Good afternoon, …
Today's Priority Leads
Leaderboard
Recent Chat
My Calls
My Sets
Pipeline
All Leads
My Calendar
Today's Appointments
This Week
Upcoming Appointments
War Room
Enter the War Room
Camera required. This is where the team grinds together.
Leaderboard
KPI Dashboard
Call Analytics
SMS Analytics
Rep Performance
| Rep | Calls | Pickups | Pickup Rate | Avg Duration | Texts Sent | Replies | Appts Set |
|---|
Best Times to Call
Submit a Deal
Capture the system, adders, and assignment. Commission auto-calculates as you type.
Deal Information
Adders
Select all adders that apply. Costs auto-calculate.
Rep Assignment
Commissions
Commission Breakdown by Rep
All Commissions
| Rep | Deal Amount | Rate | Commission | Status | Date |
|---|
SMS / Text Blast
Send Individual Text
Text Blast
Send a message to all leads in a specific pipeline stage at once.
Recent SMS Log
Training
Contests
Contest History
AI Recruiter
View Apply PageApplicant Pipeline
| Name | Phone | Position | Experience | Score | Status | Files | Applied | Actions |
|---|
Conversation
Interview Calendar
Admin Settings
Change Password
Update the password for your account. Must be at least 8 characters.
Closer Management
Toggle which closers can receive booked appointments and drag to set priority. The top closer is offered first in the booking dropdown and auto-assign prefers it.
Notifications
Automated SMS sent from the dedicated notification number. Toggle each type on/off and customize the message. Placeholders in {curly braces} are filled per message.
Send a custom notification
Emergency: Kill All Active Calls
Hangs up every active Telnyx call on the account immediately. Use when zombie calls are burning billing. This affects ALL reps.
Live Dialer Activity
Today's Totals (Central Time)
Call Recordings
Caller ID Health
Answer rate = (voicemails + connects) / total dials. Numbers below 15% may be spam-flagged — rotate them out or re-register.
Voicemail Drop Messages
Record a personal message that plays automatically when the dialer reaches a voicemail. Audio is converted to WAV and stored securely — Telnyx streams it directly to the voicemail system.
Rep Audio Status
Live from Asterisk (RTP packet counters), not from what the browser reported. ● two-way audio · ● registered, no live leg · ● not registered or one-way audio. Auto-refreshes every 30s while this panel is on screen.
Rep Activity — Today
Dials per rep per Central hour — the gaps are where nobody is on the phone. ■ 10+/hr · ■ 1–9/hr · ■ nothing dialed. Hover a cell for dials/connects. Auto-refreshes every 5 min while on screen.
Transcript Audit — Today
Of the calls that reached a rep today, how many did the whisper transcript gate
actually verify? Unverified means no gate evidence exists either way — the
call may well have been a voicemail in a rep's ear. Confirmed VMs are counted here
even though the gate rewrote their outcome to voicemail.
Dialer Diagnostics
Scans dialer sessions for audio failures, conference mismatches, zombie calls, unhold failures, and AMD anomalies.
Campaign Analytics
Connect rate by hour of day and by area code. Darker = higher connect rate.
Connect Rate by Hour of Day
Top Area Codes by Connect Rate
Teams
Create and manage teams for lead isolation. Assign reps to a team in Team Management below — leads a rep works are auto-stamped with their team so teams only see their own leads.
Team Management
Stripe Connect (Direct Deposit)
Manage rep payout accounts. When a rep completes onboarding, their Stripe account links here for direct deposit commissions.
Reps connect their bank accounts during onboarding. Commissions require your approval before payout.
Commission flow: Deal closes → commission calculated (pending) → you approve → Stripe payout triggers.
Lead Routing Rules
Rules are checked in order: Territory → Source → Weighted Round-Robin. First match wins.
Territory Rules
Source Rules
Weighted Distribution (Fallback)
Set relative weights. Higher number = more leads. E.g., Rep A at 60 and Rep B at 40 means 60/40 split.
Bulk Lead Reassignment
God Mode
All Platform Users
Platform Activity
Financial Overview
Expense Breakdown by Rep
Organizations
Quick Actions
Messages
Workflows
| Name | Trigger | Active | Enrollments | Actions |
|---|---|---|---|---|
| Loading workflows... | ||||