Overview
Business at a glance
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MRR in
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Expenses · mo
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Net · mo
6-month net trend · tap for full Expenses
Work today
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running
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done today
Needs you
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human tasks
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high alerts
Fleet
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tenants live
Projects
← All Projects
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Click any task on the left to view details and chat
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🤖 Bot
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Handoff Chain
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Agent Output
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📎 Drop files or click to upload
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Agent Chat — your message will be sent to the agent for a reply
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💬 Project Chat
Use @bot_id to ping a bot — they'll reply in this thread.
Enter to send · Shift+Enter for newline · @ to autocomplete bot · /track for Analytics overseer
🔀 Bot-to-Bot Handoffs
Tasks being passed between agents
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Use the Handoff button to pass tasks between bots
👤 Human Revisions & Tasks
Tasks that need human attention
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📋 Project Activity
📄 Reports & Outputs — by agent
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Project Panels
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📋 Activity
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📚 Knowledge Base
Shared articles, SOPs, and reference docs. All agents can search and read from here.
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Drop files here to add to Knowledge Base
PDFs become searchable entries · Images & videos stored as references · Text files become articles
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📅 Scheduled Tasks
Tasks that run automatically at a set time. Use ⏰ Schedule mode on the Agents tab to create one.
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💰 Expenses & Income
Money in and out. Recurring monthly subscriptions are seeded; add one-offs below.
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Income
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Expenses
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Net
🧾 Recurring Bills & Subscriptions
—/mo · — paid services
| Service | Category | Billing | Amount | Due | Plan | Pay / Manage |
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Quick billing & cancel links
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💵 Products & Sales
Agency revenue — Stripe subscriptions, products, and recent sales.
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MRR (Stripe)
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Active subs (Stripe)
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Client subs (GHL)
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Products
Product catalog
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Recent sales (Stripe)
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Client subscriptions by sub-account (GHL)
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🔒
API Key Vault
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🔐 Secure Vault
Encrypted API keys, tokens, and secrets. AES-256 at rest.
| Name | Category | Notes | Added | Actions |
|---|---|---|---|---|
| No keys stored yet | ||||
Auto-locks after 15 minutes of inactivity