Your agents are getting set up and will start working shortly. As they generate leads, answer calls, and build your online presence, your numbers will appear right here. In the meantime, check the tab to see what your agents are doing behind the scenes.
Posts, ads, videos, and responses waiting for your review
Recent Leads
| Name | Source | Status | Date |
|---|---|---|---|
Lead Sources
Your lead sources will appear here as leads come in
Monthly Lead Trend
Agent Activity This Month
Agent Activity This Month
Setup
Get your AI Workforce live one step at a time — Ava paces it so you're never overwhelmed.
Your agents introduce themselves one at a time so you're never overwhelmed. Each one gets set up, then starts working — at your pace.
Posts, ads, videos, and responses waiting for your review
Your Action Items
Pending Verifications
Tasks by Agent
Agent Activity Trend
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Your Region
Your agents tailor content to your area — so you get seasonal topics and advice that actually fit where you work. These are auto-detected, but you can correct or add anything.
. Prefer to just tell me? .
Products & Services
By default Ava answers pricing with "we'll give you an exact quote." Flip "Ava may quote" on any item you want her to share the price for on calls.
FAQs
Common questions and the answers you want given. All your agents draw on these — your Phone Agent on calls, plus your Social, Ads, Web, and Video agents for accurate content.
Or just ask Ava: Text Ava anytime — "When people ask about [topic], say [response]" — and she'll add it here automatically.
Topics to Avoid
Subjects you never want raised publicly. All your agents steer clear of these — Social posts, Google review responses, Web & Video content, Ads copy, Nurture messages, and your Phone Agent on calls.
Or just ask Ava: "Don't ever bring up [topic]" — and she'll apply it across every agent.
Resources
Design previewUpload product sheets, price lists, brochures, or policy docs and Ava can reference them when she answers questions.
Drag & drop files here, or browse
PDF, Word, images · up to 25 MB
This is a design preview — document uploads activate in a future update.
My Customers
Every contact your Digital Workforce captured — leads, customers, and past customers.
| Name | Phone | Source | Status | First Contact | Last Activity | ||
|---|---|---|---|---|---|---|---|
paid documents
First contact
- Name
- Phone
- Source
How they found you — set automatically
Create a document for — fill in the details, then send it right from there.
| Number | Type | Total | Status | |
|---|---|---|---|---|
| Date | Method | Document | Amount | |
|---|---|---|---|---|
| Total received | ||||
Things your agents did for this contact — review requests, nurture messages, appointment confirmations, and other targeted actions.
No notes yet. Notes are shared with every agent that needs context on this contact — Phone, Nurture, and Ava herself.
Documents
Quotes, proposals, and invoices — manage every document you send and every payment you collect.
Total Collected
paid
Outstanding
awaiting payment
Overdue
This Month
invoices
| Invoice # | Customer | Description | Amount | Status | Date | |
|---|---|---|---|---|---|---|
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Activity Timeline |
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No invoices match your filters
Active Subscriptions
8
customers
MRR Generated
$1,640
recurring monthly
This Month Charges
$1,640
8 of 8 succeeded
Next Charge
May 1
7 days
Set up a recurring invoice with Ava
Just text — "Set up a recurring invoice for Sarah, $200/mo for monthly maintenance, starting May 1"
| Customer | Description | Amount | Frequency | Next Charge | Status | |
|---|---|---|---|---|---|---|
Customize your templates with Ava
Just text — "Add our franchise disclaimer to all invoices" or "Remove the Financing section from my proposal template"
Section Library
Pre-written content blocks for proposals — drop into any proposal template
Stripe Connect
Accept online payments from your customers. Funds deposit directly to your bank account — we never touch the money.
Alternative Payment Methods
Display these on every quote, proposal, and invoice. Customers can pay outside Stripe — just tell Ava when payment lands.
Sales Tax
Default rate applied to all documents. Override per-invoice via Ava ("no tax on this one" / "8.25% for this job"). You're solely responsible for tax accuracy and remittance.
Document Numbering
Sequential per type. Numbers are immutable once issued — voided documents keep their number.
Next: QTE-0128
Next: PROP-0043
Next: INV-0219
Internal Approval Workflow
Require approval from a partner, spouse, or manager before documents are sent to customers. Useful for high-ticket proposals.
Promo Codes
Codes apply to subtotal before tax. Customers enter at checkout, or apply via Ava ("Apply LOYAL50 to Sarah's invoice").
| Code | Discount | Expires | Used | |
|---|---|---|---|---|
| No promo codes yet. Click New Code to create one. | ||||
Delivery Defaults
Default Expiration
After expiration, customer page shows "expired" message. Ava reminds you 3 days before expiration so you can extend if needed. Invoices never auto-expire.
Approvals
Review everything your agents produce — approve, edit, or reject.
No items need your approval right now.
No history entries match this filter.
Approval Settings
Control how much oversight you want per agent. Change these anytime — Ava will adjust on the fly.
My Agents
Your full Digital Workforce — hire new agents, adjust approval preferences, and see what each one is working on.
Locations Overview
Aggregate across all locations. Select a location above to drill into its rankings, heatmap, and AI search visibility.
| Location | Rating | Reviews | Posts | Reviews Responded | Keywords Top 3 | |
|---|---|---|---|---|---|---|
| View → |
Google Agent
Visibility Metrics
AI Search Visibility
Tracking whether AI search engines mention this location when people ask for recommendations
| Keyword | ChatGPT | Gemini | Perplexity | Trend |
|---|---|---|---|---|
AI search results vary by session. Presence is checked monthly across multiple queries per keyword.
- • Publishing more blog content targeting "drain cleaning Boise" to build topical authority
- • Increasing review responses with keyword-rich replies to boost AI search signals
- • Adding structured FAQ content to GBP for "water heater replacement" queries
Geo-Grid Heatmap
Keyword Targeting
Your Google Agent runs monthly heatmaps for active keywords and optimizes this location's GBP for these search terms. Best practice: 10-12 active keywords.
| Keyword | Monthly Volume | Current Rank | Active |
|---|---|---|---|
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Customer Reviews
Phone Agent
Voice Minutes
200 minutes included · $0.17/min beyond
| Date | Time | Caller | Type | Proof | Duration |
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Itemized record of every billable voice call — tap any line to hear the recording or read the transcript. Minutes are billed on actual call time, totaled and rounded once — never rounded up per call. Website chats don't use voice minutes.
A caller asked about commercial plumbing services. Your Phone Agent wasn't sure if you offer this. Please confirm so the agent can handle similar calls in the future.
Call Breakdown
Recent Transcripts
💡 Tip from Ava: Listen to your first few recordings so you can provide feedback and help the Phone Agent learn your style. Early coaching makes a big difference!
Appointments Booked
| Name | Source | Service | Date Booked | Appointment Date |
|---|---|---|---|---|
| Sarah Mitchell | Water heater replacement | Feb 28 | Mar 3 | |
| James Rodriguez | Phone | Emergency pipe repair | Feb 27 | Feb 28 |
| Robert Williams | Referral | Drain cleaning | Feb 26 | Feb 28 |
| Mike O'Brien | Garbage disposal install | Feb 25 | Feb 27 | |
| Chris Taylor | Sump pump install | Feb 23 | Feb 27 |
Phone Agent Settings
Live Call Transfers
When should your Phone Agent try to transfer a live call to you?
Chat Widget
Embed code for your website's live chat
Social Agent
● Nextdoor
Follower Growth Over Time
Leads from Social
| Name | Date | Platform | Type | Summary | Status |
|---|---|---|---|---|---|
| Emily Chen | Feb 27 | Comment | Asked for bathroom remodel quote | Qualified | |
| Diana Patel | Feb 28 | DM | Leaky outdoor faucet in Eagle | New | |
| Jennifer Lee | Feb 19 | DM | Water heater replacement cost inquiry | Nurturing | |
| Maria Garcia | Feb 22 | Nextdoor | Post | Asked about water softener installation | Nurturing |
| Alex Rivera | Feb 24 | Nextdoor | Recommendation | Asked for plumber rec, we were mentioned | Booked |
Content Settings
Shared across all your agents — .
Traffic & Engagement
Technical Health
Domain
Renewal (~$12/yr) is billed as a pass-through — we handle the registration and renewals for you.
Business Email
Agent emails (review requests, reminders, nurture) send from [email protected] — a separate subdomain that protects your main inbox's reputation.
Need a mailbox for a new hire? Just text Ava — "add an email for Sarah" — and she'll set it up (Google Workspace, $7.20/mo each, billed as a pass-through).
Published Content
Tap to view liveWant a change? Just tell Ava — "update the pricing on my services page" — and your Web Agent ships it.
Recent Website Interactions
| Page | Action | Device | OS | Location | Time |
|---|---|---|---|---|---|
| /services/plumbing | Click-to-Call | Mobile | iOS 17 | Boise, ID | Feb 28, 3:42 PM |
| /contact | Form Submit | Desktop | Windows 11 | Meridian, ID | Feb 28, 2:15 PM |
| /blog/water-heater-cost | Chat Started | Mobile | Android 14 | Eagle, ID | Feb 28, 11:30 AM |
| /services/emergency | Click-to-Call | Mobile | iOS 18 | Nampa, ID | Feb 27, 10:18 PM |
| / | Page View | Tablet | iPadOS 18 | Caldwell, ID | Feb 27, 8:45 PM |
Ads Agent
Here's exactly what you'd see. Autonomous Google LSA, Meta & Nextdoor ad management — clients average 3x+ return on ad spend.
Budget & Targeting
Changes take effect on your next billing cycle. Your Ads Agent paces spend to stay within budget.
Monthly ad budget — % used, pacing on track. Ad spend is billed directly by Google/Meta/Nextdoor; your $75/mo is the management fee.
Reallocation suggestion: Nextdoor leads cost $18 vs $45 on LSA. Shifting $100 from LSA to Nextdoor could generate ~3 more leads this month.
Adjust your budget above, or just tell Ava — "raise my ad budget to $1,200" — and your Ads Agent rebalances.
● Google LSA
● Meta Ads
Leads from Ads
| Name | Platform | Service | Lead Cost | Status |
|---|---|---|---|---|
Active Ads
New ad creatives come to your for review before they go live (unless you're on Autopilot).
Here's exactly what you'd see. YouTube channel management, AI + real video content, and cross-platform distribution — video drives 2-3x more engagement than static posts.
YouTube Channel
Cross-Platform Distribution
Every video is automatically resized and posted to your other channels — one video, everywhere.
Recent Videos
Tap to previewGot footage from a job? Text it to Ava and your Video Agent turns it into a polished video across every platform. Your Story Agent's monthly interview feeds these too.
Nurture Agent
Here's exactly what you'd see. Personalized outreach to every contact — prospects, current customers, and past clients — with review requests, referral asks, and win-back campaigns.
Outreach & Engagement
Results
Upcoming Outreach
Next 7 days| Contact | Channel | Purpose | Scheduled |
|---|---|---|---|
Talked to someone recently? Tell Ava — "I just spoke with Sarah" — and Amy holds off so there's no overlap.
Recent Nurture Wins
Messages go out from Amy, your customer-facing assistant — rename anytime via Ava.
Story Agent
Here's exactly what you'd see. One 20-minute monthly video chat with Emma becomes 10-15 pieces of content — videos, Shorts, blog posts, and ad creatives. Requires at least one distribution agent (Video, Social, Web, Ads, or Google) to publish them.
Your Next Interview
How it works: One 20-minute conversation becomes 10-15 pieces of content — videos, Shorts, blog posts, and ad creatives — published across all your channels. Reschedule or change your interviewer anytime by texting Ava.
From Your Last Interview
Each piece flows to the right agent's before going live (unless you're on Autopilot). One conversation, a month of content.
Activity
Everything your team did for you — and every decision you made along the way.
Nothing to show yet — once your agents start working, every interaction will appear here. No yet.
Refer & Earn
Earn credit toward your bill for every business owner you refer who stays active.
Your Referral Credits
Earn $75/mo off your bill for every active client you refer
Your Referral Code
Share this code — they get their first month's base fee waived
💬 Or text Ava: "I want to refer [name]" — she'll text you a ready-to-forward message you can send them yourself. Comes from you, not a stranger.
Progress Toward Free System
How it works: You earn $75/mo off your bill for every client you refer who stays active. Refer active clients and your entire $/mo system is free — as long as they stay active.
Your Referred Clients
Each active referral takes $75/mo off your bill. Click a row to see lifetime credit history.
| Name | Business | Signed Up | Status | Monthly Credit | |
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| (hasn't completed first paid month) | |||||
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Credit history
Total credit to date
No credit applied yet — Ava starts your monthly credit on the first billing cycle after this referral completes a paid month. |
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| Monthly Credit Total | $/mo | ||||
Credit Applied to Your Bills
Settings
Manage your billing, profile, preferences, integrations, and support tickets.
Current Plan
This will deactivate all agents at the end of your current billing cycle.
Payment Method
Billing History
| Date | Description | Amount | Status | |
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| $ | ||||
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$/mo
AI Workforce Platform
$75/mo waived
Total
$
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Invoice Defaults
These defaults apply to all new invoices, quotes, and proposals. You can override any value on individual documents.
Branded with your logo, business info, and accent colors. Mobile-optimized with Pay Now button.
Required by some franchises and corporate programs. Appears in the footer of every document.
Shown on invoices so customers know their options. Stripe enables the online Pay Now button.
Business Information
Changing this will require reconnecting your agents to the new platform.
Logo
Business Description
Services
Business Hours
Photos
Used by all agents: social posts, ads, videos, website, GBP. Star your favorites for priority use.
Approved Testimonials
These reviews are used across social posts, ad copy, website, and video content. Toggle to approve or remove.
Payment Methods Accepted
Used to trigger review requests after payments are processed.
Agent Settings
Each agent's settings live on its own page — voice, content, approval mode, and more. Jump to any agent you've hired:
Want another agent? to hire more — you only pay for what you use.
Notification Preferences
Quiet Hours
Ava holds all notifications during quiet hours and delivers them when quiet hours end. Nothing gets lost — just delayed.
Ava Communication
Weekly Push Report
How and when Ava sends you the Monday morning summary.
Connected Accounts
Get help from Ava when you need it — and track every issue you've reported.
Need help?
Your reported issues
Spotted something off? Just text me and I'll log it here. You'll see every ticket move through the pipeline — and I'll message you the moment it's fixed.