Choose use case
Inbound calls, outbound lead follow-up, appointment booking, support, collections, real estate lead qualification, or custom workflow.
Client docs
How a business starts using WeSavve.
These are public-friendly docs. They explain the business process without exposing the hidden phone, voice, listening, and AI provider stack.
Give knowledge
Website, PDF, Excel, Word, FAQs, brochures, product notes, objection handling, and forbidden claims.
Approve script
Client approves greeting, pitch, qualification questions, escalation rules, WhatsApp/email follow-up, and compliance language.
Upload leads
Use the portal CSV upload, Google Sheets, CRM push, or API. Required columns: name and phone. Optional fields improve personalization.
Start campaign
Client reviews terms, clicks start, and can pause campaign from the portal. Reports refresh every 30 minutes during active runs.
Review results
Download Excel report with duration, status, disposition, transcript, recording, summary, next action, and callback intent.
BrokerDost as first client
Current onboarding model.
| Area | Current setup | Next improvement |
|---|---|---|
| Portal | Protected client page for BrokerDost lead upload, scripts, campaigns, reports, and password reset. | Move storage from JSON to database with tenant users and roles. |
| Outbound | Portal can prepare campaigns from uploaded leads and bridge to the calling runtime when server token is configured. | Production queue, retries, DND/consent filters, and call-window enforcement. |
| Inbound | Assigned number can be used for inbound routing and report capture. | CRM callback/webhook and transfer/escalation rules. |
| Reports | CSV report includes call rows and links where available. | Reliable duration mapping, analytics charts, and per-client exports. |
| Brochure request endpoint is ready; bridge URL/session is pending. | Connect approved WhatsApp Business API or OpenWA session. |