Businesses
0
managed from one console
Open leads
0
active opportunities
Needs review
0
human handoff queue
AI replies
0
logged outbound actions
Client Businesses
Select a business to edit its receptionist settings.Business Profile
These settings drive the AI receptionist.Operations
Lead pipeline, conversations, and launch checklist for the selected business.
1. Add business profile
Confirm the website, inbox, hours, booking link, service area, and escalation email.
2. Connect inbox
Each client needs a Gmail or email credential connected in n8n.
3. Test customer journey
Submit a website request, reply to the email, and confirm the calendar link is sent.
4. Install the customer intake form
Paste this where the form should appear on the selected business's website. The intake key identifies the business without exposing database credentials.
Select a business to generate its installation code.