operating as 
connecting…
⚠️ Backend not connected.  Start the Node.js server (port 3002) or set the URL in Settings.
Use Case
Only the playbooks enabled in the active profile are shown
Customer Details
Ready to call?
The active company's details are merged in automatically — credentials never leave the backend.
📊 Download CRM Template
All-in-one CSV covering every use case, with live dates. 7 sample customers.
🧠 How routing works
use_case column set → used directly. Otherwise, in order: days_overdue > 0 or past due_dateOverdue · due_date ≤ 7 days → Reminder · appointment_dateAppointment · renewal_dateRenewal · interaction_dateFeedback · lead_source/interestLead-Qual · otherwise → Sales. Only use cases enabled in the active profile are assigned.
📥 Data source
A CSV, a URL / Google Sheet, a REST API, or your database / CRM
Upload CRM Data
CSV — one row per customer. Required: customer_name, to_number
🧠
Drop CRM CSV here or click to browse
Columns like due_date, appointment_date, renewal_date, lead_source drive automatic routing
🧠
No customers analysed yet
Go to Smart Targeting, upload your CRM CSV, review the analysis, then come back to launch.
Recent Calls
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No calls yet
Calls you launch will appear here.
People
0
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Active
0
Companies
0
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Calls placed
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Awaiting approval
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Access requests
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People
Click anyone to see everything they have done.
Access requests
Someone tried to sign in from a domain you have not approved. Approving lets them request a sign-in code; they still have to prove they hold the mailbox.
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Company allowances
Raise the daily limit for a whole partner company, for a day, a week, or until you revoke it. A boost on one person overrides the company one.
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Personal boosts
Individual exceptions, newest first. Every one carries an expiry unless it was granted permanently.
Guardrails
Set the limits here; they stay OFF until you switch them on. Nothing is enforced by default — real calls flow freely until you decide otherwise.
enforcement off
Whichever runs out first stops them. Each call is also capped at the talk time they have left, so a single long call cannot overspend the day's allowance. Bulk stays off for partners unless you tick the box above or boost an individual account, because someone on a three-call allowance who uploads five hundred contacts gets a queue of refusals rather than a demo.
Sign-up & access
Let partners create their own accounts. Anyone on a trusted company domain is approved automatically; everyone else waits for you to approve them here.
sign-up off
Anyone on a trusted domain signs in by receiving a six-digit code, so the mailbox is proven before they get in. Everyone else is refused and appears under Access requests for you to decide on.
Daily activity report
One email covering every partner: calls placed, who they called and where, talk time, industries, and any allowance boosts in force. It is a whole-estate view, so it goes to Streebo and never to a partner.
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Delivery
What happened the last time it ran.
Schedules
0
Active
0
Next run
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Calls placed
0
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New schedule
Uses the agent that is currently active in the console. Build the agent you want first, then schedule it — the configuration is snapshotted, so later edits will not change what a scheduled run says.
to
Who to call
Scheduled
Server time:
Destination
off
Field mapping
Call outcome → the column or field written back in your own system.
Write-back log
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Nothing written back yet
Enable auto write-back, or run it manually after calls have outcomes.
🔖 Saved setups
Bookmark a configuration you use often. Loading one fills in every field below, so you can go straight to Generate.
0 saved
1 · Industry & Region
Use cases for this industry
These are the real outbound calls this industry makes. Tick the ones this agent should handle — each one gets its own conversation playbook.
2 · Voice, Language & Brain
ElevenLabs
3 · Brand & Labels
Auto-filled from the industry & region above — edit any field to override (your edits are kept).
What the agent actually knows
Offerings say what you sell. This says what you can answer about it. Anything you put here, the agent can state with confidence. Anything you leave out, it will honestly hand to a specialist rather than guess.
One fact per line, in plain speakable English. Numbers and codes are read aloud, so write them as you want them heard.
⚠ The agent will never improvise on these, whatever you write here: certification claims it cannot see, structural or safety suitability for a specific job, medical, legal or tax positions, or anything financially binding. Those always go to a human. That boundary is deliberate and it protects the client, not just us.
4 · Custom placeholders
Any extra {{key}} to expose in the prompt
Generate the agent
Composes the profile, applies it to the console, and drives every call.
Load a preset
Instantly become a different company for a demo
Active profile
Enabled playbooks
Quick edit
Patch the most common fields, then apply
Full profile (JSON)
Advanced — edit any field, then apply
Variables sent to the agent
The flattened dynamic variables merged into every call
🚀 Go-Live Readiness
What's ready for real ElevenLabs calls, and what still needs a step
Connect to the backend to run the readiness check.
Full step-by-step: see docs/SETUP.md.
Backend & Providers
Backend Server
ElevenLabs · primary · credentials stay on the backend
Sends stability / speed / similarity when your agent allows them (auto-detected, so it never fails). Turn off to always use the agent's own voice settings.
Public URL · for live action-tools & write-back webhooks
The action tools to register on the agent. The manifest fills each tool's webhook URL from the base above.
Action tools · what the agent can actually DO
These are what turn a conversation into a record: logging the outcome, booking a callback, honouring a do-not-call request. If they are not attached, the agent still says it has done these things and nothing happens.
Open Settings to check.
Call Behaviour
Current Configuration
Backend URL
Active Company
Default provider
ElevenLabs
StatusNot Connected