Inbox
Browse contacts with replies. Search and filters narrow the list; on desktop the conversation slides in from the right when you open Chat.
Cards below are touch-friendly — tap to select, Chat opens the thread.
Campaigns
Reply type
Outcome tags
AI custom tags (AI)
Select a contact
Follow-up preview
Sample SMS follow-ups (when star-lead automation is on) and the production calling script for the next AI call to this contact. Place test call still rings your phone using owner-test behavior and merged instructions.
Text follow-ups
Next AI call — script
Call
Reply templates
Save reusable replies for your account. Select a template to place it in the reply box, then send it like any other inbox message.
Tip: select text from the list to edit it, or leave no template selected to save a new one.
Bulk SMS to selected contacts
The same template is sent to each selected contact. Tokens like [firstname], [lastname], [phone] are replaced per contact. Use [domain]/magicai/[trackclicks] for a tracked Magic AI link (each contact gets a unique short code from their campaign). [callback] needs a callback number on the campaign.
Insert tokens (tap to add at cursor):
Pick a template in the list to edit it, or leave none selected and click Save template to add a new one. Saved templates appear in the thread Templates menu too.
Add customer response
Add a word or short phrase from this chat to the selected contact campaign's customer response keywords.
Suggestions from the latest customer message
Current customer response keywords
Appointment setup
These rules apply to your whole account (all campaigns). Appointments and callbacks share the same slots. Pick a US IANA time zone so slots match local wall clock. When you Save here, we refresh every campaign voice agent that already has an ElevenLabs line so scheduling stays in sync. Use Campaign → Save AI agent only when you change that campaign’s voice, name, or script.
Hours, timezone & slots
Set when bookable times start and end each day, how long each slot is, how many appointments can share the same slot start, and the longest single booking.
Active weekdays
Checked days accept bookings (in your timezone). Uncheck days you never want to offer.
Exclusion dates
Whole days off (holidays, etc.). Add a date, then Add.
Scheduled appointments
Account-wide (your user): AI-booked appointments and callbacks from every campaign. Month boundaries use your appointment timezone from Appointment setup — not per campaign.
Green days show the customer name and phone under the date. Full details and .ics downloads are in the list below.
This month’s bookings
Syncing AI
Rebuilding saved thread context and OpenAI briefing for inbox contacts in this view. You can place test calls after this finishes (or anytime — calls use cached briefing when available).
