Command Center
Real-time overview of your autonomous business operating system
👥 Total Opportunities
725
↑ 41.67% this week
📅 Appointments
45
↑ 87.5% this week
💬 Conversations
640
↑ 74.32%
🤖 Active Agents
3 / 28
building
Deal Pipeline AI Chat Pipeline
Msg Sent / No Response
585
$0 weighted
Lead Responded
104
$0 weighted
Lead Qualified
15
$0 weighted
Send To Client
21
$0 weighted
AI Agents
Sales & Marketing
M&A
Ops
Finance
Inbound Qualifier
Responds to form submissions within 60s, qualifies leads, books calls automatically
Reply Handler
Reads incoming replies, classifies intent, responds intelligently, moves pipeline stage
Cold Outreach
Multi-channel email + SMS sequences personalized per contact using AI
CRM Manager
Keeps contacts clean, auto-tags, merges duplicates, sets follow-up reminders
Inbox & Scheduling
Triages messages, drafts replies, books meetings, protects deep-work time
Content Writer
Writes posts, newsletters, scripts in your brand voice using Ask AI
Social Poster
Publishes across LinkedIn, FB, IG, Google Business. Daily posting on autopilot
Newsletter Manager
Email list management, segmentation, A/B testing, automated sends
Call Prep & Notes
Auto-generates briefing before calls, summarizes after, creates follow-up tasks
Invoicing & Collections
Auto-invoices on deal close, escalating payment reminders via email + SMS
Deal Finder
Finds private businesses for sale matching buyer criteria before brokers list them
Owner Research
Builds profiles on business owners — tenure, background, sell likelihood
Listings Aggregator
Pulls listings from 15+ marketplaces into one deduplicated feed
Dealflow Dashboard
Pipeline status, deal stages, weighted forecasts in real-time
Deal Analyzer
Reads P&Ls, tax returns. Normalizes numbers, runs multiples and comps
Offer Writer
Drafts LOIs, deal structures, negotiation scripts per opportunity
Due Diligence
Financial, legal, operational checks. Flags risks before purchase
Buyer Onboarding
Onboards buyers, collects KYC documents, sets up mandates
Buyer x Seller Matcher
Matches deals to buyer mandates in real-time by criteria
Data Room
Secure NDA-protected document sharing, tracks engagement
Seller Prep
Coaches sellers on financials, builds CIMs
KPI Dashboard
47+ live business metrics updated hourly with morning briefings
Hiring Agent
Sources candidates, screens resumes, conducts first-round interviews
Ad Manager
Runs paid ads, spins up variations, kills losers, scales winners
Content Repurposer
Converts one piece into 30+ across every format
Bookkeeping
Categorizes transactions, reconciles accounts, closes months fast
Contracts & NDAs
Drafts, routes for signature, files, and tracks legal documents
Legal & Compliance
Monitors regulations, flags compliance risks, audits exposure
Recent Activity last 24h
Audit Quiz submission received — Summit Growth Partners, $5M-$10M revenue, Consulting
2 hours ago
Pipeline — 15 leads moved to Lead Qualified stage
4 hours ago
Outreach — 104 leads responded to cold outreach sequence
8 hours ago
Airtable sync confirmed — 6 quiz submissions recorded with all fields
12 hours ago
Audit Quiz updated — smart role auto-population deployed, bizName question removed
14 hours ago