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Dashboard

Overview of activity across all your clients

Active Clients
—
businesses onboarded
Conversations Today
—
last 24 hours
Messages Today
—
last 24 hours
Total Messages
—
all time

Recent Conversations

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Recent Activity Log

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Conversations

Click a conversation to read the full message thread

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Clients

Businesses using Alli as their AI receptionist

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Appointments

All bookings made by customers via AI chat or calls

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CRM Follow-Ups
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Settings

API keys, server config, and connection setup

Server
OpenAI
Twilio
ElevenLabs
Meta API
Evolution API
Google Calendar
Connect

⚙️ Server Configuration

Default: 3000
Public HTTPS URL of this server. Used in Twilio webhook URLs. Use your ngrok URL for local testing.
PostgreSQL connection string. Run npm run db:init after setting this.
Set true to skip webhook signature checks during local development.

🤖 OpenAI

Get your API key at platform.openai.com → API Keys

📱 Twilio

Find these at console.twilio.com → Account → API keys & tokens

🎙️ ElevenLabs optional — for realistic voice

If not configured, calls will use Twilio's built-in text-to-speech (Amazon Polly). Get a key at elevenlabs.io.
Find voice IDs at elevenlabs.io/voice-library. You can also set per-client voice IDs when adding a client.

🟦 Meta WhatsApp Cloud API optional — official Meta Business API

The official Meta WhatsApp Business API — clients get a verified business number, green tick, and higher messaging limits. Set up at developers.facebook.com → WhatsApp → Getting Started.
You create this. Enter the same value in Meta's webhook configuration as the Verify Token.
Permanent system user token from Meta Business Suite, or the temporary token for testing.
Meta webhook URL
In Meta App Dashboard → WhatsApp → Configuration, paste this URL and your Verify Token above. Subscribe to the messages webhook field.
Per-client setup
Each client needs a Meta Phone Number ID — found in Meta App Dashboard → WhatsApp → API Setup. Set this when adding or editing a client.

⚡ Evolution API optional — WhatsApp with existing numbers

Evolution API lets your clients use their existing WhatsApp number — no Twilio number needed for WhatsApp. Install Evolution API on your server, then connect it here.
The URL where Evolution API is running. Must be accessible from this server.
Set in Evolution API's ENV as AUTHENTICATION_API_KEY.
Per-client setup
Each client needs an Evolution Instance — one WhatsApp number connected to Evolution API. Set the instance name when adding a client (the Instance Name field).

Evolution API webhook URL to configure per instance:
In Evolution API → Instances → your instance → Webhook, set this URL and enable the MESSAGES_UPSERT event.

📅 Google Calendar optional — sync appointments to client calendars

Uses a Google Service Account to sync appointments. Create one in Google Cloud Console → enable Calendar API → download JSON key.
The client_email from the service account JSON key file.
The private_key from the JSON file. Paste the entire key including BEGIN/END lines.
Per-client setup
1. Ask the client to share their Google Calendar with the service account email above
2. In Alli → Edit client → enter their calendar ID (usually their Gmail) → enable sync
3. Done! Appointments will sync automatically.

🟦 WhatsApp Option 1 — Meta Cloud API (Official)

Best for clients who want a verified business number with green tick. Requires a Meta Business account.
Paste into Meta App Dashboard → WhatsApp → Configuration → Webhook URL. Set Verify Token in the Meta API tab above.
  • 1
    Go to developers.facebook.com → Create App → Business → Add WhatsApp
  • 2
    In API Setup, copy the Phone Number ID and add it to the client in Alli (Meta Phone Number ID field)
  • 3
    In Configuration, paste the webhook URL above. Set Verify Token to match what you saved in Meta API tab
  • 4
    Subscribe to the messages webhook field and save. Send a test message to verify

⚡ WhatsApp Option 2 — Evolution API (Keep Existing Number)

Best for clients who want to keep their existing WhatsApp number. No Meta approval needed.
Set this per Evolution instance: Instances → your instance → Webhook. Enable the MESSAGES_UPSERT event.
  • 1
    Install Evolution API on your server, configure it in the Evolution API settings tab
  • 2
    Create an instance in Evolution API, connect your client's existing WhatsApp number via QR code
  • 3
    Set the webhook URL above on that instance and enable MESSAGES_UPSERT
  • 4
    Add the instance name to the client in Alli (Evolution Instance field)

💬 WhatsApp Option 3 — Twilio (Sandbox / Dedicated Number)

Use Twilio's WhatsApp sandbox for quick testing, or purchase a dedicated Twilio WhatsApp number for production.
Paste this URL into Twilio Console as your WhatsApp webhook.
  • 1
    Go to console.twilio.com → Messaging → Try it out → Send a WhatsApp message
  • 2
    Under Sandbox Configuration, set "When a message comes in" to the URL above (HTTP POST)
  • 3
    Save, then send a WhatsApp message to your sandbox number to test

📞 Voice (Phone Calls) Setup

Paste this URL into your Twilio phone number's voice webhook.
  • 1
    Go to console.twilio.com → Phone Numbers → Manage → Active numbers
  • 2
    Click your number → Voice Configuration → set "A call comes in" to the webhook URL above (HTTP POST)
  • 3
    Save. Call the number to test — Alli will greet and respond
  • 4
    Make sure BASE_URL in Server settings is a public HTTPS URL (use ngrok for local testing)
🎙️ For realistic AI voice, configure ElevenLabs. Without it, calls use Amazon Polly (Joanna voice).

Add New Client

Twilio number — only needed if using Twilio for WhatsApp or voice
Leave blank to auto-fill from phone number above
Used for appointment scheduling and the AI's sense of current time
Language for reminders, summaries, and owner notifications
Optional. FAQs, pricing, policies — the more detail, the better the AI
Updated weekly/monthly. Special instructions, featured items, seasonal promotions the AI should know about.
✉️ Custom Messages (Optional)
Use {reply} where you want the AI to insert its response to the customer. E.g. "¡Hola! Somos Edu Inc 👋 {reply}". Leave empty to let the AI generate its own greeting.
Placeholders: {customer_name}, {service}, {date}, {business_name}. Leave empty to use the default reminder.
Override the default voice for this client's phone calls
WhatsApp Channel — choose one:
From Meta App Dashboard → WhatsApp → API Setup. Use for official Meta Business API.
Evolution API instance name. Use for clients keeping their existing WhatsApp number.
Leave both blank if using Twilio for WhatsApp (phone number above).
0 = no voice (Basic plan). Standard: 300, Pro: 600
Owner Notifications
Owner's personal number — receives alerts when the AI takes actions.
📅 Daily Appointment Summary
at
Sends the owner a WhatsApp message with today's appointments. Only sent when there are appointments.
⏰ Appointment Reminders
Send reminders to customers at (day before appointment)
Customers with appointments the next day will receive a WhatsApp reminder at this time.
Chat Behavior
When enabled, shows typing dots and a small delay before replies for a human-like feel. Disable for instant replies.
Integrations
Enable Google Calendar sync
Client must share their Google Calendar with the service account email. Enter their calendar ID (usually their Gmail address).
Optional. Receives POSTs when appointments are booked, edited, or cancelled.

Edit Client

Language for reminders, summaries, and owner notifications
Updated weekly/monthly. The AI uses this for timely recommendations.
✉️ Custom Messages (Optional)
Use {reply} where you want the AI to insert its response to the customer. E.g. "¡Hola! Somos Edu Inc 👋 {reply}". Leave empty for AI-generated greeting.
Placeholders: {customer_name}, {service}, {date}, {business_name}. Leave empty for default.
WhatsApp Channel — choose one:
Owner Notifications
Owner's personal number — receives alerts when the AI takes actions.
📅 Daily Appointment Summary
at
Sends the owner a WhatsApp message with today's appointments. Only sent when there are appointments.
⏰ Appointment Reminders
Send reminders to customers at (day before appointment)
Customers with appointments the next day will receive a WhatsApp reminder at this time.
Chat Behavior
When enabled, shows typing dots and a small delay before replies for a human-like feel. Disable for instant replies.
Integrations
Enable Google Calendar sync
Client must share their Google Calendar with the service account email. Enter their calendar ID (usually their Gmail address).
Optional. Receives POSTs when appointments are booked, edited, or cancelled.

Edit Limits

0 = voice disabled

Test Chat

Simulating a customer conversation
💬 Send a message to start testing
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Connect WhatsApp

Scan the QR code with WhatsApp to connect
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