FROM FIRST CALL TO HUMAN HANDOFF
A clearer line to your carriers.
Explore the call flow, review phone activity, and tune the voice for your internal pilot.
Service status
Checking configuration and background services…
Capture details
Checking background capture health…
Credential status confirms configuration. Service connectivity is shown where available. Refreshes every 60 seconds while this page is visible.
SAMPLE-DATA WORKSHOP
Explore the call flow
This simulator always uses sample loads, even when phone calls use real orders.
Test a carrier call
Use MC 123456 and Prairie Demo Transport.
Every booking is finalized by a representative. This workshop places no calls and writes no McLeod records.
Conversation decisions
0 offersPHONE ACTIVITY
Workflows
Loading phone activity…
CALL HISTORY & REVIEW
Runs
Loading phone calls…
Phone calls
—Loading phone calls…
Call overview
Transcript
Call recording
Actions & outcomes
Handoff notes
Phone calls only. Runs and the selected call refresh every 60 seconds while this section is visible. Employee names appear after a verified RingCentral answer match. Historical transcripts and recordings are shown only when they were captured.
USAGE & ESTIMATED COST
Analytics
Central Time (America/Chicago) · Dates include both days · Up to 366 days. Choose Apply dates to use custom edits.
Select Analytics to load phone usage and cost estimates.
How complete is this estimate?
Runtime cost breakdown
ESTIMATED · USD
Usage estimates help compare operating costs. They are not an invoice; missing usage or receipts can change the total. Backend token counts cover priced responses only.
Fixed monthly costs
Hosting and phone rental are shown per month. The recording archive estimate below adds variable storage to this base. Taxes and additional services are excluded.
Recording archive
CHECKING
Storage requests in the selected period
Usage by workflow
Recent phone calls
Shows the most recent 25 calls in the selected period. Totals above include the full period.
Pricing & assumptions
This page refreshes every 60 seconds while Analytics is visible. Usage collection and billing refresh run on Azure without Codex.
SERVICE HEALTH & FOLLOW-UP
Operations
Operational health has not been loaded.
Issues & review queue
—
Acknowledging assigns an owner and note. It does not resolve the condition, retry an offer or resend a notification.
Open this section after refreshing to review operational issues.
Queues & employees
READ ONLY
Queue and employee configuration has not been loaded.
Refreshes every 60 seconds while Operations is visible. Unknown or stale health is shown explicitly. Azure outage alerts use a separate availability monitor.
PHONE PILOT
Call settings
Changes apply to new phone calls.
OFFICE TRANSFER TEST
AI test transfers go to
Includes backup attempts. Saved division routes resume when the test override is removed. Emergency forwarding and the outage fallback use the default number.
Emergency forwarding
CONNECTINGSend all new incoming calls directly to your transfer destination. Calls already in progress continue their current conversation.
Uses your configured sales transfer number.
Inbound carrier sales
CONNECTINGChoose how much the voice agent handles before the employee takes over.
Division routing
CONNECTINGRoute a human handoff to the group number matching the order’s McLeod revenue code. Orders without a matching code, and calls without an order, use the default destination.
Emergency forwarding and the Azure outage fallback use this default number without looking up an order.
Normal AI transfers are disabled during this pilot. Saving routes does not enable them.
Agent voice & pilot scope
CONNECTING- Order information
- Checking…
- Carrier verification
- Checking…
- Offer recording
- Checking…
- Sales rep transfers
- Checking…
- AI test destination
Internal testing only. Phone calls and the workshop use separate call sessions.