Dashboard

The Dashboard is the home of your M7 AI Calling account. It gives you a quick overview of your agents, calls, knowledge bases, and available credits in one place.

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Quick Stats

At the top of the page, you’ll see four cards showing:

• Active Agents – how many AI agents are currently available.
• Total Calls – total number of calls made or received.
• Knowledge Bases – how many knowledge bases are connected.
• Credits – your current call credit balance.

Company Information

This section displays your workspace details such as company name, email, phone number, current plan, subscription status, and your user role (Owner, Admin, etc.). It helps you quickly confirm which account you are managing.

Credit Information

Here you can view limits and usage for your calls:

• Max Concurrent Calls – how many calls can run at the same time.
• Monthly Minutes – total free minutes included in your plan.
• Credit Balance – a breakdown of free and purchased credits, plus the per-second rate.

Recent Calls

The Recent Calls section lists your latest inbound and outbound calls with details such as time, duration, agent used, and call status. When your account is new, this area will be empty until the first calls are made.

Left Sidebar Navigation

Use the sidebar to move between different parts of the platform:

• Agents – create and manage AI calling agents.
• Knowledge Base – upload and configure documents used by the agents.
• Phone Numbers & Batch Call – set up numbers and run outbound campaigns.
• Call History & Analytics – monitor performance and call logs.
• Billing & Settings – manage payments, credits, and account configuration.

Overall, the Dashboard provides a high-level view of your AI Calling system so you can quickly check usage, monitor credits, and jump into the tools you need.

Knowledge Base

The Knowledge Base allows you to store all the information your AI agent will use during calls. You can create, organize, and manage different types of knowledge to improve call accuracy and user experience.

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Knowledge Base Create

Add titles, descriptions, content sources, and tags to help the AI quickly retrieve the right answers during customer interactions. You can maintain multiple knowledge entries and update them anytime.

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Knowledge Types & Sources

Choose from multiple knowledge categories such as FAQs, Product Information, Call Scripts, and Company Policies. You can input content manually or upload documents (PDF or DOCX). Each knowledge entry is used by the AI agent during calls to answer customer questions, follow scripts, and ensure consistent responses.

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Tags, Priority & Status

Organize your knowledge with tags and set priority levels to control which content the AI uses first. Tags help categorize knowledge for faster retrieval. Priority defines the importance of each entry—higher priority content is used first. You can mark entries as Draft, Active, or Inactive based on readiness.

Conclusion

The Knowledge Base is the backbone of your AI agent’s accuracy, consistency, and overall performance.

By organizing your information into clear categories—such as FAQs, product details, company policies, and call scripts—you ensure that your AI agent can deliver precise answers and handle customer interactions confidently. A well-structured Knowledge Base enables faster responses, reduces misunderstanding, and allows your agents to operate with deeper context.

With support for manual content entry and document uploads, you have the flexibility to keep your knowledge updated and relevant at all times. Priorities, tags, and status controls further help refine how information is used during conversations.

Maintaining a strong Knowledge Base empowers your AI agents to perform at their best—resulting in smarter, more reliable, and more impactful communication across your business.

AI Agents

AI Agents are the core of your automated communication system. Each agent is powered by advanced AI models and customized configurations that determine how it speaks, understands users, and responds across channels.

You can create multiple agents for different departments, use cases, or customer needs. Each agent can be equipped with its own prompts, knowledge base, voice, communication channels, and behavior settings.

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Agent Types

Choose from multiple agent types based on your communication needs and complexity of interaction.

Single Prompt Agent: A simple and fast agent powered by a single system prompt.
Multi-Prompt Agent: Allows multiple prompts for structured responses.
Conversation Flow Agent: Designed for guided, step-by-step structured call flows.
Custom LLM: Connect your own AI model for complete customization and advanced control.

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Agent Configuration

Configure how your AI Agent behaves, speaks, and interacts with users during calls and messages.

System Prompt: This is the core instruction that shapes the agent’s personality, tone, and behavior. The prompt guides every response the agent generates throughout the conversation.

Knowledge Base: Select a knowledge base to supply the agent with accurate information. The AI will use this content to answer questions, follow scripts, and provide consistent responses.

Voice Selection: Choose the voice that the agent will use during AI calls. Each voice offers a unique tone and style, helping you match your brand identity.

Language & Speech Rate: Define the speaking language and adjust the speed of the agent’s voice delivery. This ensures the communication style fits your audience and use case.

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Communication Channels & Status

Configure how your AI Agent delivers real-time information to customers across multiple communication channels.

Communication Channels:
Select which channels the agent is allowed to use for client interactions. Supported channels include:

• WhatsApp – Ideal for real-time chat updates, confirmations, reminders, and follow-ups.
• Email – Used for detailed responses, summaries, and formal communication.
• SMS – Suitable for instant alerts and quick notifications (when configured).

Templates and message formats will be automatically assigned based on the linked Knowledge Base.

Status:
Define the operational mode for this agent:

• Testing – Safe for internal checks and trials before going live.
• Active – Fully enabled and ready to communicate with customers.
• Inactive – Temporarily disabled without deleting the configuration.

The status ensures full control over when and how the agent interacts with clients.

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Conclusion

AI Agents empower your business with automated, intelligent, and highly scalable communication capabilities.

By combining customizable prompts, knowledge bases, voice options, and multi-channel communication, each agent becomes a reliable virtual assistant tailored to your specific business needs. Whether you are handling customer support, sales, onboarding, donation management, or real-time notifications, AI Agents deliver consistent, accurate, and efficient interactions at every touchpoint.

With flexible configuration options and streamlined workflows, you can build, test, and deploy agents that enhance customer experience and reduce manual effort—helping your organization scale smarter and faster.

Phone Number Management

Manage your outbound and inbound calling setup by assigning phone numbers, configuring agents, and mapping knowledge bases for real-time conversations.

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This section allows you to register new phone numbers, connect SIP Trunk IDs for outbound calls, and enable inbound call handling through AI Agents. Each phone number can be customized with a friendly name, status settings, and inbound routing preferences to match the needs of your business.

Add Phone Number

Configure a new phone number for AI Calling by assigning a SIP Trunk, friendly name, and inbound call settings.

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Phone Number: Enter the complete phone number including the country code (e.g., +91).

Friendly Name: A recognizable label for easy identification (e.g., “Support Line”, “Donation Hotline”).

SIP Trunk ID: Required for outbound calls. The SIP trunk connects the platform to your telephony provider.

Status: Set the number as Active, Testing, or Inactive. This controls whether the number is available for live calls or internal testing.

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Phone Number List

View all configured phone numbers, monitor inbound activity, and manage connected agents.

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The table displays important details including the phone number, friendly name, inbound call status, assigned AI agent, attached knowledge base, call stats, and current status. You can edit or delete each phone number as needed.

The list helps track performance and ensures every number is properly configured with the correct agent and knowledge base.

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Conclusion

Phone Number Management ensures your communication system is fully aligned with your operational needs.

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By linking phone numbers to AI Agents and Knowledge Bases, you create a powerful inbound and outbound calling experience that is both automated and personalized. Whether you are managing a support line, sales hotline, donation channel, or internal communication route, properly configuring phone numbers ensures smooth, reliable, and intelligent call handling across your organization.

Batch Call

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Make Single Call

Use this feature to place an instant AI-powered call to a single customer using your configured AI Agent.

Phone Number: Enter the customer’s phone number in E164 format (e.g., +918220536880).

Customer Name: Provide the customer’s name for personalized greetings during the call.

AI Agent: Select the agent responsible for handling the conversation. The selected agent will speak, respond, and guide the conversation using its prompt and knowledge base.

Once all details are filled, click Make Call to initiate a real-time outbound AI conversation.

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Batch Calling from Excel

Automate large-scale outbound calls by uploading a structured Excel sheet containing customer data.

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Upload Excel File:
Upload a .xlsx file with the required columns:
• phone_number (required)
• customer_name (optional)

Delay Between Calls:
Set the time interval between each automated call. Default delay is 5 seconds to ensure smooth queue processing.

Company Name:
Optionally include your business name for internal tracking and reporting.

AI Agent:
Choose which agent will handle all the calls in the batch. The selected agent will follow its script, voice, and knowledge base for each conversation.

Use Start Batch Calling to begin the automated calling process, or download the Sample Excel to ensure the correct format.

Credits & Recent Calls

Stay informed about your call usage and account balance while managing your campaigns.

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Credit Balance:
Displays your available calling credits and the per-second rate for AI calls. Ensure you maintain sufficient balance before running batch operations.

Recent Calls:
Shows the latest calls made from the platform, helping you quickly verify successful connections and monitor call history in real time.

Conclusion

The Batch Call system empowers your business to scale outbound communication with speed and efficiency.

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Whether you’re running campaigns, sending alerts, managing fundraising outreach, or conducting follow-ups, batch calling allows you to contact hundreds of customers automatically. By combining AI agents, personalized data, and flexible scheduling, you ensure consistent, high-quality interactions every time.

With the ability to track credits, monitor recent calls, and fine-tune pacing, the system provides both control and convenience — making large-scale communication effortless and effective.

Call History

The Call History section provides a detailed timeline of all inbound and outbound calls handled by your AI Calling system. It allows you to track performance, monitor interactions, and review call outcomes in real time.

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Filters:
Use the filter panel to refine call results based on:
• Call Direction – Inbound, Outbound, or All Calls
• Connection Status – Connected, Missed, Failed, or Connecting
• Date Range – Select from and to dates for historical lookup

Call Table:
The table displays key information for each call, including:
• S.No – Call sequence number
• Phone Number – Caller or receiver's number
• Direction – Inbound or outbound
• Status – Whether the call was connected, missed, or still connecting
• Duration – Length of the call in seconds
• Recording – Indicates if a recording is available
• Date – Timestamp of when the call took place

Pagination:
Navigate through large call volumes using the pagination controls at the bottom. This ensures smooth browsing even when handling hundreds of call logs.

Use Cases:
The Call History page is essential for:
• Monitoring agent performance
• Reviewing customer interactions
• Tracking call success and failure rates
• Identifying repeat callers
• Ensuring quality and compliance

Analytics Dashboard

The Analytics Dashboard provides real-time insights into your AI Calling activity, helping you track performance, monitor trends, and evaluate the effectiveness of your communication workflows.

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Top Summary Metrics:
The top panel displays key call statistics, including:
• Total Calls – Total number of calls made across the system.
• This Month – Calls completed within the current billing month.
• Success Rate – Percentage of successfully connected or completed calls.
• Average Duration – The average length of all connected calls.

These metrics help you quickly understand overall call volume and performance at a glance.

Daily Calls (Last 7 Days):
A visual line chart displaying call activity day by day. This graph makes it easy to identify activity spikes, quiet days, and general calling patterns across the week.

Call Status Breakdown:
A color-coded chart categorizing calls into:
• Completed
• Connected
• Initiated

This breakdown helps measure system reliability and user engagement.

Recent Calls Table:
A live feed of your most recent calls, showing:
• S.No
• Phone Number
• Status – Completed, Connected, or other
• Duration – How long the call lasted
• Date – When the call took place

This table helps you monitor system activity, confirm call completions, and quickly verify call behavior for individual customers.

The Analytics Dashboard centralizes all your performance insights, enabling better decision-making, optimizing call campaigns, and ensuring your AI Agents operate with maximum efficiency.

Billing & Payments

The Billing & Payments dashboard lets you manage credits, monitor usage, and handle all payment-related activities within the AI Calling platform.

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Current Plan:
Displays your active subscription plan and the date it started. The platform begins with a Free plan that includes a limited number of credits for testing.

Available Credits:
Shows your current balance in rupees. Credits are consumed based on call duration at a fixed per-second rate.

Rate:
Indicates the current charge for AI calls (e.g., ₹0.01 per second).

Usage Summary:
Key stats for the current month:
• Total Calls – Number of calls placed
• Total Minutes – Overall talk time
• Amount Spent – Cost deducted from credit balance

Add Credits:
Use this option to top up your credit balance at any time.

Payment Methods:
Manage your preferred payment modes for faster and smoother transactions.

Credit Packages

Choose from multiple credit packs based on your usage needs.

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Available packages include:
• Starter – ₹10 (₹10 credits)
• Growth – ₹50 (₹50 credits + ₹5 bonus)
• Scale – ₹200 (₹200 credits + ₹25 bonus)
• Enterprise – ₹500 (₹500 credits + ₹75 bonus)

Click Select or Purchase to buy the desired package.

Payment Methods:

When selecting a credit pack, the platform displays a purchase modal showing available bundles for quick checkout. Review the package amount, included credits, and bonus credits (if any), then click Purchase to proceed to payment.

Add Payment Method

Add or manage payment methods for seamless and secure transactions during credit purchases.

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Supported payment options include:

• UPI – Pay using UPI apps like GPay, PhonePe, Paytm
• Credit/Debit Cards – Visa, Mastercard, RuPay
• Bank Transfer – Direct transfer using bank details

Each method can be added using the corresponding Add UPI, Add Card, or Add Bank button.

Conclusion

The Billing & Payments dashboard gives you complete control over call spending, credit balance, and transaction management.

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With flexible credit packages, transparent pricing, and multiple secure payment methods, managing your AI Calling usage becomes effortless. The dashboard ensures that your calling operations run smoothly by keeping your account fully topped up and your billing details easily accessible.

Settings

The Settings module allows you to configure communication channels and manage message templates for WhatsApp, Email, and SMS within the AI Calling platform.

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You can choose between:

• Configure – Set up the technical details and credentials for WhatsApp, Email, and SMS.
• Templates – Manage message templates used for notifications and automated communication.

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Configure Communication Channels

Manage and activate the channels your platform uses to send notifications, verification messages, and automated updates.

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WhatsApp:
Connect your WhatsApp Business API by providing Access Token, Phone Number ID, Business Account ID, and Webhook Verify Token. Used for outbound notifications, templated messages, and customer updates.

Email:
Set up SMTP credentials for sending emails. Supports major providers like Gmail, Outlook, and custom SMTP servers.

SMS:
Integrate an SMS Gateway (e.g., Twilio) using API Key and Sender ID. Useful for OTPs, alerts, and service notifications.

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Configure WhatsApp

Connect your WhatsApp Business API to enable real-time messaging and WhatsApp communication.

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Access Token: The WhatsApp Business API access token used for authentication.

Phone Number ID: Unique ID of your WhatsApp business number.

Business Account ID: The ID of your WhatsApp Business Account (WABA).

Verify Token: Token used to validate webhook connections from Meta.

After entering all details, click Save Configuration to activate WhatsApp messaging.

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Configure Email

Set up SMTP details to send emails from your AI Calling platform for notifications and communication.

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SMTP Host: Example: smtp.gmail.com, smtp.office365.com.

SMTP Port: Common ports include 587 (TLS) or 465 (SSL).

Email Username: Your email login username.

APP Password: App-specific password required by Gmail and similar providers.

From Name & From Email: Used to set the display identity for all outgoing messages.

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Configure SMS Coming Soon

Integrate an SMS gateway provider to enable text-based notifications and OTPs.

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SMS Provider: Choose a supported provider such as Twilio.

API Key: Your SMS gateway API credential.

Sender ID: The registered sender ID for sending SMS messages (if required by the provider).

Once details are added, click Save Configuration to enable SMS messaging.

Message Templates

Create, manage, and organize templates for WhatsApp, Email, and SMS to automate and personalize your customer communication.

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Template Name: Assign a clear and descriptive name to easily identify your message template.

Channel: Choose the messaging platform where this template will be used — WhatsApp, Email, or SMS. Each channel offers its own set of specialized fields.

Knowledge Base (Optional): Link the template to a knowledge base to enable automatic agent selection and ensure responses stay context-aware.

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WhatsApp Templates

When selecting the WhatsApp channel, provide the message content that will be sent automatically. You can craft structured messages using placeholders such as: {name}, {company}, {phone}. Set the template status to Draft, Active, or Inactive depending on its usage state.

You may also sync your official WhatsApp templates by clicking Fetch Templates.

Email Templates

For Email templates, define the Subject, Priority, and the message body. This template is used for automated notifications, follow-ups, or workflow triggers. Email templates also support dynamic fields such as {name} and {company} to deliver personalized communication.

SMS Templates Coming Soon

When creating SMS templates, specify the Sender ID, enable or disable delivery reports, and enter the message content. Just like other channels, SMS templates also support variables like {name}, {company}, and {phone} for personalization.

Status Options

Draft: Template is saved but not used in live workflows.
Active: Template is ready to be used across automations, AI calls, and messaging workflows.
Inactive: Temporarily disable a template without deleting it.

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Conclusion

Message templates help you maintain consistency, automate workflows, and deliver professional communication across WhatsApp, Email, and SMS. By linking templates with knowledge bases, using dynamic variables, and managing statuses, you gain full control over how messages are delivered across customer interactions. This system ensures accuracy, efficiency, and personalization at scale.