📖 Overview Start Here Current

New Vision AI Call Agent

The New Vision AI Call Agent is a multi-business outbound calling platform that uses artificial intelligence to make calls, capture data, generate notes, send follow-up SMS messages, and create tasks – automatically. Each client business gets its own branded experience, voice, API keys, and contact database.

What the Platform Does

Makes AI-powered outbound phone calls using a real Australian-accented voice or a custom ElevenLabs voice clone
Generates call scripts automatically based on client type, call purpose, and tone
Transcribes calls and auto-generates CRM notes and AI summaries after every call
Sends follow-up SMS messages from templates or AI-drafted messages immediately after a call
Captures contact details (email, address, suburb, loan amounts) from the conversation and updates the profile
Detects referral leads mentioned during a call and auto-creates contacts with urgent tasks
Manages a full contact database with tags, priority tiers, company groupings, and export capability
Runs bulk call campaigns – dial multiple contacts sequentially with a configurable delay
Creates and tracks tasks with priority levels and due dates

💡 Commercial Model: You charge a monthly retainer per business (e.g. $99–$299/month) plus a per-call margin on top of Bland.ai's cost (~AUD $0.14/min). At 200 calls/month averaging 3 minutes each, Bland.ai costs ~$84. Charging $0.50/min = $300 in call revenue plus your monthly fee.

Platform URL & Key Links

Platform: newvisionaiagent.netlify.app Database: supabase.com/dashboard/project/hcbboescqficgwqfevmn Bland.ai: app.bland.ai ElevenLabs: elevenlabs.io Webhook URL: hcbboescqficgwqfevmn.supabase.co/functions/v1/ca-bland-webhook

📝 Client Requirements

What to Collect from a New Client

Before setting up a new business in the platform, gather the following. A discovery call or intake form works well – allow 45–60 minutes.

Business Information

Field	What to Collect
Business Full Name	Legal trading name (e.g. BLOX Commercial Real Estate Pty Ltd)
Short Name / Code	2–8 characters for the selector button (e.g. BLOX, NVFS, NVRE)
Industry Type	Residential RE / Commercial RE / Financial Services / Property Management
Brand Colour	Primary hex colour (ask for brand guidelines or copy from their website)
Agent Name	Principal whose name calls are made on behalf of (e.g. Chris Brown)
Caller Name	Name the AI agent introduces itself as (e.g. Lucy, James, Sarah)
On Behalf Of	If caller differs from agent: "calling on behalf of [Agent Name]"
Owner Email	Business owner's email for records and billing
Monthly Fee	Dollar amount agreed for the monthly retainer

Voice Configuration

Option A – ElevenLabs Voice Clone (Recommended): Client creates an account at elevenlabs.io, records 1–3 minutes of clear speech, uploads as a Voice, then copies the Voice ID from Voices → their clone → Voice ID. Provide this ID to you.

Option B – Bland.ai Built-in Voice: Choose from nat (AU Male), maya (AU Female), josh (AU Male Confident), or evie (AU Female Professional). No extra setup required.

API Keys

Each client should ideally have their own Bland.ai account so billing is separate. If using your account, track their call minutes and on-charge.

Client's own account: They sign up at app.bland.ai → Settings → API Keys → Create. Key starts with org_

Booking Links

Get a direct booking URL per call purpose (Calendly, Cal.com, or website booking page). These auto-insert into scripts and SMS templates.

Sender Phone Number

For SMS, Bland.ai requires an Australian number. Client can purchase one in their Bland.ai account (Settings → Phone Numbers, ~$2/month). Without this, SMS sends from a US number.

Contact Data

Method	Best For	How
CSV Bulk Import	Existing CRM export	Download template from Import screen, populate, upload
Manual Entry	Small lists or one-offs	Add Contact button, fill all fields
Referral Auto-Create	Leads captured during calls	Automatic – AI detects referrals in transcript

CSV template fields: first_name, last_name, phone, email, date_of_birth, organisation, type, business, priority, tags, address, suburb, postcode, state, loan_amount, property_value, referral_source, notes, follow_up

🚀 SetupKey Process

Step-by-Step Platform Setup

Once you have collected everything from the client, follow these steps. Allow 30–45 minutes for a complete setup.

Step 1 – Add the Business Profile

1

Open the platform and click Businesses in the top navigation

2

Click + Add Business and fill in all fields from the discovery call

3

Enter the ElevenLabs Voice ID if provided, or select the Bland.ai voice fallback

4

Paste their Bland.ai API key if they have their own, or leave blank to use global

5

Enter the booking link and sender phone number

6

Tick "This is a fee-paying client" and enter monthly fee and owner email if applicable

7

Click Save Business – the business button now appears in the nav bar

Confirmation: The business will appear as a coloured button in the top navigation. Click it to switch context – all calls, contacts, and SMS will be attributed to that business.

Step 2 – Configure Booking Links per Purpose

1

Click Setup in the top navigation → scroll to "Booking Links by Purpose"

2

Click + Add Booking Link for each call purpose the client will use

3

Set the purpose key, business (re or fs), label, and URL – these auto-populate into SMS and scripts

Step 3 – Import Contacts

1

Click the business button to switch to the client's context

2

Go to Contacts → Import and download the CSV template

3

Populate the template with the client's contact list – set Organisation and business fields correctly

4

Upload the CSV – all contacts sync to the database immediately

5

Review imported contacts for data quality issues

Step 4 – Configure Bland.ai Webhook

1

Log into app.bland.ai → Settings → Webhooks

2

Add webhook URL: hcbboescqficgwqfevmn.supabase.co/functions/v1/ca-bland-webhook

3

Set webhook to fire on call completion. This sends transcripts instantly so notes auto-generate.

💡 The webhook URL is also shown in Setup → Webhook section with a Copy button.

🧪 Testing

Testing a Call

Always do a test call before running any real campaign. Add yourself or the client as a test contact first.

Test Checklist

1

Go to Dialler, select the test contact

2

Select a call purpose and click Generate Script – review the AI-generated script

3

Edit the script directly if the persona or content needs adjustment (the script box is fully editable)

4

Click Simulate first to test the UI flow without making a real call

5

Then click Initiate Call to make a real test call

6

After hanging up, wait 30–90 seconds for the transcript to arrive and notes to auto-generate

7

Review auto-generated notes in the History tab

8

If notes don't appear, click 📥 Fetch Notes on the call entry

⚠️ Call fails? Check the Setup tab to confirm the Bland.ai key is saved and the status pill in the top right shows "🟠 Bland.ai connected". If it shows "No API key", re-enter and save the key.

Bulk Campaign Pilot

Before any large campaign, run a pilot of 5–10 contacts to confirm everything works end to end.

Go to Contacts, select 5–10 contacts using the checkboxes
Click "📞 Call Selected" in the bottom toolbar
Set call purpose, delay between calls (minimum 60 seconds recommended)
Click "Start Call Run" and monitor the progress log
After the run, check that call logs, notes, and any referrals have been saved

🏢 Businesses

Managing Businesses

The platform supports unlimited businesses. Each business is completely separate – its own contacts, calls, voice, API keys, and branding.

Adding a Business

Go to Businesses in the nav → click + Add Business. Fill in the name, short name (2–8 chars), industry, brand colour, voice settings, and API keys.

Switching Between Businesses

Click any business button in the top navigation bar. The entire app switches context – Dialler, Contacts, Dashboard, Tasks all filter to that business. The active business appears highlighted.

Business Types

Type	Description	Example
Your Business	Businesses you own and operate	New Vision Real Estate, NVFS
Fee-Paying Client	External businesses you run calls for, billed monthly	BLOX Commercial

Per-Business Voice

Each business can have a completely different voice. Set an ElevenLabs Voice Clone ID for that business and all calls from it will use that voice automatically. The caller name, agent name, and "on behalf of" settings are also per-business.

👥 Contacts

Contacts & Importing

Contact Fields

Field	Notes
Organisation	Which New Vision business "owns" this contact – RE, FS, or Both
Business (biz)	re or fs – controls which Dialler tab the contact appears in
Priority Tier	A (top), B (high value), C (nurture), Normal – shown as badge on card
Tags	Semicolon-separated in CSV. Used for filtering and segmentation.
Follow Up	Date format YYYY-MM-DD. Overdue contacts show in Dashboard follow-up widget.
Referral Source	referral / local_agent_finder / google / social_media / walk_in / existing_client
Type	landlord / tenant / buyer / seller / investor / borrower / first_home / other

Bulk Import

1

Go to Contacts → Import (or the ⬆️ Import button in the toolbar)

2

Click Download CSV Template – this has all fields pre-configured with example rows

3

Fill in the template. Required: first_name, last_name, phone

4

Set Organisation and Assign Business in the import modal before uploading

5

Upload – contacts sync to database immediately

💡 Tip: For large imports (500+ contacts), import in batches of 200–300 and wait for "Synced ✓" before each new batch.

📞 Calls

Making Calls

Single Call Flow

1

Switch to the correct business using the nav buttons

2

Select a client in the Dialler left panel

3

Choose call purpose and tone, click Generate Script

4

Edit the script directly in the text area if needed

5

Click Initiate Call – Bland.ai dials the client's number

6

Click End Call to hang up – notes auto-generate within 30–90 seconds

Bulk Call Run

Go to Contacts, tick the contacts you want to call
Click "📞 Call Selected" in the footer toolbar
Set the purpose, delay between calls (60 seconds minimum), and optional shared script
Click "Start Call Run" – calls fire sequentially and you can monitor progress live
Hit "Stop Run" at any time to abort mid-campaign

Script Generation Tips

The script includes a [DATA COLLECTION] section that politely asks for email, suburb, and property/finance details
Near the end, the agent asks for referrals – any details given are auto-captured and a new contact + urgent task is created
Scripts are editable – click anywhere in the script box to change wording before calling
The orange "EDITED" badge appears when you've changed the generated version. Use "↩ Reset" to revert.

📱 SMS

SMS & Follow-up

Sending SMS After a Call

The SMS panel sits below the script in the Dialler. Templates auto-select based on call purpose. The booking link auto-inserts from the business configuration.

Select a template from the teal buttons or type your own message
Click ✨ AI Draft to have Claude write a personalised SMS based on the call
Character count shows top right – keep under 160 for a single SMS
Click 📤 Send SMS – logs to the client's SMS history immediately

No Answer Auto-SMS

When you save a call note with outcome "No Answer", the platform prompts you to send a follow-up SMS automatically using the No Answer template.

Bulk SMS

Select contacts in the Contacts page, click "📱 SMS Selected" – compose one message, it sends personalised to each selected contact with their first name.

✅ Tasks

Tasks

Tasks track follow-up actions. They appear on the Dashboard and have priority levels, due dates, and can be linked to a contact.

Auto-Created Tasks

Referral detected: When the AI hears a referral during a call, a new contact is created and an urgent task to call them ASAP is auto-created with today's due date
Action items from notes: When a call note contains action items, a high-priority task is auto-created for the next business day

Priority Levels

Level	Icon	Use For
Urgent	🔴	Referral follow-ups, same-day callbacks, time-sensitive
High	🟠	Action items from calls, important follow-ups
Normal	🟡	Regular tasks, weekly follow-ups
Low	⚪	Admin, non-urgent, someday items

🎙️ VoiceElevenLabs

Voice Configuration & ElevenLabs

ElevenLabs Voice Clone Setup

1

Go to elevenlabs.io and create an account (free tier available)

2

Go to Voices → Add Voice → Instant Voice Clone

3

Record or upload 1–3 minutes of clear, natural speech. Avoid background noise.

4

Once processed (5–10 minutes), open the voice → copy the Voice ID

5

Go to Businesses in the platform → Edit the business → paste the Voice ID → Save

6

All calls from that business will now use your voice clone automatically

💡 Best practice: Record in a quiet room. Speak naturally and conversationally, not reading from a script. Vary your pace and tone slightly. ElevenLabs clones work best with natural, relaxed speech.

Voice Priority Order

The platform uses voices in this priority when making a call:

Business ElevenLabs Voice Clone ID (if set in the business profile)
Business Bland.ai voice selection (if ElevenLabs not set)
Global custom voice ID (from Setup tab)
Global voice selection (nat / maya / josh / evie)

Bland.ai Built-in Australian Voices

Voice ID	Profile
nat	Australian Male – Natural, warm, conversational (default)
maya	Australian Female – Warm, friendly, approachable
josh	Australian Male – Confident, direct
evie	Australian Female – Professional, clear

📅 Workflow

Daily & Weekly Workflow

Daily

1

Open platform – Dashboard shows follow-ups due, open tasks, recent calls, and SMS sent today

2

Check Tasks page for urgent tasks 🔴 – these often include auto-created referral follow-ups

3

Click follow-up clients in the Dashboard to open them directly in the Dialler

4

After each call, wait 30–90 seconds for auto-notes. Add manual observations if needed.

5

Send follow-up SMS using templates in the Dialler

Weekly

Export contacts and call logs from Setup → Data Management for client records
Review Dashboard stats – calls, SMS, follow-ups due
Clear completed tasks and set new follow-up dates
Run any scheduled bulk campaigns
Update contact details captured during calls

Monthly Billing (Fee-for-Service Clients)

Invoice client for monthly retainer (shown in their business profile)
Export call log CSV and tally total call minutes for the month
Calculate: total minutes × per-minute rate, add to invoice
Send call activity report if agreed (export from platform)

⬇️ Export

Exporting Data

Available Exports

Export	Where	Contains
Full Contact Export	Contacts → Export All	All fields including address, DOB, loan amounts, call history summary, SMS count
Call Log CSV	Setup → Export Call Log	All calls, purposes, outcomes, notes, AI summaries, timestamps
SMS Log CSV	Setup → Export SMS CSV	All SMS sent, recipients, message content, delivery status
Tasks CSV	Tasks → Export	All tasks, priorities, due dates, status, client linkage
Single Contact	Contact Detail Modal → Export This Contact	Full profile + complete call history + SMS history in one file

💡 CRM Import: The full contact export CSV is formatted for direct import into Infynity and most other CRMs that accept CSV. All fields match standard CRM column names.

⚖️ ComplianceRead Carefully

Privacy & Compliance

⚠️ Important: You are responsible for ensuring your client is aware of and compliant with Australian Privacy Act requirements for outbound AI calling. This is guidance only, not legal advice.

Key Compliance Checklist

Requirement	Action
Do Not Call Register	Scrub contact list against the Australian DNC Register before any campaign. Bland.ai does NOT do this automatically.
Consent	Only call people with an existing relationship or who have opted in to be contacted
AI Disclosure	Best practice: agent identifies as AI if asked directly. Platform scripts are designed to be professional and non-misleading.
Call Recording	Bland.ai records calls by default. Inform clients and consider adding disclosure to scripts if required.
Data Retention	Have a policy for how long contact and call data is retained. Can be deleted manually from the Contacts page.
Privacy Policy	Ensure the client business has a Privacy Policy that covers AI-assisted calling and data storage

Data Storage

All data is stored in a Supabase PostgreSQL database. Contact profiles, call transcripts, SMS logs, and tasks are all stored. API keys are stored in the database and are not exposed in browser network traffic.

🔧 Troubleshooting

Troubleshooting

Common Issues

Issue	Cause	Fix
Status pill shows "No API key"	Bland key not saved in DB	Setup → paste key → Save Settings
"Call failed" error	Wrong phone format or expired key	Verify number has no spaces, check key in Bland dashboard
No notes after call	Webhook not configured or transcript delayed	Click "📥 Fetch Notes" on the call entry, or wait 2 minutes
"Sync error – saved locally"	Database permission issue	Hard refresh (Cmd+Shift+R) – data will re-sync
Contact not in Dialler	Wrong business selected	Check which business is active in the nav bar
Bulk call shows 0 contacts	ID mismatch after DB sync	Hard refresh, wait for "Synced ✓", retry
ElevenLabs voice not working	Voice ID not set in business profile	Businesses → Edit → paste ElevenLabs Voice ID → Save
SMS not sending	No phone number registered in Bland.ai	Register a number in app.bland.ai → Settings → Phone Numbers
Referral not auto-created	Transcript too short or name unclear	Manually add via + Add Contact, set referral source
CSV won't open after download	Browser blocking file download	Check browser download settings, try right-click → Save As

When to Hard Refresh

If anything seems out of sync or the UI shows stale data, always try a hard refresh first: Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows). This clears the cache and reloads from the latest deployed version.

💰 RevenueOpportunity

Pricing Guide

Suggested Pricing Tiers

Tier	Monthly	Included	Overage	Best For
Starter	$99/mo	50 calls up to 3 min	$2.50/call	Small agencies, trial clients
Growth	$199/mo	150 calls up to 3 min	$1.75/call	Active agencies, regular campaigns
Professional	$349/mo	350 calls up to 3 min	$1.25/call	High-volume callers
Enterprise	POA	Unlimited	Included	Franchise networks, large groups

Your margin: Bland.ai cost per 3-min call is ~AUD $0.42. At Growth overage rate ($1.75/call) your margin is ~$1.33 per call above the limit. Monthly retainer covers setup, management, and hosting costs.

One-Time Setup Fee

Charge $299–$499 setup fee covering: discovery call (1 hr), business profile configuration (1–2 hrs), contact import (30 min–2 hrs), training (30–60 min), pilot campaign (1 hr).

Add-on Services

Service	Suggested Price
ElevenLabs voice clone setup	$149 one-time
Custom SMS template pack (5 templates)	$99 one-time
Monthly call performance report	$49/month add-on
Additional business profile	$49/month per business
CRM integration / CSV export formatting	$99–$199 one-time

🔗 Resources

Key Resources

Platform & Infrastructure

Resource	URL / Details
Platform	newvisionaiagent.netlify.app
Database	supabase.com/dashboard/project/hcbboescqficgwqfevmn
Bland.ai Dashboard	app.bland.ai – API keys, phone numbers, call logs, webhook config
ElevenLabs	elevenlabs.io – voice clone setup and Voice IDs
Vapi.ai	dashboard.vapi.ai – alternative call provider
Netlify	app.netlify.com – deploy updates by dragging the zip file

Webhook URL

https://hcbboescqficgwqfevmn.supabase.co/functions/v1/ca-bland-webhook

Add this to Bland.ai → Settings → Webhooks. This sends call transcripts instantly so notes auto-generate after every call.

Deploying Updates

When a new version of the platform is built, deploy it to Netlify by dragging the zip file onto app.netlify.com/drop. It replaces the existing deployment instantly. Always hard refresh after deployment (Cmd+Shift+R).

Contact

For technical support or feature requests, contact NVative Marketing: chris@newvisionre.com.au

Businesses