AI

AI Agent Dashboard

Service business operating system

AI Agent dashboard for service businesses

Turn every inquiry into a managed lead, booked appointment, or live conversation.

Launch an AI Agent tailored to your business, capture leads from every channel, and manage conversations, scheduling, setup, and follow-up from one place.

Phone callsSMS and textWeb formsWebsite chatEmail inquiriesSocial messages

New primary flow

Landing -> Subscribe -> Dashboard

Replace the old first-run funnel with a faster entry experience, then move users into progressive setup from inside the product.

1

Choose your industry

Start with the type of business you run so the platform can tailor your dashboard, AI setup, and recommendations.

2

Add your business basics

Save your business name, email, and phone into your shared business profile and setup flow.

3

Set your goals

Tell the system whether you want more leads, faster follow-up, better booking rates, or fewer missed opportunities.

Industry-aware setup

Real estate, contractors, salons, and more

Quick start time

3-step onboarding flow

Unified operations

Leads, conversations, scheduling, and setup

Why this product flow

Start fast, then configure deeply as you grow.

Instead of forcing every subscriber through a long setup sequence before they can see value, the new experience gets them into a working dashboard quickly and uses guided setup areas to complete more advanced configuration later.

Lead capture across channels

Bring calls, texts, forms, chat, email, and social inquiries into one workflow instead of losing leads in separate tools.

AI Agent that reflects your business

Use your industry, business details, and goals to shape how your AI Agent responds, qualifies leads, and suggests next steps.

Progressive setup after signup

Use the dashboard first, then complete deeper setup in Business Setup, AI Agent, Channels, and guided onboarding areas.

What the dashboard becomes

Your operating system for leads, conversations, and business setup.

The dashboard is where subscribers should land after quick onboarding. It should reflect their industry, saved business details, and goals—then guide them into AI Agent, Channels, Business Setup, and deeper guided setup only when needed.

Quick onboarding

Save industry, business basics, and goals

Business Setup

Complete deeper profile and operations details

AI Agent

Shape lead handling, follow-up, and agent behavior

Channels

Connect phone, messaging, forms, and communication endpoints