Customer Dashboard — Call and Chatbot

This group is the AI calling + conversational core: Agents (AI/web agent config), Bulk Calling (outbound campaigns), Calls (inbound + call history), Analysis Schemas (what to extract from a call), AI Chatbot, and Knowledge Base.

The deep call mechanics are already documented. This doc maps the UI → API surface and cross-links rather than duplicating: see Campaign Call Flow, Inbound Calling System, Dynamic Agent Config, Analysis Schema System, and Recording Flow.

Screenshots

Architecture Overview

How It Works (Step-by-Step)

1. Agents (/agents). Create/clone/share AI and web agents, edit prompts (with versioning), enhance prompt via LLM, run Test Call / Test (web), link Dynamic Tools, and upload recorded-message / reference audio. Gated by voice_campaign + web_agent with the agents RBAC resource. Backed by Agent + AgentPromptVersion.
2. Bulk Calling (/campaigns). Upload a CSV (/upload-campaign, with preview + AI column-mapping suggestion), or build a campaign from a segment (/create-campaign-from-segment). Start/stop/retry, schedule, and watch live progress via SSE (campaignUpdatesSSE). Gated by voice_campaign + the campaigns resource, with KYC required (requireKycForFeature). Backed by Campaign + CampaignReport. See Campaign Call Flow and Concurrent Calling System.
3. Calls (/inbound). Inbound call handling + unified call history/analytics. Inbound IVR config per agent lives in inbound-ivr.routes.ts (GET/PUT/DELETE /api/agents/:agentId/inbound-ivr-config, call_flow_builder feature). Call history + recordings + per-call analysis come from contact.routes.ts. See Inbound Calling System.
4. Analysis Schemas (/analysis-schemas). Define the structured fields to extract from each call. CRUD + clone + templates + industries. Gated by the analysis RBAC resource; feature call_analysis. Backed by AnalysisSchema. See Analysis Schema System.
5. AI Chatbot (/chatbot). Build a chatbot flow, publish (generates an embed token), and review conversations, captured leads, and flow analytics (drop-off/paths/conversion). Gated by chatbot. Backed by Chatbot + ChatbotConversation + ChatbotLead.
6. Knowledge Base (/knowledge-base). Crawl website URLs or upload documents; content is embedded for RAG so agents/chatbots can answer from it. Rate-limited (external HTTP). Gated by knowledge_base. Backed by KnowledgeBase + KnowledgeBasePage.

File Reference

File	Role	Key Functions
routes/agent.routes.ts	Agent CRUD, test, prompt, tools, audio	createAgent, testAgent, enhancePrompt, linkTool
routes/campaign.routes.ts	Bulk calling lifecycle + SSE	uploadCampaign, startCampaign, campaignUpdatesSSE
routes/inbound-ivr.routes.ts	Per-agent inbound IVR config	getInboundIvrConfig, updateInboundIvrConfig
routes/contact.routes.ts	Call history, recordings, per-call analysis	listContacts, getContactAnalysis
routes/analysisSchema.routes.ts	Analysis schema CRUD/templates	listSchemas, clone, create
routes/chatbot.routes.ts	Chatbot CRUD/publish/analytics	createChatbot, publishChatbot, getAnalytics
routes/knowledge-base.routes.ts	KB crawl/upload + RAG	createKnowledgeBase, queryRAG

Data Model

Collection	Why it exists	Key fields
Agent / AgentPromptVersion	AI/web agent config + prompt history	prompt, voice, tools
Campaign / CampaignReport / CampaignAnalysis	Outbound call run + results	status, contacts, metrics
Contact	Per-call record (inbound + outbound)	phone, outcome, recording
AnalysisSchema	Extraction schema	fields, industry
Chatbot / ChatbotConversation / ChatbotLead	Chatbot flow + chats + leads	flow, embed token
KnowledgeBase / KnowledgeBasePage	Crawled/uploaded knowledge for RAG	url, content, embeddings

API Endpoints

Create agent

• POST /create-agent · Auth: verifyJwt → requirePermission("agents","create") → requireFeatureAccess(voice_campaign/web_agent).

Upload + start campaign

• POST /upload-campaign (campaigns.create + KYC + feature), POST /start-campaign/:campaignUID (campaigns.edit + KYC).

Inbound IVR config

• GET/PUT/DELETE /api/agents/:agentId/inbound-ivr-config · Auth: verifyJwt → requirePermission("inbound",...) → (call_flow_builder on writes).

Analysis schemas

• GET/POST/PUT/DELETE /api/v2/analysis-schemas[...] · Auth: verifyJwt + requirePermission("analysis", view|create|edit|delete).

Chatbot

• POST /api/chatbots, POST /api/chatbots/:id/publish, GET /api/chatbots/:id/analytics · Auth: verifyJwt + requireFeatureAccess(chatbot) + requirePermission("chatbot",...).

Knowledge base

• POST /api/knowledge-bases, POST /api/rag/query · Auth: verifyJwt + requireFeatureAccess(knowledge_base) (rate-limited).

External Integrations

• LiveKit — all calling (outbound campaigns, inbound, web agent, test calls) runs through the LiveKit Agent Server. See Campaign Call Flow.
• SIP providers / phone numbers — inbound routing uses provisioned numbers/trunks. See Inbound Calling System.
• STT/LLM/TTS providers — transcription, analysis, and voice synthesis; recording-based transcription uses Sarvam STT.
• RAG / embeddings — Knowledge Base content is embedded for agent/chatbot retrieval.

How to Test (End-to-End)

1. Grant voice_campaign; create an Agent and run a Test Call.
2. Upload a small CSV campaign (complete KYC first), Start it, and watch live progress via SSE; confirm a CampaignReport is produced.
3. Open Calls; confirm the call history and per-call analysis render.
4. Create an Analysis Schema and attach it to an agent; confirm extracted fields appear on a call.
5. Build and publish a Chatbot; confirm an embed token is generated and a test conversation is logged.
6. Create a Knowledge Base from a URL; confirm pages are crawled and a RAG query returns content.

Troubleshooting

Symptom	Cause	Fix
Can't start a campaign	KYC not completed, or no credits	Complete KYC; top up credits
Agents hidden	voice_campaign/web_agent off	Grant the calling features
Inbound config PUT 403	call_flow_builder feature off	Grant IVR Workflow
Analysis empty on calls	No analysis schema attached, or call_analysis off	Attach a schema; grant Call Analysis
KB crawl fails/slow	Rate-limited or target site blocks crawler	Retry later; upload documents instead