Dashboard
Good morning, Emma — you have 6 tasks due today
124
Total contacts
↑ 8 this month
£89.4k
Pipeline value
↑ £12k vs last month
14
Open deals
3 need attention
6
Tasks due today
↑ 2 overdue
Hot deals
| Contact | Stage | Value | Last activity |
|---|---|---|---|
Marcus Webb Apex Property Group | Negotiating | £18,500 | Today |
Priya Kapoor NorthStar Recruitment | Proposal sent | £12,000 | Yesterday |
James Holloway Renew Accountants | Demo scheduled | £8,400 | 2 days ago |
Sara Okonkwo BlueLeaf Hospitality | Proposal sent | £22,000 | 3 days ago |
Recent activity
You09:14
Called Marcus Webb — discussed contract terms
System08:30
Follow-up email sent automatically to Priya Kapoor
Reminder08:00
Follow up with James Holloway — demo was 4 days ago
Pipeline by stage
Qualified
£38k
Demo sent
£24k
Proposal
£16k
Negotiating
£11k
Contacts
124 contacts · 8 new this month
| Name | Company | Location | Status | Rating | Deal value | Last contact |
|---|
Deal pipeline
£89,400 total · 14 open deals
Activity
All logged interactions across your contacts
Emma09:14 today
Called Marcus Webb — discussed revised contract terms, he wants a 10% discount. Agreed to review and respond by Friday.
Automated08:30 today
Follow-up email sent to Priya Kapoor — day 5 follow-up sequence triggered automatically
EmmaYesterday 14:00
Meeting logged with Sara Okonkwo — BlueLeaf interested in full automation suite including client portal. Sent proposal same day.
EmmaYesterday 11:20
Email sent to James Holloway — attached demo recording and follow-up questions doc
Automated2 days ago 07:00
LinkedIn message sent to Raj Patel — connection request follow-up after initial contact
System3 days ago
Tom Birch marked as Won — £14,800 deal closed. Onboarding task created automatically.
Follow-up sequences
Automated email and message flows
Post-demo follow-upActive
5-email sequence over 14 days after a demo is logged. Currently enrolled: 4 contacts.
Last triggered: today 08:30
Proposal follow-upActive
3-touch sequence after a proposal is sent. Pauses automatically when the contact replies.
Last triggered: yesterday
Cold re-engagementPaused
Re-engages contacts with no activity in 30+ days. 2 emails + 1 LinkedIn touch.
Paused — enable when ready
+ Build a new sequence
Reminders
6 due today · 2 overdue
| Contact | Task | Due | Priority |
|---|---|---|---|
| Marcus Webb | Respond to discount request | Overdue 2 days | High |
| Priya Kapoor | Chase proposal response | Overdue 1 day | High |
| James Holloway | Send revised demo recording | Today | Medium |
| Sara Okonkwo | Follow up on proposal questions | Today | Medium |
| Raj Patel | Schedule intro call | Tomorrow | Low |
| Lena Fischer | Send capability deck | Friday | Low |
Live chat
3 open · 12 resolved today · Bot handling 84%
Analytics
Last 30 days · 1 May – 1 Jun 2026
Knowledge base
42 articles · bot trained on all of them
What's included in each plan?
A breakdown of features across Starter, Growth, and Enterprise tiers, including user limits and integration access.
PricingUsed 72× this month
How do follow-up sequences work?
Explains how to set up automated email sequences, trigger conditions, and how they pause when a contact replies.
FeaturesUsed 44× this month
How do I update my billing details?
Step-by-step guide to changing your payment method, updating company details, and downloading invoices.
BillingUsed 38× this month
How do I cancel my subscription?
The cancellation process, what happens to your data, and options for pausing instead of cancelling.
BillingUsed 30× this month
Connecting Gmail and Outlook
How to link your email accounts so sent and received emails log automatically against contacts.
TechnicalUsed 26× this month
+ Add new article
Bot flows
How the bot handles different conversation types
Greeting & intent detectionAlways on
Welcomes the visitor, detects their intent (pricing, support, sales, general), and routes to the correct flow. Triggers instantly on chat open.
FAQ answeringActive
Searches the knowledge base to answer questions about features, pricing, and billing. Confidence threshold: 75% — falls back to human below that.
Lead captureActive
When a visitor shows purchase intent (asks about plans, demo, pricing), collects name, email, company. Syncs directly to CRM as a new lead.
Human escalationConfigured
Escalates to a human agent when: visitor explicitly asks, bot confidence is low, or keywords like "urgent", "cancel", "complaint" are detected. Notifies agent via Slack.
After-hours flowOff
When no agents are online, collects visitor details and sends a "we'll get back to you" response. Creates a follow-up task in the CRM automatically.
Widget preview
How the chat button appears on your website
Appearance settings
Brand colour
Greeting message
Hi there 👋 How can we help you today?
Bot name
Position
Install by pasting one line of code before the closing
</body> tag on your website. No developer needed.WIDGET PREVIEW
Escalations
2 active · 1 assigned · 8 resolved today
Avg response: 2m 14s
2
Active escalations
1
Pending assignment
8
Resolved today
84%
Bot containment rate
Queue
Sarah Jenkins
18m ago
"I need to speak to someone urgently about my tenancy…"
🔴 Urgent
Unassigned
Mike Taylor
45m ago
"I want a refund — this isn't what I was promised"
🟡 Refund
Assigned · HA
Resolved today
Laura Bell
1h ago
Login issue · Resolved in 3m 12s
James O.
2h ago
Maintenance dispute · Resolved in 8m 44s
Priya M.
3h ago
Contract query · Resolved in 1m 55s
Select an escalation to view the full workflow
Pulse Dashboard
All pipelines healthy · Last sync 2 min ago · Next report in 4h 12m
6
Connected sources
↑ 1 this week
4
Active pipelines
All healthy
99.8%
Uptime (30d)
↑ 0.2%
24.1k
Rows processed today
↑ 12%
3
Active alerts
1 needs review
Pipeline health
Auto-refreshes every 60s
Recent runs
Rows synced per day
Next scheduled reports
Weekly Revenue SummaryMon 08:00
Shopify + Stripe → Google Sheets → email to team
Inventory SnapshotDaily 07:00
WooCommerce → Airtable → Slack #stock
Customer Churn Report1st of month
Stripe → PostgreSQL → PDF → stakeholder email
Data sources
6 connected · All syncing
Pipelines
4 active · drag and drop to reorder steps
Reports
12 reports · 4 scheduled · last generated 47 min ago
| Report name | Sources | Frequency | Last run | Status | Actions |
|---|---|---|---|---|---|
Weekly Revenue Summary Shopify + Stripe merged view | Shopify, Stripe | Mon 08:00 | Mon 08:01 | Ready | |
Inventory Snapshot Live stock levels by SKU | WooCommerce | Daily 07:00 | Today 07:00 | Ready | |
Customer Churn Report MRR movement + cancellations | Stripe, PostgreSQL | 1st of month | 01 Jun | Ready | |
Ad Spend vs Revenue ROAS by channel and campaign | Google Ads, Meta, Shopify | Weekly Fri | Fri 09:00 | Scheduled | |
Support Volume Analysis Ticket trends + resolution time | Zendesk, Echo Chat | Weekly Mon | Running… | Running | |
Landlord KPI Pack Yield, voids, maintenance cost | PostgreSQL, Google Sheets | Quarterly | 01 Apr | Scheduled |
Alerts
3 active · 1 needs review · 14 resolved this week
1
Needs attention
2
Warning
Stripe revenue drop detected
Needs review
14:22
Revenue is 38% below 7-day average. 3 consecutive hours. Rule: revenue_anomaly_v2
WooCommerce sync latency high
Warning
11:08
Average sync time 4.2s — threshold is 2s. Usually under 800ms. WooCommerce API may be degraded.
Google Sheets API quota at 82%
Warning
09:40
Daily write quota 82% used by 09:40. At current rate, quota exhausted by 16:00. Recommend reducing sync frequency or enabling batch writes.
Stripe webhook lag
Resolved
08:14
Webhook processing delay cleared. Resolved automatically after Stripe infrastructure recovery.
Exports
Push data anywhere — CSV, webhook, Google Sheets, Slack, email
Active destinations
Google Sheets — Revenue DashboardLive
Syncing: Shopify orders + Stripe MRR · Every 15 min
Slack — #weekly-numbersMon 08:00
Delivers: Weekly Revenue Summary as formatted message
Email digest — leadership teamDaily 07:30
Delivers: KPI summary PDF to 4 recipients
Airtable — Inventory baseLive
Syncing: WooCommerce stock levels · Every 30 min
Webhook — Nexus CRMOn event
Fires on: new Stripe customer → creates CRM contact
One-off export
Data source
Format
Date range