IntelliCall AI - AI Voice Calling Agents for Lead & Campaign Automation SaaS Platform

Welcome to IntelliCall AI v2. This version includes full SaaS capabilities (plans, payments, multi-tenancy) on top of the powerful AI calling engine.

📦 What's New in Version 2

📦 What's Included

• Backend API (Node.js/Express) - Core logic, telephony integration, and real-time streaming using WebSockets.
• Frontend Dashboard (Next.js/React) - Administrative interface for managing leads, agents, and monitoring calls.
• Telephony Integration (Twilio) - Seamless voice and media stream handling.
• AI Integration - Customizable AI agents powered by OpenAI/Deepgram/etc.

✨ Key Features

📋 Requirements

⚡ Easy Install (Recommended)

The fastest way to get started is with our Setup & Customization Wizard. It handles environment configuration, dependency installation, and component linking automatically.

Step 1: Run Setup Wizard

macOS / Linux:

cd Projects_v2/setup
bash setup.sh

Windows (PowerShell as Admin):

cd Projects_v2/setup
.\setup.ps1

Step 2: Follow the Prompts

The wizard will guide you through:

• ✅ Dependency Checks: Ensures Node and npm are ready.
• ✅ Database Setup: Connects and tests your MongoDB.
• ✅ Auth Configuration: Prompts for Google Client IDs.
• ✅ Environment Generation: Creates secure .env files for both backend and frontend.
• ✅ ngrok Assistant: Built-in guide for local testing and Twilio webhook setup.
• ✅ Auto-Validation: Tests the backend connection to ensure everything is perfect.

🎉 Done! After setup, start your services using npm run dev in the backend and frontend folders.

🔧 Manual Setup (Advanced)

While the wizard is recommended, you can set up each component manually if needed.

Backend API Setup

cd Projects_v2/backend
npm install
cp .env.example .env

Required Backend Variables:

Frontend Dashboard Setup

cd Projects_v2/frontend
npm install
cp .env.example .env

Required Frontend Variable:

Set NEXT_PUBLIC_API_URL to your backend endpoint (e.g., http://localhost:5001/api).

🔐 Google OAuth Setup

1. Create a new project in Google Cloud Console.
2. Enable **OAuth Consent Screen** and add email and profile scopes.
3. Create **OAuth 2.0 Client IDs** (Web Application).
4. Add Authorized Redirect URI: [BASE_URL]/api/auth/google/callback.
5. Copy Client ID and Secret to your backend .env file.

📞 Twilio Configuration

Twilio is the communication backbone that enables the platform to place outbound calls and handle voice streams.

1. Log in to the Twilio Console.
2. Obtain your Account SID and Auth Token from the Account Dashboard.

3. Get a voice-capable Twilio Phone Number.
4. In the IntelliCall AI Dashboard, navigate to Settings > API Keys.
5. Enter your SID, Token, and Phone Number (in E.164 format, e.g., +1234567890).
6. Crucial Step: Ensure your BASE_URL is correctly set in your backend .env file (e.g., your ngrok URL or public domain). The platform uses this to tell Twilio where to send voice and status updates.

🌍 Local Testing with ngrok

Twilio needs a public URL to send events (like voice streams) to your local machine. ngrok creates a secure tunnel from the internet to your local server.

1. Install ngrok

• Windows: Download the ZIP from ngrok.com, extract it, and run the .exe.
• macOS (Homebrew): Run brew install ngrok/ngrok/ngrok.
• Linux: Use curl -s https://ngrok-agent.s3.amazonaws.com/ngrok.asc | sudo tee /etc/apt/trusted.gpg.d/ngrok.asc >/dev/null && echo "deb https://ngrok-agent.s3.amazonaws.com buster main" | sudo tee /etc/apt/sources.list.d/ngrok.list && sudo apt update && sudo apt install ngrok.

2. Connect your account

Signup at ngrok.com and get your Authtoken. Run this in your terminal:

ngrok config add-authtoken YOUR_AUTHTOKEN_HERE

3. Start the tunnel

Start your backend (default port 5001) and then run:

ngrok http 5001

4. Copy the URL

Copy the Forwarding URL (e.g., https://a1b2-c3d4.ngrok-free.app) and use it as your BASE_URL in the backend .env file.

Note: If using the free version, your URL changes every time you restart ngrok. Remember to update your .env and Settings accordingly!

🎙️ ElevenLabs Configuration (TTS)

ElevenLabs provides the high-quality Text-to-Speech (TTS) engine that gives your AI agent its voice.

1. Get your API Key from the ElevenLabs Developer Settings.

2. In the IntelliCall AI Dashboard, go to Settings > API Keys.
3. Paste your key into the ElevenLabs API Key field and click Save Changes.

👂 Deepgram Configuration (STT)

Deepgram powers the Speech-to-Text (STT) engine, allowing the AI to understand the lead's voice in real-time with ultra-low latency.

1. Create an account and generate an API key at console.deepgram.com (under the API Keys section).
2. In the IntelliCall AI Dashboard, go to Settings > API Keys.
3. Paste your key into the Deepgram API Key field and click Save Changes.

🧠 OpenRouter Setup (LLM)

OpenRouter is used to access advanced Large Language Models (like GPT-4 or Claude 3) that drive the conversation logic and call analysis.

1. Generate your API Key at openrouter.ai/settings/keys.
2. In the IntelliCall AI Dashboard, go to Settings > API Keys.
3. Paste your key into the OpenRouter API Key field and click Save Changes.

Update all the settings in the Settings page.

👑 Admin Panel Guide

The Admin Panel is the control center for your SaaS. It is accessible only to users with the admin role.

To access: Log in as an admin and navigate to /admin or click "Admin" in the sidebar.

1. User Management

View all registered users, their email addresses, and subscription status.

2. Plan Management (/admin/plans)

Define the tiers for your SaaS (e.g., Free, Pro, Enterprise). You can configure:

• Name & Description: Visible on the pricing page.
• Price & Interval: Monthly, Yearly, or One-time.
• Resource Limits:
  • Max Agents
  • Max Campaigns
  • Lead Capacity
  • Total Calls/Minutes per month

3. Purchase History (/admin/purchases)

Track all transactions across all payment gateways. View status (Success, Failed), user, plan, and amount.

4. Gateway Settings (/admin/gateways)

Enable/Disable specific payment providers and manage their API keys directly from the UI.

👥 User Roles

IntelliCall AI supports two primary user roles for secure collaboration within your platform.

💳 Payment Gateways Setup

IntelliCall AI v2 supports 4 major payment providers. You can enable any combination of them.

Go to Admin Panel > Gateways to configure these.

Stripe

1. Go to Stripe Developer Dashboard.
2. Copy your Publishable Key (pk_...) and Secret Key (sk_...).
3. Paste them into the Stripe section in the Admin Panel.
4. Toggle Enabled to On.

PayPal

1. Go to PayPal Developer Dashboard.
2. Create a new App. Copy the Client ID and Secret Key.
3. Paste them into the PayPal section in the Admin Panel.
4. Toggle Enabled to On.
5. For testing, refer to the PayPal Sandbox Guide.

Razorpay

1. Go to Razorpay Dashboard.
2. Generate a new Key. Copy Key ID and Key Secret.
3. Paste them into the Razorpay section in the Admin Panel.

Dodo Payments

1. Go to Dodo Payments Dashboard.
2. Copy your API Key.
3. If you are using Product IDs for plans, ensure the Dodo Product ID field in your Plan config matches the product ID in Dodo.
4. Webhook Setup (Important):
• Go to Dodo Developer Webhooks.
• Add a new Webhook Endpoint: [BASE_URL]/api/payments/dodopayments/webhook.
• Local Testing: Ensure you have ngrok configured (see Twilio & ngrok section) to get a public URL for your local server.

📊 User Plans & Billing

How users subscribe to your services:

1. Sign Up: Users arrive at the landing page and click "Get Started".
2. Dashboard Access: New users (Member role) have restricted access based on the Free/Default plan limits.
3. Upgrade Flow:
   • User navigates to Settings > Plan & Billing.
   • They see all active plans you created in the Admin Panel.
   • They click "Upgrade", select a Payment Gateway, and complete the transaction.
4. Instant Activation: Upon successful payment, their account limits (Agents, Calls, etc.) are instantly updated.

🤖 Creating AI Agents

Agents are the "brains" of your calls. You can customize how they speak and behave.

1. Navigate to the AI Agents page in the dashboard.

2. Click + Create Agent.

3. Name: Give your agent a descriptive name (e.g., "Sales Assistant").
4. System Prompt: Define the agent's personality and goals (e.g., "You are a helpful sales representative for a solar company...").
5. Opening Message: This is the first thing the agent says when the lead answers. (Optional)
6. Voice Settings: Select a voice name (like "Rachel") or provide a custom ElevenLabs Voice ID for premium results.

📅 Creating Campaigns

Campaigns allow you to automate calls to a list of leads using a specific AI Agent.

1. Ensure you have imported leads in the Leads page.

2. Go to the Campaigns page and click + Create Campaign.
3. Select the AI Agent you want to use.
4. Select the Leads or specific tags you want to target.
5. Click Start on the campaign card to begin the automated calling process.

📊 Call Logs & Analytics

Monitor your performance with detailed conversation history and AI-driven insights.

• Viewing Logs: The Call Logs page shows every interaction, including the status, duration, and AI qualification score.

• Conversation Details: Click Details on any log to see the full transcript between the AI and the lead.

• Auto-Analysis: To enable automatic call summaries and qualification scores, go to Settings > Preferences and toggle Automatic Call Analysis ON. This uses OpenRouter to analyze the transcript immediately after the call ends.

⏺️ Call Recording

Keep a record of all conversations for quality assurance and training.

1. Go to Settings > Preferences.
2. Toggle Call Recording to ON.

3. Once enabled, a play button will appear in the Call Logs table for all new calls.
4. You can listen to recordings directly in the browser using the built-in modern audio player.

🎨 Frontend Customization

The solution includes a polished Next.js landing page. Here is how to make it yours:

Landing Page (`frontend/app/page.tsx`)

This file contains the Hero, Features, Pricing, and Testimonials sections.

• Hero Text: Search for Automate Your Outbound Calls to change the main headline.
• Images/Colors: The theme uses --primary-color and Tailwind utility classes. Edit frontend/app/globals.css to change the brand color (default: #8078F0).
• Testimonials: Located in the Testimonials section array. Update the text and author names.

Additional Pages

You can find and edit these files to add your legal text and company info:

• About Us: frontend/app/about/page.tsx
• Contact: frontend/app/contact/page.tsx
• Privacy Policy: frontend/app/privacy/page.tsx
• Terms of Service: frontend/app/terms/page.tsx

❓ Troubleshooting

Common Console Errors

"WebSocket connection failed"

• Ensure BASE_URL in backend .env is correct.
• If using ngrok, ensure the tunnel is active and the URL matches.

"Google Auth Error"

• Verify Redirect URIs in Google Console match exactly.
• Ensure JWT_SECRET is set in backend.

"Database connection error"

• Verify MongoDB service is running.
• Check if the IP is whitelisted (if using MongoDB Atlas).

✉️ Need Technical Support?

If you have purchased any of my products from CodeCanyon, you are eligible for free support. Open a ticket to get help with installation, bugs, or general queries.

Support Portal: https://envato.aqeelshamz.com/

Email: aqeelten@gmail.com