Form → Kesy calls in 60s → Gemini filters worthy leads → follow-up → sign-up. Outbound-replacement campaigns.
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🧪 Test the flow — this is the exact Facebook form. Fill it and Kesy calls you.
Kesy will greet you by name, know your business + answers, and speak the language you pick.
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1. High-intent form
Name, phone, business + a qualifier ("Do you make outbound calls?") + a note on the thank-you screen: "You'll get a call from Kesy on this number."
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2. Kesy calls in 60s
The moment the form submits, Kesy calls the number and runs a warm live demo — asks their business, pitches replacing their telecaller.
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3. Gemini filters
After the call, Gemini reads the transcript — real human vs junk/voicemail, engaged, interest — and decides who is worth following up.
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4. Follow-up
Only worthy leads get the WhatsApp intro + follow-ups. Junk leads get nothing — no spam, no wasted budget.
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5. Sign-up tracked
Numbers are matched against web.kesy.ai sign-ups — converted leads are marked automatically.
The idea: Kesy is a voice agent, so the product is the demo. Instead of collecting a form and hoping a salesperson calls later, Kesy calls within a minute — while intent is hot — and demos itself live. Facebook produces a lot of junk, so Gemini decides worthiness from the actual conversation, not from call duration. That is how we avoid the wasted-lead problem of the old flow.
Target: outbound-heavy businesses (real-estate, coaching, consultants, agents) who already pay telecallers — the pitch is "replace your telecaller with an AI that calls every lead, 24x7."
To go live: create a Meta High-Intent form, add the qualifier + thank-you note, then paste the form ID into Settings so its leads route here. Everything else is automatic.
LinkedIn
LinkedIn Lead Gen form → Kesy calls in 60s → Gemini filters → follow-up → sign-up. Same engine as Facebook, for high-value B2B leads.
🧪 Test the flow — simulate a LinkedIn lead on your own number
Kesy greets by name, knows the company + answers, and speaks the language you pick.
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Cold Leads
Google Places discovery + AI-powered WhatsApp outreach ยท India only
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Total Runs
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Leads This Week
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Last Run
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Daily Limit
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๐ Cron Schedule
Primary Window
6:00 AM IST
00:30 UTC ยท runs daily
Next Scheduled Run
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Auto-Run
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Select a run to view details
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City Query Coverage
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Discovery System Prompt
Sent to Claude for each discovery run โ defines Kesy targeting, city priority, and output format.
This is exactly what Gemini is told to say and how to behave on every cold call โ the greeting, the 2-minute pitch, how to address the owner, and when to end the call. Edit and save; live calls pick up changes within ~60 seconds.
๐ How Cold Leads Work โ voice-first
Kesy acquires cold leads by calling them, not by cold-texting. Every day Discovery finds fresh Google-Places leads, Kesy phones each one with a Hindi-first pitch, and only leads that actually engage on the call get a WhatsApp โ a marketing intro, then a short utility follow-up sequence โ sent from a dedicated, isolated WhatsApp account so it can never affect account notifications. There is no WhatsApp cold-outreach blast anymore.
1 ยท Discovery โ find the leads
Runs daily at 8:30 AM IST (03:00 UTC). Pulls fresh businesses from Google Places up to the daily limit โ each becomes a lead at new. See the Discovery tab; toggle it in Settings โ AI Discovery.
2 ยท Cold call โ Kesy phones the lead
Kesy calls with a ~2-minute Hindi-first AI pitch (introduces herself as an AI receptionist) โ stage: cold_calling. Toggle in Settings โ Auto Cold-Calling. Outcomes:
โ Engaged
Talked long enough โ WhatsApp starts (below)
stage: cold_called
โป No answer / too short
Retry ~every 24h ร3 โ gives up
cold_retry โ cold_dead
๐ซ "Don't call me"
Added to the block list โ never dialed again
blocked
3 ยท WhatsApp โ only for engaged leads
Sent from +1 507-203-2302 โ a separate WhatsApp account/WABA, fully isolated from account notifications (so a spam flag here can never take notifications down).
Day 0 โ intro, with delivery fallback
๐ฃ Marketing intro
kesy_cold_intro_v1
Company details + web.kesy.ai signup link (plain text โ no in-app-browser buttons)
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โฑ Delivery checked ~90s
If Meta caps the marketing message, a utility fallbackkesy_cold_recap_v1 is sent instead so it still lands.
Then โ utility follow-ups (stop if they reply)
Day 3
kesy_cold_fu1_v1
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Day 7
kesy_cold_fu2_v1
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Day 21
kesy_cold_fu3_v1
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Day 30
kesy_cold_fu4_v2
All four follow-ups are UTILITY templates. If the lead replies on WhatsApp at any point, Kesy's AI takes over the chat and the follow-ups stop. You can see each lead's exact WhatsApp state in the Cold Calls tab.
4 ยท Conversion
replied โ AI chat qualifies them โ interested โ signs up at web.kesy.ai โ converted. Non-responders exhaust the follow-ups and drop off. Track the whole funnel in the Pipeline tab.
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๐ฏ Outbound Campaigns
Manual, campaign-based cold outreach โ you control every step. Separate from the automated Cold Leads.
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๐ How Outbound Campaigns Work
The idea: target businesses that already live on the phone (real-estate, immigration, coachingโฆ) and pitch Kesy as the AI that makes their calls for them. Every campaign is manual โ you control the data, the script, the hours, and the on/off switch.
The flow, step by step:
Import โ pull leads from Outscraper (Google Maps) or upload a vendor CSV (e.g. 99datacd). Kept separate per campaign so you know what each source produced.
Call โ turn the campaign ON (or hit "Call Now"). Kesy dials pending leads within your calling hours, at your concurrency, up to the daily cap, using this campaign's script.
Re-call โ no-answer / short leads are re-dialed automatically: +4h โ next day โ +2 days, up to 4 attempts (short = 2), then marked dead.
Engaged? โ Kesy sends a WhatsApp from the isolated cold account: marketing intro โ (if Meta caps it) utility fallback โ utility follow-ups on Day 3, 7, 21, 30.
Follow-ups stop the moment they reply on WhatsApp or sign up.
Sign-up tracking โ Kesy phone-matches your leads against web.kesy.ai signups and flips them to โ Converted.
Watch the funnel in each campaign's Overview tab: leads โ called โ engaged โ interested โ WhatsApp โ signed up. That tells you which category + script actually converts, so you scale the winner.
๐ก Always test first: use the Test tab (your own number) to hear the pitch and preview the WhatsApp before switching a campaign ON.
New Campaign ๐ฎ๐ณ India
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๐ฌ Inbox
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Loading conversations...
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Select a conversation
Choose a lead from the list to view messages
System Prompt
Sent to Claude for every inbound WhatsApp reply
Characters: 0
Knowledge Base
Product info, pricing, FAQs โ used by Claude when answering questions
Characters: 0
Outreach
All outbound message history
Total
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Sent
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Failed
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Pending
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Outreach Log
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Activity
Messages sent, replies received, and job runs
๐ Discovery
6:00 AM IST (00:30 UTC)
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๐ FB Ads
8:00 AM IST (02:30 UTC)
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Recent Messages Sent
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Recent Inbound Replies
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Key Job Runs
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WhatsApp Templates
Twilio WhatsApp templates used by the Kesy Salesbot โ cold leads, FB leads, and conversation management
๐ When Each Job Runs
On FB Lead
fbWebhook.js โ Sends welcome instantly when a Facebook Lead Ad form is submitted Template: kesy_fb_welcome_v2 (UTILITY โ high deliverability)
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AI Discovery Auto-Run
Run Google Places discovery at 6:00 AM IST daily
Auto Cold-Calling
Kesy calls fresh leads (Hindi-first pitch) during calling hours; engaged leads get ONE WhatsApp recap after the call. Voice-only โ no WhatsApp nurture.
Settings
Automation config, API keys, and follow-up timing
๐ Discovery Settings
Daily Discovery Limit
Max Google Places searches per day
๐ค Outreach Settings
Daily Outreach Limit
Max initial WhatsApp messages sent per day
๐ Cold-Calling Settings
๐งช Test Cold Call
Enter any number โ Kesy calls it right now with the live cold-call pitch (bypasses limits & hours).
Daily Cold-Call Limit
Max fresh leads Kesy calls per day
Calling Hours Start
IST, 24h format (e.g. 09:00)
Calling Hours End
IST, 24h format (e.g. 21:00)
Calling Days
Days Kesy is allowed to place cold calls (IST). Tap to include/exclude โ saves instantly.
Concurrent Calls
How many cold calls run at the same time
Max Call Attempts
Total call attempts before unreachable (3 = first call + 2 retries; set 4 for first + 3 retries)
Engaged Threshold
Min call seconds to count as engaged โ WhatsApp recap + nurture
sec
Signup Link
Link sent in the WhatsApp recap + follow-ups
โฐ Follow-up Delays
Follow-up 1 Delay
Hours after initial contact before first follow-up
hrs
Follow-up 2 Delay
Hours after initial contact before second follow-up
hrs
Follow-up 3 Delay
Hours after initial contact before third follow-up
hrs
Follow-up 4 Delay (Final)
Hours after initial contact before final follow-up
hrs
โ๏ธ Escalation
Escalation Phones
Comma-separated numbers to alert on escalation (with country code)
๐ค LLM Configuration
Choose the AI provider and model for each bot function. Changes take effect immediately after saving.
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๐ฑ Twilio / WhatsApp
Cold-outreach sender
Dedicated Twilio WhatsApp number for salesbot cold outreach
API credentials
Account SID + Auth Token are set as Railway env vars (TWILIO_ACCOUNT_SID / TWILIO_AUTH_TOKEN), not stored here
โ configured via env
๐ค Claude AI
Claude API Key
Anthropic API key for AI responses
๐ง Google Gemini AI
Gemini API Key
Used for ad image generation (Imagen 4) and audio transcription (Gemini 2.5 Flash)
๐ Google Places
Google Places API Key
For lead discovery searches
๐ Facebook / Meta
FB Page ID
FB Page Token
FB User Token
FB App ID
FB App Secret
FB Ad Account ID
FB Business ID
FB Verify Token
๐ Dashboard
Dashboard Password
Password used to log into this panel
Customers
AI-driven engagement for Kesy business owners
Total Businesses
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signed up on Kesy
Premium Active
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paid subscribers
Free Plan
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no active subscription
Expiring Soon
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within 7 days
Lapsed (90d)
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expired subscriptions
Sent This Week
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customer messages
Business
Segment
Plan
Calls 7d
Last Call
Signed Up
Last AI Msg
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Next Template Engine
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7:00 AM IST daily
Next Customer AI Scan
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9:05 AM IST daily
Date
Trigger
Businesses
Sent
Flagged
Tpl Req
Tokens
Cost
Status
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Run Detail
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Next Template Engine
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7:00 AM IST daily โ processes pending requests
Submits + polls Twilio templates
Approved Utility Templates
Name
Segment
Body Preview
Submitted
Updated
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Template Requests Queue
Purpose
Segment
Status
Template Name
Requested
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All Templates (including pending/rejected)
Name
Segment
Category
Status
Resubmits
Created
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Customer AI Controls
Customer AI Scan
Runs daily at 9:05 AM IST ยท scans ALL businesses + sends messages
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Template Engine
Runs daily at 7:00 AM IST ยท submits + polls Twilio templates
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โก Conversion Engine โ free โ Premium
Auto sales follow-up (calls + WhatsApp) for new signups โ Gemini-run with per-customer memory. Engine build in progress; turn ON once ready.
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Customer AI โ System Prompt
The master prompt Claude receives daily to guide outreach decisions
โ using default
Template Engine โ Body Generation Prompt
Used when creating new template bodies from requests. Use {purpose}, {draft}, {segDesc} as placeholders.
โ using default
Template Engine โ Rewrite Prompt
Used when rewriting a marketing-approved template to pass as utility. Use {body}, {segment} as placeholders.
โ using default
Free signups in the conversion window, sorted by Gemini interest score (hottest first). Click a customer for their memory + history, or ๐ Call now to sell them yourself.
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How the Customer AI Works
Every morning, the Customer AI scans all Kesy business owners, segments them by their account activity, and sends a context-aware WhatsApp message to those who need attention. Claude decides the timing and which template to use โ based on full outreach history and any inbound replies.
๐ง NOT SETUP
Signed up but onboarding not completed โ they haven't redirected their phone to Kesy yet. Window: โค30 days from signup.
Claude's goal: Help them complete setup. Offer support. Gently remind. Escalate to manual call: day_since_signup > 20 AND 2+ messages already sent.
๐ต NO CALLS
Onboarding done but 0 inbound calls in the 14 days since signup. Could mean: number not redirected, or truly low traffic.
Claude's goal: Confirm Kesy is live for them. Offer to verify the setup. Check in.
๐ด INACTIVE
Active subscription, was receiving calls, but 0 calls in last 7 days. High churn risk before next renewal.
Claude's goal: Re-engage. Ask if everything is working. Remind of value. Escalate to manual call: days_since_last_call โฅ 30 AND 2+ messages sent.
โณ EXPIRING SOON
Subscription ending within 7 days. Needs renewal nudge โ but in a service-oriented, non-pushy way (UTILITY, not marketing).
Claude's goal: Remind that subscription is ending. Explain what they'll lose. Provide renewal link.
๐ค LAPSED
Subscription expired โค90 days ago. Was a paying customer. Win-back window. More urgent if expired recently.
Claude's goal: Win them back. Remind of what they had. Offer easy restart. Mention support.
Schedule & Jobs
๐ค Template Engine โ 7:00 AM IST
Processes Claude's template requests โ generates UTILITY body โ submits to Twilio โ polls for approval โ if Meta approves as MARKETING, rewrites and resubmits (up to 3 times).
๐ง Customer AI โ 9:05 AM IST
Fetches all eligible businesses, segments them, sends to Claude in batches of 200. Claude picks who to contact, which template to send, and who needs manual attention.
Templates must be UTILITY: All customer templates are submitted as UTILITY category. Meta may still classify them as MARKETING โ in that case the template engine auto-rewrites and resubmits. Never add promotional or discount language.
Kesy Social
Fully automated โ posts to Facebook & Instagram every 2 days
NEXT SCHEDULED POST
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Total posted
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Claude Generation Prompt
This is the instruction Claude uses to pick a theme, write the caption, and create the Gemini image brief. The Kesy knowledge base (brand context + recent themes) is always prepended automatically.
✓ Saved
Kesy Knowledge Base (auto-prepended, not editable here)
You are the social media manager for Kesy โ India's AI phone receptionist for small businesses.
Kesy answers missed calls 24/7 for restaurants, clinics, salons, shops, and other Indian SMBs. The brand is modern, warm, Indian-first, and professional.
Recent post themes (avoid repeating): [auto-filled at generation time]
Run Detail
Lead Log
FB form fields + Claude extraction + outreach history
๐ Claude AI Logs
Turn-by-turn: exact input sent to Claude + exact response received