Dashboard
β
Ask joe
AIβ joe's response
β My Tasks Today
π Today's Schedule
Loading...
π₯ Hot Leads
π¨ Needs Human
-
In Sequences
-
Emails Sent (7d)
-
π¬ Live Convos
-
Companies
-
My Leads
-
Hot Prospects
-
My Pipeline
-
My Tasks
-
β° Overdue
-
In Sequences
-
π Pipeline Funnel
π Conversion Rates
π Activity This Week
π Hot by Location
β Companies
0
Partner
Hot
Warm
Cold
0
On Map
| Company | Location | Score | Lifecycle | Stage | Owner | Actions |
|---|
π€ Contacts
0| Name β | Email β | Phone | Company β | Stage β | Owner | Actions |
|---|
π° Deals
Drag cards to move stages
β Partners
0Total Partners
0
MRR
$0
States
0
Locations
0
POS Partners
0
Mobile Only
0
GBP Verified
0
β οΈ At Risk
0
| Partner Name | Location | Phone | Assigned To | Open Tickets | Actions |
|---|
β‘ Sequences
Automate follow-up with multi-step outreach sequences. Create segments from Companies filters, then assign to sequences.
Total Sequences
0
Active Enrollments
0
Completed This Week
0
Saved Segments
0
π₯ Meeting Notes
AI-analyzed meeting transcripts with sentiment analysis and key highlights.
Total Meetings
0
Positive Sentiment
0
Neutral
0
Concerns Flagged
0
β Tasks
π¦ Fulfillment Queue
All Orders
β
Configuring
β
Packaging
β
Shipped
β
Loading fulfillment orders...
π Call Center
Calls Today
0
Avg Duration
0m
Answered
0%
Voicemails
0
Recent Calls
| Time | Direction | Contact / Shop | Phone | Duration | Team Member | Outcome | Actions |
|---|
π Support Line
π
Main Support Number
Loading...
π Call Center Hours
Hours: 4:00 AM - 7:00 PM Pacific
π Schedule pulled from Team β Support members' working days. When multiple people are on duty, calls ring all of them simultaneously.
| Day | Hours (PT) | On Duty | Routing | Status |
|---|
π Weekend On-Call Rotation
5-person rotating pool for Saturday & Sunday coverage (4am-7pm PT)
THIS WEEKEND
Loading...
Backup: Loading...
NEXT WEEKEND
Loading...
Backup: Loading...
Rotation Pool
π€ IVR Menu (After Hours / Overflow)
GREETING MESSAGE
"Thanks for calling joe! For sales inquiries, press 1. For support, press 2. For partner success, press 3. To leave a message, press 0."
π Smart Routing Rules
1οΈβ£
Known Partner Calling
Match caller ID to CRM contact/shop β Route to assigned rep first
2οΈβ£
M-F 4am-7pm PT
Route to Support Queue (Hanna, Neyder, Juan) with CRM screen pop
3οΈβ£
Sat/Sun 4am-7pm PT
Route to weekend on-call rotation person
4οΈβ£
After Hours (7pm-4am PT)
Voicemail β SMS alert to team β Create follow-up task
π© Voicemails
No voicemails yet
π Call Volume by Day
Connect Twilio to see analytics
π₯ Calls by Team Member
No data yet
π― Call Outcomes
No call data yet
π₯ Team
Team Size
0
Activities Today
0
Deals This Month
0
Calls This Week
0
π All Team Members
Complete roster with edit/delete| Member | Role | Handles | Department | Actions |
|---|
π©βπΌ Partner Growth Team
Sales, Onboarding, Success| Member | Role | Handles | π Phone | Availability | Open Deals | Actions |
|---|
π§ Support Team
Call Center| Member | Role | π Phone | Status | Calls Today | Actions |
|---|
π Leadership
Can view all calls & analytics| Member | Role | π Phone | Actions |
|---|
π Leaderboard This Week
π§ Email & Scheduling
Select an email to preview