Your AI appointment-setting operation, all in one place.
Leads loaded
2,000
Illustrative campaign allocation
Calls made
0
No live calls synced
Qualified handovers
0
Awaiting live integration
Minutes used
0 / 3,500
Included monthly allowance
Active campaign
Yu Energy Upgrade
Outbound · Ava · UK English
Ready for launch
Campaign progress0 / 2,000 leads
Account managerNathan Carter
Calling controls become active when Retell, telephony and lead import are connected.
Your AI team
Meet Ava
Your AI appointment setter confirms customer details, introduces the upgrade and prepares a personalised handover for your closers.
VoiceBritish female
DirectionOutbound
Handover chatPlanned integration
Campaign management
Campaigns
See and manage the calling operation without opening Retell.
Yu Energy Upgrade
Ava · Outbound · 2,000 leads/month
Ready
Included calling minutes3,500
Assigned closerNathan Carter
Start, pause, retry and scheduling controls will be enabled only after the campaign backend is connected.
Lead management
Leads
Lead records and live statuses will appear here after import.
Name
Company
Status
Assigned closer
No production leads imported. A sample handover is available under Handovers.
Closer collaboration
AI handovers
Ava's call context becomes a conversation with your closer — not just a CRM note.
Example handover
James Wilson
ABC Electrical Ltd · Sample contact
OutcomeQualified
CloserNathan Carter
Call context
Email confirmed · Avoid 2–3pm · Question about contract length
This is a fictional example, not a real Retell call or customer record.
Ava · AI Appointment Setter
Example handover conversation
Ava
Hi Nathan — I've just spoken with James Wilson at ABC Electrical Ltd. He's happy to receive the upgrade information and confirmed his email.
He mentioned he's unavailable between 2–3pm and asked whether changing tariff would affect his contract length. I'd suggest clarifying that when you call.
Illustrative example
Preview only: live AI replies require a secured Site Aura chat endpoint. Messages aren't sent or stored yet.
Call intelligence
Calls
Recordings, transcripts, summaries and outcomes will appear once Retell sync is connected.
No calls synced yet.
People
Team
Manager and closer roles will be managed here.
Nathan Carter
Assigned account manager · Demo configuration
Documents
Documents
DocuSign envelopes and their verified status will appear here after integration.
No documents connected.
Performance
Reports
Live campaign reporting will become available as calls are processed.