AI SDR & Voice Sales — 3Bids Screen Flows

1 Dashboard & Voice

2 A/B Testing

3 Campaigns

4 Call Analytics

5 Form Builder

1 Dashboard & Campaigns

2 Analytics & Forms

1 SDR AI Sales Center

2 Forms & Submissions

Step 1 — SDR Dashboard & Voice Selection

SDR Dashboard

9:41

AI Sales Development

Voice selection, A/B testing, and campaign management

Choose Voice

New A/B Test

New Campaign

Active Campaigns

3

+1 this week

Running Tests

2

Both on track

Total Calls (30d)

847

+12.3%

Appt. Rate

12.4%

+2.1pp

A/B Tests

View All →

Q1 Voice Comparison

Running

234 calls

3 variants

Voice Test

Warm vs Professional Script

Completed

500 calls

2 variants

Variant B

Script Test

Campaigns

View All →

Inbound Sales Handler

Active

412

Calls

51

Appts

12.4%

Rate

Missed Call Recovery

Active

234

Calls

18

Appts

7.7%

Rate

SdrDashboard — top-level overview with quick actions, stats, experiments, campaigns

useSdrDashboard() hook — aggregates all SDR data

Voice Wizard — Filter

9:41

Choose Voice

1

2

3

Filter

Select

Confirm

Voice Style

All Styles

Professional

Friendly

Warm

Energetic

Authoritative

Voice Gender

All

Male

Female

Neutral

Results

6 voices available matching your filters

VoiceWizard step 1 — filter by style and gender

useVoiceLibrary() hook — queries sdrVoiceLibrary with filters

Voice Wizard — Select

9:41

Choose Voice

2

3

Filter

Select

Confirm

Sarah Mitchell

Professional, Female

ElevenLabs

"Hi, I'm calling from Morrison Roofing to..."

Marcus Chen

Authoritative, Male

Deepgram

"Good afternoon, this is Marcus with..."

1 of 6 voices

VoiceCarousel + VoiceCard — swipe to browse, play to preview, tap to select

useAudioPlayer() hook — streams previewUrl on play

Voice Wizard — Confirm

9:41

Choose Voice

3

Filter

Select

Confirm

Sarah Mitchell

Professional · Female

ElevenLabs

Premium Voice

Clear, confident professional voice ideal for B2B sales outreach

VoiceWizard step 3 — final confirmation before saving selection

useMutation(api.sdr.mutations.updateCampaign) on confirm

Step 2 — A/B Testing

Experiments List

9:41

A/B Tests

All

Running

Draft

Paused

Completed

4 experiments

Q1 Voice Comparison

Running

234 calls

3 variants

Voice Test

Warm vs Professional Script

Completed

500 calls

2 variants

Variant B

Script Test

Full Stack Test #3

Draft

0 calls

4 variants

Voice + Script

Energetic vs Calm

Paused

89 calls

2 variants

Voice Test

ExperimentCard — status dot + badge, meta row, sparkline chart

useExperiments() hook — listExperiments with status filter

Experiment Detail

9:41

Q1 Voice Comparison

Running

234 total calls · 3 variants · Primary: Appt. Rate

Statistical Confidence

87%

Needs 95% to declare winner. Currently at 87% — not yet significant.

Min Sample Size

234 / 300

78% complete — ~66 calls remaining

Variant Results

Sarah

14.2%

78

Marcus

11.8%

82

Alex

9.5%

74

Sarah (Professional) is leading

Metric Breakdown

Variant	Calls	Appts	Rate	Duration
Sarah	78	11	14.2%	3:24
Marcus	82	10	11.8%	2:58
Alex	74	7	9.5%	4:12

ExperimentDetail — confidence, sample progress, bar chart, metric table

useExperiment() + useExperimentResults() hooks

Step 3 — Campaigns

Campaigns List

9:41

Campaigns

All

Active

Draft

Paused

3 campaigns

Inbound Sales Handler

Active

412

Calls

51

Appts

12.4%

Conversion

Sarah Mitchell

Q1 Voice Comparison

Lead Follow-Up

Trigger: Inbound Call

Missed Call Recovery

Active

234

Calls

18

Appts

7.7%

Conversion

Marcus Chen

Trigger: Missed Call

Form Lead Qualifier

Draft

0

Calls

0

Appts

—

Conversion

Full Stack Test #3

Trigger: Form Submit

CampaignCard — status, metrics, config badges, trigger row

useCampaigns() hook — listCampaigns with status filter

Campaign Builder

9:41

New Campaign

Campaign Name

Spring Roof Outreach

Description

Outbound calls to homeowners who submitted storm damage forms in Q1

Trigger

Inbound Call

AI answers incoming phone calls

Missed Call

AI calls back after a missed call

Form Submission

AI calls leads who submit a form

Voice Configuration

Voice

Sarah Mitchell

A/B Experiment

None

Tip

Choose a fixed voice or link an A/B experiment to test variants

CampaignBuilder — form with trigger selection, voice config, experiment link

useVoiceLibrary() + useCampaignMutations() hooks

Step 4 — Call Analytics

Call History

9:41

Call History

All Outcomes

Booked

Info Collected

Transferred

Hangup

847 total

105 booked (12.4%)

Avg 3:12

Sarah Johnson

Today, 2:34 PM

Booked

Roof inspection, Mar 3 at 2pm. Storm damage on south-facing shingles.

4:12

Via Inbound Sales Handler

Robert Chen

Today, 1:15 PM

Info Collected

Needs gutter estimate, 2-story home. Wants callback next week to schedule.

2:58

Via Inbound Sales Handler

Maria Garcia

Today, 11:42 AM

Transferred

Complex insurance claim question. Transferred to live agent for assistance.

1:23

Via Missed Call Recovery

Unknown Caller

Today, 10:08 AM

Hangup

Disconnected during greeting. No information collected.

0:12

Via Inbound Sales Handler

David Park

Yesterday, 4:22 PM

Booked

HVAC maintenance, Feb 28. Annual furnace tune-up before spring.

3:45

Via Inbound Sales Handler

CallHistory — filtered by outcome, accent bar color matches outcome

useSdrCallHistory() hook — listCalls with outcome filter

Call Detail + AI Analysis

9:41

Call Detail

Sarah Johnson

Incoming call · Duration 4:12

Today, 2:34 PM

Appointment Booked

AI Analysis

Lead Score

87 / 100

Sentiment

Positive

Key Topics

Roof Repair

Insurance

Estimate

Timeline

Caller Intent

Schedule inspection for storm damage on south-facing roof

Appointment Details

Date

Mar 3, 2026 at 2:00 PM

Service

Roof Inspection

Address

412 Oak Ave, Akron OH

Transcript

Agent: Hi, thanks for calling Morrison Roofing. This is Sarah, how can I help you today?

Caller: Hi, I noticed some damage after the storm last week. A few shingles are missing on the south side.

Agent: I'm sorry to hear that. We can get an inspector out there. Let me check our availability...

Show full transcript →

Inbound Sales Handler

Sarah Mitchell (Professional)

CallDetail — outcome, AI analysis, appointment, transcript teaser, badges

AI analysis from voiceAgentCalls + voiceAgentTurns tables

Step 5 — Form Builder

Form List

9:41

Form Builder

All

Inbound

Outbound

Universal

Published

Draft

Archived

Residential HVAC Intake

Published Universal

4 sections

18 fields

Last edited 2 days ago Default for Inbound

Commercial Plumbing

Draft Outbound

3 sections

12 fields

Last edited 5 days ago

Emergency Service

Published Inbound

2 sections

8 fields

Last edited 1 week ago

FormList — tab bar, status chips, form cards with type badges and metadata

useFormList() hook — listForms with type & status filters

Form Editor

9:41

Edit Form

Residential HVAC Intake

Inbound

Outbound

Universal

Contact Info

5 fields

Full Name Text *

Phone Phone *

Email Email

Address Address *

Preferred Contact Select

Service Details

4 fields

Scheduling

3 fields

Budget & Notes

6 fields

FormEditor — accordion sections, drag-reorder fields, type badges, required stars

useFormEditor(formId) hook — getForm + updateForm mutation

Template Gallery

9:41

Templates

Search templates...

All

HVAC

Plumbing

Electrical

General

Roofing

HVAC Service Call

by 3Bids team

Most Popular

4 sections

16 fields

4.8

Comprehensive intake for residential and commercial HVAC service requests including system details

Plumbing Emergency

by 3Bids team

3 sections

12 fields

Quick-capture form for urgent plumbing issues with photo upload and severity assessment

General Home Service

by 3Bids team

Recommended

5 sections

22 fields

Versatile all-purpose intake covering contact, service type, scheduling, budget, and notes

TemplateGallery — search, category chips, template cards with stats and ratings

useTemplateGallery() hook — listTemplates with category filter

Form Analytics

9:41

Form Analytics

Residential HVAC Intake

Published

Total Submissions

142

Completion Rate

78%

Avg Duration

3:42

Field Completion Rates

Budget Range

34%

Preferred Schedule

52%

Email

61%

Service Desc.

78%

Full Name

98%

Phone

97%

Address

95%

Submissions — Last 7 Days

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Optimization Tip

Fields below 60% may need simpler labels or should be made optional.

FormAnalytics — KPIs, field completion bars, submission chart, optimization tips

useFormAnalytics(formId) hook — getFormStats + getFieldCompletionRates

Submissions

9:41

Submissions

All

Completed

In Progress

Abandoned

JS

John Smith

Completed · HVAC Intake

Agent: Voice Bot A · 3:42

Feb 28

SJ

Sarah Johnson

Completed · HVAC Intake

Agent: Mike · 4:15

Feb 27

RC

Robert Chen

In Progress · Plumbing

Agent: Voice Bot B · 2:10

Feb 27

MG

Maria Garcia

Abandoned · HVAC Intake

Agent: Voice Bot A · 1:05

Feb 26

SubmissionsList — form dropdown filter, status chips, submission rows with agent info

useSubmissions(formId) hook — listSubmissions with status filter

Data Architecture

Schema Tables

sdrVoiceLibrary — voice catalog
provider, providerVoiceId, name, displayName, gender, style, previewUrl, isPremium

sdrExperiments — A/B tests
type, status, variants[], primaryMetric, winningVariantId, confidenceLevel

sdrExperimentResults — per-variant results
totalCalls, appointmentRate, infoCollectedRate, avgCallDurationSeconds

sdrCampaigns — campaign configs
trigger, voiceId, experimentId, automationId, totalCalls, appointmentsBooked

sdrCalls — per-call records
outcome, durationSeconds, variantId

voiceAgentConfigs — per-contractor config
capabilities[], voiceStyle, personalityTraits[], customScripts{}, faqResponses[]

voiceAgentCalls — call + AI analysis
outcome, conversationSummary, callerName, appointmentId

voiceAgentTurns — transcript turns
speaker, text, intent, confidence

voiceAgentUsage — monthly billing
totalCalls, totalMinutes, totalCostCents

sdrForms — form definitions
name, type (inbound/outbound/universal), status (published/draft/archived), sections[]

sdrFormSections — form sections
formId, title, sortOrder, fields[]

sdrFormFields — field definitions
sectionId, name, fieldType, isRequired, sortOrder, options[]

sdrFormTemplates — template gallery
name, author, category, sections, fields, rating, usageCount

sdrFormSubmissions — submission records
formId, callerName, status (completed/in_progress/abandoned), agentName, durationSeconds

sdrFormAnalytics — per-form stats
formId, totalSubmissions, completionRate, avgDuration, fieldCompletionRates{}

Hooks

useSdrDashboard — aggregated overview
useVoiceLibrary — filtered voice catalog
useAudioPlayer — voice preview playback
useExperiments — experiment list
useExperiment — single experiment detail
useExperimentResults — variant results
useExperimentMutations — create/start/pause/complete
useCampaigns — campaign list
useCampaign — single campaign detail
useCampaignMutations — create/update/toggle
useSdrCallHistory — filtered call list
useFormList — forms with type/status filters
useFormEditor — single form with sections/fields
useTemplateGallery — template catalog with categories
useFormAnalytics — per-form stats & completion rates
useSubmissions — submission list with status filter

Convex Queries

sdr.queries.getDashboard
sdr.queries.listVoices
sdr.queries.getVoice
sdr.queries.listExperiments
sdr.queries.getExperiment
sdr.queries.getExperimentResults
sdr.queries.listCampaigns
sdr.queries.getCampaign
sdr.queries.getCallHistory
sdr.queries.listForms
sdr.queries.getForm
sdr.queries.listTemplates
sdr.queries.getFormAnalytics
sdr.queries.listSubmissions

Convex Mutations

sdr.mutations.createExperiment
sdr.mutations.updateExperiment
sdr.mutations.startExperiment
sdr.mutations.pauseExperiment
sdr.mutations.completeExperiment
sdr.mutations.createCampaign
sdr.mutations.updateCampaign
sdr.mutations.toggleCampaign
sdr.mutations.createForm
sdr.mutations.updateForm
sdr.mutations.deleteForm
sdr.mutations.addFormSection
sdr.mutations.addFormField
sdr.mutations.reorderFields
sdr.mutations.cloneTemplate

Dashboard & Campaigns

9:41

SDR AI Sales

AI SDR Overview

1,247

Calls Made

23%

Convert Rate

Active Campaigns

Storm Season Outreach

342 calls • 28% conversion

Active

Spring Maintenance

189 calls • 19% conversion

Active

New Homeowner Welcome

716 calls • 22% conversion

Paused

A/B Test Results

Variant A

28%

Conversion

Variant B

21%

Conversion

Variant A winning with 95% confidence

Call Volume Trend

Analytics & Forms

9:41

Analytics & Forms

Call Analytics

84%

Answer

2:34

Avg Duration

4.2

Sentiment

Recent Calls

Johnson Residence

3 min ago • Booked

Garcia Home

12 min ago • No answer

Lee Property

25 min ago • Follow-up

Form Builder

Storm Damage Intake

142 submissions • Active

Free Estimate Request

89 submissions • Active

Referral Program

34 submissions • Draft

SDR AI Sales Center

https://app.3bids.io/contractor/sdr

SDR AI Sales Center

1,247

Total Calls

23%

Conversion

$42K

Revenue

3

Campaigns

Active Campaigns

Storm Season Outreach

342 calls • 28% conversion

Spring Maintenance

189 calls • 19% conversion

New Homeowner Welcome

716 calls • Paused

Call Volume

Forms & Submissions

https://app.3bids.io/contractor/sdr/forms

Forms & Submissions

5

Active Forms

265

Submissions

42%

Fill Rate

Form List

Storm Damage Intake

142 submissions

Free Estimate Request

89 submissions

Referral Program

34 submissions

Submission Trend