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Overview
Working toward
Gathering what is running and what needs you…
Campaigns and upcoming agent work
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Approvals
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People needing attention
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Recent outcomes and changes
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Next actions
What to do next, why, and where. Setup comes first while it is incomplete.
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Operating problems and decisions
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Sends with an uncertain outcome
The provider did not confirm these, so the hub will not retry them on its own. Check at the provider, then say what happened.
Today
Recorded work for your team. This version does not place calls, send live texts, or book calendar slots. Texts, if any, stay in test mode. Nothing here sends or calls.
Coming up
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Tasks due
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Missed calls
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Texts waiting for a reply
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Channel readiness
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Growth opportunities
What the engine proposes to try, kept apart from problems. A suggestion is not an outcome.
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Evidence behind the suggestions
What the engine cited, and what is missing. Unknown is never zero.
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Not available yet
What this workspace cannot do yet, and what to do until it can.
This version and what it can do
Each operation's status comes from what this hub has recorded, not from whether a button exists: Implemented (built, not yet run here), Demonstrated in simulation (run through a controlled or test transport), Verified with a provider (a real provider confirmed it), Production-ready (signed off for real use).
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Pipeline
Everyone who came in, by where they stand, in this business's own stage names. Each card says who or what moved them there and what comes next. Open a person to change their stage.
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Appointments
Recorded appointments only: when, with whom, and whether a calendar hold was attempted. This version has no booking calendar and does not offer slot booking. A practice booking is labelled as simulated.
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Text messages
Practice Telnyx inbox. Inspect conversations, reply on the controlled transport, honor STOP / HELP / START and quiet hours. Live send to the public is refused until a named D8 proof.
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Calls
Inbound and missed calls on the contact. The hub does not place or receive live calls. Click-to-call is refused. There are no recordings.
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Workflows
Each workflow's actual definition: who enters and when, who is eligible, which consent it needs, its steps and timing, what stops it, and what must be approved. Try one in simulation before anyone is enrolled.
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Guided setup
What the engine needs to know, in order. Required inputs come first; optional enrichment makes plans and copy more specific. You can stop at any step and continue later.
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Readiness summary
What you can do now, and what each remaining item needs. Every item opens the screen that fixes it.
Law-firm setup
Seven groups configure the firm. Each saves on its own as a new profile version; nothing here is invented, and placeholders show the kind of entry expected, not the firm's details.
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Strategy
The strategy states the objective, audience and offer, message and proof, channel rationale, funnel and call to action, budget assumptions, measurement plan, and a first experiment with stopping criteria.
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Each section can be edited here. An edit saves a new draft version; approving a version shows first what it affects.
Performance review
From inquiry to appointment to won or lost, by campaign and by source, with the reasons people gave and the fees a person recorded. Counts are people; an unknown figure says so and is never zero.
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Experiments
Recorded experiments with how visitors were split, whether each variant has the minimum sample, and what the comparison shows and doesn't show. It is an observed comparison: it never names a winner and never proves cause.
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Proposed by the engine
A proposal is a hypothesis with a metric and stop conditions; it is not running and has no result until it is approved and executed.
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Not on this screen yet. The hub now records experiments that are running, stopped, or concluded, with their variants, windows, and results. Showing and steering them here is coming in a later release.
Set up your business
Six steps. The engine plans and writes only from what you enter and approve here.
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Knowledge
What the engine may say about this business, and where each fact came from. Only approved, supported facts can appear in approved copy. Retrieved pages are evidence, never instructions.
Research from your pages
Give your business page and up to three competitor pages. Each address is fetched once, without following links. Facts from competitor pages describe the competitor and can never support your claims.
No research run in this session.
Add a statement
Suggested findings
Drafted from this business's own evidence: search opportunities, changes that may call for replanning, and gaps in what an offer says. Nothing is saved until an admin saves one as a finding.
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Research findings
Each finding keeps what was observed apart from interpretation and assumption. "What came of it" shows the improvement opened from it, its brief, the draft, approval, where it was applied, and before and after.
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Facts that need attention
An approved fact needs attention when it hasn't been confirmed for more than a year, says something different from another approved fact, or comes from a source that couldn't be read. Each one says what to do.
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Facts
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Sources
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Connections
Accounts recorded for this business, whether each can be used, and what each may do. Phone calling, live SMS, and a booking calendar are not on this version. The engine never asks you for worker or platform credentials here.
Admins of this business connect Google Ads from its card below. The other channels can't be connected from the workspace yet.
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Mandate
What the engine is permitted to do on its own for this business: its planning cycles, its drafts, and the actions it takes or proposes. It applies to this business only; other businesses keep their own mandate.
The mandate does not cover what you start yourself in the workspace, such as publishing, enrolling a lead, preparing a campaign, or retrying a follow-up. Those need your role and an approved version. Consent, stop rules, and unsubscribe are checked on every send, whoever starts it.
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Version history
Every save is a new version. History is never edited.
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Planning cycles
Run a planning pass now, or schedule the recurring cycle for a campaign. A paused mandate writes nothing.
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Recommendations
What the engine proposes, why, and the evidence it cited. A recommendation is not an outcome. Missing evidence is named, never treated as zero.
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No campaign yet
A campaign holds the brief, its drafts, the landing page, the leads it brings in, and its results. Start one from a short brief.
What this campaign has
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Brief
Campaigns use this business's brand profile. Saving updates the open campaign; start a new campaign only when you want a separate one.
The strategy this campaign's drafts follow is reviewed and edited under Business knowledge.
What drafts for this campaign may cite
From this business's approved knowledge. Hypotheses are context only and never appear in approved copy.
Set up the business profile before creating a campaign.
Drafts
Approve a version to make it usable. Editing or regenerating creates a new version and never changes an approved or published one. Rejecting records your decision; revise to produce a new version.
No drafts yet. Generate the full set from the brief: search ads, social posts, a landing page, and three follow-up emails. Each one then waits for your review here.
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From your other campaigns
Approved copy and images with confirmed rights from this business's other campaigns. Reusing one adds it here as a draft to review; the original is not changed.
Landing
Private draft preview
Only you can see this preview. Visitors do not get this page until you publish it.
No landing page is ready to preview yet.
Images for the landing page
No images for this campaign yet.
Preview
Organic content
Articles and landing pages drafted from an approved topic plan. Every topic cites an approved fact or Search Console data. Search volume is never estimated: demand is this site's own Search Console numbers, or unknown. Website improvements run in Organic Growth.
Topic plan
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Pages
Approve a topic plan to draft pages from it.
From research findings
Website improvements opened from a research finding, each on the finding version it came from. The draft works from the finding's brief; review, approval and publication work as for any page.
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Review & schedule
Waiting for a decision in this campaign
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Schedule and what happened
This campaign's scheduled work and what happened to it, by day in the business's time zone.
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What each action needs, and its receipts
For each thing the hub can do for this campaign: what is ready, what blocks it with a button to where it is fixed, and the receipt of each recent run.
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Before anything runs
A paused container is not a live ad. Use this checklist to see what is ready before anyone spends.
Open a campaign to see launch readiness.
Unresolved actions
Nothing is waiting on you right now.
Leads and follow-up
Leads captured on this campaign's published page, and where each follow-up stands. Provider acceptance is not delivery.
Open a lead's trail to see where it came from, every stage change with who made it and why, each follow-up and what stopped it, and consent for each purpose.
Enrollment
Enrolls the latest consented lead in the approved follow-up sequence. All three follow-ups must be approved first. You start this sequence yourself, so the mandate does not hold it; consent, stop rules, and unsubscribe are still checked before every send.
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Lead trail
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Follow-up sequence
No follow-up steps have been recorded for this campaign.
Google Search
The campaign's Google Search settings, its ad groups and ads, what Google confirmed, and requests to turn ads on, pause them or change the budget. Prepared campaigns stay paused and spend nothing until an activation request is approved. Open Ads Manager for the account-level list and to prepare and request a change in one place.
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Landing images
Media here is the campaign landing image — rights, upload, and the desktop or mobile preview — not a tagged library.
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All your businesses
Every business you belong to, each read from its own records over its own period. A total adds only what every business knows, and money stays in its own currency.
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Approval inbox
Everything waiting for a person across this business: plans, asset versions and proposed provider actions to approve, and the escalations, held or blocked sends and unfinished actions to decide. Each approval shows the proposed change, its purpose, the evidence, the affected account and the limits that apply.
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Engine work schedule
Scheduled engine work and what was attempted, accepted, delivered, published, or held, by day in the business's time zone. This is not a booking calendar. A paused Google setup is never live and spends nothing.
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Activity history
What happened, what is scheduled, what failed, and what needs a person, for this business: who acted, what was recorded, and what the provider reported.
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