VoiceAIReceptionists
Settings
Live call dataReal estate CRMOwner workspace
Workspace
This page confirms which services are connected and which workflow pieces are live or still hidden.

Settings

A focused view of the systems that keep the app working: auth, call storage, recordings, assignment, and sharing.

Back to briefing
System status
Shows whether login, call storage, and recordings are connected and ready.

Live connections

Secure loginConnected

Clerk protects the owner workspace and API actions.

Call recordsConnected

Briefing, Leads, and Calls read from the live KV call store.

RecordingsConnected

Call detail pages can open signed recording playback links.

Workflow
These are the actions the owner can already use inside the app.

Enabled actions

Lead review
Summary, transcript, recording, and caller details
Assignment
Persist owner name from the Briefing action card
Follow-up
One-click status update to remove handled leads from attention
Share
Copy, email, and WhatsApp handoff text prepared for the owner
Notifications
Add the people who should receive a copy of incoming calls. Pick whether they get every call or only one type.

Who gets a copy of every call

Add a name and email for everyone who should receive a copy of incoming calls. Use the filter to limit a recipient to a specific type, for example only leads or only issues.

No recipients yet. Add the people who should receive a copy of every call below.

Recipients persist to the live call store.

Deferred
These are features that are intentionally hidden until they are wired up end to end.

Not yet surfaced

Automatic delivery to recipients

Recipient list is editable above. Email and WhatsApp delivery to those recipients turns on once the outbound mail provider is connected.

CRM integrations

External CRM sync stays hidden until it can be connected and verified end to end.

Advanced reporting

The Briefing stays focused on owner decisions instead of a broad analytics suite.