Total Tenants

AI Agents

Active Calls

IVR Agents

Fax AIs

Faxes Received

Fax Pages

Call Minutes Consumed

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Totals by Tenant

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Totals by Agent

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Fax Pages Consumed

Name	Domain	Status	Max Channels	Minute Limit	Current Usage	Actions

Name	Email	Tenant	Role	Status	Actions

Agent Number	Name	Tenant	Language	Model	Status	Actions

Date & Time	Agent	Origin (Customer)	Destination	Duration	Customer Cost	Real Cost / Profit	Status	AI Report / Transcript

Select Agent to Configure

API Tools (Function Calling)

Configure REST APIs the AI agent can call in real-time to query or send data.

Name	Method	Endpoint	Status	Actions

RPA Web Automation (Puppeteer)

Create automations for legacy websites without APIs using headless browsers.

Name	Login URL	Keep Alive	Actions

RPA Connections (reusable login with 2FA)

A login saved once (username, password and TOTP secret) that several RPA tasks reuse. 2FA is solved automatically by generating the code. Use Capture to map the platform selectors.

Name	Platform	Login URL	Status	Actions

Genie CRM/PRM Connection (login managed by the system)

Save the URL, the user and the access key once. The system handles the whole authentication process (challenge → login → session) and keeps the session alive so the Create Lead / Contact / Ticket tools create records directly.

Active AI Provider Routing

Select Active Provider

OpenAI Realtime (Direct) Azure OpenAI Service Development Mock

OpenAI API Key Official OpenAI developer platform credential.

Server Turn Detection (VAD)

Threshold (0.0 – 1.0) Sensitivity of voice detection. Lower = more sensitive.

Prefix Padding (ms) Audio buffered before speech starts.

Silence Duration (ms) Silence needed to end a turn.

Billing

Base cost per minute (USD) Base AI API price per minute. Applied to all tenants before markup.

Minimum billable minutes Set 0 to apply no minimum (useful during testing).

FAX cost per page (USD) Our AI cost per fax page read. The tenant markup is added on top.

FAX verify cost per page (USD) Extra per-page charge added when the AI verifier (double-check) runs on a fax. Added to the base fax cost, then markup.

FAX Ai — Azure OpenAI (own resource)

Separate resource/key from the voice Azure config above. Leave empty to read faxes with public OpenAI. When set, faxes use this Azure deployment and fall back to OpenAI automatically on any error. Changes apply after a restart.

Azure Endpoint URL (Fax)

Azure API Key (Fax)

Deployment name (e.g. gpt-5-mini)

API version

Reasoning model? (gpt-5 / o-series) gpt-5/o-series use a different payload. Turn ON for gpt-5-mini.

Reasoning effort Only used when reasoning is ON. Reading faxes needs little reasoning — minimal/low is cheapest.

FAX Ai — Processing & Retention

Retention (days) Faxes older than this are auto-deleted daily (PDF file + DB records). 0 = keep forever.

Genie PRM timeout (ms) Max wait for a Genie CRM/PRM call. Document uploads are the heavy one; raise if large faxes time out. Default 60000 (60s).

AI concurrency (restart) How many faxes hit the AI provider at once, per worker. Higher = faster but more rate-limit risk. Applies after a restart.

AI max retries Retries on a transient AI error (429 rate-limit / timeout / 5xx) before the fax is marked failed.

AI retry base (ms) Base for the exponential backoff between AI retries (2s→4s→8s…). Honors the provider's Retry-After header when present.

Recovery max retries How many times the recovery job (every 5 min) re-tries a FAILED/stuck fax before leaving it for manual review.

Stale after (minutes) A fax stuck in NEW/PROCESSING longer than this is treated as stalled and re-queued by recovery.

Max pages read (restart) Cap on pages sent to the vision model per fax (longer faxes are truncated). Applies after a restart.

Raster DPI (restart) Resolution scanned PDFs are rendered at for the vision model. Higher = sharper small print but more cost. Applies after a restart.

PBX / SIP Integration

Configure the connection parameters between this server and your PBX instance.

SIP Host (Public IP) The public IP the PBX will send SIP INVITE to and where audio RTP packets will flow.

SIP Port UDP port for SIP signaling (default 5080). Must be open on firewall.

RTP Port Range — Min

RTP Port Range — Max

UDP port range for audio RTP. Each active call uses 2 ports. Open this range on the firewall.

The fallback extension is configured per tenant — go to Tenants → Edit to set it for each customer's PBX domain.

PBX Configuration Reference

Create SIP Gateway in PBX

Go to Accounts → Gateways → Add and fill in exactly:

Gateway:         voizgenie_ai
Proxy:           — configure host above —
Register:       False
Caller ID In From: True
Profile:         internal
Ping:            False

Create Dialplan — VoizGenie AI Agents

Go to Dialplan → Dialplan Manager → Add:

Name:     VoizGenie AI Agents
Context: ${domain_name}
Continue: True
Order:   50  (must be lower than 60)

Then add these rows in the detail editor (all in Group 1):

#	Tag	Type	Data
1	condition	destination_number	^(7001\|7002\|7003)$
2	action	export	sip_h_X-Tenant-Domain=${domain_name}
3	action	export	sip_h_X-AI-Agent=${destination_number}
4	action	export	sip_h_X-Call-UUID=${uuid}
5	action	set	hangup_after_bridge=true
6	action	set	continue_on_fail=true
7	action	bridge	sofia/internal/${destination_number}@voizgenie_ai
8	action	transfer	{tenant's pbx_fallback_extension} XML ${domain_name} — set per tenant in Tenants → Edit

Apply Changes in PBX

Go to Status → SIP Status and click Reload XML. Then test by dialing one of your AI agent numbers from a registered softphone.

Create "Ghost Extensions" (for IVR / Ring Group compatibility)

Go to Accounts → Extensions and create an extension for each AI agent number (e.g. 7001, 7002, 7003). Set any random password — no phone will ever register on it. This makes AI agent numbers appear in all PBX dropdown menus (IVR, Ring Groups). The dialplan Order 50 ensures calls are intercepted by VoizGenie before the real extension rings.

Email Notifications (SMTP)

Configure the mail server to send call summaries automatically.

SMTP Host

Port 587 = TLS, 465 = SSL

SMTP User

Password / App Password

Sender (From) If left empty, the SMTP user is used as the sender.

Test recipient The test uses the values above (no need to save first).

Two-Factor Authentication (Email)

After a correct password, users get a 6-digit code by email (valid 3 minutes). If SMTP is down, 2FA is skipped and you'll see a warning banner.

Entity Type

Action

From

Date / Time	User	Tenant	Action	Type	Entity ID	IP	Detail
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Agent Templates

Templates are available to all tenants when creating or editing an agent. Texts marked with [BRACKETS] must be customized by each tenant.

IVR Agents

Linear flows: they play an audio and capture the key the customer presses (DTMF). Results are exported like AI objectives, without transcript or summary.

FAX Ai

Each Fax AI monitors a mailbox, reads incoming fax attachments whose subject matches a keyword, extracts the fields you define, auto-classifies the fax into a disposition + subcategory, and runs that disposition's action (call an API or send an email).

Overview

Total Tenants

AI Agents

Active Calls

IVR Agents

Fax AIs

Faxes Received

Fax Pages

Call Minutes Consumed

Totals by Tenant

Totals by Agent

Fax Pages Consumed

Tenants Management

Tenant Users

AI Agents

Call History & AI Reports

Agent Integrations & RPA

API Tools (Function Calling)

RPA Web Automation (Puppeteer)

RPA Connections (reusable login with 2FA)

Genie CRM/PRM Connection (login managed by the system)

System Settings

Active AI Provider Routing

Server Turn Detection (VAD)

Billing

FAX Ai — Azure OpenAI (own resource)

FAX Ai — Processing & Retention

PBX / SIP Integration

PBX Configuration Reference

Email Notifications (SMTP)

Two-Factor Authentication (Email)

Audit Log

Agent Templates

IVR Agents

FAX Ai

Genie CRM/PRM Connection (tenant-level — used by the "Send to Genie CRM/PRM" dispositions)

RPA Tasks (tenant) (used by the "Run RPA" dispositions)

Ai Agents Admin Login

Total Tenants

AI Agents

Active Calls

IVR Agents

Fax AIs

Faxes Received

Fax Pages

Call Minutes Consumed

Totals by Tenant

Totals by Agent

Fax Pages Consumed

API Tools (Function Calling)

RPA Web Automation (Puppeteer)

RPA Connections (reusable login with 2FA)

Genie CRM/PRM Connection (login managed by the system)

Active AI Provider Routing

Server Turn Detection (VAD)

Billing

FAX Ai — Azure OpenAI (own resource)

FAX Ai — Processing & Retention

PBX / SIP Integration

PBX Configuration Reference

Email Notifications (SMTP)

Two-Factor Authentication (Email)

Agent Templates

IVR Agents

FAX Ai

Genie CRM/PRM Connection (tenant-level — used by the "Send to Genie CRM/PRM" dispositions)

RPA Tasks (tenant) (used by the "Run RPA" dispositions)

New IVR

New Fax AI

Fax Inbox

Browse Mailbox

Fax Detail

Create New Tenant

Create New User

Configure AI Agent

Export Objectives

IVR Responses

Select Template

New Template

Add API Tool (Webhook)

Configure RPA Web Task

New RPA Connection

Capture selectors

Start from a platform template

Build an RPA with AI

Start from an API template

Genie CRM/PRM Connection

Fax API Tool

RPA Task (tenant)

RPA Task

Final prompt

Voice Simulator

Test Information

AI Call Report & Transcript

Artificial Intelligence Summary

Full Transcript