AI calling

Automated voice calls for udhaar recovery with Retell AI — connect your own account or use the shared one, edit call scripts, place test calls and read the call log.

AI Calls (/app/ai-calls) — Automated voice reminders for udhaar recovery. Connect your Retell account, test it, and edit what the agent says.

AI Calls is part of the Professional and Enterprise plans. On Growth it is not in the menu and the server refuses it. See Plans at a glance.

Viewing needs the Manager role or above; changing the connection needs Admin.

How calls are used#

The udhaar recovery ladder places an AI call to customers whose oldest unpaid credit is 30+ days old. The agent speaks your Payment reminder script with the customer's name, your business name and the amount due. If the call cannot be placed — or your plan is Growth — a final WhatsApp reminder is sent instead.

🤖 AI Calling (Retell AI)#

Setup	Calls run on	Limit
Your own Retell account	Your account — Retell bills you directly, with no monthly call limit	None
Nothing configured	Simulated — nothing is dialled	—

Connect your own account (Admin)#

Tick Use my own Retell account.
Enter your API key (key_…).
Enter the From number — the Retell number that will call customers (+91…).
Optionally enter an Agent ID.
Save. You see AI calling settings saved.

Managers see the settings read-only: Only an admin can change these credentials.

📝 Call scripts#

What the agent says. Click a variable to insert it — values are filled in per call. Variables: {customer_name}, {business_name}, {amount}, {offer_text}.

Script	Default text
Payment reminder	Hello! {customer_name}. This is a call from {business_name}. A payment of ₹{amount} has been outstanding on your account for some time. Please pay at the earliest, or contact the shop. Thank you.
Offer	Hello! {customer_name}. {business_name} has a special offer for you: {offer_text}. Do visit us. Thank you.

Each script shows a live Preview with sample values. Save to use your version; Reset to default restores the original. Scripts must be at least 10 characters.

📞 Test call#

Rings a number you choose using sample values, so no customer is contacted. Test calls are logged separately from customer calls.

Enter the Number to call (for example your own mobile).
Choose the Script.
Place the call. The result shows whether it was Placed via Retell AI or Simulated, the outcome, and the exact words spoken.

☎️ Call log#

Every call — Date, Customer (or — test —), Script, Outcome, Response, Duration. Calls marked Simulated were not placed because no Retell account was configured. Empty state: No calls yet.

Error messages#

Message	Cause
Retell AI error …	Retell rejected the call — check your API key, from number and agent.
Retell AI unreachable: …	Network problem reaching Retell; try again.

Last updated 03/10/2026