Overview

Every client’s numbers, and what needs you first.

Sign in and see how every client is doing: leads, how fast they heard back, runs and what you can bill this month. Look at all clients or one, for today, 7 days or 30 days.

The view lives in the address, so you can bookmark it or send it to a teammate.

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Needs you

What is waiting on you, ranked, with the fix in place.

A key a provider refused, a failed run, a lead nobody has answered, an approval, spam to review, a domain to check. Needs you sorts them into Now, Today and Open, and each has one action.

Needs you: a lead nobody answered, replies waiting, a refused Twilio key and submissions held as spam, each with one action.

Fix it once

Replace a refused key, then retry the failed runs in one go.

Replace a key in place and every workflow that uses it keeps working with the new one. Then retry up to 200 failed runs at once, each from the step where it stopped.

A failed run: the step that failed, its error in plain words, and Retry from where it stopped.

Notifications

Your team hears about it first, the way each person prefers.

Failed runs, workflows that need setup, new leads, leads left waiting and new messages reach the bell, email or push, as each person picks per event. Repeats are grouped, so a failure three times in ten minutes is one notification.

Names and message text stay out of notifications unless a person turns them on. Push is in beta.