Integrations
API credentials for the platforms this app connects to. Every value is encrypted and only ever shown masked (••••last 4).
Add connection
Calling
How and when the app calls clients. Changes apply as soon as you save — no restart.
Messages
Payment details sent to clients when a call ends or when they ask during the call: by email through HostBill, and on WhatsApp through WATI with every email. Team alerts go to Slack.
Sending
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Templates
The template in use is sent with every payment email.
Edit template
{{name}}.Recent WhatsApp messages
One per payment email sent. Numbers are masked.
| When | Client | To | Status | Details |
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When to alert
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Hand-off message
What the team sees in Slack when a call is handed to a person.
*bold*, _italic_, > quote.Sarvam tool
Lets the agent alert the team just before it transfers a call.
Setup values for Sarvam
Recent Slack alerts
Hand-offs and follow-ups posted to Slack, newest first.
| When | Alert | Client | Status | Details | |
|---|---|---|---|---|---|
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Sending
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Sender options
Sarvam tool
Lets the agent send the email during a call.
Setup values for Sarvam
Templates
The template in use is sent after calls.
Edit template
{invoice_list}.{bank_details} is.Team access
Users can see dues and place calls. Admins can also open Settings. Changes apply on the person's next click.
Activity
Who changed what in Settings, and every email sent to clients.
| When | Who | Action | What | Details |
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| When | Client | To | Why | Status | Subject / note | |
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