Good morning ☀️
Here's what's happening across your clients today.
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New leads
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Appointments today
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Chatbot uptime
All bots running
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Pipeline value
↑ $3.2K this week
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Active clients
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⬡
Onboard new client
Set up website, chatbot & automations
◉
View all leads
12 new leads need attention
◷
Today's appointments
4 bookings scheduled
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View analytics
See performance across all clients
Recent leads
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Live activity feed
● LiveChatbot captured lead Maria Rodriguez on Bloom Beauty Co. website
2m
Appointment auto-booked for James Kim — Thu 2:30 PM
18m
AI email reply sent to TechPro Solutions inquiry
44m
Voice AI answered call — appointment booked
1h
Review request sent to Sarah Thompson after appointment
2h
Today's appointments
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Monthly revenue
$4,200
March 2026 · 3 active subscriptions
70% to $6,000 monthly goal
Analytics
Track ROI and results across all your clients.
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Leads captured
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Appointments booked
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Active clients
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Monthly revenue
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Lead sources tracked
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Leads captured
Daily leads · last 20 days
Monthly revenue
Agency MRR · last 6 months
Lead sources
Chatbot—
Website form—
Email—
Voice AI—
Chatbot & email performance
Total leads—
Booked leads—
Hot leads—
Total appointments—
Monthly revenue—
Client Portal
Manage each client's modules, settings, and billing.
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BB
Bloom Beauty Co.
bloombeautyco.com
Active modules
Website Builder
AI Chatbot
Appointments
Voice AI
Email AI
SMS & Reviews
CRM
White-label branding
Onboard a new client
Set up a new business in minutes with our step-by-step wizard.
1
Business
2
Industry
3
Modules
4
Branding
5
Plan
Tell us about the business
This info will configure all AI tools automatically.
What industry are they in?
We'll pre-configure the AI for their industry automatically.
💅
Beauty & Wellness
🏥
Medical / Healthcare
⚖️
Legal Services
🏠
Real Estate
🍕
Restaurant / Food
🔧
Home Services
💼
Consulting / B2B
🚗
Auto Services
🎓
Education
Which tools do they need?
Select modules to activate. You can change this anytime.
⬡
Website Builder
Professional website
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AI Chatbot
24/7 on their website
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Appointments
AI booking system
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Lead Capture
Auto-capture & qualify
☏
Voice AI
AI phone receptionist
◫
Email AI
Auto-replies & sequences
◧
CRM
Pipeline management
⭐
SMS & Reviews
Texts + review generation
Set up their branding
Applied across their website, chatbot, and all client-facing tools.
Choose their plan
Set the monthly fee. These are suggested tiers — you decide.
$500/mo
Starter
Website + Chatbot + Leads
$1,000/mo
Pro
Everything + Voice + Email + CRM
$1,500/mo
Enterprise
All modules + priority support
🎉
Client is live!
All tools have been configured. Your client is ready to start capturing leads.
🤖 Bot identity
🎛️ Behavior
Capture lead info
Ask name, email & phone
Auto-book appointments
Let bot schedule bookings
Human handoff
Escalate complex queries
After-hours mode
Custom message when closed
Live preview
🤖
Aria
Online · Replies instantly
📅 Book
💰 Quote
🕐 Hours
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Today
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+ Book new appointment
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New this week
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Hot leads
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Booked
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45%
Chatbot capture rate
↑ 4pts this month
📞 Phone number
🗣️ Voice & personality
🎛️ Call handling
Auto-book appointments
Let caller book via voice
Capture caller info
Name, number, reason for call
Send call summary by email
After every call
Spam call blocking
Filter robocalls automatically
Call simulator
● Ready👤
Incoming Call
+1 (555) 391-2244
Tap answer to simulate
Call transcript will appear here...
Recent calls
↙
Maria Rodriguez
Booked appointment · 2 min 14 sec
9:02 AM
↙
Unknown caller
Asked about hours · 1 min 38 sec
8:47 AM
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James Kim
Missed — voicemail left
8:15 AM
⊗
Spam blocked
Auto-filtered by AI
7:58 AM
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Total contacts
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Pipeline value
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Deals in progress
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82%
Response rate
↑ 5% vs last month
Sales pipeline
New leads—
Contacted—
Meeting booked—
Proposal sent—
Won ✓—
4.8
Avg Google rating
Across all clients
47
Reviews generated
↑ 38% this month
61%
Review click rate
↑ 9pts vs last month
📱 SMS sequences
1
Appointment confirmation
Sent immediately after booking
2
24-hour reminder
Sent 24 hours before appointment
3
1-hour reminder
Sent 1 hour before appointment
4
Review request
Sent 2 hours after appointment ends
5
Re-engagement
Sent 30 days after last visit
✏️ Message templates
Only ask happy customers
Ask rating first, send link only if 4–5 stars
📱 SMS preview
Today 3:02 PM
Hi Sarah! Your appointment at Bloom Beauty Co. is confirmed for Friday Apr 4 at 2:30 PM ✨ Reply STOP to opt out.
Friday 4:45 PM
Hi Sarah, thanks for visiting! We'd love a quick Google review — it means the world 🙏 g.page/r/bloom
Friday 4:47 PM
Of course! Left you 5 stars 😊
Send manual SMS
$4,200
MRR (Mar 2026)
↑ $1,000 vs Feb
3
Paying clients
1 trial converting
Apr 1
Next billing date
Auto-renews
$50.4K
Projected annual
At current MRR
Invoice history
Revenue growth
OctNovDecJanFebMar
Bloom Beauty Co.
Active$1,800/mo
Pro plan · Next charge Apr 1
TechPro Solutions
Active$1,400/mo
Starter plan · Next charge Apr 1
Lee's Chiropractic
Trial$1,000/mo
Trial ends Apr 5 · Payment pending
💡 Revenue goal
$4.2K
of $6K monthly goal
1 more Pro client gets you there