Agents
Pre-configured and workspace agents.
Total Agents
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Active
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Total Calls
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Analytics On
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Workspaces
Customer workspace agents, usage, and analytics controls.
Total Workspaces
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Active
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Pending Review
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Total Minutes
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Leads & Funnel
Demo registrations, activation status, and conversion funnel.
Total Leads
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Activated
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Hot (Exhausted)
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Converted
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Conversion Rate
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| Name / Email | Company | Use Case | Status | Credits Used | Registered | Last Active | Subscription |
|---|
Users
Registered users, verification status, and subscriptions.
Total Users
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Email Verified
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With Workspace
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Subscribed
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| Name / Email | Phone | Company | Auth | Verified | Free Credits | Plan | Signed Up |
|---|
Cost
Cost consumption by workspace, agent, and channel — admin only.
Total Margin = Total Revenue − Variable Cost (per-session) − Platform Overhead (vendor bills). Per-workspace cards below show cost only — overhead isn't split across clients.
🏢 Cost by Workspace & Agent
💳 Platform Overhead — Monthly Vendor Bills
Recurring vendor costs not tied to any client (Azure, Railway, Claude, Inngest, Resend...) — enter each month's actual bill here.
| Vendor | Billing Month | Amount | Notes |
|---|
📋 Cost Sources — is anything left out?
Every cost source we know exists in this business, and whether it's actually wired into these numbers.
| Source | Type | Status | This Period |
|---|
Flow Campaigns
CSV/Excel upload → automated outbound calling → results.
Campaigns
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Total Contacts
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In Progress
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Completed
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New Campaign
Only agents with an active call flow are listed.
Columns recognized: phone, name, company, notes (header names are flexible).