint that generates a short-lived JWT, and updated the frontend WebSocket hook to fetch and append the token before connecting. In-call notes (which send through the same WebSocket) now work as well.

The "Add" button for notes in the phone dialer and power dialer call prep panel was non-functional. The component was posting to /api/agency/leads/[leadId]/notes but this route did not exist — only the CRM version at /api/agency/leads/notes (with lead_id in the request body) was implemented.

Created the missing per-lead notes API route with GET (list) and POST (create) handlers, including UUID validation and org ownership verification.

Enrichment Contacts

Enriched contacts now appear immediately in the lead detail panel without requiring a page refresh. Previously, re-enriching a lead would not trigger a contact reload because the enrichment status never visibly changed in local state.

Post-Call Follow-Up Email

The disposition follow-up email now auto-populates with the AI-generated draft, enriched contact email in the TO field, and org signature. Fixed a timing issue where the call ID was lost on disconnect, preventing the analysis fetch. Also increased polling from a single 3-second retry to 5 progressive attempts (up to 25 seconds) to accommodate longer analysis times.

Power Dialer Stats

Call stats (Calls, Connected, Demos, Rate) now update immediately after each disposition with optimistic client-side updates. Fixed a timing issue where the stats sync could miss due to phone re-initialization state transitions.

Inbound SDR — AI Sales Agent

A dedicated AI sales agent that handles your incoming phone calls end-to-end.

Key Features

• 24/7 call answering — Never miss a sales inquiry
• Lead qualification — Discovery questions, pain point identification, real-time scoring
• Dynamic pitching — Uses your pricing packages and business description
• FAQ handling — Custom Q&A entries and knowledge base documents
• Appointment booking — Cal.com and Google Calendar integration with real-time availability
• CRM capture — Saves caller details and conversation summaries
• 7-stage sales playbook — Opening, qualification, discovery, value presentation, objection handling, close, wrap-up
• Customizable — Voice, greeting, system prompt, personality traits, knowledge base

Billing

• 25 credits/minute ($0.25/min) with 30-second minimum
• 200 credits/month ($2.00/mo) per phone number
• Uses shared fuel credits with auto-reload

• 3-tier visibility: system defaults → agency defaults → per-client overrides
• Control sidebar navigation, agent tabs, field visibility/editability, and actions
• Agency Settings → Client Portal Defaults tab for agency-wide config
• Per-client overrides in the Portal & Team tab
• Common presets: managed service (minimal access) or self-service (full access)

• Launch multiple agents per client with location labels
• Clone an existing agent to quickly spin up a new location
• Location switcher dropdown on the agent detail page
• Multi-location badge on the clients list
• Each agent gets its own phone number, call history, and settings