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Agency operations
Sales Assistant
Sign in to review conversations, qualify leads, and hand off to your team.
Agency operations
Sign in to review conversations, qualify leads, and hand off to your team.
Client workspace
New inquiries and active leads
Review messages, update the lead, or take over from the assistant.
AI draft · staff approval required
Lead record
Qualified leads, review requests, and provider failures.
Grouped by client, channel, and month. Provider invoices remain authoritative.
Only agency staff can change approved information and automation rules.
Register only client-authorized Meta assets. Enter the server environment variable name for its access token; never paste a token here.
Configured channels still require signed webhook verification and real message tests before they are called live.
Clearly labeled local test messages. This does not send to Meta.