RecallSync Overview

Introduction to RecallSync

RecallSync is a powerful SaaS platform designed to streamline sales processes, lead management, and multi-channel communication using intelligent AI agents. It acts as a centralized hub for managing leads, automating outreach, tracking conversations, and integrating with your existing CRM and marketing tools.

2. Core Modules and Functionality

2.1 Dashboard

• Function: Provides a snapshot of your overall performance and key metrics.

• Key Metrics Displayed: Total Leads, Leads Responded, Meetings Booked, Conversion Rate, Total Calls Contacted by an AI Agent, Total Picked Calls, Total Answered Calls, Total Voice AI Cost.

• Usage Analytics: Provides graphs for Channel Usage Analytics (e.g., Voice, Email) and Meetings Metrics.

2.2 Agents

• Function: The core module for creating, managing, and organizing your AI agents.

• Primary Agents: AI agents organized to better manage workflows.

• Agent Types: Agents can be configured for different roles, such as Qualification Agent.

• Channel Integration: Agents can be set up to work across multiple channels (e.g., WhatsApp, Instagram for text; Voice Call, WebAPI for voice).

• Agent Builder: A visual interface to build and define the agent's conversation flow, including milestones (like User Greeting) and prompts (like Qualification).

2.3 Leads

• Function: Centralized management of all contacts/prospects.

• Lead List: View a list of all leads with details like Name, Email, Phone Number, Status (e.g., UNQUALIFIED, COLD), and Type.

• Management: Users can import, add, and assign actions to leads.

2.4 Conversations

• Function: Provides a detailed, centralized record of all interactions with leads.

• Features:

  • View active conversations for each lead.

  • Access Call Recordings and Conversation Transcripts (including Agent/User dialogue).

  • Contact information and conversation history are displayed alongside the chat/call log.

  • Supports various communication channels (Email, SMS, WhatsApp, Instagram, etc.).

2.5 Pipelines

• Function: Used to visualize and manage the stages of your sales process. (Mentioned in the sidebar).

2.6 Follow Ups

• Function: Manages scheduled follow-up actions for leads. (Mentioned in the sidebar).

2.7 Campaigns

• Function: Used to run and manage automated outreach efforts using AI agents.

• Campaign Settings: Define the Primary Agent to be used for the campaign (e.g., Fusion [DEFAULT]).

• Time Zone & Schedule: Configure the Time Zone and set weekly schedules (e.g., Monday 09:00 AM to 05:00 PM) for the agent to operate.

• Analytics: View Campaign Stats (Total Leads, Leads Contacted, Conversions) and Campaign Cost Analysis.

2.8 Meetings

• Function: Tracks and manages meetings scheduled with leads. (Mentioned in the sidebar).

2.9 Settings (Integrations, Account, etc.)

• Function: Configuration hub for system-wide settings and external tool connections.

• Customer Relationship Management (CRM): Integrations with systems like GoHighLevel (already integrated), HubSpot (Coming Soon), and Pipedrive (Coming Soon).

• Workflow Automation: Integrations like Cal.com (for booking meetings) and NBN (for workflow services).

• LLM API Keys: Management of Large Language Model (LLM) API keys, such as OpenAI (e.g., gpt-4.5-mini).

3. Key Features Summary