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Enter the console password.
New business
Creates a business with its own agent, knowledge base and record. Use it when someone signs up — this is their real account. To put the next prospect on the demo line, don't come here: open the demo business under Clients and use Switch to a new prospect.
Clients
Every business you have set up, with its live credit balance.
Billing
—
Start a monthly subscription. You get a Stripe Checkout link to send them; they enter their card there and it is saved for automatic top-ups. Pick the row from the pricing sheet and the numbers fill in; change them if you agreed something different.
Client portal
A read-only page at where the owner sees their
own calls, with the ones the assistant could not finish flagged in red. They see calls,
messages and bookings — never pricing, prompts or anything about another business.
Setting or revoking it signs out every device immediately.
Voice
—
Previews are studio recordings. A phone line band-limits everything to roughly 300–3400 Hz, which is where an expensive voice loses most of its advantage — so decide on a real call, not on this button.
Demo line
AI call handling
For a lunch break or a step outside. It goes back on its own.
Recent changes
Demo call
Knowledge base
Everything this agent can answer from. Each source is indexed by Retell and attached to this business's agent only.
Calendar
A client should connect their own Google or Outlook calendar. This Mac's Calendar is for your own demos only — it writes into your personal calendar and stops working once this is deployed to a server.
Credits
Calls
Messages
Calls the agent could not turn into a booking — an address it could not confirm, a caller outside the area, a question it could not answer. The agent tells these callers someone will follow up, so these need working through.
Appointments
Cancel when a customer calls off — the record stays here as cancelled. Delete clears the row entirely. Both are recoverable.
Agent needs attention
Agent prompt
What this agent has been told. Generated from the trade and the details you entered.
The prompt is regenerated on every rebuild, so improvements to the wording only reach an agent that already exists once you rebuild it. Safe to run any time — the phone number and knowledge base are kept.
Delete this business
Removes the business, its agent, and its call history. The phone number goes back in the pool for the next one — it is rented, not thrown away.
Connection status
What this server can and cannot do right now. No secret values are ever shown here.
Phone numbers
Retell requires KYC before it will sell a number over the API, and KYC starts by buying your first number in the Retell dashboard. Buy it there, then sync here to wire it in.
Do-not-call list
Stripe webhooks
—
Whether Stripe is actually reaching this server. A delivery that fails the signature check is listed too, with the reason — those never reach the rest of the system, so this is the only place they show up.
Trade knowledge
Reusable knowledge bases. Build one per trade, attach it to any prospect from the New pitch form. A prospect switch destroys that prospect's own material and leaves these standing, so a week of pitching one trade is set up once.