Warm leads12Demo lead count.
AI tasks8Saved task structure.
Plan enquiries7Spark, Rise, Elevate.
Content queue4Website updates.
Live Metrics connected
The public website live metric cards are clickable and route visitors to services, contact and plans.
AI AssistantAI response will appear here.
| Name | Business | Phone | Email | Service | Status | Notes | Date | AI |
|---|
Ask AI on a lead to see the next action.
Workflow builder01New lead comes in
Trigger placeholder.
02AI suggests response
Manual approval first.
03Lead status updates
Automation-ready structure.
04Follow-up task created
Task queue placeholder.
05Proposal step prepared
Ready for future automation.
Content Manager
AI Router
- simple_text = local/free placeholder
- private_task = local/free placeholder
- code_task = OpenAI/Codex later
- deep_reasoning = Claude later
- long_context = Gemini later
Security rules
- Use backend auth in production
- Do not expose API keys
- Ask approval before destructive actions
- Move real data to SQLite/Supabase later