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Help Center › Admin screens, field by field › AI Receptionist in the Hub: calls, campaigns, safety and do-not-call
AI Receptionist in the Hub: calls, campaigns, safety and do-not-call
Every field on the AI Receptionist Calls list, Campaigns form, Safety settings, do-not-call list, delete-a-number box and record of changes.
On this page
This is the day-to-day half of the AI Receptionist screen. Setup is in hub-ai-receptionist-setup-and-settings.
Where to find it: Contractor Hub → Marketing & Growth → AI Receptionist, tabs Calls, Campaigns, Settings and Safety and records.
Calls
Shows who called, when, how long, what they needed and what was booked. With none yet: “No calls yet”. Buttons on a call: Call back (opens your phone dialer), Open customer and Mark callback done (shown only when a callback is needed).
Campaigns
A campaign calls a group of customers for a reason. Nobody is called until you confirm you have permission. With none: “No campaigns yet”. Statuses: Running, Paused, Draft.
Buttons: + New campaign, Pause all campaigns (shown while one runs), and on each campaign Pause, Resume, Review and start, Edit, Delete (these appear only when allowed for that status).
The campaign form (New campaign / Edit campaign)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Who to call | Picks the group and fills a ready script. Options: Past customers, Quotes awaiting an answer, Seasonal reactivation, Review requests, Appointment reminders, Gentle invoice reminders, Custom. | Pick one. | Past customers. |
| Name | The campaign’s name. | “Fall cleanup check-in”. | The group’s name. |
| What the assistant says | The script. The assistant answers questions and handles “not now” politely. | Edit the text. | The group’s script. |
| Insert a name or detail (buttons) | Inserts a merge word: {first_name}, {business}, {service}, {date}, {amount}. An “Example” line shows the result. |
Click at the cursor. | |
| Goal | What the call aims for. Options: Book a visit; Connect them to me; Ask whether they want to hear from us. | Pick one. | Set by the group. |
| Calling days (day buttons) | Days the campaign may call. | Click days. | Monday to Friday. |
| From (hour, 0–23) | Earliest hour. | 0 to 23. | 9. |
| Until (hour, 1–24) | Latest hour. Always inside your own calling hours on the Safety tab and judged by the time where the person is. | 1 to 24. | 17. |
| Calls per hour at most | Speed limit. | A number, 1 or more. | 12. |
| Calls at the same time | How many calls run together. | 1 to 20. | 2. |
| Tries per person after the first | Extra attempts. | 0 to 5. | 2. |
| Hours between tries | Wait before a retry. | 1 or more. | 24. |
| Spending limit ($, 0 = none) | Stops the campaign at this spend. | Whole dollars. | 0 (no limit). |
| Leave a short voicemail if nobody answers | Drops a voicemail. | Tick. | Off. |
| Send one text after the last try (only to people who agreed to texts) | A final text. | Tick. | Off. |
| Audience box (“N of N people can be called”) | Shows who can be called and how many are skipped (no permission, no number, or on the do-not-call list). | Read-only. | |
| Where did it come from? (placeholder “e.g. signed quote form”) | Records where permission came from, for people without it. | Short text. | Empty. |
| What did they agree to? (placeholder “e.g. I agree to receive calls about my property”) | The wording they agreed to. | Their words. | Empty. |
| Record permission (button below those two) | Saves that permission for the people listed (“Permission recorded for N people.”). Only use it if it is true. | Click. | |
| Save campaign (button) | Saves; problems are shown in red first. | Click. |
Review and start opens a window with the checks, a tick box I confirm the above. and the buttons Confirm and start calling (off until ticked) and Not yet.
Safety and records
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Say it on calls people make to me / Say it on calls I make (campaigns) | The AI announcement switches described in the setup article. | Leave on unless you checked the laws. | On / On. |
| Don’t call before (hour) | Earliest calling hour for every campaign. | 0 to 23. | 8. |
| Don’t call after (hour) | Latest calling hour. The page notes 8 in the morning to 9 at night is the usual limit and some places are stricter. | 1 to 24. | 21. |
| Also check the national do-not-call list | Checks that list. It needs a checking service; if there is none, nobody is called. | Tick. | Off. |
| Most you want to spend each month ($, 0 = no limit) | Monthly cap on spending. | Whole dollars. | 0. |
| Save (button) | Saves these (and recording settings). | Click. |
This page helps you keep records. It is not legal advice.
Do-not-call list
Anyone who says “stop calling” on a call is added at once and skipped in every campaign.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Add a number with Add | Puts a number on the list. | A phone number. | Empty. |
| Remove (per row) | Takes a number off. | Click. | |
| Delete everything about one number → Phone number with Delete | Removes calls, transcripts and permissions held for the number, after you confirm. The number stays on the list so it is not called again. | A phone number. | Empty. |
Record of changes
A read-only table (When, Who, What) of consent, script, voice, announcement and do-not-call changes. It shows the last 50.
Steps
- Check Safety and records first: calling hours and monthly cap.
- In Campaigns, click + New campaign, choose Who to call, edit the script, set days, hours and pace.
- Read the audience box. Record permission only for people who truly agreed.
- Click Save campaign, then Review and start, tick I confirm the above., and click Confirm and start calling.
- Watch Calls and use Pause all campaigns if needed.
Tips
- Start with a small pace and a spending limit.
- Keep the AI announcement on.
If something goes wrong
- Fewer people than expected: the audience box shows how many were skipped and why.
- No calls happen: the campaign is a Draft or Paused, or outside the calling hours.
- Cannot save: read the red message above the Save button.