Leads Today
47
+12% vs yesterday
Appointments Booked
12
3 auto-booked
Revenue Recovered
$8,420
+$2.1K this week
Response Rate
98%
avg 8 sec
Leads This Week
Recent Activity
Chat Agent captured lead: Mike R. — New client inquiry
12s ago
Schedule Agent booked: Sarah M. — Thu 2pm consultation
3m ago
Review Agent: ★★★★★ from David K.
8m ago
Follow-Up Agent: Day 7 email sent to Jennifer L.
15m ago
Back Office: (555) 234-8901 → auto-text → booked
22m ago
Pipeline synced to CRM: 4 leads updated
30m ago
Agent Performance (MTD)
Conversion Funnel
100%
Leads
65%
Qualified
40%
Quoted
22%
Won
Service Area
12 active
8 completed
Chat Agent
Active
Engages website visitors in real-time, qualifies leads, captures contact info, and syncs to your CRM.
14
Today
89
This Week
342
This Month
96%
Success
Response time: < 10s
Channels: Website, SMS
CRM: Synced
Last 5 Actions
Captured lead: Mike R. — New client inquiry · 12s ago
Captured lead: Lisa P. — Service pricing · 1h ago
Qualified lead: Tom W. — Premium package · 2h ago
Captured lead: Amy S. — Onboarding question · 3h ago
Captured lead: Derek F. — Consultation request · 4h ago
Schedule Agent
Active
Automatically books appointments, sends reminders, and manages your calendar from CRM records.
12
Today
67
This Week
284
This Month
94%
Success
Response time: < 8s
Channels: SMS, Email
CRM: Synced
Last 5 Actions
Booked: Sarah M. — Thu 2pm consultation · 3m ago
Reminder sent to Whitfield Acct · 45m ago
Booked: Jason R. — Mon 10am intake · 1.5h ago
Rescheduled: Kim T. — Moved to Fri 3pm · 2h ago
Booked: Maria V. — Wed 9am assessment · 3h ago
Review Agent
Active
Requests reviews after service completion, monitors responses, and helps grow your Google rating.
6
Today
31
This Week
118
This Month
91%
Success
Delay: 2 hours after appointment
Channels: SMS, Email
Platform: Google Business
Last 5 Actions
★★★★★ from David K. · 8m ago
Review request sent to Linda M. · 1h ago
★★★★★ from Jake P. · 2h ago
Review request sent to Carla S. · 3h ago
★★★★ from Rob N. · 5h ago
Follow-Up Agent
Active
Automates quote and inquiry follow-ups on a timed cadence via text, email, and call to maximize conversions.
9
Today
52
This Week
198
This Month
88%
Success
Cadence: Day 3, Day 7, Day 14
Channels: SMS, Email, Call
CRM: Synced
Last 5 Actions
Day 7 email sent to Jennifer L. · 15m ago
Day 3 text sent to Marcus B. · 1h ago
Day 14 call triggered for Diana W. · 2h ago
Day 3 text sent to Pete G. · 4h ago
Lead converted: Andrea K. accepted quote · 5h ago
Back Office Agent
Active
Detects missed calls within seconds, sends an auto-text, starts an AI conversation, and books appointments.
8
Today
43
This Week
164
This Month
92%
Success
Response time: < 8s after missed call
Channels: SMS, AI Chat
CRM: Synced
Last 5 Actions
(555) 234-8901 → auto-text → booked · 22m ago
(555) 678-3421 → auto-text → conversation started · 1h ago
(555) 901-2345 → auto-text → booked · 2h ago
(555) 456-7890 → auto-text → no reply · 3h ago
(555) 112-3344 → auto-text → booked · 4h ago
Lead Capture Flow
Active
Website Form
→
AI Chat Agent
→
Qualify Lead
→
Sync to CRM
→
Notify Owner
Missed Call Recovery
Active
Missed Call Detected
→
Auto-Text (8s)
→
AI Conversation
→
Book Appointment
→
Sync to CRM
Review Generation
Active
Appointment Completed in CRM
→
Wait 2 Hours
→
Send Review Request
→
Monitor Response
→
Update Google Rating
Quote Follow-Up
Active
Quote Sent
→
Day 3: Text
→
Day 7: Email
→
Day 14: Call
→
Convert or Close
All
Chat
Schedule
Review
Follow-Up
Back Office
9:42 AM
Chat
Captured lead: Mike R. — New client inquiry
Completed
9:39 AM
Schedule
Booked: Sarah M. — Thu 2pm consultation
Completed
9:34 AM
Review
★★★★★ review received from David K.
Completed
9:27 AM
Follow-Up
Day 7 email sent to Jennifer L.
Completed
9:20 AM
Missed
(555) 234-8901 → auto-text sent → appointment booked
Completed
9:12 AM
Sync
Pipeline synced to CRM: 4 leads updated
Synced
8:57 AM
Schedule
Reminder sent to Whitfield Acct for tomorrow's session
Completed
8:42 AM
Chat
Captured lead: Lisa P. — Service pricing inquiry
Completed
8:30 AM
Missed
(555) 678-3421 → auto-text sent → conversation in progress
In Progress
8:15 AM
Review
Review request sent to Linda M.
Completed
8:01 AM
Follow-Up
Day 3 text sent to Marcus B.
Completed
7:45 AM
Schedule
Booked: Jason R. — Mon 10am intake session
Completed
7:30 AM
Chat
Qualified lead: Tom W. — Premium package, high intent
Completed
7:15 AM
Review
★★★★★ review received from Jake P.
Completed
7:00 AM
Follow-Up
Day 14 call triggered for Diana W.
In Progress
6:48 AM
Missed
(555) 901-2345 → auto-text sent → appointment booked
Completed
6:30 AM
Schedule
Rescheduled: Kim T. moved to Fri 3pm
Completed
6:15 AM
Chat
Captured lead: Amy S. — Onboarding question
Completed
6:00 AM
Follow-Up
Lead converted: Andrea K. accepted quote
Completed
5:45 AM
Sync
Morning sync: 12 active leads synced with CRM
Synced
Total Leads
47
+12% vs yesterday
Appointments Booked
12
+18% vs last week
Revenue Recovered
$8,420
+$2.1K this week
Avg Response Time
8s
across all agents
Leads by Day
Agent Performance
Conversion Funnel
100%
Leads
65%
Qualified
40%
Quoted
22%
Won
Response Time
8sec
avg across all agents
Agent Chat — Coming Soon
Soon you'll be able to talk directly to your AI agents, give them instructions, and adjust their behavior in real time.
Company Info
Company
Apex Revenue Group
Phone
(555) 123-4567
Email
ops@apexrevenue.com
Integration Status
CRM
Connected
Google Business
Connected
Twilio SMS
Connected
Notification Preferences
Email alerts
SMS alerts
Daily digest
Account
Plan
Grey Shore Managed
Agents
5 Active
Since
January 2026
Your automation is managed by Grey Shore Systems. For configuration changes, support, or questions, contact wilson@greyshoresystems.com.