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.
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
Your Action Items
Pending Verifications
Tasks by Agent
Agent Activity Trend
| Task | Status | Date |
|---|---|---|
Lead Pipeline
Last 30 Days| Name | Phone | Source | Status | First Contact | Last Activity | ||
|---|---|---|---|---|---|---|---|
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Interaction History (Lead Memory)
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Lead Sources
Last 30 DaysYour lead sources will appear here as leads come in
Pending Approvals
Google Agent
Google Business Profile Management
Visibility Metrics
AI Search Visibility
Found on 3 of 3 PlatformsTracking whether AI search engines mention your business when people ask for recommendations
| Keyword | ChatGPT | Gemini | Perplexity | Trend |
|---|---|---|---|---|
| plumber Boise | ✓ Mentioned | ✓ Mentioned | ✓ Cited | ▲ New this month |
| emergency plumber Boise | ✓ Cited | ✓ Mentioned | ✓ Cited | ▲ Appearing consistently |
| water heater replacement Boise | — | ~ Sometimes | ✓ Cited | ● Building visibility |
| drain cleaning Boise | — | — | — | Not yet appearing |
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
Customer Reviews
Phone Agent
Voice & Chat Lead Qualification
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 |
Social Agent
Facebook, Instagram & Nextdoor
● 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 |
Web Agent
Website, Blog & Digital Infrastructure
Traffic & Engagement
Technical Health
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 |
Autonomous management of Google LSA, Facebook/Instagram Ads, and Nextdoor Ads. Clients average 3x return on ad spend.
Ads Agent
Google LSA, Meta & Nextdoor Ads
Preview: This is what your Ads Agent dashboard would look like
● Google LSA
● Meta Ads
● Nextdoor Ads
Budget Allocation
💡 Recommendation: Nextdoor leads cost $18 vs $45 on LSA. Shifting $100 from LSA to Nextdoor could generate 3 more leads this month.
YouTube channel creation, AI video content, and cross-platform distribution. Video drives 2-3x more engagement than static posts.
Video Agent
YouTube & Video Content
Preview: This is what your Video Agent dashboard would look like
YouTube Channel
Cross-Platform Distribution
Top Performing Videos
Maintains relationships with every contact in your database — prospects, customers, and past clients. Personalized outreach, review requests, referral asks, and ongoing nurture.
Nurture Agent
Client Nurture Specialist
Preview: This is what your Nurture Agent dashboard would look like
Outreach & Engagement
Results
Recent Nurture Wins
March 2026 — Month to Date
Summary of your AI workforce performance
March 2026 — Month to Date
Report Preferences
Weekly Reports
Your first weekly report will arrive next Monday.
- ✓
Your Referral Credits
Earn $50/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 $50/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
| Name | Business | Signed Up | Status | Credit Earned |
|---|---|---|---|---|
| (hasn't completed first paid month) | ||||
| Monthly Credit Total | $/mo | |||
Credit Applied to Your Bills
Current Plan
This will deactivate all agents at the end of your current billing cycle.
Payment Method
Billing History
| Date | Description | Amount | Status | |
|---|---|---|---|---|
| $ | ||||
|
$/mo
AI Workforce Platform
$50/mo waived
Total
$
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Business Information
Changing this will require reconnecting your agents to the new platform.