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YOUR WORKSPACE

Search

Find people, records, pages, and the setting you need.

Pages and settings are available here. Sign in to search your business records.

Quick actions

Recently opened

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Pages & settings

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Looking across your business records…

Some sources could not be searched: {{ usUnavailable }}. Other results are shown below.

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Record{{ item.label }}{{ item.detail }}

No matching results.

Try a shorter name, a record title, or a setting such as “Dark mode”.

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AI Ledger.

Calls, updates and {{ aiManagerName }}’s actions, in one place.

Activity updates are interrupted.{{ aError }} Previous records remain visible.

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Connecting your activity…

In progressNeeds youRecordedAttention

{{ aActiveCaption }}Decisions awaiting youRecordsAttention

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

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BUSINESS IN VIEW

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Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

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○

Your trend starts with recorded activity.

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No contributing categories to compare yet.

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0{{ c.scaleEnd }}

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A rate needs a recorded denominator.

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A comparison appears when both periods have usable records.

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CUSTOMER COHORTS

Customer visit retention

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Calculating customer cohorts…

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First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

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Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

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Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

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Dated observations · {{ mvContext }}
Date	Value
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Contributing groups
Group	Value
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IN THIS VIEW

Your business,
in motion.

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Decisions awaiting you

Observed records

Need attention

Select a channel to open its activity feed. Open an event to go to its record, or choose Details to inspect the receipt.

Sample activity. Quiet channels do not indicate connected services.

{{ aUpdateCount }} informational updates are in Approvals → Updates. Decision totals cover your business; activity records show the recent feed. Refreshes every 4 seconds while this view is open.

EVENT DETAILS

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CALLS, APPROVALS & AI MANAGER’S ACTIONS

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EVENT DETAILS

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YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

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BUSINESS IN VIEW

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{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

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{{ c.change }}

{{ c.quality }}

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○

Your trend starts with recorded activity.

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No contributing categories to compare yet.

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0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

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CUSTOMER COHORTS

Customer visit retention

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Calculating customer cohorts…

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First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

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Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

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Dated observations · {{ mvContext }}
Date	Value
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Contributing groups
Group	Value
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{{ hGreet }}Your business.

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YOUR BUSINESS · CONNECTED

Activity map

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Needs your attention

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Up next

YOUR CONNECTED BUSINESS

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{{ bCount }} · {{ bSync }}

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These records couldn’t be loaded.

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Updating your business…

A clear place to start.

No records match this view. Add a record or ask {{ aiManagerName }} to help with your next step.

{{ form.title }}

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Drafts, research and dated service reports. Each item shows what is available and what to do next.

{{ group.title }}

{{ group.count }} on this page

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Refreshing…

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{{ bApprovalEmptyCopy }}

{{ card.kindLabel }}

{{ card.title }}

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Original request

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This record has no readable draft attached.

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Swipe right to review · Swipe left to reject / modify

AUTONOMIZED.IO

Your business, together.

{{ aiManagerName }} and every connected part of your operation.

AI MANAGER’S AUTHORITY

Decide how {{ aiManagerName }} works.

Set its permissions, limits and when it must ask you.

YOU SET THE BOUNDARIES

Autonomy & rules

Choose how {{ aiManagerName }} works. Your permissions and limits still apply when autonomous work is on.

{{ bPolicyError }}

Preview: the controls update is awaiting release. You can review and configure a draft; saving and activation will be available after release.

{{ ocEnforcementText }}

{{ ocNotice }}

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{{ aiManagerName }}’s saved rules

Shared by your business. {{ ocZone }}.

{{ rule.label }}: {{ rule.value }}

What {{ aiManagerName }} may do

These permissions do not enable an unconnected service or remove required reviews. Other saved permissions stay as they are.

{{ tool.label }}

{{ ocOtherPermissions }}

Pricing & discounts

These limits apply to supported deal pricing. They do not grant permission to charge a customer or issue a contract.

{{ field.label }}{{ field.hint }}

Booking boundariesAsk me before booking outside these hours

{{ day.label }}

{{ field.label }}

{{ field.hint }}

MessagesAllow {{ aiManagerName }} to write original text messages within the other messaging rules

When off, a text without an approved template needs review. Customer permission and opt-outs still apply.

Saving applies these rules to {{ aiManagerName }}.

Disabled permissions can stop future actions. Completed work and messages already sent are unaffected.

I reviewed these permissions and limits and want {{ aiManagerName }} to follow them.

Reviews & safeguards

{{ ocSavedReview }}

Customer opt-outs, account permissions, restricted financial actions and other required checks stay in place. Autonomous work does not grant unlimited authority.

YOUR WORKSPACE

Settings

Manage your workspace, connections and account.

Search settings

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No settings match that search. Try a shorter phrase.

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Business Knowledge Book

Your business has one shared book for services, pricing guidance, FAQs, sales training, objections and policies. Calls, messages and CRM chat use its published guidance.

Edit a draft, preview an answer, then approve the exact version to publish it. Published version history stays available in the same editor.

YOUR PHONE RECEPTIONIST

Agent Voice Settings

This business · Changes save automatically and apply to new calls. An active call keeps its starting voice.

Loading your voice settings…

{{ settingsVoiceError }}

{{ settingsVoiceNotice }}

Replace your unsaved voice changes with {{ settingsVoiceReplaceLabel }}? Keep your edits if you want to correct or save them first.

Your business does not have a phone receptionist configured yet.

Saved preferencesPreference name / tag

{{ settingsVoicePresetCount }} · Shared with this business on every device

Choosing a saved preference or reloading defaults applies it to new calls. Defaults restore our recommended delivery and your original business identity and greeting.

Five preferences are saved. Choose one to update it, or delete one to make room.

Delete this named preference? Your live voice settings will stay as they are.

Identity & greeting

Agent name

Business line{{ settingsVoiceLine }}{{ settingsVoiceAgentStatus }}

Just the name your agent uses to introduce itself on calls, texts and CRM chat. No business title or internal label is needed.

Opening greeting

Write the exact welcome you want callers to hear. The recording notice is included automatically. Your agent answers honestly if asked whether it is AI.

Choose a voice

Play a demo to hear each voice. Demos use our recommended delivery; playing one does not change your selected voice. Delivery controls below shape how it speaks on calls.

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Delivery & conversation

Start with natural expressiveness and a comfortable pace, then adjust for your callers.

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Advanced conversation settings

Fine-tune wording, listening, pauses and pronunciations. These choices use the same saved settings and apply to new calls.

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Names & pronunciation

Pronunciation examples

One word = pronunciation per line, up to 12 entries. Useful for business names, local places, and specialist terms.

Try your saved settings

Hear your saved name, opening greeting, selected voice and delivery. Changes must finish saving first. This preview makes no booking or CRM changes.

Owner consultation

{{ settingsVoiceTransfer }}

{{ settingsVoiceTransferStatus }}

Previous settings & recovery

The last ten live versions are saved for this business. Restoring applies the selected version to new calls.

Previous voice settings

Refresh replaces any unsaved edits with the settings currently stored for this business.

START WITH YOU

Your profile

Add your name so {{ aiManagerName }} can greet you and your teammates know who’s here.

ONE BUSINESS, TOGETHER

Your team

Free teammate seats

Use an individual login for each person. Work together on the customers, pipeline, tasks and other records your business shares.

your team

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{{ member.name }} You{{ member.detail }}

{{ member.role }}

Appearance

Choose how your workspace looks.

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Transparency{{ stGlassReadout }}

Keep your desktop in view, even in full screen. Use Control–Command–F to fill the screen or return to a window.

Motion effects

Choose animated effects or a still workspace. Live data keeps updating.

Your device’s reduced-motion preference is active.

Workspace mode

Simple keeps everyday work in view. Full shows all workspace navigation.

{{ smNotice }}

Your workspace

Text, spacing, quiet focus, draft recovery and saved views.

Notifications & alerts

{{ aiManagerName }}’s activity appears at the bottom of your workspace. Missed actions catch up when you sign in; pending approvals return every five minutes while you use the app. Your Motion effects setting controls animation.

Alert soundFor your account on this device. Sound starts after you interact with the app.

{{ atStatus }}

Connected tools

{{ item.name }}{{ item.detail }}

{{ item.status }}

Plan & billing

Online billing

{{ bBillingPlan }}{{ bBillingStatus }}

{{ bBillingPrice }}

Manage your subscription, payment details and invoices in your browser.

Manage billing ↗

YOUR AI EMPLOYEE

{{ bAnnaName }}

One {{ aiManagerName }} for your business. Talk to it here, and it works across your connected channels using your business knowledge and rules.

{{ bAgentError }}

{{ channel.name }}{{ channel.detail }}

{{ channel.state }}

See call and message outcomes in Live activity.

Checking your workspace…

{{ relError }}

{{ relNotice }}

Review business knowledge

Save a draft, preview it, then approve the exact version. Published facts can also be withdrawn when a recorded source changes or AI use stops.

Source-linked knowledge

Facts published with recorded sources appear here. Your other business knowledge stays in the editor above.

Checking published sources…

{{ ksError }}

No current publications with recorded sources.

{{ fact.label }}

{{ fact.status }}

{{ fact.note }}

Source / review noteEffective from (device time)Approval deadline (optional, device time)

{{ d.title }} · {{ d.state }}

Source: {{ d.source }}

{{ d.sourceSummary }}

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Effective: {{ d.effective }} · Approval deadline: {{ d.expiry }}

Published version history

Earlier snapshots remain available for comparison and recovery.

{{ version.title }} · {{ version.when }}

{{ version.source }}

{{ version.snapshot }}

Practice customer scenarios

This business · Review example replies and proposed actions using your saved guidance. The live agent may respond differently. This practice preview sends no customer messages and makes no CRM changes.

Your scenario

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{{ relPreviewBanner }}

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Proposed actions

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Required approvals

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Missing information

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Business guidance used

{{ source.label }} · {{ source.version }}

{{ source.excerpt }}

{{ relPreviewNote }}

Workflow activity & recovery

Completed steps are retained across retries. An unknown delivery outcome needs a provider receipt check before any new send.

No workflow runs on this page.

{{ run.updated }}

{{ run.name }} · {{ run.display_status }}

Attempts: {{ run.attempts }} of {{ run.max_attempts }} · Next run: {{ run.next }}

{{ receipt.step_key }} · {{ receipt.status }} · attempt {{ receipt.attempt }}

{{ receipt.when }}

{{ receipt.outcome }}

YOUR WORKSPACE

App & workspace

Account access, installation and keyboard shortcuts, together in one place.

Mobile app ↗

Missing a feature?

Tell our team what your business needs—big or small—and we’ll build it for you.

BUILT AROUND YOUR BUSINESS

What would make your work easier?

Missing a feature? Tell our team what your business needs—big or small—and we’ll build it for you.

Your ideas. Our next build.

Request a feature

Use your own words. You don’t need to know how it should be built.

Request #{{ frReference }} received.

It’s saved in our team’s request queue.

Open your request ↗

My requests

Ideas you’ve sent for this business.

All my requests ↗

your requests

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{{ frEmptyTitle }}

{{ frEmptyCopy }}

#{{ request.id }} · {{ request.date }}{{ request.statusLabel }}

{{ request.title }} ↗

Request details

{{ request.detail }}

{{ rLayoutGroup }}

{{ rName }}

{{ rDescription }}

Value shown{{ dxRowsLabel }}Opportunities

•••

your stage settings

{{ pcError }}

{{ pcNotice }} View pipeline ↗

YOUR WORKFLOW

Make this pipeline yours.

Drag the handles or use the arrows to change the order. Rename any step and tell {{ aiManagerName }} what belongs there.

Pipeline nameUse for new leads by default

An owner or administrator can update {{ aiManagerName }}’s instructions. You can still arrange and name stages.

{{ stage.label }}

This step meansChance of closing (%)Color

{{ aiManagerName }}’s instructions for this step

What should {{ aiManagerName }} do here?When is the customer ready for the next step?

Capture this workspace’s configuration

Save pipelines, stages, pricebook, forms and workflows. Copies start disabled for review. Customer records, connections and autonomy permissions stay out of the snapshot.

Snapshot nameCopy destination

Applying a saved snapshot creates new records in this destination. Existing records remain intact. Review workflow references before enabling the copies.

{{ rError }}

{{ rNotice }}

your business records

Checking your workspace…

{{ relError }}

{{ relNotice }}

Review business knowledge

Save a draft, preview it, then approve the exact version. Published facts can also be withdrawn when a recorded source changes or AI use stops.

Source-linked knowledge

Facts published with recorded sources appear here. Your other business knowledge stays in the editor above.

Checking published sources…

{{ ksError }}

No current publications with recorded sources.

{{ fact.label }}

{{ fact.status }}

{{ fact.note }}

Source / review noteEffective from (device time)Approval deadline (optional, device time)

{{ d.title }} · {{ d.state }}

Source: {{ d.source }}

{{ d.sourceSummary }}

{{ ref.label }}

Effective: {{ d.effective }} · Approval deadline: {{ d.expiry }}

Published version history

Earlier snapshots remain available for comparison and recovery.

{{ version.title }} · {{ version.when }}

{{ version.source }}

{{ version.snapshot }}

Practice customer scenarios

This business · Review example replies and proposed actions using your saved guidance. The live agent may respond differently. This practice preview sends no customer messages and makes no CRM changes.

Your scenario

{{ relPreviewKind }}

{{ relPreviewBanner }}

{{ relPreviewResponse }}

Proposed actions

{{ item.text }}

Required approvals

{{ item.text }}

Missing information

{{ item.text }}

Business guidance used

{{ source.label }} · {{ source.version }}

{{ source.excerpt }}

{{ relPreviewNote }}

Workflow activity & recovery

Completed steps are retained across retries. An unknown delivery outcome needs a provider receipt check before any new send.

No workflow runs on this page.

{{ run.updated }}

{{ run.name }} · {{ run.display_status }}

Attempts: {{ run.attempts }} of {{ run.max_attempts }} · Next run: {{ run.next }}

{{ receipt.step_key }} · {{ receipt.status }} · attempt {{ receipt.attempt }}

{{ receipt.when }}

{{ receipt.outcome }}

A LITTLE GUIDANCE. A LOT OF HELP.

Business Knowledge Book

Your business, your way. Give {{ aiManagerName }} the details and direction to help your customers.

{{ taStatus }}

Source: {{ taKnowledgeSource }} · Effective from: {{ taKnowledgeEffectiveFrom }} · Last reviewed: {{ taKnowledgeLastReviewed }} · Approved version: {{ taKnowledgeApprovedVersion }} · {{ taKnowledgeState }}

•••

Review versions & rehearse

Checking your workspace…

{{ relError }}

{{ relNotice }}

Review business knowledge

Save a draft, preview it, then approve the exact version. Published facts can also be withdrawn when a recorded source changes or AI use stops.

Source-linked knowledge

Facts published with recorded sources appear here. Your other business knowledge stays in the editor above.

Checking published sources…

{{ ksError }}

No current publications with recorded sources.

{{ fact.label }}

{{ fact.status }}

{{ fact.note }}

Source / review noteEffective from (device time)Approval deadline (optional, device time)

{{ d.title }} · {{ d.state }}

Source: {{ d.source }}

{{ d.sourceSummary }}

{{ ref.label }}

Effective: {{ d.effective }} · Approval deadline: {{ d.expiry }}

Published version history

Earlier snapshots remain available for comparison and recovery.

{{ version.title }} · {{ version.when }}

{{ version.source }}

{{ version.snapshot }}

Practice customer scenarios

This business · Review example replies and proposed actions using your saved guidance. The live agent may respond differently. This practice preview sends no customer messages and makes no CRM changes.

Your scenario

{{ relPreviewKind }}

{{ relPreviewBanner }}

{{ relPreviewResponse }}

Proposed actions

{{ item.text }}

Required approvals

{{ item.text }}

Missing information

{{ item.text }}

Business guidance used

{{ source.label }} · {{ source.version }}

{{ source.excerpt }}

{{ relPreviewNote }}

Workflow activity & recovery

Completed steps are retained across retries. An unknown delivery outcome needs a provider receipt check before any new send.

No workflow runs on this page.

{{ run.updated }}

{{ run.name }} · {{ run.display_status }}

Attempts: {{ run.attempts }} of {{ run.max_attempts }} · Next run: {{ run.next }}

{{ receipt.step_key }} · {{ receipt.status }} · attempt {{ receipt.attempt }}

{{ receipt.when }}

{{ receipt.outcome }}

{{ aiManagerName }}’s business information

You can view this information. A business owner or admin can make changes.

BEFORE, DURING & AFTER THE SALE

A sale starts the relationship.

Define what sold means, what happens next, and how to welcome a customer back. Every business chooses its own path.

{{ lcError }}

{{ lcNotice }}

Setup needed: choose your sold requirements and customer handoff. Existing customer history stays intact.

1 · When is a sale actually sold?A deal is sold whenWhat exactly does that mean for your business?

For a combination of requirements, deposits, or another special condition, choose owner confirmation. Quote-based rules check the exact quote linked to the deal. Nothing is charged by this setting.

2 · What happens after the sale?

These steps become tasks attached to the sold deal. Keep documents, preparation, scheduling, delivery and team handoffs together. Sending messages still follows your saved follow-up and approval rules.

Step {{ step.number }}

What needs to happen?Instructions, documents, and who should handle itDue how many hours after the sale? Use 0 for right away.

3 · When the customer comes backHow should {{ aiManagerName }} help returning customers?Create a check-in task after how many days? Use 0 for no scheduled reminder.

Each new job gets a separate deal. Earlier purchases, conversations and files stay with the same customer.

4 · Your business on GoogleGoogle Business Profile setup

Each business authorizes its own Google account and selects its locations.

YOUR REPUTATION, IN VIEW

Your business on Google.

Connect your profile, choose your locations, and read your current reviews and business details here.

{{ gbError }}

{{ gbEmpty }}

Reading your Google Business Profile…

No Google Business Profile is connected yet. A connected Gmail inbox is separate. An owner or administrator can authorize the profile in Connections.

Create or manage your profile on Google ↗

Connected Google account

{{ place.title }}

{{ place.address }}

Choose the location that belongs to this business before viewing its reviews.

GOOGLE BUSINESS PROFILE

{{ gbTitle }}

{{ gbDescription }}

{{ gbAddress }} · {{ gbPhone }}

Business website ↗

Business hours

{{ hours.label }}

{{ gbRating }} / 5 · {{ gbTotal }} reviews on Google

Read from Google {{ gbObserved }}. These details do not overwrite your saved business instructions.

{{ review.name }}{{ review.rating }} · {{ review.date }}

{{ review.comment }}

Business reply

{{ review.reply }}

Review from Google

Your business. Your next steps.

Tell {{ aiManagerName }} how this business follows up and looks after a new customer. Templates are a starting point; your saved choices decide the workflow.

You can prepare a draft while the workflow update is being released. Your current rules still apply.

this business’s workflow

{{ bwError }}

{{ bwNotice }}

Choose a starting point

{{ bwStatus }}

When a lead needs a follow-upUse these automatic follow-up steps for this business

Reorder the messages with the handles or arrows; your time slots stay in chronological order. Times are measured from the interaction. {{ aiManagerName }} rechecks replies, sales, appointments, consent and your permissions before sending. Quiet hours and sending limits may move a step later.

{{ step.title }}

Wait this many hoursContact them by

What should {{ aiManagerName }} send?

After a saleWhat needs to happen for your customer?Include documents, deposits or payment milestones, scheduling, preparation and who handles each part. These instructions appear in the sale handoff.What counts as finished work for this business?Describe the checks your team must complete. A business owner or administrator confirms this on the won deal before review requests are released.

Optional customer updatesSend these updates byWhen a quote is acceptedOptional. Review this message carefully before enabling automatic delivery.When payment on a quote is confirmedOptional. This is a customer update; the actual receipt comes from the payment record.

YOU SET THE BOUNDARIES

Autonomy & rules

Choose how {{ aiManagerName }} works. Your permissions and limits still apply when autonomous work is on.

{{ bPolicyError }}

Preview: the controls update is awaiting release. You can review and configure a draft; saving and activation will be available after release.

{{ ocEnforcementText }}

{{ ocNotice }}

{{ ocError }}

{{ aiManagerName }}’s saved rules

Shared by your business. {{ ocZone }}.

{{ rule.label }}: {{ rule.value }}

What {{ aiManagerName }} may do

These permissions do not enable an unconnected service or remove required reviews. Other saved permissions stay as they are.

{{ tool.label }}

{{ ocOtherPermissions }}

Pricing & discounts

These limits apply to supported deal pricing. They do not grant permission to charge a customer or issue a contract.

{{ field.label }}{{ field.hint }}

Booking boundariesAsk me before booking outside these hours

{{ day.label }}

{{ field.label }}

{{ field.hint }}

MessagesAllow {{ aiManagerName }} to write original text messages within the other messaging rules

When off, a text without an approved template needs review. Customer permission and opt-outs still apply.

Saving applies these rules to {{ aiManagerName }}.

Disabled permissions can stop future actions. Completed work and messages already sent are unaffected.

I reviewed these permissions and limits and want {{ aiManagerName }} to follow them.

Reviews & safeguards

{{ ocSavedReview }}

Customer opt-outs, account permissions, restricted financial actions and other required checks stay in place. Autonomous work does not grant unlimited authority.

Files for {{ rFileFilterLabel }}

Deletion history

Deletion removes the live upload and extracted text, and withdraws published facts that still depend on it. Existing replies and downloaded copies remain. Backup and model-provider deletion are not confirmed.

Checking deletion status…

{{ fpError }}

{{ fpNotice }}

No deletion requests recorded.

{{ deletion.status }}

{{ deletion.label }} · {{ deletion.date }}

{{ deletion.note }}

Delete {{ fpReviewName }}?

This cannot be undone here. The file is hidden and AI use stops as soon as your request is saved. Storage removal may finish in the background. Old download links can remain usable until they expire. A minimal deletion receipt is retained.

Type DELETE to confirm

Your workspace, in your hands

Prepare a private copy of workspace records and available files. Personal records include only your own. Credentials and active payment, permission, or automation authority are excluded. Recovery creates an inactive historical copy.

Download every part before its expiry. Stay in the same sign-in session. Before recovery, also download the current journal so later deletions and stopped file use can be respected.

Workspace export is being prepared for release.

Two prepared copies are still retained. Cancel an active copy, or wait for expired copies to finish clearing, before preparing another.

Checking export status…

{{ teError }}

{{ teNotice }}

{{ teProgress }}

No recent preparation requests.

{{ exportJob.status }}

Requested {{ exportJob.date }} · Expires {{ exportJob.expires }}

{{ exportJob.counts }}

{{ exportJob.note }}

{{ exportJob.cleanup }}

Save every part

{{ tePartSummary }}

Large parts need a desktop browser with Save to file support. Keep the files in a private location. Saving them does not verify a recovery.

{{ exportPart.label }}

{{ exportPart.detail }}

{{ exportPart.saved }}

Canceling blocks further downloads and clears the prepared server copy in the background. Copies you already downloaded cannot be recalled.

{{ guideNotice }}

Your shortcuts

Use the star beside a tool to keep it here.

{{ m.name }}

Use the star beside any tool to add it to your shortcuts.

Browse by task

{{ guideResultLabel }}

{{ m.name }}{{ m.description }}

No tools found.

Try a simpler phrase such as “invoices” or “appointments”, or ask {{ aiManagerName }} for help.

{{ promise.status }}

Owner: {{ promise.owner }} · Due: {{ promise.due }}

Next step: {{ promise.next }}

Completion evidence: {{ promise.evidence }}

{{ promise.source }}

{{ rDraftTitle }}

Review your changes

{{ wbRevision }}

Field	Before	After
{{ change.label }}	{{ change.before }}	{{ change.after }}

Promise

Keep a commitment, its deadline and its next step together.

StatusNext stepNotes

{{ f.label }}

{{ f.help }}

What happens next

These details are used when this workflow runs. Your current permissions and customer contact rules still apply.

{{ aiManagerName }} uses this customer’s saved phone number and your current call instructions. A scheduled run remains subject to your calling rules.

Ask for a review after the customer’s work is completed. Saving this message does not change the workflow’s trigger or your sending rules.

{{ f.label }}

Applies when all of these match

{{ condition.label }}: {{ condition.value }}

Additional conditions and saved settings

Keep any existing specialist settings here. The controls above preserve settings they do not show.

{{ f.label }}

Common questions and answers

Write the questions your customers ask and how you want {{ aiManagerName }} to answer.

{{ faq.title }}What might a customer ask?How should {{ aiManagerName }} answer?

Your earlier answers are preserved. Contact support for help editing this older set.

Questions

People answer these questions in this order. Each question keeps the saved field name that already-collected answers are stored under.

{{ rQuestionsError }}

{{ q.title }}

Question labelAnswer type

Required

Purpose

{{ q.consentNote }}

Use as contact phone{{ q.phoneMapHelp }}

{{ q.phoneNote }}

{{ q.checkboxNote }}

Choices, one per lineBlank lines are ignored.

The live form cannot show this answer type. Choose a supported type, or keep it as saved and repair the definition in the advanced JSON editor below.

Advanced details

Saved field nameAnswers already collected are stored under this name. Editing the question label never changes it; change it in the advanced JSON editor below.

This form has no questions yet. Add at least one question before saving.

{{ rFormProblemsTitle }}

{{ p.text }}

Preview

{{ rFormPreviewIntro }}

{{ i.label }}

{{ i.grant }}

{{ i.labelText }}

Embed definition (what the website form receives)

{{ rFormEmbedDefinition }}

{{ rFormSaveFirst }}

Advanced JSON editor

Import or repair a saved definition here. Saved properties and answer types this editor does not show are kept exactly as they were saved.

{{ rQuestionJSONLabel }}

This proposal’s saved change cannot be read as a change request, so the picker cannot be shown. The saved value is kept exactly as it is; repair it in the JSON editor above.

Change applied on approval

{{ rProposalTargetHelp }}

Change type

Record to change

{{ rProposalValueLabel }}

{{ rProposalValueLabel }}

the records this proposal can change

No records of this type are saved in this business yet. Create one first, or leave this proposal advisory.

{{ rPeopleTitle }}

{{ rPeopleHelp }}

{{ rLinkedError }}

the linked people

This saved customer selection cannot be read as a list, so they cannot be changed one at a time. The saved value is kept exactly as it is until you replace it.

{{ person.name }}

{{ person.detail }}

{{ rPeopleEmptyHelp }}

Search people by name, email or company

{{ rPeopleError }}

Searching your people…

{{ rPeopleTotalLabel }}

{{ person.name }}

{{ person.detail }}

Added

No people match this search. Try another name, email or company, or create the person in People first.

{{ rPeoplePage }}

Choose the numbers to review

Completed days use the saved time zone. Current-state metrics are labeled separately. Use Run report to refresh a scorecard; this does not schedule a digest.

Find a metric

{{ rMetricCount }} metrics selected

{{ metric.label }}{{ metric.definition }}

Targets for this scorecard

Leave a target blank to use the shared Business Insights target. Money targets use this scorecard’s currency.

{{ target.label }} ({{ target.unit }})

Line items

{{ item.label }}

DescriptionQuantityUnit price (USD)

The related-record list has more than 1,000 entries. Narrow the source records before selecting an item.

{{ rPublishNotice }}

{{ rInboxEmptyTitle }}

{{ rInboxEmptyHelp }}

{{ rLayoutEmptyTitle }}

{{ rLayoutEmptyHelp }}

Expected closing dates

{{ stage.pipelineLabel }}

{{ stage.label }}

No deals in this stage

Weighted pipeline forecast

Stage probabilities applied to the saved deals on this page. A forecast is not collected revenue.

{{ stage.label }}{{ stage.count }} deals · {{ stage.probability }}{{ stage.total }} total value

{{ day.label }}

{{ hour.label }}

{{ day.label }}

{{ dxPrimaryColumn }}

{{ column.label }}

Decide this proposal

This proposal was already decided. Its receipt below records exactly what changed.

Approving applies this proposal’s change to your business and saves a receipt. Dismissing changes nothing.

Decision receipt

{{ rProposalReceipt }}

Referrals from this partner

Commission is calculated from a deal your pipeline already marked won, at the rate agreed when the customer was introduced. This workspace records what is owed and never sends a payment.

{{ rReferralError }}

this partner’s referrals

{{ row.name }}{{ row.code }} · {{ row.status }} · {{ row.attributed }}{{ row.commission }} {{ row.dealValue }}

{{ row.note }}

{{ row.lockedLabel }}

No customers are attributed to this partner yet.

Payouts

{{ row.total }} · {{ row.status }}{{ row.period }} · {{ row.count }}

Paid outside this workspace · reference {{ row.reference }}

Members and posts

{{ rMemberCount }}. Members are people your business already has. Adding someone records their membership here and sends no invitation.

{{ rCommunityError }}

this community

{{ row.name }}{{ row.role }} · {{ row.state }} · invited {{ row.invited }}

Active since {{ row.joined }}

No one has been added to this community yet.

{{ row.title }}{{ row.author }} · {{ row.state }} · {{ row.created }}{{ row.body }}

Moderation note: {{ row.note }}

This community has no posts yet.

Outbound delivery

Activating validates this endpoint, generates a signing secret inside your database and starts recording deliveries. Every request is signed and every attempt keeps a receipt. Sending itself runs in a separate delivery service and only where your deployment has enabled it.

{{ rWebhookError }}

this endpoint

This connection is not activated for delivery yet.

Endpoint: {{ rWebhookURL }}
Events: {{ rWebhookEvents }}
Signing secret created: {{ rWebhookSecretAge }}
Queue: {{ rWebhookWaiting }}

This connection was edited after it was activated. Activate it again to apply the saved endpoint and events.

Delivery is paused for this endpoint. Waiting deliveries were cancelled and none were sent.

Copy this signing secret now. It is shown once and cannot be read again — rotate it if you lose it.

Signing secret

Your receiver verifies X-Autonomized-Signature as t=<timestamp>,v1=HMAC-SHA256(timestamp + "." + body).

{{ row.event }} · {{ row.status }}{{ row.attempts }} · queued {{ row.created }}

Delivered {{ row.delivered }}

{{ row.next }}

{{ row.response }}

{{ row.error }}

No deliveries have been queued for this endpoint yet.

Customer access

Access is a private link to that customer’s own quotes, invoices, appointments, documents and membership. Preparing it never sends a message — you share the link yourself. One live link per customer; revoking stops it immediately.

{{ rPortalNotice }}

{{ rPortalError }}

customer access

Share this link with your customer. Anyone who has it can see that customer’s records until it expires or you revoke it.

Portal link

Open the customer view ↗

{{ row.name }} · {{ row.status }}Given {{ row.issued }} · expires {{ row.expires }}{{ row.seen }} · {{ row.delivered }}

No customer has portal access yet.

Customers on this plan

{{ rPlanPrice }}. A membership records what a customer is on and what they agreed to pay. No payment, refund or cancellation charge happens here — that stays in your payment provider.

{{ rPlanError }}

this plan’s customers

{{ row.name }} · {{ row.status }}{{ row.price }} · {{ row.started }}

{{ row.note }}

No customer is on this plan yet.

Runs

{{ rRunHelp }}

{{ rRunError }}

runs

{{ row.label }}{{ row.prepared }} · {{ row.limits }}

{{ row.staleNote }}

No run has been prepared from this record yet.

{{ row.position }}. {{ row.name }} · {{ row.status }}{{ row.detail }}

{{ row.note }}

This run has no recipients.

Customers you are not contacting

Anyone here is left off every run on that channel until you allow them again.

{{ row.name }} · {{ row.channel }}{{ row.reason }} · {{ row.since }}

Nobody has asked to be left off.

Asking for reviews

An ask is a message to a customer, so it waits in Approvals with your other messages and is sent from there. Contact preferences are checked before sending. Each customer has one open request per site, with a 90-day wait after a completed or declined request. Ask after their service is complete.

{{ rReviewError }}

review follow-up

{{ row.name }} · {{ row.source }} · {{ row.status }}Created {{ row.asked }} by {{ row.channel }} · {{ row.detail }}

{{ row.note }}

View message ↗

No review requests yet. Ask a customer after their service is complete.

Public reply to this review

A reply is approved here against the version of the review you read. This workspace does not post to review sites: publish the approved wording there, then record where it appeared.

This review already has an approved reply. Withdraw it to approve another.

{{ row.state }}{{ row.body }}{{ row.approved }} · {{ row.where }}

No reply has been approved for this review.

API keys

A key lets something outside read what you allow it to read, in this business only. Every permission here is a read: a key cannot change a record, send anything, or approve anything. A key is shown once, when it is issued — nothing stores it, so nothing can show it again. If one is lost, stop it and issue another.

{{ rKeyError }}

your API keys

{{ key.name }} · {{ key.state }}{{ key.prefix }}{{ key.reads }}{{ key.when }}{{ key.used }}

Copy this key now — it is not shown again

No API key has been issued.

Budget and spend

This workspace has no connected ad account: it buys no advertising and spends nothing. A budget is your agreement, recorded against the campaign as you read it — set it on the ad account yourself. What was spent is read from the platform’s own report and entered here with that report’s reference, and the recorded total is never allowed past what was agreed.

{{ rAdError }}

this campaign’s budget

{{ budget.label }}

{{ budget.agreed }} agreed for {{ budget.window }}

{{ budget.spent }} · {{ budget.share }}

{{ budget.when }}

{{ budget.note }}

Every penny agreed has been recorded. Agree a new budget to keep spending.

{{ entry.label }}{{ entry.reference }}

{{ entry.note }}

No spend has been recorded against this budget yet.

No budget has been agreed for this campaign.

Where this page is published

Publishing copies this page as it stands to one web address, so a customer can open it. It deploys nothing, buys no domain and changes no DNS. A visitor sees the copy taken when you published — edit the page and publish again to change it.

{{ rSiteError }}

where this page is published

This page has been edited since it was published. Visitors still see the published copy until you publish this version.

The address a customer opens

{{ row.slug }} · {{ row.state }}{{ row.title }}{{ row.when }}{{ row.counts }}

This page has never been published.

This conversation

{{ rThreadHelp }}

{{ rThreadError }}

this conversation

{{ row.who }} · {{ row.channel }} · {{ row.when }}

{{ row.subject }}

{{ row.body }}

{{ row.answerNote }}

This conversation has no other messages yet.

{{ rReplyStagedNote }}

{{ rReplyStagedBody }}

Getting paid

{{ rMoneyHelp }}

{{ rFromDealNote }}

{{ rMoneyPaidNote }}

{{ rMoneyError }}

payment details

Saved payment link

{{ row.amount }} · {{ row.channel }} · {{ row.state }}Asked {{ row.asked }} · {{ row.note }}

Calculating the selected business numbers…

{{ rReportError }}

SAVED BUSINESS REPORT

{{ rReportTitle }}

{{ rReportPeriod }} · {{ rReportZone }} · {{ rReportCurrency }}

Checked {{ rReportObserved }}. Refresh by running the report again.

{{ metric.label }}

{{ metric.context }}

{{ metric.change }}

{{ metric.quality }} · {{ metric.records }} contributing records

{{ metric.targetLabel }} · {{ metric.targetStatus }}

{{ metric.targetSource }}

Daily numbers

{{ point.label }}

Daily rates, averages and unique counts do not add up to the period result.

Definition and source

{{ metric.definition }}

{{ metric.origin }}

{{ metric.explanation }}

{{ quality.count }} · {{ quality.label }}. {{ quality.note }}

Revenue scenario

Calculated from this plan’s assumptions. These are projections.

{{ metric.label }}

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

{{ dxRecordPosition }}

{{ row.title }}

FILE ACCESS

{{ faAudienceLabel }} · {{ faScopeLabel }}

Private files are available to owners and admins. Reference-only and private files cannot drive CRM actions, imports or shared business knowledge.

Who can open this fileAllowed AI use

{{ faError }}

Existing download links can remain usable until they expire, up to 15 minutes for older links. Previously downloaded copies and replies are not erased. Use Stop AI use below to disable reference reading too.

Remove this file

Review what is removed and confirm the exact file before deletion.

Delete {{ fpReviewName }}?

This cannot be undone here. The file is hidden and AI use stops as soon as your request is saved. Storage removal may finish in the background. Old download links can remain usable until they expire. A minimal deletion receipt is retained.

Type DELETE to confirm

AI REFERENCE

{{ fcStatus }}

{{ fcStatusDetail }}

{{ fcNotice }}

{{ fcError }}

Reference preview

This shortened preview is reference material. Changes to business rules still need knowledge review.

{{ limit.text }}

{{ fcText }}

Stopping AI use clears extracted text and prevents new AI use through these file tools. The original attachment remains available; previous replies, backups and external copies are not erased.

{{ fact.label }}: {{ fact.value }} ↗

Recent activity

{{ event.when }}

{{ event.title }} ↗

{{ event.title }}

{{ event.detail }}

{{ ncSnoozeLabel }}

Only your view and alerts change. Reading and shared work stay unchanged.

Customer journey

Reading the customer’s saved history…

{{ lcJourneyError }}

{{ lcNotice }}

This business’s sold requirement

{{ lcSaleDefinition }}

Record how the requirement was met

Choose this deal’s exact quote

Link it now. The deal becomes sold when this quote meets your saved requirement.

Renewal

Customer timeline

{{ source.label }}

Checked {{ lcTimelineObserved }}. Newest 50 records of each type on this page. Payment entries describe saved quote payment status; name-only invoices are excluded.

No linked events on this page.

{{ event.when }}

{{ event.title }} ↗

{{ event.title }}

{{ event.detail }}

Review website chat transcript

{{ turn.label }} · {{ turn.time }}
{{ turn.text }}

Contact permissions

{{ fact.label }}

These are saved consent records. Channel and sending rules are checked again before contacting the customer.

Purchases & work

No deals are recorded for this customer yet.

{{ deal.title }} ↗

{{ deal.status }} · {{ deal.value }} · {{ deal.date }}

{{ step.subject }} ↗ {{ step.label }}

Quotes & purchase details

{{ quote.title }} ↗

{{ quote.status }} · {{ quote.amount }} · {{ quote.date }}

{{ item.quantity }} × {{ item.label }}

Organized customer files

No files are linked to this customer yet. Upload documents from Customer files.

{{ file.folder }} · {{ file.category }}{{ file.name }} ↗

Saved records for this business. Showing up to 50 of each type per page; a quote or won deal is not itself a payment receipt.

{{ rCompletedWork }}

Confirm {{ confirmation.label }} for “{{ confirmation.name }}”.

{{ confirmation.help }}

Move to stage

Checking customer approval…

Customer approval link

Open customer quote ↗Copy approval link

Anyone with this link can view and decide this quote. Creating a link does not send a message.

Customer decision receipt

{{ rQuoteReceipt }}

Preparing your download…

Download attachment ↗

Link expires {{ rFileExpiry }}. Anyone with this temporary link can download this file.

Add to your website

This form sends submissions to this business’s CRM. Your saved follow-up rules still apply.

Open customer form ↗

Where to paste it

WordPress: add a Custom HTML block and paste the code. Your website role must allow embedded forms.

Wix: choose Embed Code → Embed HTML, then paste the code.

Squarespace: add a Code block and paste the code. Your plan must support embedded forms.

Webflow: add a Code Embed element and paste the code.

Publish the page and check it on a phone. If the form is cropped, make the embed block taller. You can also add the form link to any website button.

Embed code for this saved form

{{ rFormEmbedIntro }}

{{ rFormEmbedSnippet }}

{{ rFormEmbedNote }}

{{ rFormEmbedMessage }}

{{ rFormEmbedCopied }}

{{ rFormEmbedCopyError }}

revision history

Revision {{ revision.revision }} · {{ revision.operation }} · {{ revision.time }}

{{ revision.content }}

People

{{ rLinkedError }}

the linked people

{{ person.name }}

{{ person.detail }}

No people are linked to this company yet. Edit this company to link people.

{{ fact.label }}: {{ fact.value }} ↗

AUTONOMIZED.IO / GROWTH

Campaign Center

Your investment. Every next step.

{{ gStatus }}No live ad connections

{{ gError }}

your campaign workspace

{{ m.label }}{{ m.note }}

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

FUNDING ENVELOPE

{{ gBudget }}

{{ gPlanned }} in campaign plans · {{ gRemaining }}

All imported dates, in the budget currency. Planning amounts are not charges.

Recorded spend exceeds your funding envelope.

CHANNEL PERFORMANCE

Where the work begins.

{{ gCount }} · Manual CSV imports · {{ gCoverage }}

Your next chapter starts here.

No results in this view. Import daily campaign data to see spend, clicks and outcomes together.

Platform-reported conversions are not verified CRM customers or collected payments.

Channel	Spend	Clicks	CTR	CPC	Leads	Conversions	Reported revenue
{{ r.name }}

Attribution may overlap across platforms. Lead and conversion totals are platform reports, not deduplicated people. Blank outcomes stay unknown.

Campaign breakdown

{{ r.name }} {{ r.spend }} · {{ r.leads }} leads

{{ r.platform }} · Account {{ r.account }} · Campaign {{ r.campaign }}

Impressions
Clicks
Platform conversions
Reported revenue

{{ r.days }} daily rows · {{ r.window }} · Last imported {{ r.last }}

Give each campaign a purpose.

Keep the objective, landing page and creative brief together.

No campaign plans yet.

Create a draft before configuring its ads and audience.

{{ c.platform }} / DRAFT

{{ c.name }}

{{ c.budgetLabel }}

{{ c.objective }}

{{ c.notes }}

View landing page ↗

DAILY REPORTS / MANUAL IMPORT

Bring the results into view.

Use one row per campaign, account and day. Keep one attribution window for each campaign. Download the template, map your platform export into its columns, then paste it below.

Daily campaign CSV

Amounts use major currency units (12.50, not cents). Leave unknown leads, conversions and revenue blank. Use the ad account’s reporting timezone. Reimporting a matching day replaces its figures.

{{ gImportSummary }}

Saved campaign links

{{ l.campaign }}{{ l.source }} · {{ l.content }}

{{ l.url }}

META / NOT CONNECTED

Facebook + Instagram

Business portfolio, Facebook Page, Instagram professional account and ad account access are needed before live reporting can be connected.

Open Meta Business Suite ↗

GOOGLE / NOT CONNECTED

Google Ads

Live reporting requires an authorized Ads account and an approved API connection. You can import daily reports while account setup is in progress.

Open Google Ads ↗

Connection status you can trust.

Opening a platform does not connect it to this CRM. No automatic sync, publishing, pixel or conversion API is active here yet. Credentials belong in the secure account connection, never in campaign notes.

AUTONOMIZED.IO / ASTRA 6

Built around the prism.

Three Autonomized launch concepts, each in feed, story and landscape formats. Includes brand profile graphics, captions and video storyboards.

Brand launch assets · drafts, not published ads. These promote Autonomized.io; they are not generated campaigns for your customers.

Download creative kit Read campaign copy ↗

Astra 6 Autonomized campaign concepts with the rainbow prism mark

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

UNDERSTAND THIS NUMBER

{{ m.label }}

{{ m.explanation }}

Where it comes from{{ m.origin }}

Records with a usable value{{ m.records }}

Total used in this calculation{{ m.denominator }}

Records with missing values{{ m.missing }}

What you can do

{{ m.action }}

Set a target · {{ m.targetLabel }}

{{ anStatus }}

HOW IT IS TRENDING / {{ c.unit }}

{{ c.title }}

{{ c.period }} · {{ anZone }}

A trend starts with recorded numbers.

There are no usable observations for this measure in the selected period. Connect the source or add a daily number.

{{ c.selectedLabel }}{{ c.selectedValue }}

Read the daily numbers

{{ c.note }} The period value is calculated from its full records; daily averages, rates and unique counts do not add up to it.

UNDERSTAND THE MIX

{{ anBreakdownTitle }}

{{ anBreakdownNote }}

{{ b.label }}

CHECK THE EVIDENCE

See the records behind this number.

These records must match the displayed total. If they changed, you’ll be asked to refresh.

Checking the contributing records…

{{ anDetailError }}

Record	Date	Contribution	Total for rate / average	Group	Source
{{ r.label }}	{{ r.date }}		{{ r.denText }}	{{ r.bucket }}	{{ r.origin }}

No matching records in this calculation.

{{ anRecordPage }}

About these numbers · {{ anQualityCount }} data checks need attention

The same definitions power these cards, trends and exports. Dates use the selected timezone. Money in different currencies is never added together. CRM activity measures describe recorded work; they do not prove cash collected, profit or time saved.

{{ q.count }} · {{ q.label }}

{{ q.note }}

Data may change when your team corrects a record. Zero means no matching records in a successfully loaded source. A missing source or unusable rate stays “Not recorded.” Your existing business permissions apply.

BUSINESS FINANCES

Financial connections

Connect accounts owned by this business. Only business owners and administrators can manage access.

{{ fiError }}

{{ fiNotice }}

Working with your financial provider…

connection status

No financial accounts connected yet.

{{ c.label }}

{{ c.status }} · {{ c.synced }}

Stop access to this account and remove its imported snapshots? Existing CRM bookkeeping records will be retained.

Ask {{ aiManagerName }} what the numbers mean

Get feedback on your business finances, the concerns supported by your records, and practical next steps. {{ aiManagerName }} explains the sources and dates behind her review.

{{ fiProviderUsage }}

{{ s.title }}

{{ s.coverage }} · {{ s.observed }}

{{ s.note }}

{{ r.label }}{{ r.detail }}

Sample workspace · not your business data. Sign in to your business ↗

CONNECTED CRM TOOLS{{ crmBridgeTitle }}{{ crmBridgeText }}

AUTONOMIZED.IO / {{ crmIndustry }}

{{ crmName }}

{{ crmDescription }}

{{ crmSaveStatus }}

{{ cloudMessage }}

Device storage is full or unavailable. Your changes are in memory; download a CRM backup before leaving.

AI MANAGER’S WORKSPACE

{{ s.label }}

{{ aiManagerName }} is checking the current records and running the allowed steps…

{{ annaError }}

Approve routine internal plans together

This grants only the listed internal record changes. Purchases, outbound messages and payments are excluded.

{{ r.name }}

No routine plans qualify. Purchase reviews and plans above your invoice threshold stay separate.

Prepared purchase

{{ p.name }}

{{ p.vendorLabel }} · {{ p.quantity }} units · {{ p.amount }}

{{ p.status }} · {{ p.note }}

Give {{ aiManagerName }} the follow-through.

Delegate a business outcome. Its plan, exceptions, prepared work and proof of completion will stay together here.

OWNED BY {{ d.owner }}

{{ d.name }}

{{ d.outcome }}

{{ d.riskLabel }}

{{ d.scope }}

{{ d.issueTitle }}

{{ d.issueNext }}

{{ s.index }}

{{ s.name }}{{ s.status }}

{{ s.note }}

Context carried through this outcome

{{ c.label }}

Additional constraints

{{ d.notes }}

Prepared message · {{ m.name }}

To: {{ m.recipient }} · {{ m.status }}

{{ m.subject }}

{{ m.text }}

{{ p.name }}

{{ p.quantity }} units · {{ p.amount }} · {{ p.status }}

{{ p.note }}

Timeline & receipts

{{ e.time }}{{ e.label }}

{{ e.detail }}

Correct {{ aiManagerName }} without widening her permissions

Correction or preferenceApply this context to

{{ f.text }} {{ f.scope }} · {{ f.time }}

{{ t.available }} ELIGIBLE RECORDS

{{ t.name }}

{{ t.outcome }}

{{ s.name }}

{{ t.boundary }}

OWNER BRIEF · {{ annaBriefDate }}

{{ annaBriefLine }}

Built from saved delegation records. Completion is counted when the playbook’s evidence checks pass.

Attention first

Completed today

Updates matching your preference

{{ r.name }} · {{ r.statusLabel }}

CUSTOMER CONTEXT

Remember what matters.

CustomerPreferences & context

Private context is kept out of customer-facing draft text. Existing do-not-contact records are also respected.

WHAT AI MANAGER CAN COMPLETE TODAY

Know where the handoffs are.

Internal preparation is working. External delivery stays visibly waiting until a real service can provide a result.

{{ c.name }}

{{ c.detail }}

Available

Not connected

YOUR NEXT MOVES

Keep the day moving.

✓

A clear desk.

Create your first task or project. Due work, customer issues and low stock will appear here automatically.

Customer / owner · status

＋

Ready when you are.

Add a record to start. If you’re looking for existing work, try All or clear the search.

YOUR BUSINESS DATA

Keep a copy you control.

Download a JSON backup of saved CRM records, operations and {{ aiManagerName }} controls across all industries. You can restore it here or keep it as a portable archive.

This covers CRM tools and business operations. Original mobile approval history and device preferences remain in their existing local workspace.

Restore a CRM backup

Paste the contents of your backup to inspect it before replacing any data. The current CRM is downloaded before a restore, and Undo remains available.

Backup JSON

{{ bizError }}

{{ bizRestoreSummary }}

{{ s.label }}{{ s.detail }}

ONE WORKSPACE. MORE POSSIBILITIES.

The details behind the day.

Your original workflows, brought forward.

Explore every tool

Organized around your work

{{ s.label }}{{ s.detail }}

Import deals

Paste CSV with a header row: company, value, contact, email, stage, close, next. Stage keys: new, qualified, meeting, proposal, won.

CSV data

{{ crmError }}

DEAL RECORD

{{ d.company }}

{{ d.contact }} · {{ d.valueFmt }}

NEXT STEP

{{ d.next }}

CONTEXT

{{ d.note }}

{{ t.who }}{{ t.text }}

No matching deals. Clear the search or add a new deal.

{{ s.label }}

No deals in this stage

Deal / contact	Value	Stage	Close	Next step
{{ d.contact }}		{{ d.stageLabel }}	{{ d.close }}	{{ d.next }}

Sample pipeline

Forecast by stage

Bar length shows weighted deal value on a shared scale. Won deals are shown at 100%; they are not proof of payment.

{{ s.label }}{{ s.count }} deals · {{ s.probability }} probability

{{ s.value }} total

{{ w.name }}

No matching records.

Suggested additions

Review these sample observations before adding a price.

{{ s.heard }}

{{ s.service }}

{{ s.range }}

{{ s.why }}

{{ s.name }}{{ s.email }}

{{ s.note }}

{{ r.name }}Review request draft

{{ r.content }}

No conversations in this view.

{{ c.name }}

{{ c.sub }}

{{ c.channel }}

Sample call transcript. Audio calling is not connected.

{{ m.author }} · {{ m.time }}

{{ m.t }}

AI MANAGER’S OPERATING MODE

You set the boundaries.

Individual modes remain saved when {{ aiManagerName }} is paused. Actions marked “ask” cannot be switched to automatic.

No matching actions.

{{ g.label }}

{{ g.note }}

{{ c.label }}

{{ c.desc }}

{{ c.channels }} · Effective mode: {{ c.effective }}

Limits {{ aiManagerName }} works within

Sample operating preferences. Locked actions always require your approval.

{{ l.label }} ({{ l.unit }}){{ l.note }}

{{ g.name }}

{{ r.label }}{{ r.track }}

Always-on guardrails

{{ r.label }}

{{ r.desc }}

Preview before execution

Nothing is sent. Channel, pause and contact rules are respected.

{{ r.ch }}

{{ r.to }}

{{ r.text }}

{{ r.status }}

VIP oversight

{{ aiManagerName }} asks before contacting these people.

Do not contact

These names are excluded from the call rehearsal and dry run.

{{ r.name }}

{{ r.note }}

CALLING REHEARSAL

Give every call a next step.

Rehearse the queue and review outcomes. This studio does not place telephone calls.

Queue modeSample outcome

NEXT IN QUEUE

{{ c.company }}

{{ c.contact }}

{{ c.script }}

Queue rehearsal complete.

{{ aiManagerName }}’s voice

Saved voice preferences for the future calling connection.

Original batch audiences

{{ b.label }}{{ b.count }} sample contacts

Rehearsal outcomes

{{ c.name }}{{ c.outcome }} · {{ c.date }}

{{ c.mode }}

Original industry call script

{{ r.speaker }} {{ r.text }}

{{ c.label }}

AI MANAGER’S SAMPLE DIGEST

The work, accounted for.

{{ crmDigest }}

Original example performance. These figures are not production analytics.

Sample attribution

Revenue by source

Separate illustrative dataset; not tied to the scorecard period. Bars compare source values; percentages show share of this total.

{{ s.label }}{{ s.value }} · {{ s.share }}

Booking & outreach

{{ f.label }}

Team access plan

Role planning only. No invitation is sent and no account access is granted.

{{ r.name }}{{ r.role }}

{{ r.email }}

Connection plan

Integration names carried forward from v4. Production authorization is still required.

{{ r.name }}{{ r.state }}

TEACH AI MANAGER

Your business, in your words.

Business instruction

LEARNING SIMULATION

Day {{ crmLearningDay }} of 30

Preview the learning period. Advancing days does not automatically grant {{ aiManagerName }} more authority.

{{ r.name }}

{{ r.content }}

The operating playbook

Original business planning examples

{{ p.title }}

{{ l.text }}

{{ aiManagerName }}’s specialist roles

One {{ aiManagerName }}, coordinated responsibilities

{{ b.label }}

{{ b.desc }}

SCENARIO PLANNER

Plan the next stage of Autonomized.io.

Editable assumptions from the original growth model. These are scenarios, not forecasts or company commitments.

{{ f.label }}

{{ s.label }}

Daily operating checklist

Launch readiness

Revenue milestones

{{ m.label }}

Hiring scenarios

{{ h.name }}{{ h.at }}

{{ h.note }}

{{ crmFamilyLabel }} capabilities

Saved feature preferences; integrations remain sample plans.

SETUP TEMPLATE

{{ s.title }}

{{ s.detail }}

INDUSTRY WORKFLOW

{{ crmSignatureTitle }}

{{ crmSignatureSubtitle }}

{{ s.label }}

{{ r.title }}

{{ r.meta }}

{{ r.line1 }} · {{ r.line2 }}

{{ r.stLabel }}

The complete product map

All 29 modules from your earlier build. “Interactive sample” means usable in this local prototype. Planned modules preserve the original roadmap and are not represented as connected services.

{{ crmPlatformSelected }} is preserved on the roadmap. It needs its production integration and implementation.

AUTONOMIZED.IO / GROWTH

Campaign Center

Your investment. Every next step.

{{ gStatus }}No live ad connections

{{ gError }}

your campaign workspace

{{ m.label }}{{ m.note }}

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

FUNDING ENVELOPE

{{ gBudget }}

{{ gPlanned }} in campaign plans · {{ gRemaining }}

All imported dates, in the budget currency. Planning amounts are not charges.

Recorded spend exceeds your funding envelope.

CHANNEL PERFORMANCE

Where the work begins.

{{ gCount }} · Manual CSV imports · {{ gCoverage }}

Your next chapter starts here.

No results in this view. Import daily campaign data to see spend, clicks and outcomes together.

Platform-reported conversions are not verified CRM customers or collected payments.

Channel	Spend	Clicks	CTR	CPC	Leads	Conversions	Reported revenue
{{ r.name }}

Attribution may overlap across platforms. Lead and conversion totals are platform reports, not deduplicated people. Blank outcomes stay unknown.

Campaign breakdown

{{ r.name }} {{ r.spend }} · {{ r.leads }} leads

{{ r.platform }} · Account {{ r.account }} · Campaign {{ r.campaign }}

Impressions
Clicks
Platform conversions
Reported revenue

{{ r.days }} daily rows · {{ r.window }} · Last imported {{ r.last }}

Give each campaign a purpose.

Keep the objective, landing page and creative brief together.

No campaign plans yet.

Create a draft before configuring its ads and audience.

{{ c.platform }} / DRAFT

{{ c.name }}

{{ c.budgetLabel }}

{{ c.objective }}

{{ c.notes }}

View landing page ↗

DAILY REPORTS / MANUAL IMPORT

Bring the results into view.

Use one row per campaign, account and day. Keep one attribution window for each campaign. Download the template, map your platform export into its columns, then paste it below.

Daily campaign CSV

Amounts use major currency units (12.50, not cents). Leave unknown leads, conversions and revenue blank. Use the ad account’s reporting timezone. Reimporting a matching day replaces its figures.

{{ gImportSummary }}

Saved campaign links

{{ l.campaign }}{{ l.source }} · {{ l.content }}

{{ l.url }}

META / NOT CONNECTED

Facebook + Instagram

Business portfolio, Facebook Page, Instagram professional account and ad account access are needed before live reporting can be connected.

Open Meta Business Suite ↗

GOOGLE / NOT CONNECTED

Google Ads

Live reporting requires an authorized Ads account and an approved API connection. You can import daily reports while account setup is in progress.

Open Google Ads ↗

Connection status you can trust.

Opening a platform does not connect it to this CRM. No automatic sync, publishing, pixel or conversion API is active here yet. Credentials belong in the secure account connection, never in campaign notes.

AUTONOMIZED.IO / ASTRA 6

Built around the prism.

Three Autonomized launch concepts, each in feed, story and landscape formats. Includes brand profile graphics, captions and video storyboards.

Brand launch assets · drafts, not published ads. These promote Autonomized.io; they are not generated campaigns for your customers.

Download creative kit Read campaign copy ↗

Astra 6 Autonomized campaign concepts with the rainbow prism mark

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

UNDERSTAND THIS NUMBER

{{ m.label }}

{{ m.explanation }}

Where it comes from{{ m.origin }}

Records with a usable value{{ m.records }}

Total used in this calculation{{ m.denominator }}

Records with missing values{{ m.missing }}

What you can do

{{ m.action }}

Set a target · {{ m.targetLabel }}

{{ anStatus }}

HOW IT IS TRENDING / {{ c.unit }}

{{ c.title }}

{{ c.period }} · {{ anZone }}

A trend starts with recorded numbers.

There are no usable observations for this measure in the selected period. Connect the source or add a daily number.

{{ c.selectedLabel }}{{ c.selectedValue }}

Read the daily numbers

{{ c.note }} The period value is calculated from its full records; daily averages, rates and unique counts do not add up to it.

UNDERSTAND THE MIX

{{ anBreakdownTitle }}

{{ anBreakdownNote }}

{{ b.label }}

CHECK THE EVIDENCE

See the records behind this number.

These records must match the displayed total. If they changed, you’ll be asked to refresh.

Checking the contributing records…

{{ anDetailError }}

Record	Date	Contribution	Total for rate / average	Group	Source
{{ r.label }}	{{ r.date }}		{{ r.denText }}	{{ r.bucket }}	{{ r.origin }}

No matching records in this calculation.

{{ anRecordPage }}

About these numbers · {{ anQualityCount }} data checks need attention

The same definitions power these cards, trends and exports. Dates use the selected timezone. Money in different currencies is never added together. CRM activity measures describe recorded work; they do not prove cash collected, profit or time saved.

{{ q.count }} · {{ q.label }}

{{ q.note }}

Data may change when your team corrects a record. Zero means no matching records in a successfully loaded source. A missing source or unusable rate stays “Not recorded.” Your existing business permissions apply.

{{ hGreet }}Your business.

{{ pDaySummary }}

{{ hSummaryTitle }}

YOUR BUSINESS · CONNECTED

Activity map

{{ hpStatus }}

{{ aSync }}

Needs your eye

{{ hNdN }}

{{ pDecisionWhy }}

✓ You’re all caught up.

Up next

Live

{{ annaN }}{{ annaT }}

{{ ln.n }}{{ ln.sub }}

{{ ln.chLbl }}{{ ln.tm }}

{{ st.n }}

{{ w.w }}

AWAITING A REPLY · {{ lvWaitN }}

{{ wt.n }}{{ wt.s }}

Everything on this screen also lands in the .

CUSTOMER VIEW · WHAT THEY RECEIVE

{{ cuWho }}{{ cuNum }}

{{ cuChan }}

{{ m.t }} {{ m.meta }}

THE LINK SHE SENT

{{ cuPayFor }}{{ cuPayAmt }}

{{ cuPayWhen }}

{{ cuStamp }}

You cannot judge her tone without reading what she actually sent. This is it, word for word.

{{ ledgerViewDescription }}

{{ aSource }}

AI Ledger.

Calls, updates and {{ aiManagerName }}’s actions, in one place.

Activity updates are interrupted.{{ aError }} Previous records remain visible.

{{ aStatus }}{{ aSync }}

Connecting your activity…

In progressNeeds youRecordedAttention

{{ aActiveCaption }}Decisions awaiting youRecordsAttention

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

IN THIS VIEW

Your business,
in motion.

{{ aActiveCaption }}

Decisions awaiting you

Observed records

Need attention

Select a channel to open its activity feed. Open an event to go to its record, or choose Details to inspect the receipt.

Sample activity. Quiet channels do not indicate connected services.

{{ aUpdateCount }} informational updates are in Approvals → Updates. Decision totals cover your business; activity records show the recent feed. Refreshes every 4 seconds while this view is open.

EVENT DETAILS

{{ event.label }}

{{ event.title }}

{{ event.summary }}

{{ fact.label }}

CALLS, APPROVALS & AI MANAGER’S ACTIONS

{{ aListTitle }}

{{ aFilterContext }}

{{ aEmptyTitle }}

{{ aEmptyCopy }}

EVENT DETAILS

{{ event.label }}

{{ event.title }}

{{ event.summary }}

{{ fact.label }}

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

EVERY ACTION, ACCOUNTED FOR

AI Ledger

The result, the reasoning, and the record behind it.

Sample day · recorded actions

receipts owner actions reversed

TimeAction / resultBy

⌕

No matching receipts.

Try another name, action, or lane.

Sample records

Ledger{{ lgCount }} today

AI MANAGER · LIVE {{ anNowLabel }}

{{ anHeadline }} {{ anSub }}

NO HUMAN TOUCH

What she closed alone{{ anAutoSub }}

EVERY LANE SHE WORKS

WHERE SHE STILL NEEDS YOU

Illustrative results from your sample business. EVERY ACTION

TODAYnewest first

Nothing in {{ lgEmptyN }} yetThis lane is hers and it has been quiet. The moment something lands it shows up here.

WORKED FROM

{{ sc.n }}

RESULT {{ r.res }}

Undone · logged

YESTERDAY · 141

Ledger{{ lgCount }} today

AI MANAGER · LIVE {{ anNowLabel }}

{{ anHeadline }} {{ anSub }}

NO HUMAN TOUCH

What she closed alone{{ anAutoSub }}

EVERY LANE SHE WORKS

WHERE SHE STILL NEEDS YOU

Illustrative results from your sample business. EVERY ACTION

TODAYnewest first

Nothing in {{ lgEmptyN }} yetThis lane is hers and it has been quiet. The moment something lands it shows up here.

WORKED FROM

{{ sc.n }}

RESULT {{ r.res }}

Undone · logged

YESTERDAY · 141

Approvals

·{{ apSub }}

{{ apImpL }}

{{ c.cat }}

{{ c.ti }}

{{ c.ctx }}

{{ c.lbl }}

{{ c.impK }}{{ c.impV }}

{{ mt.k }}{{ mt.v }}

{{ mt.k }}{{ mt.v }}

{{ aiManagerName }} recommends{{ c.recV }}

{{ c.conf }}

ELI5 · Why {{ aiManagerName }} recommends this{{ c.why }}

{{ cp.n }}

IF YOU APPROVE, AI MANAGER WILL

{{ ch.n }}

Swipe right approves, left rejects. Buttons do the same.

Approved {{ apStTi }}

{{ c.n }}

SHE IS ON IT · LOGGED IN THE LEDGER

REJECTED · SHE NEEDS A NEXT MOVE

{{ apAltTi }}

The original request was rejected. Choose a next step or describe what you want changed.

Modify this request

Saved in sample history: {{ sampleModifySaved }}

A revised action needs a new review.

{{ apAltPickN }}{{ apAltPickD }}

WANT THIS EVERY TIME?{{ apRuleTi }}

Rule set. She stops asking.{{ apRuleTi }}

Nothing needs you. She has the rest. You will hear the moment that changes. {{ ndSummary }}

EXPAND AI MANAGER’S AUTONOMY{{ ndLeash }}

DECIDED TODAY · {{ apDoneN }}

{{ r.ti }}{{ r.res }}

{{ r.ti }}{{ r.res }}

Held items come back at 7:40 AM. Anything reversible she just does and logs.

{{ apImpL }}

{{ card.cat }}

{{ card.ti }}

{{ card.ctx }}

{{ card.lbl }}

{{ card.impK }}{{ card.impV }}

{{ metric.k }}

{{ metric.k }}

{{ aiManagerName }} recommends{{ card.recV }}

{{ card.conf }}

ELI5 · Why {{ aiManagerName }} recommends this

{{ card.why }}

{{ chip.n }}

IF YOU APPROVE

{{ card.ti }}

{{ step.n }}

{{ ndLeash }}

REJECTED · NEXT STEP

{{ apAltTi }}

Modify this request

Saved in sample history: {{ sampleModifySaved }}

A revised action needs a new review.

{{ apAltPickN }}

{{ apAltPickD }}

Use this next time?

{{ apRuleTi }}

Rule saved. {{ aiManagerName }} will follow this next time.

✓QUEUE CLEAR

Nothing needs you.

{{ aiManagerName }} has the rest. Your decisions are saved in History.

{{ ndSummary }}

{{ mHistoryPosition }}

DECIDED TODAY

{{ receipt.status }}

{{ receipt.ti }}

{{ receipt.res }}

Close outTHURSDAY · 6:12 PM · SAMPLE DAY

{{ coHead }}

THE BATCH · {{ coN }}

{{ coQ }}

{{ cr.t }}{{ cr.k }}

{{ coDoneN }}{{ coDoneD }}

HER CLOSE OUT

{{ s.n }}{{ s.t }}

Approve the batch and go home. She keeps working through the night on anything reversible.

FieldDEV · JOB 2 OF 5 · SAMPLE

{{ fdName }}{{ fdAddr }}

{{ fdWin }}

WHAT SHE PROMISED THEM {{ fdPromise }}

COLLECT ON SITE{{ fdDue }}

{{ fdPaid }}

Light on purpose. Sunlight verdict: untested on a handset.

Set up {{ aiManagerName }}{{ frDone }} OF 6 DONE · {{ frMins }}

She cannot answer a call until the first three are done. Tap a step to work it.

{{ sb.n }}

CONNECTS TO

{{ tl.n }}

Tap any status dot to move a step. Sample setup, nothing is really connected.

No match for “{{ qVal }}”Try a customer name, an address, a dollar amount, or what you want her to do.

{{ g.n }}

Arrow keys move, Enter opens. 214 customers, every job, every logged action.

SystemsEXPLORE CONNECTION RECOVERY

{{ hlTi }}{{ hlSub }}

{{ r.n }}{{ r.st }}

WHAT SHE DOES INSTEAD

{{ f.n }}

Every outage here changes Live, Money, Day and Field. Nothing silently pretends to work.

Trust{{ trSub }}

A NEW AUTONOMY SUGGESTION

{{ tpTi }}

{{ e.n }}{{ e.v }}

{{ tpDoneN }}Reversible from the row below any time

Ask me for everythingOverrides every row below until you turn it off

AI MANAGER’S TEAM

{{ tm.n }}{{ tm.s }}

{{ tm.c }}

WHAT SHE MAY DO ON HER OWNASK · BYPASS

{{ tr.n }}{{ tr.clean }}

Quiet hours · 10 PM to 7 AMOnly emergencies reach you. She still answers.

EMERGENCY WORDS · ALWAYS RING YOU

{{ ew.n }}

Track records are SAMPLE until wired to the real log.

LIVE CALL{{ ccTimer }}

{{ ccOwner }}

{{ ccN }}{{ ccSub }}

{{ tg.n }}

{{ ccOwnerSub }}

WHERE SHE IS

{{ ld.n }}{{ ld.t }}

LIVE · SUMMARIZEDdialogue not shown in mock

{{ tv.t }}{{ tv.w }}{{ tv.s }}

{{ wv.t }}WHISPER{{ wv.m }}

ListeningWhisper

Take the wheel

{{ twDeskLbl }}{{ twDeskSub }}

TAKE A LANE

YOU · {{ twLane }}she logs it as manual

Draft from {{ aiManagerName }} not shown in mock

WHILE YOU DRIVE, SHE KEEPS

{{ ww.n }}

Teach {{ aiManagerName }}

%Questions answered

{{ teRules }} of {{ teAsked }}

{{ teWaiting }}{{ teRules }} rules learned from you.She asks once, you answer once, she quotes the rule next time.

SHE DIDN’T KNOW “{{ teQ }}”

{{ teFrom }}{{ teDid }}

Got it: {{ teAnsLbl }}. She texts the caller back now and keeps the rule.

NEXT UP · {{ teQueueN }}

“{{ tq.q }}”{{ tq.from }}

RECENTLY TAUGHT

{{ tt.n }}

Moneypayout Friday · $1,860

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

SHE IS CHASING{{ moChaseN }}

{{ ch.n }}{{ ch.s }}

{{ ch.v }}

{{ tl.n }}{{ tl.v }}

AT RISK · STALE QUOTES

{{ rk.n }} · {{ rk.amt }}{{ rk.s }}

Sample figures. Payments are not connected.

COST · AGAINST WHAT SHE COLLECTS

SHE COLLECTED{{ csColl }}

{{ b.n }}

Plan pricing is not set for this sample workspace.Return on cost will appear when your monthly plan price is connected.

WHERE THE MONEY CAME FROM

Sample attribution across the work {{ aiManagerName }} handles.

Today{{ dyDate }} · {{ dyCount }}

THE SHAPE OF THE DAY{{ tlClock }}

{{ cell.t }}{{ cell.lbl }}

{{ dyAlertTxt }}

1h 10m

62 mi · 4 stops · 12 min saved by her order

Illustrative route profile · sample data

All 4 stops open in Maps, in her order

STOPS

{{ jb.t }}{{ jb.nt }}

{{ jb.t }}{{ jb.tech }}

{{ jb.n }}{{ jb.d }}

DISPATCH · THE SAME DAY, ROUTED

{{ dpAlertT }}

{{ dpHrs }} {{ dpSub }}

Illustrative capacity · sample data

7 AM{{ dpPeak }}7 PM

HER ROUTE FOR {{ dpWho }}

She routes and re-routes all day. You only see it when a route breaks.

Pipeline{{ ppOpen }}

Sample pipeline

Stage distribution

Bar length compares lead counts. Select a stage to filter the queue.

{{ ppOpen }}

{{ ppNote }}

THE QUEUE · {{ ppFilterLbl }}HER NEXT TOUCH

{{ ld.n }}{{ ld.tier }}

{{ ld.src }}{{ ld.nx }}

{{ ld.v }}

Nothing here rots. She follows up until you win it or kill it.

THE PEOPLE BEHIND THE WORK

Customers

Every relationship, with its context intact.

No customers found.

Try another name or change the filter.

People

{{ person.i }}CUSTOMER RECORD

{{ person.n }}

{{ person.s }}

Lifetime value

History

Related activity

No matching receipts in this sample day.

No one by that name yet.

{{ p.n }}

{{ p.flag }}

{{ p.s }}

AI MANAGER{{ p.note }}

This weekIllustrative week · sample data

{{ inHead }}

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

{{ is.n }}

{{ is.v }}{{ is.d }}

ONES YOU’D HAVE MISSED

{{ ms.t }}{{ ms.s }}

DESK TIME YOU DID NOT SPEND{{ inSaved }}

More

Settings

SAMPLE DAY{{ stSizeSub }}

Explore the workflows with a quiet, typical, or busy sample day.

EarconsOptional sounds for listening, progress, completion, and decisions.

APPEARANCE{{ stApSub }}

{{ stGlassError }}

Transparency{{ stGlassReadout }}

Keep your desktop in view, even in full screen. Use Control–Command–F to fill the screen or return to a window.

Motion effects

Choose animated effects or a still workspace. Live data keeps updating.

Your device’s reduced-motion preference is active.

{{ stSysHead }}

{{ sy.n }}{{ sy.s }}

BUSINESS

AUTONOMIZED.IO · SAMPLE WORKSPACE

Account preview. These controls open the sample onboarding flow; no real account is created.

Autonomized.io

Your front desk,
set up for your trade.

{{ auTitle }}

{{ auSub }}

or

{{ fd.l }}

SAMPLE ACCOUNT · NOTHING IS SENT

{{ obTitle }}

{{ obDesc }}

{{ obStepN }} completed

{{ obGroupName }}

{{ gl.h }}

Nothing matches. Try another word, or pick the closest group and tell us what is missing.

{{ obGroupOf }} {{ obIndName }} {{ obWhy }}

WHAT AI MANAGER CALLS THINGS

{{ v.a }}{{ v.b }}

MODULES THAT LOAD{{ obModsOn }}

{{ m.n }}{{ m.s }}

EMERGENCY WORDS · SHE WAKES YOU

{{ w.w }}

LICENSES & COMPLIANCE SHE TRACKS

{{ l.l }}

Industry

{{ indName }}{{ hubSub }}SAMPLE

No industry picked yet Pick one and {{ aiManagerName }} loads the modules your business needs, alongside everything she already does.

{{ st.v }}{{ st.n }}

{{ mdTypeLbl }}

{{ mdName }}{{ mdBlurb }}SAMPLE

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

{{ mdAlert }}

{{ chart.source }}{{ chart.unit }}

{{ chart.title }}

{{ chart.totalLabel }}

{{ chart.selectedLabel }}{{ chart.selectedNote }}

Your data will take shape here.

Import a report to see the actual trend.

{{ mdNewLbl }}{{ mdLogWhen }}

{{ lf.n }}

STEPS{{ mdChkK }} done

{{ mdColA }}{{ mdColB }}

{{ d.k }}{{ d.v }}

Nothing here right now. Quiet is a real state, not a missing screenshot.

Business

WHAT AI MANAGER CALLS THINGS

{{ v.a }}{{ v.b }}

MODULES{{ bzModsOn }}

{{ m.n }}{{ m.s }}

EMERGENCY WORDS · SHE WAKES YOU

{{ w.w }}

LICENSES & COMPLIANCE

AUTONOMIZED.IO · SAMPLE WORKSPACE

{{ ts.m }}

{{ unTi }} {{ unSub }}

YOUR CONNECTED BUSINESS

AI activity

{{ pxChecked }}

{{ pxUnavailable }}

{{ pxEmptyCopy }}

{{ row.detail }}

{{ row.time }}

{{ row.state }}

{{ haLiveCount }} in progress

Latest recorded status

Connecting your business…

{{ v4WorkspaceName }} / {{ v4Crumb }}

{{ pAnnaStatus }}

Tip · {{ v4CoachTip }}

YOUR WORKSPACE

Search

Find people, records, pages, and the setting you need.

Pages and settings are available here. Sign in to search your business records.

Quick actions

Recently opened

Record{{ item.label }}

Pages & settings

{{ item.type }}{{ item.label }}{{ item.path }}

Looking across your business records…

Some sources could not be searched: {{ usUnavailable }}. Other results are shown below.

{{ group.label }}

Record{{ item.label }}{{ item.detail }}

No matching results.

Try a shorter name, a record title, or a setting such as “Dark mode”.

What {{ aiManagerName }} does

Every workflow that runs on a real trigger, with a switch next to it. Flip one off and she stops that instantly.

Active workflows

Runs this week

Success rate

{{ a.title }}

{{ a.statusLabel }}

When{{ a.triggerLabel }} Then{{ a.actionLabel }}

{{ a.channelLabel }}

{{ a.delayLabel }}

Describe it, {{ aiManagerName }} builds it

"Text every new lead in 60 seconds." {{ aiManagerName }} proposes a workflow in the same vocabulary as the list above — nothing saves until you review it.

No workflows match this filter yet.

Autopilot

How much she does without asking

{{ apSoloLine }} Every promotion below is earned by a clean record, not granted by a setting.

{{ autopilotError }}

Operating mode

The live mode enforced by {{ aiManagerName }} right now. Changing it needs your confirmation.

{{ autopilotModeError }}

Switch {{ aiManagerName }}’s operating mode to {{ autopilotConfirmModeLabel }}?

Tell her what to change

Plain language, the way you would text an employee. She turns it into a setting and shows you the change before it sticks.

{{ cmdAskError }}

She heard: {{ cmdSaid }}

{{ cmdReply }}

{{ cmdTitle }}

{{ cmdFrom }} → {{ cmdTo }}

Lives in {{ cmdWhere }}

{{ cmdApplyError }}

{{ cmdApplyDone }}

Not a setting I can change here yet.

Earned autopilot

Clean, unrejected tool calls in a row. One rejection resets the count. Promoting a tool out of “requires approval” is a policy change you make yourself.

Promote automatically

No tool activity recorded yet. This fills in as {{ aiManagerName }} works.

{{ g.group }}

{{ r.label }} {{ r.badgeLabel }}

{{ r.levelLabel }} · {{ r.track }}

{{ r.note }}

Earned capabilities

Capabilities {{ aiManagerName }} has demonstrated, recorded on the workspace. Promoting one stages a policy change — it does not enable anything by itself.

Workspace update not applied yet. Earned capabilities will appear here once it is.

{{ apCapabilitiesError }}

No earned capabilities recorded yet.

{{ c.label }}

{{ c.earnedLabel }} · {{ c.evidenceSummary }}

{{ apPromoteError }}

{{ apPromoteDone }}

Capacity guard

Real upcoming bookings. She does not yet refuse an overloaded day — that needs a saved crew size.

{{ cap.bookedLabel }}

{{ cap.drive }}

{{ cap.declined }}

What she knows {{ learnedCount }} answers

Answer a question once in Teach {{ aiManagerName }}. She never asks you again.

{{ k.q }}

{{ k.a }}

Nothing saved yet in Teach {{ aiManagerName }}.

Prices she heard on your calls

{{ h.service }}

Prices she heard on your calls

No call-quoted prices are recorded yet. This needs the live call transcript pipeline connected.

Connections, kept alive

When something breaks she cannot yet self-heal it — retrying, re-authorizing and rerouting needs the provider connection finished first.

{{ c.name }}

{{ c.detail }}

{{ c.pillLabel }}

{{ aiManagerName }}’s brain

Brain and business knowledge

Manage this business’s published knowledge, review changes, and see what your workforce has done.

{{ brainError }}

Tenant knowledge book Published version {{ brainKnowledgeApprovedVersion }}

One published book for this business. Draft changes require review. Customer conversations use approved facts; public website chat uses only facts explicitly approved for that channel. Prices, calendar availability and permissions are checked against current records.

{{ brainBookError }}

{{ brainBookNotice }}

{{ f.label }}

{{ f.value }}

Drafts awaiting review

No pending knowledge drafts.

{{ d.title }}

{{ d.source }} · {{ d.status }}

{{ d.summary }}

Published history

{{ v.title }}

{{ v.when }} · {{ v.source }}

{{ aiManagerName }} proposes {{ brainProposalsOpen }} waiting on you

Review the exact change before anything happens. Approving applies it once, at the revision you reviewed; nothing is sent or published from here.

No proposals right now.

{{ p.name }}

{{ p.reason }}

{{ p.changeText }}

{{ p.evidence }}

{{ p.error }}

{{ p.outcomeText }}

{{ brainSampleNote }}

What she has learned {{ brainLearnedCount }} answers

FAQs from this business’s published knowledge book.

Nothing saved yet in Teach {{ aiManagerName }}.

{{ k.q }}

{{ k.a }}

Connection health

The same live provider status shown on Autopilot.

{{ c.name }}

{{ c.pillLabel }}

Calendar

{{ calApptCount }} appointments this week

{{ calPeriodLabel }}

{{ calMonthLabel }} {{ calMonthMeta }}

{{ c.label }}

Light day 6 or more Today

{{ d.day }}

{{ d.date }}

Today's agenda

{{ a.time }}

{{ a.dur }}

{{ a.type }}

{{ a.name }}

{{ a.statusLabel }}

Nothing booked for today.

{{ calError }}

{{ calNotice }}

Campaigns

Email & SMS broadcasts, drips and nurtures

{{ campaignsError }}

{{ campaignsNotice }}

{{ campaignsAskError }}

Campaign name Channel Subject Scheduled for Message

Target audience

{{ campaignsAudError }}

Searching contacts…

No contacts matched. Search above to build this campaign's audience.

{{ c.name }}{{ c.detail }}

Run — {{ campaignsRunTitle }}

{{ campaignsRunError }}

{{ campaignsRunNotice }}

Reading this campaign's run…

No run yet. Preparing one resolves your saved audience in the order you saved it and drops anyone on your do-not-contact list. Nothing is staged or sent by preparing.

Recipients an hour Recipient cap

{{ campaignsRunStatus }} {{ campaignsRunChannel }} · {{ campaignsRunThrottleNote }}

{{ n.n }}

{{ n.label }}

{{ campaignsDispatchNote }}

This run resolved no recipients.

{{ r.name }}#{{ r.position }} · {{ r.stLabel }} {{ r.reason }}

Batch outbound calling

{{ campaignsBatchStatus }} — {{ campaignsBatchNote }}

List

{{ l.label }}

Voice

{{ v.label }}

Language

{{ g.label }}

{{ campaignsDialTypedLabel }}

{{ campaignsDialNotice }}

{{ campaignsDialError }}

CampaignChannelStatusAudienceUpdatedRun

{{ c.name }} {{ c.chLabel }} {{ c.stLabel }} {{ c.audience }} {{ c.time }}

No campaigns yet. Create the first one above.

Your business, not a client's

Command Center

{{ aiManagerName }} runs your clients' front desks. This page runs the business itself: the growth target, the build queue, and the plays you run every day.

{{ commandMrrFmt }} MRR {{ commandBlockersLeft }} blockers left {{ commandTouchesToday }} touches today

{{ commandMrrNote }}

Today's one constraint

{{ commandConstraint }}

{{ commandConstraintSub }}

of {{ commandTargetFmt }} · month {{ commandMonthNum }} target

{{ commandGapLine }}

{{ commandHireLine }}

Rule of 100touches or minutes on marketing, every day

{{ f.label }}

{{ f.val }}

{{ commandR100Label }}

Daily non-negotiables{{ commandDailyLabel }}

{{ c.label }}

Milestone curve, target vs actual

RequiredActual, this month

Hiring triggers off MRR, not vibes

{{ h.name }}

{{ h.note }}

{{ h.pillLabel }}

Phases

{{ p.name }} {{ p.when }}

NOW

{{ p.desc }}

Unit economics real numbers only

{{ u.label }}

{{ u.val }}

{{ k.label }}

{{ k.sub }}

{{ commandCfaMsg }}

Capacity check can the team fulfill the book?

CSMs

{{ commandCsm }}

{{ commandCapMsg }}

Today's funnel from the Today tab

{{ k.label }}

{{ p.title }}

{{ ln }}

Book of business what actually pays today

{{ b.label }}

/ mo booked, entered not billed

Launch blockers nothing compounds until these clear

{{ c.label }}

{{ companiesTitle }}

{{ companiesSubtitle }}

{{ companiesError }}

{{ companiesNotice }}

{{ companiesDealsNote }}

your companies

No companies yet. Create one to get started.

{{ c.ini }}

{{ c.company }}

{{ c.segment }}

{{ c.ownerName }}

{{ row.name }}

{{ row.segment }} · {{ row.valueFmt }} open pipeline

Email: {{ row.email }}
Phone: {{ row.phone }}
Website: {{ row.website }}

{{ row.notes }}

People at this company

linked people

{{ row.linkedError }}

No people are linked to this company yet.

{{ person.name }}{{ person.detail }}

Memberships

memberships and referrals

{{ row.recordsError }}

{{ row.recordsTruncated }}

Nobody at this company is on a membership plan yet.

{{ mem.who }}{{ mem.planName }} · {{ mem.status }} · {{ mem.cadence }}{{ mem.priceFmt }}

Set or change a membership on that person’s record. Nothing is charged from this workspace.

Referrals

No partner is credited with anyone at this company yet.

{{ ref.who }}{{ ref.partnerName }} · {{ ref.status }} · {{ ref.at }}

Inbox

Inbox address

Address suggestions show your latest 1,000 messages.

{{ c.ini }}

{{ c.name }} {{ c.time }}

{{ c.chLabel }} {{ c.preview }}

Inbox zero

{{ aiManagerName }} handled every message. Nothing needs you right now.

{{ convActiveIni }}

{{ convActiveName }}

{{ convActiveChLabel }}

this conversation

{{ convThreadError }}

{{ m.text }}{{ m.time }}

Reply staged — waiting for approval

{{ m.stagedBody }}

{{ aiManagerName }} suggests

{{ convSuggestion }}

Reply staged — waiting for approval

{{ convReplyStagedBody }}

Sending stages this reply in Approvals for you to review — nothing goes out until you approve it there.

{{ convCall.outcome }} {{ convCall.direction }} · {{ convCall.channel }}

· {{ convCall.durationLabel }}

No recording is available for this call.

Call summary

{{ convCall.summary }}

Incoming call — {{ convActiveName }}

{{ convLiveNote }}

Select a conversation

{{ convError }}

{{ convNotice }}

Open pipeline

weighted {{ aiManagerName }} {{ dealsWorkingVerb }} {{ dealsWorkingSuffix }}

your stage settings

{{ pcError }}

{{ pcNotice }} View pipeline ↗

YOUR WORKFLOW

Make this pipeline yours.

Drag the handles or use the arrows to change the order. Rename any step and tell {{ aiManagerName }} what belongs there.

Pipeline nameUse for new leads by default

An owner or administrator can update {{ aiManagerName }}’s instructions. You can still arrange and name stages.

{{ stage.label }}

This step meansChance of closing (%)Color

{{ aiManagerName }}’s instructions for this step

What should {{ aiManagerName }} do here?When is the customer ready for the next step?

{{ col.label }}

{{ deal.ini }}

{{ deal.title }}

{{ deal.company }}

HOT

{{ deal.ownerName }}

✓

{{ deal.nextLabel }} {{ deal.ago }}

{{ col.label }} {{ col.count }} deals

{{ deal.ini }}

{{ deal.title }}

{{ deal.stageLabel }}

{{ deal.prob }}%

Weighted forecast by stage

expected to close from open pipeline

{{ f.label }} {{ f.count }} deals · {{ f.prob }}% {{ f.wFmt }} of {{ f.sumFmt }}

Won this month

{{ dealsWonCount }} deals closed

Quarter to target

/ {{ dealsTargetValueFmt }} goal

No quarterly revenue target is set yet. Set a target in Growth to track progress here.

{{ dealsD.ini }}

{{ dealsD.title }}HOT

{{ dealsD.company }}

Value

Stage · tap to move{{ dealsD.prob }}% likely

{{ s.label }}

Owned by {{ dealsD.ownerName }}

{{ dealsD.contactName }}

{{ aiManagerName }}'s activity

{{ t.text }}

{{ t.who }} · {{ t.ago }}

Draft ready to send

{{ dealsDraft.text }}

Why this draft — {{ dealsDraft.why }}

{{ dealsDraft.error }}

{{ dealsSend.error }}

{{ dealsSend.notice }}

{{ dealsInvoice.statusLabel }}

{{ dealsInvoice.descriptionLabel }}

{{ dealsInvoice.note }}

{{ dealsInvoice.error }}

{{ annaStatus }}

{{ aiManagerName }}

She works sales, front office and back office end to end, and only surfaces what genuinely needs you.

{{ fleetError }}

Operating mode: {{ fleetModeLabel }}

Learning your voiceDay {{ fleetDay }} / 30

Unlocks in {{ fleetDaysLeft }} days, based on your tenure with {{ aiManagerName }} so far.

Autopilot is on. Approved-style work now runs the moment she drafts it. Everything still lands in the ledger below.

Turn on full Autopilot? {{ aiManagerName }} will act on approved-style work without waiting for your review.

{{ fleetArmError }}

Learning day could not be confirmed: {{ fleetFirstCallError }}

What {{ aiManagerName }} does

Grouped by the work she can do. Every group follows the master operating mode above — none of them have their own saved on/off switch yet.

{{ g.label }}

{{ g.note }}

On a call now

{{ fleetCallingNote }}

{{ fleetCallingStatus }}

Live call · {{ aiManagerName }} state: {{ fleetLiveState }} · started {{ fleetLiveSince }}

{{ fleetLiveSid }}

{{ a.label }} — {{ a.note }}

{{ fleetCallingNotice }}

{{ fleetCallingError }}

Dry run

{{ fleetDryRunNote }}

Not available

Every dollar she moved

Taken, discounted, refunded or waived — {{ fleetMoneyWindowNote }}

{{ fleetCollected }}

Collected

{{ fleetGiven }}

Given away

No money-moving tool calls recorded yet.

{{ l.what }}

{{ l.when }} · {{ l.status }}

Names she never handles alone

No VIP list source is saved in your CRM yet — not enforceable here.

No VIP list connected.

Channels she is allowed to use

{{ c.label }}

{{ c.note }}

{{ c.status }}

The six things she will never do

These have no switch on purpose.

{{ r.label }}

{{ r.desc }}

{{ fleetStatsCalls }}

Tool calls recorded

{{ fleetStatsApprovals }}

Approvals total

{{ fleetStatsPending }}

Pending now

Monday digest

No delivered digest yet — this needs a notification channel connected.

Not delivered

I dial — your saved call lists

This workspace places no call. It hands you one customer at a time, in your saved order, holds them until you record what happened, and skips anyone who asked not to be called.

{{ fleetDialError }}

{{ fleetDialNotice }}

No call list saved yet. Create one in Power dialer & batch lists.

No queue for this list yet. Preparing resolves your saved customers into a held order and drops anyone without a usable number.

{{ fleetDialRunStatus }}

Every customer on this list has an outcome.

#{{ fleetCurrentPosition }} {{ fleetCurrentName }}

{{ fleetCurrentCompany }}

{{ fleetCurrentPhone }}

{{ fleetCurrentNote }}

{{ aiManagerName }} dials — {{ fleetDialerCount }} she would work first

Built from your saved contacts with a phone number and an open deal. Once the owner approves a phone line, {{ aiManagerName }} would take this same held queue, place each call herself, and write the same outcome rows you write above — under the operating mode and the hourly limit already saved. Nothing here places a call today.

No contact currently has both a phone number and an open deal.

{{ d.name }}

{{ d.company }}

{{ d.phone }}

Dialling the whole queue at once is still owner-approval only. One customer at a time is wired below.

Let {{ aiManagerName }} dial the customer you are holding

{{ fleetAnnaDialWho }}

{{ fleetAnnaDialNote }}

{{ fleetCallingNotice }}

{{ fleetCallingError }}

Needs you — {{ fleetBulkCount }} pending

Approve all {{ fleetBulkCount }} pending items? Each one executes exactly as it would if approved individually.

Approved {{ fleetBulkDone }} of {{ fleetBulkTotal }}…

{{ fleetBulkError }}

{{ fleetApproveError }}

Nothing needs you right now.

{{ a.kindLabel }}

{{ a.summary }}

{{ a.when }}

Confirm {{ a.confirmAction }}?

Proposals

Changes {{ aiManagerName }} wants to make. “Do it” marks the proposal accepted for your review trail — it never executes the change itself.

{{ fleetProposalError }}

No open proposals.

{{ p.name }}

Reason: {{ p.reason }}

Change: {{ p.change }}

Evidence: {{ p.evidence }}

Forms & Surveys

Capture leads and intake — every submission becomes a contact

{{ formsError }}

{{ formsNotice }}

Submission counts: {{ formsSubmissionsError }}

{{ formsDraftTitle }}

Form name URL slug After submission Optional redirect URL

Questions

People answer these in order. Each keeps the field name already-collected answers are stored under.

Add at least one question before saving.

{{ q.title }}

Question label Answer type

Required

Purpose

{{ q.consentNote }}

Use as contact phone

{{ q.phoneMapHelp }}

{{ q.phoneNote }}

{{ q.checkboxNote }}

Choices, one per line

{{ formsBProblemsTitle }}

{{ p.text }}

Preview

{{ formsBPreviewIntro }}

{{ i.label }}

{{ i.grant }}

{{ i.labelText }}

Embed definition (what the website form receives)

{{ formsBEmbedDefinition }}

{{ formsBSaveFirst }}

▤

{{ f.name }}{{ f.fieldCount }} fields

{{ f.submissions }}submissions

Embed code for this saved form

{{ f.embedIntro }}

{{ f.embedSnippet }}

{{ f.embedNote }}

{{ f.embedMessage }}

{{ f.embedCopied }}

{{ f.embedCopyError }}

No forms yet. Create the first one above.

Funnels & Sites

Landing pages, funnels and booking sites

{{ funnelsError }}

{{ funnelsNotice }}

{{ f.name }}

/{{ f.slug }}

{{ f.steps }} steps

Hosting not connected

No funnels yet. Create the first one above.

{{ homeGreeting }}

{{ homeLede }}

{{ homeError }}

Open pipeline

{{ homeOpenCount }} open deals

Weighted forecast

by stage win probability

Automations running

{{ homeRunsWeek }} runs this week

Won this month

{{ homeWonLabel }}

Needs your approval

Nothing needs you

{{ homeEmptyLine }}

{{ approval.ini }}

{{ approval.summary }}

{{ approval.kindLabel }} · {{ approval.ago }}

Review

{{ homeApprovalsCappedLabel }}

Just happened the modules talking to each other

{{ ev.text }}

{{ ev.sub }}

Quarter target · {{ homeTargetQuarterLabel }}

Workspace update not applied yet. Targets will appear here once it is.

{{ homeTargetLoadError }}

{{ homeTargetSaveError }}

{{ homeTargetSaveDone }}

{{ aiManagerName }} noticed

{{ homeInsightText }}

{{ homeInsightSub }}

{{ homeInsightEmptyText }}

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

{{ mvTopicName }}

BUSINESS IN VIEW

{{ mvTitle }}

{{ mvContext }}

Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

{{ detail.title }}

{{ detail.definition }}

{{ detail.explanation }}

Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
{{ point.label }}

Contributing groups
Group	Value
{{ row.label }}

Payments

Invoices and outstanding work

{{ payStripeStateLabel }}

{{ payError }}

{{ payNotice }}

Collected this month

{{ payCollectedNote }}

Outstanding

{{ payOutstandingNote }}

Quotes open

{{ payQuotesOpenNote }}

InvoiceClientAmountStatusDate

{{ i.id }} {{ i.client }} {{ i.amountLabel }} {{ i.stLabel }} {{ i.dateLabel }}

No invoices yet.

{{ payDetailD.client }} · {{ payDetailD.amountLabel }}

Invoice {{ payDetailD.id }} · {{ payDetailD.statusLabel }}

{{ payDetailD.error }}

Payment link

The link your own payment provider already gave you. Saving it creates nothing and charges nobody.

{{ payDetailD.linkError }}

Ask to be paid

{{ payDetailD.askHint }}

{{ payDetailD.askError }}

{{ r.label }}

Collect by card

{{ payDetailD.collectHint }}

{{ payDetailD.collectNotice }}

Open secure checkout

{{ payDetailD.collectError }}

Record payment

{{ payDetailD.recordHint }}

{{ payDetailD.recordAmountLabel }}

{{ payDetailD.recordError }}

Unpaid work

{{ payAutoChaseLabel }}

{{ a.label }}{{ a.amountLabel }}

{{ a.countLabel }}

{{ a.draft }}

{{ a.draftError }}

Money at risk

Quotes sent and gone quiet for 3+ days

{{ m.company }} · {{ m.valueLabel }}

{{ m.agoLabel }}

{{ m.draft }}

{{ m.draftError }}

{{ peopleTitle }}

{{ peopleSub }}

{{ peopleError }}

{{ peopleNotice }}

your people

No people yet. Create one to get started.

{{ p.ini }}

{{ p.name }}

{{ p.role }}

{{ row.name }}

Title: {{ row.title }}
Company: {{ row.company }}
Email: {{ row.email }}
Phone: {{ row.phone }}
Status: {{ row.status }}

Deals

deals

{{ row.dealsError }}

No deals for this person yet.

{{ deal.title }}{{ deal.status }}

Timeline

tasks

{{ row.tasksError }}

No tasks for this person yet.

{{ task.subject }}{{ task.due }}

messages

{{ row.messagesError }}

No messages for this person yet.

{{ message.direction }}{{ message.body }}{{ message.when }}

Client portal

portal access

{{ row.portalError }}

This customer has no portal access yet.

Access: {{ row.portalStatus }}
Given: {{ row.portalIssued }}
Expires: {{ row.portalExpires }}

{{ row.portalDelivered }}

{{ row.portalTokenNote }}

{{ row.portalToken }}

Days of access

This access is revoked. Give access again to create a new one.

Membership

memberships

{{ row.membershipError }}

{{ row.membershipNotice }}

{{ row.membershipTruncated }}

This customer is not on a membership plan yet.

{{ mem.planName }}{{ mem.status }} · {{ mem.cadence }}{{ mem.priceFmt }}

Create a membership plan first, then set this customer on it.

Plan State Note

Recording a membership takes no payment. Charging stays with the payment provider this business already uses.

Referred by

referral

{{ row.referralError }}

{{ row.referralNotice }}

{{ row.referralTruncated }}

No partner is credited with this customer yet.

First touch wins: if this customer was already credited to a partner, that first attribution is kept.

Partner: {{ row.referralPartner }}
Code: {{ row.referralCodeUsed }}
Attributed: {{ row.referralAt }}
Outcome: {{ row.referralStatusNow }}
Commission

Outcome Won deal

Partner payouts

{{ row.payoutError }}

{{ row.payoutNotice }}

No payout has been prepared for this partner yet.

{{ pay.period }}{{ pay.status }} · {{ pay.count }} referrals

This workspace moves no money. Approving records what is owed and “record paid elsewhere” records a payment your bank or provider already made.

Planning

This quarter's go-to-market plan, and who you're aiming it at

Plan

Targeting map

{{ planningGatedReason }}

{{ planningError }}

{{ planningNotice }}

{{ r.name }}

No plans yet. Create the first one above.

Scenario

{{ s.label }}

Go-to-market board

{{ planningBoardPlanName }} · {{ planningBoardCounts }}

Unsaved changes

{{ planningBoardError }}

{{ planningBoardNotice }}

Categories

{{ c.label }}

No categories yet.

This month

{{ planningBoardHubLabel }}

{{ planningBoardHubValue }}

Outcomes

{{ o.label }}

{{ o.statusLabel }}

No outcomes tracked yet.

Label Details

Status

{{ planningTargetingError }}

{{ planningTargetingNotice }}

Targeting map

{{ planningMapNeedsPlanText }}

Territories · {{ planningMapPlanName }}

{{ planningMapEngineNote }}

{{ planningMapTilesBlockedText }} Host: {{ planningMapHost }}

TerritoryCentreRadiusEst. reach

No territories on this plan yet. Add the first one above.

{{ planningMapCounts }}

Territory name

Latitude Longitude Radius (km) Estimated reach

Unsaved changes

Saving…

{{ planningMapError }}

{{ planningMapNotice }}

SegmentIndustryGeographyChannelEst. audience

{{ t.name }}{{ t.industry }}{{ t.geography }}{{ t.channel }}{{ t.audience }}

No segments yet. Create the first one above.

System map

Platform

Everything the CRM can do. What's live today for this business, what's built and waiting on a switch, and which of {{ aiManagerName }}'s specialties owns it.

{{ k.label }}

{{ m.name }} {{ m.pillLabel }}

{{ m.desc }}

{{ m.owner }}

LIVE means this business already has real data or an active rule there today. ARMED means the table, save path and screen all exist and are waiting on their first real use (or, for a document-only module, that saving something there does not yet trigger anything on its own). PLANNED has no backend behind it yet. Nothing here needs a developer to turn on.

Reporting

Attribution, conversion and {{ aiManagerName }}'s performance

{{ reportingError }}

{{ k.label }}

{{ k.delta }}

Quarter target · {{ reportingTargetQuarterLabel }}

Workspace update not applied yet. Targets will appear here once it is.

{{ reportingTargetLoadError }}

{{ reportingTargetSaveError }}

{{ reportingTargetSaveDone }}

Call intelligence

Every call recorded and summarized by {{ aiManagerName }}

{{ k.label }}

Call outcomes

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No calls recorded yet.

{{ aiManagerName }} on the phone

{{ aiManagerName }}Conn.Booked

{{ a.ini }}

{{ a.name }}

{{ a.calls }} workspace calls

{{ a.connect }} {{ a.booked }}

Calling is not set up for {{ aiManagerName }} yet.

Pipeline by lead source

No open deals with a recorded lead source yet.

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{{ aiManagerName }}'s workload

No deals recorded yet.

{{ a.ini }}

{{ a.role }}

{{ a.deals }} deals

{{ a.book }}

Reputation

Reviews across Google & Facebook

{{ repError }}

{{ repNotice }}

{{ p.name }}

{{ p.stateLabel }}

{{ p.offNote }}

{{ p.message }}

{{ p.error }}

Open the authorization link ↗

This page will not know it succeeded until the connection is refreshed.

{{ repAvgLabel }}{{ repStarsDisplay }}

{{ repCountLabel }}

{{ d.stars }}★

Request reviews

Won deals this month without a review request

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No won deals are waiting on a review request.

{{ c.name }}

{{ c.dealTitle }}

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Review asks

{{ q.name }}

{{ q.source }} · {{ q.channel }} · {{ q.status }} · {{ q.time }}

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No reviews recorded yet.

{{ r.ini }}

{{ r.author }}

{{ r.starsStr }}{{ r.source }}

{{ r.time }}

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Approved reply — not yet posted

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Recorded as posted

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Settings

Your workspace, tailored to {{ settingsVertName }}

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Search settings

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No settings match that search. Try a shorter phrase.

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YOUR PHONE RECEPTIONIST

Agent Voice Settings

This business · Changes save automatically and apply to new calls. An active call keeps its starting voice.

Loading your voice settings…

{{ settingsVoiceError }}

{{ settingsVoiceNotice }}

Replace your unsaved voice changes with {{ settingsVoiceReplaceLabel }}? Keep your edits if you want to correct or save them first.

Your business does not have a phone receptionist configured yet.

Saved preferencesPreference name / tag

{{ settingsVoicePresetCount }} · Shared with this business on every device

Choosing a saved preference or reloading defaults applies it to new calls. Defaults restore our recommended delivery and your original business identity and greeting.

Five preferences are saved. Choose one to update it, or delete one to make room.

Delete this named preference? Your live voice settings will stay as they are.

Identity & greeting

Agent name

Business line{{ settingsVoiceLine }}{{ settingsVoiceAgentStatus }}

Just the name your agent uses to introduce itself on calls, texts and CRM chat. No business title or internal label is needed.

Opening greeting

Write the exact welcome you want callers to hear. The recording notice is included automatically. Your agent answers honestly if asked whether it is AI.

Choose a voice

Play a demo to hear each voice. Demos use our recommended delivery; playing one does not change your selected voice. Delivery controls below shape how it speaks on calls.

{{ settingsVoiceDemoNotice }}

{{ settingsVoiceDemoError }}

Delivery & conversation

Start with natural expressiveness and a comfortable pace, then adjust for your callers.

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Advanced conversation settings

Fine-tune wording, listening, pauses and pronunciations. These choices use the same saved settings and apply to new calls.

{{ c.label }}{{ c.help }}

Names & pronunciation

Pronunciation examples

One word = pronunciation per line, up to 12 entries. Useful for business names, local places, and specialist terms.

Try your saved settings

Hear your saved name, opening greeting, selected voice and delivery. Changes must finish saving first. This preview makes no booking or CRM changes.

Owner consultation

{{ settingsVoiceTransfer }}

{{ settingsVoiceTransferStatus }}

Previous settings & recovery

The last ten live versions are saved for this business. Restoring applies the selected version to new calls.

Previous voice settings

Refresh replaces any unsaved edits with the settings currently stored for this business.

{{ settingsError }}

{{ settingsNotice }}

Your industry

Set once, during onboarding

{{ settingsIndustryLabel }}

{{ settingsIndustryDesc }}

Contact support to change industry — no self-serve change path exists yet.

Price bookshe quotes from this and nothing else

ServiceMin $Max $Deposit $

No services saved yet. Add your first line item below.

Authority & limits

How far {{ aiManagerName }} can go on her own, with the real numbers {{ aiManagerName }} enforces

Ask permission for everything

Sets the operating mode to manual

Operating mode

Actions per hour

Actions per day

Tools that always require your approval (comma separated)

Last saved {{ settingsAutopilotUpdated }}

Pricing authority

Max discount %

Ask above %

Max discount ($)

Price floor ($)

Last saved {{ settingsAuthorityUpdated }}

Quiet hours and the "let her ask for more rope" graduation flow are not enforceable yet — no fields exist for them on this workspace's policy.

Booking rules

The windows {{ aiManagerName }} is allowed to offer

{{ settingsBookingUnparsedNote }}

Always open, 24/7

The daily schedule below is ignored

Time zone

Every day, all day.

{{ d.label }}

Closed

to

{{ aiManagerName }}'s team

One assistant, grouped by the kind of work — counted from the last {{ settingsTeamSample }} recorded actions

{{ a.label }}

{{ a.note }}

{{ a.count }} actions

Business

Business name

Service area

{{ settingsBizArea }}

Hours

{{ settingsBizHoursSummary }}

Plan

Not available yet

Crew

{{ settingsCrewStateLabel }}

{{ settingsCrewHint }}

{{ settingsCrewNotice }}

{{ settingsCrewError }}

Card payments

{{ settingsStripeStateLabel }}

{{ settingsStripeHint }}

{{ settingsStripeNotice }}

Open secure payment setup

{{ settingsStripeError }}

Roles & permissions

Only an owner or administrator can change {{ aiManagerName }}'s limits or the price book

{{ settingsRoleEmail }}

You

{{ settingsRoleLabel }}

Connections

Where {{ aiManagerName }} reads and writes on your behalf

{{ settingsConnectionsError }}

{{ c.name }}

{{ c.detail }}

{{ c.statusLabel }}

API & webhooks

{{ settingsWebhookDeliveryNote }}

{{ settingsWebhookError }}

{{ w.name }}

{{ w.endpoint }}

{{ w.statusLabel }}

connections

{{ settingsWebhookSelectedName }}

{{ settingsWebhookUrl }}

Events: {{ settingsWebhookEvents }}

Signing secret created {{ settingsWebhookSecretCreated }}

{{ settingsWebhookActiveLabel }}

Signing secret — shown once, copy it now

{{ settingsWebhookSecret }}

Delivery queue

deliveries

No deliveries queued yet.

{{ q.event }} {{ q.status }} {{ q.attempts }} {{ q.lastReceipt }} {{ q.createdAt }}

Communities

A real member roster and moderated posts, tied to your saved customers

{{ settingsCommunityError }}

{{ c.name }}

{{ c.visibility }}

communities

{{ settingsCommunitySelectedName }}

Members

No members yet.

{{ m.name }} {{ m.role }} {{ m.state }}

Posts

No posts yet.

{{ p.title }} {{ p.author }} {{ p.state }}

{{ p.body }}

Outreach & volume

Caps come from Authority & limits above — actions per hour {{ settingsCapHour }}, per day {{ settingsCapDay }}

Bulk import

Paste phone numbers or emails, one per line. Preview before anything is created — no cadence starts automatically.

{{ settingsBulkValidCount }} of {{ settingsBulkTotalCount }} lines look like a phone number or email

{{ r.raw }}{{ r.note }}

{{ settingsBulkNotice }}

Motion effects

Choose animated effects or a still workspace. Live data keeps updating.

Your device’s reduced-motion preference is active.

Workspace mode

Simple keeps everyday work in view. Full shows all workspace navigation.

{{ smNotice }}

Appearance

{{ stGlassError }}

Transparency{{ stGlassReadout }}

Keep your desktop in view, even in full screen. Use Control–Command–F to fill the screen or return to a window.

Branding

{{ settingsBrandSummary }}

Checking your workspace…

{{ relError }}

{{ relNotice }}

Review business knowledge

Save a draft, preview it, then approve the exact version. Published facts can also be withdrawn when a recorded source changes or AI use stops.

Source-linked knowledge

Facts published with recorded sources appear here. Your other business knowledge stays in the editor above.

Checking published sources…

{{ ksError }}

No current publications with recorded sources.

{{ fact.label }}

{{ fact.status }}

{{ fact.note }}

Source / review noteEffective from (device time)Approval deadline (optional, device time)

{{ d.title }} · {{ d.state }}

Source: {{ d.source }}

{{ d.sourceSummary }}

{{ ref.label }}

Effective: {{ d.effective }} · Approval deadline: {{ d.expiry }}

Published version history

Earlier snapshots remain available for comparison and recovery.

{{ version.title }} · {{ version.when }}

{{ version.source }}

{{ version.snapshot }}

Practice customer scenarios

This business · Review example replies and proposed actions using your saved guidance. The live agent may respond differently. This practice preview sends no customer messages and makes no CRM changes.

Your scenario

{{ relPreviewKind }}

{{ relPreviewBanner }}

{{ relPreviewResponse }}

Proposed actions

{{ item.text }}

Required approvals

{{ item.text }}

Missing information

{{ item.text }}

Business guidance used

{{ source.label }} · {{ source.version }}

{{ source.excerpt }}

{{ relPreviewNote }}

Workflow activity & recovery

Completed steps are retained across retries. An unknown delivery outcome needs a provider receipt check before any new send.

No workflow runs on this page.

{{ run.updated }}

{{ run.name }} · {{ run.display_status }}

Attempts: {{ run.attempts }} of {{ run.max_attempts }} · Next run: {{ run.next }}

{{ receipt.step_key }} · {{ receipt.status }} · attempt {{ receipt.attempt }}

{{ receipt.when }}

{{ receipt.outcome }}

Reviews & training

Daily close-out

Not available yet on this workspace.

Teach {{ aiManagerName }}

Questions and answers she uses when she talks to your customers

Plan & billing

Manage your subscription, payment details and invoices in your browser.

Manage billing ↗

Data & export

It is your data — export any module below

{{ d.name }}

{{ d.desc }}

System map

Every connected system, in one map.

{{ signatureTitle }}

{{ signatureSubtitle }}

{{ signatureError }}

today’s numbers

Not connected yet — open this page while signed in to a business to see real numbers here.

{{ signatureTruncatedNote }}

{{ kpi.label }}

Today

No appointments scheduled today.

{{ a.when }}{{ a.who }}{{ a.title }}{{ a.status }}

{{ signatureFeatureTitle }}

No features match this search.

{{ f.name }}

YOUR BUSINESS, AT A GLANCE

A closer look.

Open a number in Insights to explore its trends, sources and related measures.

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BUSINESS IN VIEW

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Chart periodChart currency{{ mvScopeNote }}

{{ mvError }} Showing the last successful report.

Updating your charts…

Metric

{{ c.sourceLabel }} · {{ c.metricUnit }}

{{ c.title }}

{{ c.change }}

{{ c.quality }}

{{ c.selectedLabel }}{{ c.selectedValue }}

○

Your trend starts with recorded activity.

{{ c.plotNote }}

{{ c.breakdownSelection }}

No contributing categories to compare yet.

{{ c.breakdownNote }} {{ c.context }}

0{{ c.scaleEnd }}

{{ c.rateContext }}

A rate needs a recorded denominator.

{{ c.definition }}

{{ bar.label }}{{ bar.formatted }}

A comparison appears when both periods have usable records.

{{ c.definition }}

{{ c.targetLabel }}{{ c.targetStatus }}

CUSTOMER COHORTS

Customer visit retention

{{ mvRetentionNote }}

Calculating customer cohorts…

{{ mvRetentionError }}

First recorded visit	{{ header.label }}
{{ cohort.label }}{{ cohort.size }} customers

{{ mvCohortReadout }}

Complete customer-linked visits build your retention cohorts.

Each cell shows customers returning that month divided by the original cohort. A customer counts once per month. Future or incomplete months stay blank. Based on recorded visits; imported or missing earlier history can change a cohort. This is visit retention, not subscription churn.

THE NUMBERS BEHIND THE CHART

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Source {{ detail.sourceLabel }}Usable records {{ detail.records }}

{{ detail.rateContext }}

{{ detail.quality }}

Dated observations · {{ mvContext }}
Date	Value
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Contributing groups
Group	Value
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YOUR CONNECTED BUSINESS

AI activity

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{{ row.detail }}

{{ row.time }}

{{ row.state }}

{{ haLiveCount }} in progress

Latest recorded status

Your workspaces

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ESC

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↵open ⌘Ktoggle Z{{ v4PaletteFooter }}

What {{ aiManagerName }} did

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Module

Action

What happened

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Module

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When

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