Customer Guide

This guide is a complete tour of the CallMineAI customer workspace at /app. It is written for the people who log in to run calling campaigns — build AI agents, import contacts, buy phone numbers, launch campaigns and read the results.

Deeper topics have their own pages:

• Agents & Voices
• Campaigns & Calls
• Billing & Credits
• Roles & Permissions

Signing in & the workspace

Open the app and sign in with your email and password. Customer accounts land in the workspace at /app.

/app/dashboard

The workspace has three fixed regions:

• Sidebar (left) — navigation grouped into Overview, Calling, Automation, Messaging, Integrations, Tools, Billing, Reports, Support and Account. Some groups (API Keys, SIP Trunks, Messaging) only appear when your plan includes those add-ons.
• Topbar — page title, a credit chip showing your live calling-credit balance, and your profile menu.
• Main area — the current page.

If your account belongs to a larger team, what you can see and do depends on the role assigned to you — see Roles & Permissions.

Dashboard

The workspace home — credits, recent calling activity, success rate and lead mix.

/app/dashboard

The dashboard is your at-a-glance control room for the last 30 days.

• KPIs — total calls, calls in the last 30 days, success rate, qualified leads (Hot + Warm), average call duration, plus counts of agents, active phone numbers, contacts and active campaigns.
• Charts — calls per day (last 7 days) and a Hot / Warm / Cold lead distribution.
• Recent calls — the latest calls with contact, status, sentiment and duration.
• Onboarding checklist — five setup steps that light up as you complete them: add an agent, add a phone number, add contacts, create a campaign, and have credits available.
• Credit balance — mirrored in the topbar credit chip.

Work down the onboarding checklist to get your first campaign live.

Calling

The Calling group in the sidebar is the heart of the product. It contains Campaigns, Agents, Voices, Contacts, Phone Numbers, Calls, Analytics and Knowledge Base.

Two of these are covered in depth on their own pages:

• Building agents, picking voices and managing the knowledge base → Agents & Voices
• Building, launching and monitoring campaigns → Campaigns & Calls

The rest are covered below.

Contacts

Contacts list with tags, source and pipeline stage.

The CRM pipeline board — drag leads between stages.

/app/contacts

Contacts are the people your agents call. For privacy, phone numbers are shown masked in the list (e.g. +1•••••••89).

Add a single contact — provide a phone number (required) and optionally a name, email and company. Numbers are normalised to E.164 (a plain 10‑digit US number becomes +1…).

CSV import — upload a .csv file with columns for name, phone, email and company. The importer reports how many rows were added, merged, skipped and (if applicable) went over plan limit.

Phone Numbers

Numbers owned by the workspace, used as campaign caller IDs.

/app/phone-numbers

Phone numbers are the caller IDs your campaigns dial from. The page lists your active numbers with type, country and monthly cost, plus stats for total / assigned / unassigned.

You add a number in one of two ways:

• Search & buy via Twilio — when Twilio is configured, search by country, area code and type (local, toll‑free or mobile), then buy an available number.
• Add manually (BYO) — when Twilio is not configured, record a number you already own.

Releasing a number sets it inactive (and releases it on Twilio when applicable).

Calls

Call history with outcome, sentiment, qualification and cost.

/app/calls

Every dial your agents make is logged here. Use the tabs and filters to slice the list:

• Tabs — All, Transcribed (calls with a transcript) and Recordings (calls with an audio recording).
• Filters — by status, by sentiment, and a free‑text search across transcript and summary.

Open a call to see its detail: full transcript, AI summary, sentiment, lead qualification (Hot / Warm / Cold), recording playback and duration.

Export — download all calls as CSV:

/app/calls/export

The export includes date, campaign, agent, contact, status, duration, sentiment, qualification and summary.

If you use Twilio recordings, Sync recordings pulls recording URLs onto matching call records.

For the full campaign→call pipeline, see Campaigns & Calls.

Analytics

Calling analytics — volume, outcomes and qualification trends.

/app/analytics

The analytics page turns your calls into KPIs and charts over a selectable window of 7, 30 or 90 days.

• KPIs — total calls, success rate, qualified leads, average duration, plus month‑over‑month trend arrows for calls and qualified leads.
• Charts — calls per day, lead distribution (Hot / Warm / Cold), sentiment breakdown (positive / neutral / negative) and per‑campaign success rate.

Leads are scored into three buckets — Hot, Warm and Cold — from each call's qualification. Hot and Warm together count as "qualified".

Integrations / webhooks

/app/integrations

Outbound webhooks push calling events to your own systems (CRM, Slack, Zapier, etc.).

Create a webhook with a name and a target URL, choose which events to receive, and optionally scope it to a single campaign. Each webhook gets a signing secret (prefix whsec_) so you can verify that deliveries genuinely came from CallMineAI.

Available events:

Use Test to send a sample call.completed payload to your endpoint. The page also tracks last delivery time, last status and total delivery count per webhook.

Billing & credits

/app/billing

Calling runs on credits — roughly 1 credit per minute of calling. The Billing page shows your credit balance, credit‑purchase packages, credit history (every grant and charge), plan usage bars and your invoice/transaction history.

To top up, request a credit package; it is added to your balance once payment is confirmed. Full detail is on the Billing & Credits page.

Verification / KYC

/app/verification

Some high‑risk actions require your business to be verified. Upload documents here and track their review status.

Document types:

Each uploaded document moves through pending → approved / rejected. Your overall workspace status is one of unverified, pending, verified or rejected. Uploading a document moves an unverified or rejected workspace to pending.

Team

/app/team

Invite teammates into your workspace and control what each can do. Members are assigned a role (Owner, Admin, Manager, Viewer, or a custom role if your plan allows), and each role grants a set of permissions across modules such as calls, billing, team and API.

Manage roles and the permission matrix at:

/app/team/roles

Team seats and custom roles are plan‑gated. Full detail — including exactly which permission controls which page — is on the Roles & Permissions page.

Settings & profile

• Settings (/app/settings) — workspace‑level preferences.
• Profile (/app/profile) — your own name, email and password.
• Notifications (/app/alerts/notifications) — announcements and alerts; unread ones show a badge on the topbar bell.
• Audit log (/app/audit-log) — a record of actions in the workspace (available to workspace administrators).