Dashboard
Referral command
Craig Kam
Pipelines
Conversion Desk
Ready
Conversation
Replying to
Contacts
Selected contact
Choose a contact
Pipeline Lifecycle
Live stageStart Automation Cycle
Choose a contact and workflow.
Supervised team
AI Team
How it works
Open a record, assign a teammate, review, then apply.
Nothing changes silently. The job and result stay attached to the client or campaign that created them.
- 01Open
Choose the client or deal.
- 02Assign
Tell one teammate the outcome.
- 03Apply
Review before CRM changes.
Teammate status
Loda updates CRM work. Aura analyzes and builds. Sophie reviews strategy and exceptions.
Advanced AI administrationSessions, knowledge, release gates, and governance
Active—
Need Human—
Approved Sources—
Sandbox Runs—
Booking Proposals—
Marketing Jobs—
Human Control Queue
One tap takeoverTeam
Valkyrie pilotKnowledge
LoadingSandbox Status
Model offNo sandbox run loaded.
Booking Proposals
Calendar offMarketing Pod
Publishing offRelease Control
AssessingGovernance
0 consent recordsIncidents
Critical blocks launchEmail and SMS
Connectors
Checking every connector
Connection truth
Know what can actually send.
Connected, authenticated, assigned, and send ready are different checks.
Connected—
Send ready—
Blocked—
Verifying email and SMS readiness.
Connecting is not sending. Campaign safety controls remain enforced.
Learn
Approve
Engine Kill Switch
Visible while Ronnie approves phone drafts.
Automation Control
Approval Gate Loading
Checking the current messaging mode.