Your business, at a glance.
The portal is your live operating dashboard. See what your agents are doing, which leads are moving, and every customer touchpoint — across phone, SMS, email, and chat. Sign in to enter.
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▸ Company overview · — leads · — touches/wk · — inbound · — agents · Routes to — · SMS reply — · Email reply — · Recording —
Leads in motion
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Touches this week
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Email + SMS + voice across the funnel.
Inbound today
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Replies, callbacks, chats.
Deal closing
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Docs signed · subscriptions · revenue (live from the lake).
Agents working right now
Inbound voice → goes to
Default destination for inbound calls. Per-lead overrides win.
Requests and confirmations use this person's appointment SMS and calendar email. Existing appointments keep their host.
Text the selected person so they can claim or reply. If they ignore it, the AI answers after the response window. Appointment replies still go to the booking agent.
The selected person gets a text and can claim or reply. If unclaimed, the AI takes over after the response window.
Email to Riley (riley@ or contact@) texts the selected person first, who can claim or reply from their phone. If unclaimed, Riley answers after the email response window.
SMS response window
How long AI waits before auto-replying to inbound SMS. Gives operators a head start.
Email response window
How long the person email is offered to has to claim or reply before the agent answers.
Website chat response window
Time to claim a new conversation from your phone. Once claimed, the AI stays paused until you hand it back with AGENT and the conversation reference, or the button in Conversations.
Call recording
When on, calls are recorded + transcribed via Telnyx. Operator-listened-to live and saved for after-the-fact playback. When off, no recording, no transcription, no recording-disclosure preroll. Per-lead override available on the lead page. Leads who explicitly decline are never recorded regardless of this setting.
Conversations
Claim a conversation, reply here or from your phone, or hand it back to the AI. Dismiss hides it until the next incoming message.
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