AI Agent
Review how your saved business details and goals should shape agent behavior.
Industry
Digital Marketing Agency
Used to tailor agent recommendations
Goals Selected
0
Business outcomes guiding AI behavior
AI Readiness
Partially ready
Some personalization inputs exist, but the AI Agent still needs stronger setup context.
Business Name
Super Social
Identity available to personalize messaging
Goal-driven AI priorities
These recommendations are based on the goals saved during quick onboarding.
Define AI priorities
No business goals are saved yet, so the AI Agent does not have strong direction for what to optimize first.
Recent leads
Live lead records the AI Agent should be aware of right now.
Alex
Alex called interested in an AI receptionist demo and requested follow-up from the Super Social team. Alex confirmed the number they are calling from is the best callback number.
May 17, 5:58 PM
Alex
Alex called interested in an AI receptionist demo and requested follow-up from the Super Social team.
May 17, 5:58 PM
Alex Security Test
Alex tested Maria lead capture after adding the webhook secret.
May 17, 5:55 PM
Alex
Alex called to request an AI receptionist demo and asked for someone from the Super Social team to follow up. The number Alex is calling from was confirmed as the best callback number. [Internal note by Alex via Ozzie at 2026-05-17T19:26:15.896Z] Called Alex back and left a voicemail about the AI receptionist demo. [Follow-up marked by Alex via Ozzie at 2026-05-17T20:36:31.436Z] Called Alex back and discussed the AI receptionist demo.
May 17, 1:25 PM
Alex
Alex called requesting a phone callback from the Super Social team about Google Ads and wants to set up a consultation as soon as possible.
May 17, 1:16 PM
Recent conversations
Current conversation threads that may need AI follow-up or owner review.
Alex
Service area: social media Goal: get more leads Follow-up reason: interested in social media services to generate more leads Notes: Caller wants help with social media to drive more leads. Source call: CA1a1220a022fe586894bb70e2b5285786
Needs reply
May 13, 10:23 PM
Alex
Service area: social media, Google Ads Goal: help with social media and Google Ads to get more leads Follow-up reason: social media and Google Ads support Source call: CAabd09dde9c25d47925f0352b48e7faa4
Needs reply
May 13, 9:48 PM
Alex
Caller requested follow-up.
Needs reply
May 13, 8:10 AM
Jane
Caller requested follow-up.
Needs reply
May 12, 8:42 PM
Alex
Caller requested follow-up.
Needs reply
May 12, 8:40 PM
Suggested agent behavior
These are the first recommended behavior patterns for your current industry.
Current saved inputs
These are the saved values currently available to shape the AI Agent experience.
Business Name
Super Social
Industry
Digital Marketing Agency
Saved Goals
Setup status
The AI Agent becomes more useful when your profile and priorities are complete.
Status
Partially ready
Some personalization inputs exist, but the AI Agent still needs stronger setup context.
Assistant approval policy
Control whether owner-assistant actions should auto-run, create drafts first, or always require explicit approval.
Policy guide
Auto-run
Run immediately without a review step.
Draft first
Create the action as a draft before execution.
Approval required
Always require explicit owner approval first.
Save these settings to guide future assistant behavior.