PREVIEW — This is a live mirror of the operator dashboard. Read-only.

Your Business Revenue Center

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Leads

Live data from /api/leads. Organized by pipeline stage.

Leads

New inbound leads waiting for first touch.

Onboarding

Contacted and qualified, moving toward a call or setup.

Clients

Booked clients where delivery work is active.

Archived Leads

Closed / lost leads kept for reference.

By providing your phone number, you explicitly consent to receive automated operational, transactional, and promotional text messages or voice notifications from this provider. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies. Reply STOP to completely opt-out at any time, or HELP for support.

Bring your existing contacts into Ready Freddy in four steps. Every row becomes a fresh card in the Leads stage above and will be picked up by the next outbound follow-up sweep.

  1. 1
    Prepare your spreadsheet

    Open your contact list in any standard spreadsheet application — Microsoft Excel, Apple Numbers, Google Sheets, or LibreOffice Calc.

  2. 2
    Set the three required headers

    Make sure the absolute first row contains exactly three header cells, spelled and capitalised as shown: Name, Email, Phone. Extra columns are ignored on import; missing required columns cause the row to be skipped.

  3. 3
    Export as a CSV file

    From your spreadsheet's File menu, choose Save As or Export and select the comma-separated values (.csv) format. UTF-8 encoding is recommended so accented names and international characters survive the round-trip.

  4. 4
    Upload through the import utility

    Click the Import CSV Data Stream utility button below, select your formatted .csv file from your system explorer, and authorise the automated data upload parser. New leads land in the Red Leads column above within seconds.

Tasks

Live data from /api/tasks.

Add Task

To Do

Doing

Done

Archived Tasks

Completed work stays retrievable here without cluttering the active task board.

Human Handoffs — Master Task Engine

Interactive completion tracker for outstanding platform integrations. Add, archive, or delete tasks inline as the production roadmap closes out.

    Voice AI & Call Routing

    Configure how Freddy answers your business line — forwarding hours, the cell that gets technician alerts, and the team your callers can reach. Changes save automatically.

    Allow Freddy to Book Directly into Calendar
    When active, Freddy reads real-time scheduler lane availability and autonomously commits confirmed appointment bookings directly into your open 15-minute dashboard slots.
    Carrier Activation Guides

    Dial the shortcode below on the smartphone handset attached to Primary Cell Phone to apply the selected forwarding behavior.

    Select a forwarding mode above to see the carrier shortcode.
    Compliance & verification obligations. Contractor is solely responsible for (a) providing legally compliant call-recording notice (one-/two-party consent per jurisdiction) before any AI-mediated call is recorded or transcribed, (b) verifying that AI data-parsing and extraction operating on customer voice content respects PII/PHI handling rules in force for their industry, and (c) auditing carrier-side call-forwarding behaviour after any shortcode change. Create Telecom provides the platform; legal sign-off and end-user disclosure remain the contractor's duty.

    Live Call Forwarding Rules

    Decide who gets each incoming call. Urgent leads ring your escalation line first. Leads with an assigned teammate ring that person. Otherwise the caller picks a department by voice, and anything unmatched rings the fallback line.

    Loading routing rules…

    Automated Follow-Up Email Campaign Matrix

    Background cadence that auto-fires email to every captured lead. Edit the schedule, templates, and quiet hours —
    the cron worker picks up changes on its next tick.

    Email Template Library

    Edit the subject line and body for each outbound email template. Use the token chips beneath the body to drop dynamic placeholders that the campaign engine will substitute at send time.

    Insert variable:
    — select an account in the Telephony panel above to load its cadence —

    Facebook Messenger Integration

    Freddy ingests every inbound message from your connected Facebook Page, scores intent, and drops new conversations straight into Leads — no human triage required.

    ACTIVE

    Facebook Page Inbox capture is live on your master account. Manage the integration end-to-end below.

    Connection Status: DISCONNECTED

    API Connection

    Status: Operational (Tracking Connected Business Page)

    Page ID Status: UNKNOWN
    Page Access Token: UNKNOWN

    Behavior Toggles

    Live Intercept Log Matrix

    Source Prospect Timestamp Intent Classification CRM Routing Status
    Awaiting Live Messenger Feed… No active webhooks have fired yet.

    Freddy AI Auto-Pilot

    Initial Greeting Override

    Shopify E-Commerce Storefront

    Stand up a Freddy-managed Shopify storefront with synced product, order, and customer feeds — Freddy converts every checkout event into a tracked lead and post-sale follow-up sequence.

    PRO TIER ENABLED

    Shopify Pro is live on your master account. Manage the storefront integration end-to-end below.

    Active Subscription Tier:

    Merchant Configuration

    Store Connection Status: Active & Synced (root-domain.myshopify.com)

    Live Inventory Operational Matrix

    Product ID Vector In-Stock Delta Synchronization Health Status
    SKU-4821 · Premium Service Plan +14 units Synchronized
    SKU-4836 · Diagnostic Kit -3 units Synchronized
    SKU-4901 · Onboarding Module +47 units Queued
    SKU-5012 · Retainer Bundle 0 units Synchronized

    Operational Sync Engine

    Product Sync Status IDLE
    Inventory Webhook ACTIVE
    Last Catalog Scan NEVER

    Live Store Metrics (Last 30 Days)

    Synced Customer Profiles 0
    Real-Time Orders Logged 0
    Abandoned Carts Recouped 0 Connect Shopify Storefront

    Behavior Switches

    Starter Tier Features $49/mo
    Pro Tier Features $149/mo

    Pro Feature Overrides (Tier Restricted)

    Freddy Abandonment Drip
    AI Cart Recommendation

    Live Synchronization Logs

    Event Source Type Timestamp Operation Details Sync Status
    Awaiting Live Sync Events… No synchronization activity has been recorded yet.

    Outbound Enterprise Mobile Pitcher

    Cold-pitch a prospect by texting them a one-tap link to a fully-tailored Ready Freddy demo. We seed an ephemeral demo session keyed to their business name + website, then dispatch the SMS through Twilio (E.164-normalized).

    SMS: needs Business + Phone + Website. Sends a one-tap link to the live simulator (E.164-normalized).
    Email: needs Business + Email + Website. Sends a Resend-dispatched pitch from onboarding@createtelecom.net with a link to /demo/preview.html?site=… showing Freddy overlayed on a live screenshot of the prospect's site.

    White-Label Assistant Branding

    Fully customize the client dashboard with your corporate agency logo, custom color schemes, and dedicated domain routing — deliver a completely seamless, proprietary platform experience.

    Rebrand the chat widget with your own assistant name, avatar, and launcher style. Available on the Pro tier or as a one-time $1,000 addon for Starter / Growth tenants.

    Loading branding settings…

    B2B Lead Acquisition

    Targeted outbound discovery powered by the Outscraper Google Maps engine — pulls verified prospects in any city + industry vertical and routes them directly into your follow-up pipeline.

    🚀 B2B Lead Acquisition Engine

    Define a niche and a target market, then launch a verified local-business extraction scan straight into your pipeline.

    High-Intent B2B Prospect Extraction

    Configure your outbound parameters below, then dispatch the engine to stream verified decision-makers, validated emails, direct dial coordinates, and proprietary intent scores into the workspace.

    Engine Online
    Company Name Decision Maker Verified Email Direct Phone Intent Score
    — Awaiting extraction — — Awaiting extraction — — Awaiting extraction — — Awaiting extraction —
    — Awaiting extraction — — Awaiting extraction — — Awaiting extraction — — Awaiting extraction —
    — Awaiting extraction — — Awaiting extraction — — Awaiting extraction — — Awaiting extraction —
    — Awaiting extraction — — Awaiting extraction — — Awaiting extraction — — Awaiting extraction —
    — Awaiting extraction — — Awaiting extraction — — Awaiting extraction — — Awaiting extraction —
    Engine Status IDLE
    Available Local Records READY
    Last Data Extraction Run NEVER
    Company Name Phone Coordinate Email Vector Verification Status
    No records extracted yet. Set a target industry and geo-location, then run an extraction to populate this grid.

    B2B Lead Outbound Discovery — Powered by Outscraper

    Outscraper Core INITIALIZED
    API Linkage ACTIVE
    Data Packets Streamed 0
    Company Name Category Phone Website
    No Outscraper data packets streamed yet. Set a Google Maps query and target location, then run a discovery scan to populate this log.

    SMS Conversations

    Live Twilio messaging feed via ReadyFreddy SMS service.

    No SMS conversations yet.

    Thread

    Select a number to load messages.

    Idle

    Select a conversation to view history.

    Mailroom

    Every inbound + outbound email across every lead, in one chronological inbox. Click a row to read the full message. Per-lead modals remain isolated to that lead's own thread.

    Inbox Open Rate
    Total Processed Streams 0
    Active Inbound Triage 0
    Bounce Safeguard Healthy
    Your Custom Inbound CRM Email Address
    Loading… 📄 Download Setup Guide (PDF)
    💡 Pro Tip: Set up automatic email forwarding inside your external mailbox provider (Gmail, Outlook, GoDaddy) to target this address. All incoming client inquiries will automatically file right into your workspace pipeline on absolute autopilot!
    📥 Step-by-Step: Connecting Your External Mailbox (Gmail & Outlook)

    Auto-forward mail from your existing business mailbox into Create Telecom so every client reply files itself into this Mailroom. Forward to your unique inbound address: claim an address above ↑

    💡 Route by department by forwarding to a channel prefix, e.g. sales@inbound.createtelecom.net or onboarding@inbound.createtelecom.net — messages land pre-tagged under the matching channel pill.

    ✉️ Gmail / Google Workspace

    1. Open Gmail and click the ⚙️ gear → See all settings.
    2. Go to the Forwarding and POP/IMAP tab, then Add a forwarding address.
    3. Paste your inbound address claim an address above ↑ and click Next → Proceed.
    4. Grab the confirmation code Google sends — it appears as the first row in this Mailroom within ~30s — and confirm it.
    5. Back in Forwarding and POP/IMAP, select Forward a copy of incoming mail to your inbound address, then Save Changes.
    6. For department routing, instead use Filters → Create filter → Forward it to your channel prefix (e.g. sales@…).

    📧 Outlook / Microsoft 365

    1. Open Outlook on the web and click ⚙️ Settings → Mail → Forwarding.
    2. Tick Enable forwarding.
    3. Enter your inbound address claim an address above ↑.
    4. Tick Keep a copy of forwarded messages so your team still sees originals, then Save.
    5. For department routing, use Rules → Add new rule → Forward to and point it at a channel prefix (e.g. onboarding@…).
    6. Send a test message from any outside address — it appears in this Mailroom tagged Inbound within ~30s.

    ✅ SPF & DKIM are handled in the DNS card at the bottom of this panel — once those records are live, replies you send from Create Telecom reach customers with full deliverability (no spam-folder hits).

    — emails
    Loading channels…
    0 selected

    Loading mailroom…

    Emails now open inline — click any message in the list to expand it.

    ⚙️ Mailroom AI Automation Settings

    Tune how Freddy triages inbound mail, where baseline copies are forwarded, and the standard sign-off appended to AI-composed drafts.

    Technical Domain Infrastructure & DNS Verification SPF · DKIM · DMARC · MX
    Publish these on createtelecom.net so masked channel sends authenticate (SPF / DKIM / DMARC). The MX record routes inbound mail into the Resend webhook that populates this mailroom.
    TypeHostValue
    TXT (SPF)@v=spf1 include:amazonses.com include:_spf.resend.com -all
    TXT (DKIM)resend._domainkeyk=rsa; p=<DKIM_PUBLIC_KEY_FROM_RESEND_DASHBOARD>
    TXT (DMARC)_dmarcv=DMARC1; p=quarantine; rua=mailto:dmarc@createtelecom.net; pct=100; adkim=s; aspf=s
    MX (Inbound)inbound.createtelecom.net10 feedback-smtp.us-east-1.amazonses.com (Resend inbound MX)
    The DKIM public key is generated per-domain on first verification in your Resend dashboard. After publishing, allow 24–48 h for full propagation. SPF + DKIM alignment is required for the masked sales@createtelecom.net / accounting@createtelecom.net sends to avoid the spam folder at Gmail, Outlook, and Apple Mail.

    Predictive Real Estate Hub

    BoldTrail-integrated behavioral feed and instant AI intercept responses for real estate prospects.

    Market Predictive Analytics INITIALIZED
    AI Machine Propensity Score Engine ACTIVE
    Listening for BoldTrail behavioral events — last sync: standby.
    URL: /api/predictive-real-estate/webhook

    Connected Apps & API Settings

    Paste credentials for each CRM, toggle outbound sync, and Ready Freddy will push every new qualified lead to the providers you've enabled. Failures on one provider never block the others.

    System API Token

    Follow Up Boss

    Disconnected

    Follow Up Boss uses API-key auth (no OAuth product). We ping the FUB identity endpoint after save to confirm the key works.

    Enable outbound sync
    No sync attempts yet.

    Zoho CRM

    Disconnected

    Recommended — we'll auto-refresh the token before it expires (~1h) so leads keep flowing.

    Enable outbound sync
    — or paste a token manually —
    No sync attempts yet.

    HubSpot

    Disconnected

    Recommended — we'll auto-refresh the token before it expires (~30m) so leads keep flowing.

    Enable outbound sync
    — or paste a private-app token manually —
    No sync attempts yet.

    Salesforce

    Disconnected

    Recommended — Salesforce sessions are short-lived; we'll auto-refresh and recover from 401s automatically.

    Enable outbound sync
    — or paste a token manually —
    No sync attempts yet.

    AI Control Center

    Configure how the AI handles inbound email replies for your tenant. Choose between Manual Review (drafts queued for your approval) or Full Autopilot (instant outbound replies via Resend). Tone and custom instructions feed directly into the draft prompt, alongside your existing website knowledge base.

    Reply Mode

    Switches the entire inbound email pipeline. Affects every channel.

    Manual is the safe default. Autopilot fires real outbound mail under your tenant address — switch on only after testing tone + instructions.

    AI Tone

    Shapes how the AI sounds. Applies to every drafted and autopilot reply.

    Response Style

    Custom Business Instructions & Guardrails

    Type specific rules — pricing, links, booking flow, what to never say. These become HIGHEST-PRIORITY instructions on every AI draft, layered on top of your website knowledge base.

    0 / 4000
    Website Knowledge Base: (not configured)
    NOT CRAWLED
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    Real Estate Lead & Property Tracker

    Unified real estate lead capture and property enrichment workspace — Turnkey landing pages or Enterprise BoldTrail integration.

    Master View Toggle:
    Address Owner Status
    No properties tracked yet. Add an address, owner, and status above to populate this ledger.
    AddressBeds / BathsList PriceStatus
    1240 Beechwood Ln4 / 2.5$485,000Active
    87 Sutter Crossing3 / 2.0$362,500Pending
    902 Harbor View Dr5 / 3.5$729,900Active
    14 Cedar Pointe2 / 1.0$214,000Active

    Both gates default to off. The outbound messaging dispatcher will halt and log a compliance block error for any channel left unchecked.

    Connected to BoldTrail sync engine — last heartbeat: standby.
    URL: /api/real-estate/webhook

    Both gates default to off. The outbound messaging dispatcher will halt and log a compliance block error for any channel left unchecked.

    Generative Engine Optimization (GEO)

    Standard SEO is dying. GEO wins you the AI answer layer — citations inside ChatGPT, Gemini, Perplexity & Claude — so prospects find you when they ask the machine.

    $149 / mo

    Activate the Generative Engine Optimization Engine

    Dominate the citations large language models hand to your future customers. The GEO Engine builds your Authority Link Matrix, audits where the AIs already cite you, surfaces high-intent forum threads in your vertical, and drafts natural authority answers your team can launch in seconds.

    💡 Onboarding Assistant: We have automatically prefilled your authority matrix using your core CRM tenant metadata. Please review all fields to confirm accuracy. You can freely modify, overwrite, or add multiple comma-separated tracking handles below at any time.

    Run a live preliminary scan to estimate how likely each primary generative engine is to cite your business today, based on your on-file domain, entity structure, and market.

    AI Footprint Status: Unscanned

    High-intent public threads matching your industry vertical. Plant an authoritative answer (forge it in the next tab) to capture the citation.

    Vertical: general

      Freddy drafts a natural, non-spammy authority answer woven with your business keywords. Copy it, then launch straight to your destination link.

      Your Freddy-drafted authority answer will appear here.

      Auto-generated schema.org structured data built live from your business profile. Pasting this "AI bait" block into your site's <head> gives ChatGPT, Gemini, and Perplexity a clean, machine-readable identity to cite.

      
                      

      Forge an Associated Press (AP) style press release wire document about your business. Freddy writes it as an objective, third-person news story — no marketing fluff — so it reads like real journalism and clears news-desk review.

      Your AP-style press release will appear here, formatted as a clean wire document.

      Paste an incoming customer review and Freddy drafts a warm, professional reply that naturally weaves your localized geo-keywords and core service phrases in — so spiders crawling your Google, Yelp, and Facebook profiles map high-intent keyword weight back to your business.

      Your optimized review response will appear here.

      AI SEO Optimizer Engine

      Run on-page diagnostics against any domain and generate keyword-targeted content briefs aligned to your industry vertical.

      Row 1 — Target Web Domain & Crawl Controls
      Awaiting target domain input.

      🕵️‍♂️ Local Competitor SEO Recon Engine

      Drop a rival's URL and we'll surface their top 3 high-impact keywords plus a counter-strategy you can ship today.

      Row 2 — AI Optimization Diagnostic Board
      Optimization ScorePENDING
      Missing Meta Tags
      Corrupt Header Structures
        Your Push-Button Content Factory
        Run an audit above, then tap any topic below to instantly write your full web article, Facebook post, and Google Maps update in one shot.
        Writing your marketing suite…
        Website Power

        Full Optimized Web Article

        Your 500–1000 word web article will print here.
        Google Maps Booster

        Neighborhood-Optimized GBP Snippet

        Your local-search Google Business snippet will print here.

        📢 One-Click Multi-Channel Broadcaster

        Auto-condense this article into a punchy social caption with a UTM-tracked backlink and push it to your connected Facebook Page.

        🗺️ Google Business Profile Map Booster

        Drop a target neighborhood or city and we'll auto-compose a sub-1500-character GBP post tuned for the Google Maps proximity algorithm.


        Accounting Ledger

        SaaS revenue vs. periodic vendor expenses. Subscription & add-on income is auto-rolled per month from your active tenant profiles; vendor totals (Twilio, LLM, Resend) are entered as aggregate periodic lines.

        Net Profit
        $0.00
        income − expenses
        Margin
        0.0%
        real-time efficiency
        Live Vendor Cost Ledger
        Total Revenue
        $0.00
        Total Expenses
        $0.00
        Net
        $0.00
        Expense Categories
        Category Accrued
        Loading live ledger…
        Transaction ID Vendor / Category Description Log Total Amount Timestamp Settlement Status
        Loading ledger…

        Operational Infrastructure Overhead

        Persistent ledger of platform-side operational charges (data scraping, enrichment APIs, third-party infrastructure). Each row is a settled or pending vendor charge tracked independently of customer-facing revenue.

        Data Allowance & Metered Credit Usage
        Data Allowance
        Data Credits: — Records Remaining
        ADD $10 DATA BLOCK (1,000 RECORDS)

        Loading operational expense ledger…

        Client Directory & Support Matrix

        Indexed lookup across every onboarded user — search by name, email, or phone.

          Select an account from the left to load its full support dossier.

          Partner Applications

          New partner interest from the live partner page.

          Partner Applications

          Brand-new submissions waiting for review.

          Pending Approval

          Operators you are actively vetting.

          Approved Partners

          Partners cleared to move forward.

          Archived Partners

          Partners pulled out of the pipeline, kept for reference.