AutoSherpa - Call Agent
00:00
Call Controls
Call Specific Customer
Call Now
Single Call Trigger
Start One Call (No Auto-Next)
Starts a single call. When done, it stops (doesn't auto-trigger next).
Batch Call Mode
Start Batch
Stop Batch
Queues multiple customers and calls automatically one after another.
Batch Status
No batch running
Excel Upload & Template
Download Template
Download Excel Template
Download pre-formatted Excel template with all required columns and sample data.
Upload Excel File
Upload
Upload filled Excel file to add multiple customers at once. Maximum file size: 5MB
Uploading...
All Status
Not Called
Calling
Connected
Call Later
DNC
Search
ID
Name
Phone
Policy
Vehicle
Expiry
Status
Want Est.
Duration
Actions
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Edit Call Details
Customer Information
Customer Name *
Phone Number *
Policy Information
Policy Number
Insurance Company
Policy Issue Date
Policy Inception Date
Policy Expiry Date
NCB %
Vehicle Information
Brand
Model
Variant
Registration No
Call Information
Call Status
-- Select --
Not Called
Calling
Connected
Call Later
DNC
Disconnected
No Answer
Want Estimate
Unknown
Yes
No
Next Call Date & Time
Call Duration (seconds)
Call Recording
Call Details
Call Summary
Call Details