System Settings | Recover Missed Call AI

Business + AI System Settings

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1. Business Identity + Routing

Business Name Shown in SMS replies, missed-call text, and voice message. Owner / Contact Name Business Type / Industry Controls the AI intake language, safety rules, and first missed-call text.

Business Phone / Forward Calls To Live calls forward here. Primary Owner Alert Phone Primary phone for owner SMS alerts. Use a different number than the TextBee SIM if TextBee sends owner alerts.

Additional Owner Alert Phones Optional. Add one phone per line, comma, or semicolon. Qualified lead summaries, lead-update alerts, SMS guard alerts, and missed-call owner alerts will be sent to each unique number.

Owner SMS Summary Routing

Owner Alert Routing Mode Standard keeps alerts working the current way. On-call mode sends urgent/same-day summaries immediately, and non-urgent summaries at the deferred time. Non-Urgent Summary Send Time Used only in On-Call Emergency Routing. Default is 8:00 AM the following day.

Immediate SMS summary rules in on-call mode:

Emergency / urgent Safety risk Today Same day Within 24 hours This week

On-call recipients. Checked people receive the SMS summary in addition to the normal owner alert numbers.

On Call	Name	Phone	Role

Owner SMS Provider Usually TextBee while Telnyx SMS approval is pending. Use Telnyx only after SMS is approved. TextBee Phone Number Optional but useful. Prevents accidentally sending owner SMS to the same TextBee SIM number.

Owner Alert Email

Booking Link Used only when the final-text booking link toggle is enabled. Include Booking Link in Final Customer Text When enabled, the final confirmation text includes the Booking Link after name, address, and issue are collected.

TextBee Poll: Allow Missing receivedAt for Active Leads Recommended true. If TextBee polling returns received messages without timestamps, this still lets replies attach to a recent active lead.

2. Service Areas + Hours of Operation

Business Street Address Used as the starting point for service-area radius checks. Business City

Business State Business ZIP Code

Service Areas Use cities/ZIPs/neighborhoods the business serves. The app checks these before falling back to radius mileage. Service Area Radius Miles Used with the business address to estimate whether a customer address is in range.

Out-of-Area / Borderline Service Policy Hours of Operation

Day

Open

Opens

Closes

Monday Open

Tuesday Open

Wednesday Open

Thursday Open

Friday Open

Saturday Open

Sunday Open

AI uses this weekly grid when customers ask when you are open. Closed days are shown as closed. The older Open Days / Business Opens / Business Closes fields are now handled automatically from this grid. After-Hours Mode Appointment Windows / Scheduling Rules Technician Availability Notes

3. Live Automation Toggles

Owner Alerts Master Switch Turns owner notifications on/off globally. Qualified Lead Owner SMS Send owner SMS when a lead is qualified or ready. Qualified Lead Owner Email Send owner email when a lead is qualified or ready. Email Waits for AI Final Reply Recommended true. Waits until the app/AI sends its final confirmation, such as “Thanks for the details, the office will follow up.” SMS Sends With Email After AI Final Reply Recommended true now. Owner SMS is synchronized with owner email and waits until the app/AI sends its final confirmation. Alert on Ready-to-Book Alert owner when the AI says the office will follow up or gives booking link. Force Owner Alert Every Qualified Test Use true only for testing repeated alerts on the same qualified lead. Follow-Up SMS Automation Controls scheduled follow-up texts for open leads. Missed-Call Owner SMS Usually false. Qualified lead alerts are separate. Missed-Call Owner Email Usually false so you only get emails for qualified leads. Text Every Inbound Call Recommended for demos. Sends the initial recovery SMS to every valid inbound caller after the SMS delay, even if the business phone rings. SMS Restrictions / Cost Guard For testing, keep false so duplicate/rate-limit/no-context restrictions do not block SMS replies. STOP/START/HELP still work. TextBee Inbound Polling Fallback Disabled in v3.0.13. TextBee replies should arrive through the MESSAGE_RECEIVED webhook, not polling. TextBee Poll Interval Seconds How often the app checks TextBee for new replies. TextBee Poll Limit How many recent TextBee received messages to inspect per poll. Use 10 to avoid TextBee API timeouts.

4. Call Flow + Voice Settings

Caller Comfort Message Active Plays a short message before forwarding to the business phone. Answering Machine Detection Active Uses Telnyx AMD to treat voicemail as missed. Voicemail Counts as Missed If true, voicemail/machine detection triggers the recovery SMS. AMD Mode

Caller Comfort Message Custom First Missed-Call Text Optional. Leave blank to use the AI tone default. Supported tokens: {business}, {owner}, {phone}, {service_areas}. STOP opt-out language is automatically appended if missing.

Missed-Call SMS Delay Seconds Wait before sending the first recovery text. Business Ring Timeout Seconds How long the forwarded business phone rings. Comfort Message Delay Fallback Seconds Normally 0 because the app waits for speak-ended.

AMD Analysis Timeout Milliseconds AMD Greeting Duration Milliseconds

5. Active Industry Intake Rules

Single-Industry Mode:

The AI uses one active industry rule pack for this customer/subdomain. Base intake requires customer name, issue/service type, and urgency. Home-service industries also require full service address and residential/commercial property type. Towing requires current vehicle/pickup location instead of property type.

Max Customer Messages Before Office Handoff Default 5. Counts inbound customer replies on a lead. When this limit is reached, the customer receives one final office-callback text and automated replies stop. Restricted AI Notes / Do Not Answer The AI may answer normal business-related questions, but must not answer anything listed here. It will route those questions to the office.

How SMS prompts are managed

SMS intake prompts are generated from the active industry rule pack, business settings, and industry guardrails. In Single-Industry Mode, the active industry is set in .env with ACTIVE_INDUSTRY and cannot be changed accidentally from this page. Follow-up texts work toward that industry's required fields before final office handoff. The max customer message limit and restricted notes are controlled on this page.

6. AI Agent Knowledgebase

Clean AI knowledge source

Use this section only for bot identity, business overview, FAQs, special cases, and fallback language. Core business facts now live in their dedicated sections so the AI does not receive conflicting answers.

Source of truth:

Services belong in Services + Limits. Service area and hours belong in Service Areas + Hours of Operation. Pricing and payment belong in Rates, Fees + Payment. Plans, warranty, prep, photos, pets, and safety belong in Recurring Plans, Warranty + Safety Language. Restricted topics belong in Active Industry Intake Rules.

AI Agent Name Internal/admin label for the bot. Customer replies still begin with the business name. Business Overview

FAQ / Approved Answers Use this for approved answers that do not already fit a dedicated settings section. Extra AI Knowledge / Special Cases Use this for customer-specific exceptions, special handling, or niche answers that do not belong in pricing, payment, service area, hours, or service lists. Fallback When the Answer Is Not Known Used when the AI does not have enough approved information to answer confidently.

7. Services + Limits Primary Services / Issues Handled Services Not Offered / Refer Out Commercial Service Notes Emergency / Urgent Service Rules AI uses this for questions about emergencies, same-day service, urgent dispatch, or after-hours help. Photo Policy

8. Rates, Fees + Payment

Pricing Guidance When true, the AI can share the guide prices below, while saying final pricing is confirmed by the office. Pricing Disclaimer

Inspection / Service Call Fee Starting Service Rate Emergency / Same-Day Fee

Payment Methods Discounts / Promotions

9. Recurring Plans, Warranty + Safety Language Recurring Plan Options Warranty / Guarantee Policy Prep / Before-Visit Instructions Policy Pets / Children / Safety Note

10. AI Style + Sales Behavior

Recurring Plan Upsell Preference AI Tone Controls deterministic AI SMS wording and OpenAI style. Compliance, STOP, emergency, and office-review guardrail messages stay intentionally standardized.

Custom AI Instructions

Live Setup Preview

Before going live: set the business name, forward phone, service areas, rates/policies, and business type. The AI will use these settings in customer replies.

Current first missed-call text

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AI context summary

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Current routing

Phone format: use E.164 format like +17345551212. Settings apply immediately to new calls and texts. No restart is required.

System Health

Quick production-readiness check for providers, routing, follow-ups, database, and recent activity.

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AI Test Console

Dry run only — no SMS sent

Test safely: type like a customer and preview how the AI would reply using the active industry rules and AI Agent Knowledgebase. This does not send SMS, create a real lead, trigger owner alerts, or start follow-ups.

Customer chat preview Messages stay inside this admin page.

Last test result

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Mock lead state

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