Work queue
Contact context before channel
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Record context
CRM activity and communication history
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Breakout AI Solutions
Command Center
AI operations command center
Secondary navigation
All stations
Keep using the same Breakout workspaces from one lower, familiar starting point.
CRM-grounded actions only
Breakout AI Solutions / operator desk
Communications
See the next safe outreach action, keep the contact record in view, and open the existing email, SMS, and follow-up tools when you are ready.
Reading the currently loaded CRM and sequence state. This screen does not send messages.
Operational controls for your role
Command center configuration
Settings
One place to orient on access, activity, communication status, and the defaults that shape day-to-day work.
Governance
Access & oversight
Operations
Connected workspaces
Document templates
Manage the defaults used for proposals, contracts, and invoices in the existing template workspace.
Preview and role-aware editing remain in Documents.Site Copy
Edit public-page copy in the existing page-tab editor without duplicating the form here.
Changes and page previews remain in the Site Copy workspace.How Settings stays safe
This page is a launchpad, not a second data editor. Each control opens the existing modal or workspace that owns its permissions, status checks, forms, and APIs.
Availability follows the signed-in role. Technical status is shown only when the authoritative workspace has already rendered it; no credentials, tokens, or guessed connection state appear here.
Personal AI Coaching
Manage coaching clients, classes, and payments in one workspace.
Document Templates
Set the defaults your team uses when creating proposals, contracts, and invoices. Preview shows the client-facing result; saved changes apply to future documents.
Loading templates…
Find Leads
Search, review, edit, and import enriched leads.
Connecting0%
Preparing lead search
0Visible
0Website
0Company Email
0Contacts
0Ready to import into CRM
Apollo opt-in only
Approval required for CRM writes
Contact Intake Center
Upload a CSV or XLSX file, review unique rows, optionally enrich with Apollo, then explicitly approve CRM insertion.
No file selected
Review first. CRM stays untouched until approval.
Original values, normalized values, provenance, validation, enrichment results, and approval history remain in a separate staging batch.
Persistent staging
Apollo cached + rate-limited
No automatic CRM writes
0Uploaded
0Invalid
0Duplicates
0Already in CRM
0New Records
0Unique Companies
0Needs Review
0Enriched · Staged
0Imported After Approval
Upload a spreadsheet to begin a review.
Persistent staging
Automatic CRM intake
No automatic outreach
Local-Service Prospect Queue
Source a batch once. The system deduplicates, enriches, qualifies, and imports clean prospects automatically while keeping every row available for inspection.
Automatic intake, isolated outreach.
Each Google Places batch is deduplicated against the batch and live Smart CRM first. Unique prospects are enriched only when needed, then qualified and imported when complete. CRM records are never enrolled in email, Gmail, SMS, sequences, or calling.
Google Places provenance
CRM duplicate check
Automatic qualified import
Outbound disabled
Active exception review
Resolved, duplicate, rejected, and imported rows clear from this active board without deleting staging, audit history, or CRM records. Only unresolved exceptions remain for review.
Run a Google Places search to start an automatic batch.
Smart CRM
New inbound leads = recognized inbound captures from the last 7 days. Work status, notes, and follow-up history remain separate.
SendGrid activity sync
Checking the latest reconciliation state…
Checking
The CRM remains available while provider activity is reconciled.
CRM persistence recovery
Provider-accepted sends whose CRM history is incomplete, plus unmatched provider activity requiring operator review.
Provider acceptance is durable. Pending recovery is not retryable or safe to resend. This panel is read-only and has no resend action.
Loading recovery visibility…Checking durable CRM recovery records without contacting SendGrid.
Outreach QueueCurrent next actions · click a queue to work it
Historical email performance
Results by TouchCumulative provider-ledger evidence · counts can overlap
More Filters
Offer flag shortcuts
Additional saved filters
Export Summary
Marketing
Build and manage social media, ad campaigns, newsletters, offers, and landing page content.
3Social
2Ads
4Newsletters
5Offers
Site Copy
Edit the headlines and text shown on the public landing pages. Changes go live the next time the page loads.
No logo
No overlay