DAILY OPERATIONS

Every duty. Accounted for.

Confirm attendance. Catch exceptions before the shift begins.

Calling controls

Checking calling setup…

Scheduler paused

Checking worker…

Pause calling stops new calls. Calls already ringing or connected may finish. To switch off real calling, pause first, wait for active calls to finish, then open setup, uncheck Enable real calling and save.

How to test one call — step by step

Keep normal calling paused and complete Exotel setup.
Click Test calls to my numbers, enter up to three authorised numbers and confirm the test.
Click Call these test numbers. This makes real calls only to these numbers, even while normal real calling is off. Provider charges apply.
Answer and press 1 for Going, 2 for Not going, or 3 then delay minutes and #. Test key 9 records opt-out only in test results.
Refresh results in the test panel. There are no automatic test retries. Normal appointments and totals are unchanged.

Appointment roster

Times shown in India Standard Time

SearchCaseWorking hoursStatus

Select all selects every row matching the current filters on the chosen duty date. Actions apply only to selected rows eligible for that action.

When can an appointment be queued?

It must be pending, have a future duty start and recorded caregiver consent, and not be managed by an operator or have an opted-out number. A location is required only for personalised greetings. The attempt limit still applies.

Calls start at the scheduled time (normally one hour before duty), only while the scheduler is running and within calling hours. Failed connections retry every 7 minutes, up to 3 attempts or duty start. Removing from queue stops future attempts and returns the record to Pending; it preserves all appointment data and call history. An active call must be cancelled from View.

Choose displayed columns

Saved for your account in this browser. Selection and actions always remain visible.

	Caregiver / appointment	Customer name	Mobile number	Duty start	Location	Working hours	App attendance / 24 hours	Call scheduled	Attendance & queue	Attempts	Actions

NEEDS YOUR ATTENTION

Operations alerts

Accept ownership, record responses, and track actions through resolution.

Show

Entries leave this view after 48 hours. Saved history is retained.

ACCOUNTABILITY

Activity log

Uploads, queue changes, cancellations, and acknowledgements.

Show

Entries leave this view after 48 hours. Saved history is retained.

Test phone calls

Call up to three authorised numbers using the saved Exotel recording.

Recent test results

Test responses stay separate from attendance totals and operations alerts. Key 9 does not change real caregiver records during a test. Submitted means Exotel accepted the request; wait for the final result. Calls already ringing cannot be stopped with Pause.

SARVAM SPEECH TESTING

Try the conversation.

Listen to the Hindi opening and check how a spoken reply is understood.

Sarvam test connection

Sarvam key (optional if saved; use Save below to keep it)

Use your saved key from API settings, or enter a one-time key here. A one-time key stays in this page’s memory while you test. Each request sends it through this server to Sarvam. It is saved encrypted on this server only if you click Save general greeting, voice & entered key. Sarvam processes your test text/audio and uses your account credits. Reloading or signing out clears the key.

1. Listen to the opening

Booking duty date (IST)Use an uploaded booking

Choose a duty date and booking to use its sheet details.

2. Test a caregiver response

Short audio clip

Under 30 seconds, up to 2 MB. Try “हाँ, मैं जा रही हूँ” or “मुझे बीस मिनट देर होगी”. Use a sample you are comfortable sending to Sarvam.

This page tests speech only. It does not dial phones, change appointments, or replace the configured Plivo calling flow. The live voice provider is selected separately in API settings; live calling always needs a phone connection.

ADMINISTRATION

API settings

Replace credentials and choose the opening message without editing code.

Pause the scheduler and let active calls finish before saving. Credentials are encrypted on this server and never shown again. These settings apply to everyone using this CRM.

CRM access security

Allowed public IP addresses

Restricts the CRM and login page. Include your current public IP. Blank disables the restriction. Signed call callbacks and temporary voice playback links remain reachable so calls keep working. On Hostinger, use the supplied private Caddy proxy configuration.

Choose the voice for calls

Voice provider

Plivo: Plivo speaks and captures replies. Sarvam: Sarvam speaks; Plivo dials and captures replies. Both credentials are kept when you switch. Simulation never calls either speech provider automatically.

Phone calling connection

Calling connection

Approved Indian caller IDPlivo Auth IDPlivo Auth TokenLive-call Hindi voice

Enable real calling (requires selected provider setup and public HTTPS)

Exotel calling

Uses a fixed recording in your Exotel flow and keypad replies. Sarvam can generate the recording once. Plivo voice selection does not affect Exotel. Calls stay off until you enable them and resume the scheduler.

Account SIDRegionAPI keyAPI tokenExoPhone / caller numberAttendance flow ID

Attendance flow, recordings and callbacks have been configured in Exotel

Fixed recordings for Exotel

Generate once, listen, then download and upload to your Exotel attendance flow. Unchanged recordings are reused. Generation uses Sarvam credits.

1 = Going · 2 = Not going (operations follow-up) · 3 = Late, then enter minutes followed by # · 9 = Stop future automated calls. Spoken responses are not transcribed in this fixed-recording mode.

Sarvam · voice and speech testing

Save your Sarvam key below first, or enter a one-time key on the Voice test page. Preview audio is generated there, then played using the audio player.

Sarvam API keySarvam voice

Remove saved Sarvam key

For Exotel, Sarvam is used only to create a recording. The saved audio plays in your Exotel flow and caregivers respond using the keypad.

Opening message for live calls

General greeting — saved recording text

Save changes first, then generate a recording when needed. Include your keypad instructions. Everyone hears this same message. Changing this text does not replace audio already uploaded to Exotel.

Enable name, location and duty date/time in the spoken greeting

Off by default: everyone hears the same fixed greeting. Sheet details remain available in the CRM. With Sarvam, each unchanged fixed prompt is generated once and its recording reused. Changing voice or text requires new audio. Phone calling and speech recognition still cost money.

Edit the general greeting above. Personalization below is optional and stays off for Exotel.

Preview & save the fixed recording

Uses your saved Sarvam voice. First generation uses Sarvam credits; replaying the unchanged recording does not regenerate it.

Personalized greeting (used only when enabled)

Available fields: {caregiver_name}, {duty_date}, {duty_time}, {location}. All placeholders are optional. The yes/no/late/stop keypad instructions are appended automatically.

Use Voice test to edit and save the general greeting. After changing the text or voice, generate and upload a new recording to Exotel.

Users & roles

Create accounts and control access. Disabling an account keeps its history.

Choose a module, its departments and a role. Operator edits assigned incoming cases; Manager manages department cases; Viewer reads only. Administrator has full access to every module.

Incoming calls & follow-ups

Customer and Caregiver enquiries • Separate from attendance

Date filterFrom date (IST)To date (IST)

Search name or mobileDepartmentCase typeOutcomeOverdue follow-ups onlyShow duplicate-delivery counts

Add enquiries or upload data

Download incoming CSV template

Existing customer base

Upload Customer Number and Customer Name to match enquiries by phone. This does not create cases or place calls.

Download customer-base template

Caregiver engine

Find caregivers, validate details and fill customer bookings

SearchCaregiver enquiries — last 7 daysFinal statusServiceGender

ZoneAssignmentAge fromAge toExperience from (years)Experience to (years)Due follow-ups

	Caregiver / mobile	Service / experience	Area / Zone	Hours / shift	Final status / follow-up	Assigned to

Drop bookings

Service closures and drop reasons

From date (IST)To date (IST)SearchDrop reason

Replacement tracker

Booking-linked replacements, reporting and customer feedback

From date (IST)To date (IST)SearchStatus

Every duty. Accounted for.

Calling controls

Appointment roster

Your day starts here

Operations alerts

Activity log

Test phone calls

Recent test results

Try the conversation.

Sarvam test connection

1. Listen to the opening

2. Test a caregiver response

API settings

CRM access security

Choose the voice for calls

Phone calling connection

Exotel calling

Fixed recordings for Exotel

Sarvam · voice and speech testing

Opening message for live calls

Preview & save the fixed recording

Users & roles

Team accounts

Create user

Incoming calls & follow-ups

Existing customer base

Caregiver engine

Assign selected numbers to callers

Drop bookings

Replacement tracker

Upload appointments

Appointment details

Export data

Welcome back.

Every duty. Accounted for.

Calling controls

Appointment roster

Your day starts here

Operations alerts

Activity log

Test phone calls

Recent test results

Try the conversation.

Sarvam test connection

1. Listen to the opening

2. Test a caregiver response

API settings

CRM access security

Choose the voice for calls

Phone calling connection

Exotel calling

Fixed recordings for Exotel

Sarvam · voice and speech testing

Opening message for live calls

Preview & save the fixed recording

Users & roles

Team accounts

Create user

Incoming calls & follow-ups

Existing customer base

Caregiver engine

Assign selected numbers to callers

Drop bookings

Replacement tracker