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.

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.

Add customer response

Add a word or short phrase from this chat to the selected contact campaign's 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. After saving here, open Campaign → AI Agent and click Save AI agent on each voice line — until that runs, ElevenLabs may not have the booking tool, and the agent must not claim a time is saved.

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.

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).