CallVIQ – AI Voice Calling CRM SaaS for Marketing, Sales, Support Lead Automation

CallVIQ is a self-hosted, multi-tenant AI voice calling platform built for agencies, entrepreneurs, and SaaS resellers. It replaces expensive human call centers with AI voice agents that handle outbound marketing calls, lead qualification, appointment scheduling, and customer support around the clock. Buyers install it on their own server, white-label it completely, and resell AI calling services to their own clients under their own brand.

Built on a Bring Your Own Key (BYOK) model, CallVIQ routes all API usage costs directly to each tenant’s personal billing accounts across Twilio, OpenAI, Gemini, ElevenLabs, and other connected providers. The platform host never carries usage costs on behalf of tenants. Each third-party service is billed independently by its provider at its own rate — please review the Third-Party API Costs section below before purchasing.

Key Features at a Glance

• Multi-tenant workspace architecture with full white-label support
• Real-time AI calling engine using Twilio Media Streams and WebSocket audio
• Supports Gemini Live API, OpenAI Realtime, Groq, Whisper STT, ElevenLabs, Cartesia, and OpenAI Voice
• Drag-and-drop visual conversation flow builder with 7 node types
• RAG knowledge base with PDF, TXT, CSV, and URL crawler support
• Built-in CRM with Kanban lead pipeline, contact import (100k rows), and DNC registry
• Google Calendar, Google Meet, and Google Sheets integration
• Stripe subscription billing with credit ledger, auto-recharge, and webhook lifecycle
• Live call monitoring dashboard with WebSocket push updates
• Full Super Admin panel with RBAC, tenant impersonation, and platform analytics
• In-browser call simulator playground with VAD loop for testing agents
• Outbound, inbound, drip, event-triggered, and appointment reminder campaign types
• AES-256-GCM encryption for all stored API keys and OAuth tokens
• One-command Docker Compose deployment stack

Super Admin Panel

The Super Admin console gives platform owners complete control. Create and manage tenant workspaces manually or via email invitation. Suspend, reactivate, or soft-delete tenants with a single click. Impersonate any tenant workspace for direct troubleshooting. Build subscription plans dynamically, configure Stripe price IDs, set per-plan feature flags, overage pricing, and free trial parameters.

Platform settings cover white-label branding (logo, name, colors), mailer configuration (SMTP or Resend API), and global toggles for each AI and voice provider. A built-in legal page editor manages Terms of Service, Privacy Policy, and DNC policy pages served dynamically to the frontend.

The analytics dashboard tracks MRR, ARR, subscription growth, total call volumes, and credit ledger activity. A system health monitor displays live CPU, RAM, disk, Redis queue depths, and third-party API connection statuses.

Super Admin team access uses four RBAC roles: Owner, Administrator, Support Agent, and Viewer, with safety guards preventing owner orphan states and unauthorized role escalations.

Tenant Dashboard

Tenants are guided through a progressive onboarding wizard covering business profile, plan selection, Twilio credentials hookup, and BYOK AI and voice key configuration. All credentials are encrypted at rest using AES-256-GCM.

The AI Agent Builder lets tenants design voice agents using a drag-and-drop node graph. Available nodes include Greeting, Question, Condition (Yes/No branching), Transfer to Human, Book Appointment, Knowledge (RAG lookup), and End Call. System prompts support dynamic variable substitution using bracket syntax such as customer name or order ID. Agents can be cloned, configured with temperature and token controls, and connected to a RAG knowledge base built from uploaded documents or crawled URLs.

The Campaign Manager supports five campaign types: Outbound Blast, Drip Sequence, Event-Triggered, Inbound Routing, and Appointment Reminders. Dialer rules include number rotation, calling window enforcement, retry limits, and call frequency caps.

The Live Call Monitor shows all active calls in real time via WebSocket push. Admins can listen in silently or terminate calls directly from the dashboard. The call log directory stores full diarized transcripts, AI-generated summaries, customer sentiment scores, lead scores (1 to 10), and call recordings.

The CRM module manages contacts with up to 20 custom fields, tag-based segmentation, and a Kanban lead pipeline with drag-and-drop status updates. Contact lists support CSV imports of up to 100,000 rows with column mapping and duplicate handling rules.

A Testing Playground provides an in-browser call simulator with a visual mobile calling interface, live status indicators, and a hands-free voice activity detection loop for testing agents before going live.

Real-Time Calling Engine

CallVIQ operates a low-latency telephony pipeline built on Twilio Media Streams. BullMQ pops contacts from the dialing queue, initiates outbound calls via Twilio REST, and opens a WebSocket audio stream to the CallVIQ server the moment a call is answered. Audio is bridged in real time to the configured AI provider — Gemini Live or OpenAI Realtime for fully streaming pipelines, or a chained Whisper STT, LLM, and TTS pipeline for non-streaming setups.

The engine includes barge-in interruption handling, silence detection with configurable fallback prompts, and post-call job dispatching for transcript generation, CRM updates, and outgoing webhooks.

For inbound calls, the system maps the caller’s number to an existing CRM contact and dynamically preloads relevant prompt variables before initializing the AI agent session.

Google Workspace Integration

Tenants can connect their Google account to enable calendar-aware appointment booking. The AI agent checks slot availability against both local reservations and external Google Calendar events before booking. Confirmed appointments generate Google Calendar events with physical location entries and Google Meet URLs. If Google Calendar is not connected, the system performs all conflict checks against the local appointments database so booking continues to work without external dependencies. Google Sheets integration supports two-way contact sync for import and export workflows.

Billing and Credit System

CallVIQ integrates Stripe for subscription billing. Tenants check out, manage payment methods, download invoices, purchase credit top-ups, and configure auto-recharge thresholds through Stripe-hosted pages. The platform processes the full Stripe webhook lifecycle including subscription creation, upgrades with proration, cancellations, and payment failure handling. Credits are tracked via Redis atomic operations. When a tenant’s credit balance reaches zero, in-progress calls complete but new calls are blocked until credits are restored.

Security and Compliance

All tenant API credentials including Twilio Account SIDs, Auth Tokens, AI provider keys, voice provider keys, and Google OAuth tokens are encrypted at rest using AES-256-GCM. GDPR compliance tools include a data-dump export as a ZIP file containing all tenant records in JSON and CSV formats, as well as a hard-delete option that immediately purges contact data from the database. The calling engine automatically enforces calling hour restrictions, call frequency caps, and consent notice playback before recordings begin. A global DNC registry at both the platform and tenant level prevents calling flagged numbers.

Tech Stack

• Frontend: Next.js 14 App Router, Tailwind CSS, Shadcn UI
• Backend API: Node.js, Express.js
• Real-Time Engine: Node.js WebSocket (ws / Socket.io)
• Job Queue: BullMQ + Redis 7
• Database: MySQL 8.0 with raw queries and connection pooling
• Cache: Redis 7 for session tokens, rate limiting, and active call state
• File Storage: AWS S3, Backblaze B2, or MinIO
• Mailer: Nodemailer SMTP or Resend API
• Payments: Stripe SDK
• Telephony: Twilio REST API + Twilio Media Streams

What Is Included

• Complete Next.js frontend source code (App Router)
• Complete Node.js / Express backend API source code
• Node.js WebSocket real-time call engine
• Full MySQL 8.0 database schema with UUID-based tables
• Docker Compose stack for one-command deployment
• Environment validator setup script
• Annotated .env.example configuration template
• Admin installation guide (PDF)
• Tenant onboarding guide (PDF)