System setup

Cost-controlled AI models

Chat, CRM extraction and automation: gpt-5.4-mini

Image generation: gpt-image-2, directed by gpt-5.4-mini

Voice: gpt-realtime-2.1-mini   Transcription: gpt-4o-mini-transcribe

Repeated call extraction is cached and extraction responses are capped to reduce unnecessary API usage.

Live voice model

New calls use this model immediately on the connected server.

OpenAI Realtime model Background noise sensitivityLow sensitivity - noisy roomsBalancedHigh sensitivity - quiet rooms Low sensitivity ignores more brief background noise before interrupting the assistant. Update live voice settings

Live voice guidance

Steer new calls without rebuilding or uploading the app. These owner instructions are saved on the connected VPS.

Opening greeting (spoken at the start of the next call) Current product information and content Additional call guidance Do not paste API keys or passwords here. Approved facts, privacy, and capability rules still take priority. Update live call guidance

Website Talk2AI embed

Keep the reusable website assistant code here. Edit the visible wording, preview it, or ask AI to revise the copy without changing the connection code.

Open the public Talk2AI test page

Floating button label Assistant name Welcome title Text inside the orb Floating button avatar or character URL 16:9 brand logo URL Small team photo URL YouTube URL Instagram URL Save widget settings

Ask AI to revise the visible wording Revise wording with AI Copy and paste this before the closing </body> tag Copy embed code Preview assistant

Twilio SMS & MMS

Private credentials stay on the connected server. Use the registered phone number or Messaging Service SID approved in Twilio.

Account SID Auth Token Registered Twilio phone number Messaging Service SID Optional; preferred when registered Save messaging settings

Data maintenance

Remove only the five original demonstration leads and their linked sample conversations. Real customer records are not selected.

Remove sample data

Appointment calendar

This public Google Appointment Schedule link is included only after a caller agrees to receive relevant links by text.

Google Appointment Schedule URL Save appointment link

Google Workspace

Connect Gmail sending, Calendar events with Google Meet, Drive files, and Sheets exports. Secrets remain in the protected VPS secrets file.

Google account Approved Google login emailsThese accounts may sign in to the CRM with Google. The primary administrator is always approved. OAuth Client ID OAuth Client Secret Authorized redirect URI Save Google configurationConnect Google accountCreate CRM folders in DriveOpen CRM Drive folderExport CRM to Google SheetsDisconnect Google