Dashboard
At-a-glance SMS, reply, delivery, and lead queue health.
Sent Today
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Delivery Rate
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Reply Rate
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Hot Leads Today
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Next Batch In
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— queued
Queue Remaining
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active contacts
Today's Summary
Funnel — Last 30 days
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Recent Activity
last 30 min
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Fetching from API
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Scheduler Status
Outbound Scheduler
Batch 20 · every 5 min · 9am–7pm ET · Mon–Fri
— / — today
▶ Running
Followup Scheduler
Batch 20 · every 60 min · max 2 touches
— sent today
▶ Running
Nightly Reset
Daily 2am ET · resets daily count · archives stale contacts
Last: 12h ago · OK
⏲ Scheduled
✅ Scraper last ran 6h 14m ago — added 84 new contacts, 91% mobile-reachable.
Data Sources — Equipment Reps FL
FL UCC-1 Filings Portal
State of Florida SOS — equipment liens filed in last 90 days
Last pull: 6h 14m ago
New rows: 84
Mobile match: 91%
Deduped out: 12
Certificate Transparency (crt.sh)
New subdomains → expansion signal for FL businesses
Last pull: 6h 16m ago
New rows: 31
Scored ≥ 70: 18
Job Postings Velocity
FL companies hiring ops/driver/sales roles in last 14 days
Last pull: 6h 17m ago
New rows: 22
Overlap UCC: 7
CSLB — CA Contractor License
California State License Board — active contractor licenses (type: contractor_license)
Last pull: —
New rows: —
Mobile match: —
SAM.gov — Federal Contractors
System for Award Management — active federal entity registrations (type: invoice_factoring)
Last pull: —
New rows: —
API key: —
Medical/Dental Reps — NPPES DME Suppliers
CMS NPI registry — medical/dental equipment supplier orgs (type: medical_reps)
Last pull: —
New rows: —
Mobile match: —
CMS NPPES — Dental Practices
Federal NPI registry — established dental orgs (2+ yrs), all 50 states (type: dental)
Last pull: —
New rows: —
Mobile match: —
SBA Loans — Dental & Medical
SBA 7(a) dental/medical recipients $150k+, 2-6 yrs old — bank-verified revenue & credit (type: dental / medical)
Last pull: —
New rows: —
Mobile match: —
Schedule
Auto-load to campaign
New contacts → active status immediately
Skip landlines
Filter numbers identified as landline
Shadow Score Distribution
last 30 days
90–100
47
70–89
108
50–69
171
30–49
137
< 30
73
SIS = 0.45·UCC + 0.35·subdomain + 0.20·jobs
Contacts
Search and filter all imported leads across campaigns.
| Name | Company | Phone | Credion line | State | Status | Fit | Conv. State | Touches | Last Activity | Action |
|---|---|---|---|---|---|---|---|---|---|---|
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Select a contact to view details.
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Select a conversation
Choose a contact from the left to view messages
Live Send Feed
● Live
Daily Limit
global cap
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/ —
— remaining today
Next Batch In
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Batch size: — · Interval: — min
Queued: —
Today's Summary
Sent—
Delivered—
Replies—
Hot leads—
DNC replies—
Failed—
⏳ Loading Twilio health…
Sent Today
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7-day Error Rate
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Replies Today
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Inbound SMS
Numbers Ready
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Delivery by Day (7d)
Delivered
Undelivered
Filtered
Error Code Breakdown (7d)
| Code | Count | % of Sent |
|---|---|---|
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📞 Check Your Numbers — Carrier Verification
Carrier lookup runs at scrape time · last batch 6h 14m ago
Submitted
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Mobile ✓
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loaded to queue
Landline / VoIP
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suppressed
Lookup Failed
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held for retry
Suppressed & errors (last 24h)
| Phone | Name | Business | Carrier | Line Type | Result | When |
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All-time lookups: —
Cost: ≈ $0.001/lookup
All-time suppressed: — landlines/VoIP blocked
Number Roster
STOP % threshold: flag at >2.5% · retire at >4%
| Number | Status | Sent Today | Opt-outs (7d) | Last Reset | Action |
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⚑ Numbers above 2.5% STOP rate are flagged. Numbers above 4% are auto-retired by nightly reset.
Settings changes
No unsaved changes.
Global SMS Budget
applies to all outbound schedulers · change anytime
Platform-wide daily cap from Settings. Schedulers read this at runtime — no redeploy needed. Increase slowly as deliverability holds. Mark Text / manual replies are not capped.
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Outbound Messages
Touch 1 + follow-up — what the scheduler sends
Select a campaign to view and edit outbound copy.
All campaigns — live copy preview
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Scheduler Parameters
OUTBOUND CAMPAIGNS
FOLLOWUP SETTINGS
Send Window
Per-campaign scheduler cap (cannot exceed global cap in practice).
Followup Settings
per-campaign overrides
Configure per-campaign followup delays, max touches, and daily limits.
Select a campaign to configure…
Features
AI Reply (Claude)
Auto-generate inbound replies using Claude
Slack hot-lead alerts
Ping webhook on INTERESTED / PRICING / CALLBACK
GHL auto-tagging
Apply DNC / Hot Lead / Reply Sent tags automatically
Skip landlines
Only SMS/mobile contacts (channel = sms)
Quiet hours enforcement
Hard stop outside send window — no exceptions
Send Days
Compliance Replies
HELP + STOP confirmations — Touch 1 / follow-up live in Outbound Messages above
HELP reply
STOP / DNC reply
Reply Templates
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