Documentation

AI Supervisor

See every AI voice call, what it cost, and click once to fix the prompt.

What it does

• Ingests each completed AI voice call, scores it against quality rules (tier 0 funnel math + tier 1 rule engine), and flags problems.
• Escalates flagged calls for deeper AI analysis (root cause, hallucination check, a suggested prompt change). Suggestions are never auto-applied.
• Dashboards: an agency overview across sub-accounts, a per-sub-account detail view with transcripts and flags, and a fix queue with before/after prompt metrics.

Setup

• Install and grant the requested voice/AI dashboard permissions.
• Open the app; usage and metrics populate as calls complete (typically within 60 seconds of a call ending).
• Use the fix queue to review a suggested prompt change and apply it with one click; the prior version is snapshotted so you can measure the effect.

Call Reporting

An agency call-reporting dashboard across every sub-account.

What it does

• A streamlined, read-only view of call volume, booking rate, average duration and usage across all your sub-accounts.
• The "wedge" companion to AI Supervisor: reporting only — it never writes to your AI agents.

Setup

• Install with the read-only reporting permission and open the app — the agency overview and per-sub-account meters populate automatically.

Messenger Supervisor

Score every WhatsApp, SMS and email AI conversation — catch unhandled escalations, slow replies and bad outcomes automatically.

What it does

• Normalises conversations across channels and scores them (0–100, graded A–F) against 12 quality rules: response time, repetition, escalation handling, sentiment, goal completion and policy compliance (forbidden claims, competitor mentions, price deviations).
• Escalates low-scoring or critical conversations for deeper AI analysis with a suggested improvement.
• Dashboards: agency overview, per-sub-account detail, and an individual conversation view with the rule hits and a reviewer note field.

Setup

• Install and grant the conversation/contact read permissions, then open the app.
• Thresholds, forbidden claims, competitors and price ranges are configurable per sub-account on the settings page.

Mailhook

Forward your lead emails — they become contacts, parsed and mapped, in seconds.

What it does

• Receives lead-notification emails you forward to a dedicated address and parses them into structured contact fields (name, email, phone and source-specific fields).
• Learns the layout of each lead source so repeat formats are parsed deterministically; only unfamiliar formats use AI assistance.
• Creates or updates the matching contact, de-duplicating by email then phone.

Setup

• Install and open the app to get your unique forwarding address.
• Forward (or auto-forward) your lead emails to that address; use the live mapping screen to confirm how fields map to your contact record.
• The forwarding address can be regenerated at any time, which instantly retires the old one.

MBO Sync

Direct Mindbody sync for your CRM — leads and sales flow both ways, no middleware tax.

What it does

• Syncs clients/leads and sales between Mindbody and your CRM, each direction independently toggleable.
• Mindbody clients and sales create or update CRM contacts (with tags and sale custom fields); opt-in-tagged CRM contacts can be pushed to Mindbody with required-field validation done before the call.
• Optional: a paid CRM purchase can be booked in Mindbody as an already-paid sale via your custom payment method — no card is ever charged.
• Loop prevention, idempotency and a 15-minute polling fallback keep the two systems consistent without double-syncing.

Setup

1. Enter your Mindbody Site ID. For a live site, complete the one-time owner approval in Mindbody (the app surfaces the activation link and code). Sandbox sites need no approval.
2. Enter a Mindbody staff email and password — the app issues and refreshes the Mindbody connection token for you (there is no 24-hour token to copy). Credentials are encrypted at rest.
3. If your site has multiple locations, choose the one this sub-account syncs with (one location per install).
4. Choose sync directions, map your products to Mindbody items, pick how sale amounts are recorded, then run a dry-run preview before enabling.

A2P Copilot

Stop losing weeks to A2P rejections — validate before you submit.

What it does

• Checks your A2P 10DLC registration details against common rejection causes: legal-name/EIN consistency, sole-proprietor decision logic, and opt-in page requirements (consent language, no pre-checked boxes, privacy and no-sharing clauses, carrier disclosures).
• Generates ready-to-paste artifacts and provides playbooks for the most common rejection codes.
• A wizard, a rejection-code decoder, and a submission tracker with stale-item nudges.

Setup

• Install and open the app, then work through the wizard, entering your business details and opt-in page URL for validation.

Vault

Nightly backups of every sub-account, one-click offboarding export.

What it does

• Takes scheduled nightly backups of your contacts, conversations, opportunities, appointments and basic settings, stored encrypted with a checksum manifest.
• Only changed records transfer each night, keeping backups efficient.
• One-click offboarding export produces a downloadable ZIP (CSV + readable conversation threads). A grace-period purge removes data after offboarding.

Scope note

Vault exports the object types listed above. Workflows, funnels and snapshots are not exportable via the platform API and are therefore out of scope.

Setup

• Install with read permissions and open the app; the nightly schedule starts automatically. Use the export button for an on-demand offboarding archive.

History Search & Export

Search every message and note, and export any contact's full history — named or anonymised — in one click.

What it does

• Finds a contact by name, email or phone, then displays their full message and note history with keyword and date-range filters, pulled live from the CRM.
• Exports messages and notes in two modes: named (includes contact name, email, phone) or anonymous (contact ID only, no identity columns — for sharing with third parties). Contact ID is present in every export. Free-text bodies may still contain personal data.
• One-click exports in CSV or ZIP format (contact info + messages + notes + manifest with counts and filter details).
• Location-wide message keyword search scans conversations newest-first with honest coverage reporting, and exports results to CSV client-side.
• Metadata-only audit log records who exported what (for compliance and accountability).

Scope note

History Search & Export pulls live from the CRM API — no message or note content is stored server-side. Data flows straight from the API to your browser. On uninstall, all records are deleted immediately.

Setup

• Install and open the app; search for a contact to view their history and configure filters.
• Choose named or anonymous export mode, select the format (CSV or ZIP), and download.