Command Center
Run Pipeline ▾
⚡ Outreach Only
— Orchestrator Pipelines —
Scout → Outreach
Catering
Full Pipeline
CFO Cycle
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To Approve
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Accounts
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Cash
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Days to May
Action Queue 0
in Outreach →
PIPELINE
Prospect —
Contacted —
Replied —
Active —
Open pipeline →
Your Decisions Today
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System Health
Healthy
Agent Activity
Outreach
Email automation + pipeline management · How this works ↗
PIPELINE
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CONTACTED
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REPLIED
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SENT · 7D
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APPROVALS
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NEEDS YOU
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▼ ▾ Your Queue — things the system needs you on
TO DO (0)
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REPLIES
Inbox
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PENDING APPROVALS (0)
Voice Coach
Redraft all pending with feedback
CATERING PENDING (0)
No catering emails pending
NEEDS YOUR TOUCH
RECENT ACTIVITY (0)
▾
▶ ▾ All Leads — the whole pipeline
Upcoming Queue
Agent Holds
Flagged for Drew
▶ ▾ Agent Activity — who ran when, run now
Agents
Last run / next run / manual trigger
Avg Self-Score
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Emails Sent (30d)
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Hold Rate
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Approval Gate
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Sent Emails
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Self-Score Distribution
Accounts
Account health + reorder tracking
Total Active
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Est. Monthly Rev
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At Risk
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Avg Days Between Orders
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Account Health
REVIEW REQUESTS (LAST 7 DAYS)
TWISTED SUGAR PILOT
Twisted Sugar Pilot
5-store pilot
Store Ranking
Money
Financial intelligence
💰 Accounts Receivable
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Priority Actions
Opportunities
No opportunities data yet
CFO AGENT v2 — LIVE STATE
30-day cash flow forecast
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Review queue
Mercury txns needing categorization
Capex candidates
Purchases >$2,500 awaiting decision
Review queue — grouped by counterparty
One decision clears N txns. Ships matching expense data to the ledger.
System health — audit engine
Tier 1 (hourly) · Tier 5 (acceptance) · injection tests
Inline review
Approve · override · reject Mercury transactions
Capex decisions
One-click capitalize · reject
Journal entries posted
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This month volume
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Reconciled
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Mercury variance
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Loans
LEAF equipment financing
No loans seeded yet — POST /finance/cfo/loans to add.
Pretzel warmers
Equipment placed at venues
No warmers seeded yet — POST /finance/cfo/warmers to add.
FINANCIAL FLAGS
Critical
0
High
0
Medium
0
Total Open
0
Resolved flags
No resolved flags
TRENDS
Wholesale Revenue
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Retail Revenue
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Catering Revenue
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Cash Position
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Retail
Survival analytics + customer intelligence
Checking SMS status…
Monthly Revenue
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New Customers
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Returning Customers
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Avg Ticket
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Active Customers
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Goals on Track
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click to manage
THE SURVIVAL DASHBOARD
Cohort Retention
Are we getting better at keeping people?
The Numbers That Matter
Loyalty Funnel
Customer journey distribution
Customer Momentum
Active Goals
MENU INTELLIGENCE
Loyalty Items
What items make customers come back?
Ticket Boosters
What increases average spend?
CAMPAIGN PULSE
What's been sent, what's working
Today's blocks (—)
🥨 National Pretzel Day — Sunday Apr 26
$1 Salty all day, two SMS waves
CAMPAIGNS
All Campaigns
WATCHLISTS
Top Customers
LTV · action needed
Next Cron Queue
Daily 2pm MT
Weekly Insight
System
Agent infrastructure + connections
BUSINESS BRAIN
Teach the agents nuance, things to avoid, timing cues, voice, product context. Pulled into every agent prompt on next run.
AGENT HEALTH
CRON RUNS (LAST 48H)
CONNECTIONS
Toast POS deprecated — migrated to Square April 2026. Guestbook sync is no longer needed; phone numbers flow from Square webhook fulfillments.
ORCHESTRATOR
Total Runs
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Last Run
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Success Rate
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Active Run
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Run Pipeline
Triggers agents immediately
Run History
Click a run for step trace
OPTIMIZER
Prompt Rewrites
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Open Rate
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Reply Rate
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Benchmarks Met
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Prompt Version History
REVIEWS
Total Reviews
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Avg Rating
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SMS Sent
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Response Rate
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Recent Reviews
RETAIL INTELLIGENCE
Total Customers
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Lapsed
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Re-engagements
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Catering Crossovers
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💎 Platinum Win-Back Review
Click "Load dossier" to pull the lapsed VIP list. You'll see each customer's visits / LTV / favorite SKU / days since last visit, plus a proposed SMS you can edit.
Customer Segments
Re-engagement Log
CATERING AGENT
Prospect Inventory
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Contacted
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Bookings
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Catering Revenue
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Pipeline Funnel
Industry Breakdown
Retail Crossover Leads
Customers already buying in bulk