Client Management

Identity · Access · Config — all from one place

👤

Select a client on the left,
or click ➕ Create Client.

Data Browser

Browse, edit, and manage every sheet in this workspace

—

Contacts

in database

—

Campaigns

total

—

Queued Emails

in history

—

Track Events

opens & clicks

—

Appointments

scheduled

🗄️

Configure your webhook URL in Settings,
then click Refresh to load data.

Configuration

App-wide settings, integrations, and theming

Business

Business Config

Branding

Today Tab

Campaign Composer

Social Media

AI Chat Agent

Notifications

Blog

Email Sending

Voice & Calls

Automation

Calendar

Calculators

Advanced

Server

Data Protection

Local Backup

Integrations

Theme

Maps & Address

Webhooks & Security

Developer Mode

Webhooks & Security

All webhook endpoints, connection mode, and security settings for every module. Changes sync to each module automatically.

☁️ Config Sheet Mirror

Every webhook URL, API key, and secret typed below is mirrored to your per-client Config sheet (column shown next to each field). Config wins over this browser's localStorage when both have a value — so settings travel with the client, not the device.

🌐

General Configuration

Connection mode and high-level system settings.

Enable Test Mode Routes Database calls to the test webhook instead of production.

💡 All module webhooks live in this pane — Database, Social Media, Campaign Composer, Property, Voice, etc. Edit any URL below; changes save automatically.

📊

Table View

Choose how data sheets are displayed. Spreadsheet view gives you Excel-like resize, reorder, freeze, copy/paste, and keyboard navigation.

Use Spreadsheet view (Excel-like) Off = Classic table (current). On = x-spreadsheet grid. Saved to localStorage.

⚠️ Spreadsheet view is read-only for now — edits don't save back to the database yet. Use it to view, resize, and copy data; switch back to Classic to edit.

🗄️

Database Manager

Core data webhook — all sheet reads/writes flow through here.

Production Webhook URL

Test Webhook URL

❤️

Health Check

URL the connection-status pill probes every 45s. Set to your n8n health-check webhook (e.g. https://ttsnzai.tech/webhook/healthcheck). Leave empty to use the legacy fallback.

Health Check URL

🪪

Role (API requests)

Sent as role in every webhook call. admin bypasses server-side field filtering; client_user receives data with hide_fields stripped. Will be replaced by per-user JWT once login is wired (see TODO).

Role

📡

Live Updates (Real-time)

Connects to the listener service so the dashboard updates the moment a row changes. Same shared secret for every client (will be replaced by per-user JWT once login is wired).

Listener URL

Listener Shared Secret

💡 Saved to localStorage on this browser only — never sent anywhere except as a Bearer token to the Listener URL. Status: disconnected

🔔 Notifications

Choose how you're alerted when new data arrives. Each channel is independent.

🖥️ Desktop notification (only when tab is in background) 🔊 Sound alert (short chime) 🔢 Title badge — shows unread count in the page title (e.g. (3) Dashboard) 🔔 Notification center — bell icon in the topbar with last 20 changes

🎫

Help & Support

Webhook used by both the client ticket form and the admin response panel. Saved to localStorage.n8n_webhook so the embedded pages pick it up on every load.

Support Webhook URL

Receives ticket POSTs from the client form and ticket-list GETs from the admin panel.

🎫 Default View

Which view loads by default when opening Help & Support. Users can still switch on the page using the inline toggle.

🔐

Security & Access

Auth Header Name

Header Secret / Token

Dashboard Auth Secret

Auto-resolved from the current client's dashboard_secret — you normally never touch this. Sent as the x-dashboard-secret header to authenticate the dashboard to the database. A value typed here is a per-client override saved to localStorage (keyed tts_dashboard_secret:<CLIENT_ID>) on this browser only — it does NOT leak to other clients. Use 📋 to copy the resolved secret.

Dashboard Admin Password

Sets the password required to open this Webhooks & Security section.

Google Calendar Sync

How appointments are pushed to Google Calendar.

ℹ️ Cascade delete, conflict warnings, default toggle, and the live status row moved to Business → Calendar — no password needed there. Sync Mode, OAuth Client ID, webhook URL, and dashboard secret remain in this locked pane.

🔐 Connect Google Calendar moved to Webhooks & Security → Calendar.

🔗 Calendar Service webhook + dashboard secret moved to Webhooks & Security → Calendar. Single source of truth.

💡 Edits here write to the matching fields in every module's original settings pane — both locations stay in sync.

Security

Security fields have moved to Webhooks & Security.

Business Config

Your business hours, contact info, and holiday schedule. Changes save automatically.

All changes saved

🏢

Contact & Agency

How you're identified in emails and call-outs

Agent Email

Agent Phone

Display format (with spaces) shown on documents

Sender Name

Appears in email "From" and signatures

Agency Name

Main name — used in emails, auto-replies & chat

Agency Full Name

Optional — full branded name for footers. Leave blank to reuse Agency Name.

Agency Branch

Phone (International Format)

No +, no spaces (e.g. 6422700039)

Notification Email

Agency Address

Website

Shown on printed documents and email footers

Company Website

🖼️

Photos & Branding

Agent photo and agency logo for email signatures and outbound campaigns. Upload an image — we resize it automatically.

Agent Photo

No photo

Used in your sent emails. Pick any image — we'll resize it automatically.

Agency Logo

No logo

Used in your sent emails. Pick any image — we'll resize it automatically.

🏷️ Brand Palette

Brand Colour

Used in your sent emails.

Brand Text Colour

Text shown on top of your Brand Colour in emails.

Brand Secondary

Brand Accent

🕐

Business Hours

Weekday hours, breaks, and appointment rules

Weekday Hours

→

e.g. 08:30 → 18:00

Break Times

No breaks yet — add one below.

Each break has a label and a time range.

Appointment Duration

minutes

Advance Notice

hours

Minimum notice required for new bookings

Buffer Between Bookings

minutes

Protective gap on each side of an existing booking. 0 = back-to-back allowed.

📆

Weekend Hours

Whether you operate on Saturday and Sunday

🛍️

Saturday

Open on Saturdays?

→

⛪

Sunday

Open on Sundays?

→

🎉

Public Holidays

Names and dates are editable. Toggle open/closed per holiday; if open, set hours.

Country

Region / State

Year

🏖️

Custom Holidays / Time-Off

Add specific dates (single or range) when the voice agent should treat the business as closed.

Date

📅

Reason (optional)

No custom holidays yet — add one above.

💡 The voice agent reads holidays_custom from your Config sheet on each inbound/outbound call and skips contact attempts on matching dates. Time slot mode lets you mark partial-day busy windows (e.g. 14:00–16:30) — add the same date multiple times to record several busy windows in one day.

💬

Communication Preferences

How you prefer to reach and be reached by clients

Preferred Contact Method

Timezone

Set by admin — contact support to change

Email Signature

Appended to outgoing campaign emails

Out-of-Office Message

Auto-reply used during closed hours

Voicemail Greeting

Script used by Retell voice agent when you're unavailable

💬 AI Chat Agent

Persona, knowledge & behaviour for the customer-facing chat agent.

🎭 Persona & Voice

Agent Role

Short description of who the agent is.

Tone of Voice

Overall communication style the agent should project.

Greeting Message

First message shown to a visitor when the chat opens.

Language

Primary language the agent should converse in.

LLM Model

AI model powering this agent. Leave blank to use the platform default.

Send greeting proactively

When ON, the agent sends the greeting automatically when a visitor opens the chat.

Style Examples

Sample replies that capture the desired voice. The agent uses these as tone reference.

Extra System Instructions

Additional instructions appended to the agent's system prompt.

🏢 Business Knowledge

Services Offered

List of services the business provides.

Pricing Policy

Pricing information the agent may share with prospects.

Cancellation Policy

Rules around cancelling bookings or engagements.

Reschedule Policy

Rules around rescheduling appointments.

Payment Methods

Accepted payment options the agent can mention.

Parking Information

Parking details for in-person visits.

Accessibility Information

Accessibility features available at the premises.

Languages Spoken (Staff)

Languages available for in-person or phone service.

Website Links

Relevant URLs the agent can share with visitors (one per line).

FAQs

Frequently asked questions and answers. The agent uses these verbatim where applicable.

🎯 Qualification & Escalation

Enable lead qualification

When ON, the agent scores and qualifies leads during the conversation.

Qualification Score Threshold

Minimum score (0–100) for a lead to be marked qualified.

Enabled Tools

Comma-separated list of tool names the agent is allowed to call.

Memory Window

Number of past messages the agent keeps in context for each session.

Escalation Phone

Phone number offered to the visitor when human handoff is triggered.

Escalation Keywords

Comma-separated words or phrases that immediately trigger human handoff.

🔔 Notifications & Reminders

Control reminders, channels, quiet hours, and the Today tab. Changes save with the Save bar below.

🔔 Reminders

Send appointment reminders to contacts
Send timed reminders to contacts before their scheduled appointments.

Appointment reminder channel

How reminders are delivered to the contact.

Reminder lead time (minutes)

How many minutes before an event to send the first reminder.

Send reminders at (minutes before appointment)

Comma-separated minutes. 1440 = 24h, 60 = 1h, 15 = 15min. Overrides lead time above when set.

Reminder sources

Comma-separated sheet names to pull reminder entries from.

📬 Daily Digest

Send daily digest to me (agent)
Email a morning briefing to the agent with upcoming tasks, leads, and alerts.

Task alert channel

How task alerts and digest notifications are delivered to you.

🌙 Quiet Hours

Quiet hours (no notifications sent)

to

Notifications are suppressed between these hours in the client's local timezone.

🌏 Timezone

Business Timezone

IANA timezone used for quiet hours, send windows, and the Today tab. Contact support to change if locked.

📅 Today Tab

Today tab sources

Comma-separated sheets that feed the Today tab briefing.

Show overdue items
Include past-due items in the Today tab view.

Upcoming window (hours)

How many hours ahead to show upcoming items on the Today tab.

📋 Recent Notifications

Click Refresh to load history.

📝 Blog

Automated blog publishing to WordPress.

📝 Blog Publishing

Enable blog automation
Master switch — turns blog generation on or off. Auto-publish
Publish generated posts automatically without review.

Publish schedule (cron)

Cron expression for when posts publish. Example: 0 9 * * 1 = every Monday at 9 am.

Business description

Used to seed and personalise generated blog content for your brand.

Hidden fields

Advanced: comma-separated fields to omit from generated posts.

🔌 WordPress Connection

WordPress domain

Your WordPress site domain — no trailing slash, no https://.

WordPress username

The WordPress user account used to publish posts via the REST API.

Application password

WordPress application password (generated in Users → Profile). Never your login password.

📤 Email Sending (Amazon SES)

Outbound email engine for this client. Default = Gmail (agent's personal account, ~500/day cap). Switch to Amazon SES for uncapped, isolated, reputation-managed sending. Each switch below explains what it does, why it matters, and the ⚠ danger if set wrong.

Email Provider

Which engine sends this client's mail. Flipping this is a Config change (safe, reversible) — not a workflow edit.

Provider (gmail = old proven path · ses = the new engine)

Per-purpose sending — choose Gmail or SES for each

Each email type can use a different provider, per client. The Amazon SES details below only need filling for purposes set to SES.

Email Sending

Bulk Email (campaign blasts) Bulk campaigns — SES has no daily cap. (The master Provider switch above must be Amazon SES for any SES purpose to work.)

Notifications (daily reminders + digest) Automated daily sends — SES scales better.

Calculator estimate email (templated) Templated one-way send with a PDF — SES is ideal.

Enquiry replies (1-to-1 conversation) Personal replies that thread in the customer's inbox — Gmail keeps the conversation natural.

Manual single email (Leads/Contacts/Listings) Hand-written 1-to-1 emails — Gmail feels personal.

Listings PDF email (property docs) Templated property PDFs — SES handles attachments + volume.

Sending Domains

Verified domains your SES emails can be sent from. Add your TTS shared domains or verify a client's own domain.

Shared (TTS-owned) Client's own domain

Type	Name	Value
TXT	@	v=spf1 include:amazonses.com ~all
CNAME	selector._domainkey	selector.dkim.amazonses.com
TXT	_dmarc	v=DMARC1; p=none; rua=mailto:dmarc@mail.ttsnz.info

Send-from addresses

Manage the email addresses your SES email can be sent from. Add as many as you need.

@

Default from-address (used unless a purpose overrides it)

System notification sender — one address, ALL clients

Agent-facing system emails (campaign approval requests, cap warnings, reports, reminders) send FROM this address for every client. Stored per client but kept identical — the Apply button writes it to all clients at once.

Notification sender (e.g. notifications@mail.ttsnz.info)

🟧 Amazon SES sends through TTS's single AWS account, with this client isolated as its own SES Tenant (own reputation, own suppression, can be paused alone). ~$0.10/1,000 emails. The email-worker gateway reads these fields at send time. Full reference: MD files/SES_OPERATOR_MANUAL.html.

Sender identity (you fill these)

Sender email

Sender name (= the client's practice name) WHY: the display name people see in their inbox.

Reply-to WHY: where replies land. Defaults to sender_email if blank.

Sending behaviour (you fill these)

Reputation status WHY: Kill-switch. Auto-pause also writes 'paused' here. ⚠ Un-pause only after fixing the cause.

Reputation policy mode WHY: How aggressively to auto-protect this client.

Client timezone WHY: Going global: a NZ send window fires 3am in London without this.

Send window start WHY: Earliest local time to send.

Send window end WHY: Latest local time to send.

Data residency WHY: Where this client's data legally lives. Distinct from the AWS region.

Unsubscribe URL WHY: HTTPS one-click unsubscribe. ⚠ Gmail/Yahoo REJECT bulk mail with only a mailto.

Account (usually the global default)

SES account ID WHY: Which AWS account. One value now; lets you shard later without a rebuild.

Auto-filled by the system (read-only)

SES tenant ID WHY: Created by AWS on enable — never type this.

SES subdomain WHY: Auto-derived. mail. = transactional, marketing. = marketing.

Feedback ID slug WHY: Stamped into the Feedback-ID header for per-client spam-rate data.

Health status (read-only — the system updates these)

DKIM verified WHY: Is the domain DKIM-authenticated? ✓ before sending.

Bounce rate WHY: Running bounce %. Auto-pause trips if too high.

Complaint rate WHY: Running spam-complaint %. Keep under 0.1%.

Last reputation check at WHY: When the rates were last refreshed.

⚠️ Before enabling SES for a real client: their warm-up ramp must be complete and an inbox-placement test must have passed. See the operator manual.

Automation

Configure automated email replies and outbound call triggers for new leads.

Automatic Email Replies

Instant branded replies sent when a new email enquiry arrives

Auto-reply

When on, new email enquiries get an instant branded auto-reply.

Quiet hours (9pm–7am)

Pause auto-replies overnight (9pm–7am client time).

Acknowledgement message (nothing missing)

Sent when the enquiry already has phone + property details. Leave blank to use the default. Placeholders: {first_name}, {agency}, {agent_name}.

Optional details request

Sent when phone or property is missing — invites the person (optionally) to share it. Leave blank for default. Placeholders: {first_name}, {agency}, {agent_name}.

Automatic Call

Outbound AI call settings for new leads

Dialer mode

Controls how outbound calls are triggered for new leads.

Inbound Agent ID

Agent ID from Retell or VAPI used for inbound call handling.

Call window start

Earliest time outbound calls may be placed.

Call window end

Latest time outbound calls may be placed.

Auto-Engage on Enquiry NZ ONLY · v1

When a new lead enquires, ask for consent in-channel, then (later) engage automatically. Default OFF. While Shadow mode is on, the gate logs what it would do but sends nothing — leave it on until you have signed off on live behaviour.

Enable Auto-Engage
Master switch. Off = enquiries are never auto-engaged (manual only). Shadow mode (dry-run)
On = log intended consent asks / engagements without sending. Recommended until live-tested.

Daily engagement cap

Max number of leads auto-engaged per day for this client. Blank or 0 = the gate treats it as no auto-engagement.

Consent is asked in-channel and recorded in the Consent_Log ledger before any engagement. A global kill-switch (Billing & Plans) overrides every client.

Full voice settings (platform, agent scripts, transfer numbers, concurrency) live under Settings → Voice & Calls.

Brand & UI Customization

Personalize the look, feel, and identity of your command center.

💡 What this controls: Brand Palette colours + logos are saved to Config and used by sent email campaigns + Campaign Composer preview. Theme Tuner (logo size, dashboard accent) changes the dashboard UI only. Not used by call scripts, social posts, or property listings.

Dashboard Name

ℹ️ Logo is set in Business Config → Photos & Branding (the "Agency Logo" upload). The same logo appears here in the dashboard header AND in your sent emails — one file, one place.

🖼️ Logo Sizing

Logo Size (px)

42px

Adjust logo width/height (30–100px)

📝 Dashboard Name Styling

Text Size (px)

18px

Text Color

Font Style

🎨 Background Color

Main Background Color

Customize the main dashboard background

ℹ️ Brand Palette (Brand Colour, Brand Text, Secondary, Accent) is set in Business Config → Photos & Branding. The same palette is used by your sent emails and the Campaign Composer preview.

Global UI Scale 100%

Adjust the overall size of text, cards, and sidebar.

Agency Website

Booking URL

Theme Tuner

Adjust component sizing globally. Changes preview live and persist across reloads. Use this to find the right values, then we can delete redundant per-page overrides.

🔘

Buttons

Padding Y (vertical) 12 Padding X (horizontal) 20 Border radius 9 Font size 12

🃏

Cards

Padding 20 Border radius 14 Bottom margin 20

📝

Inputs

Padding Y 12 Padding X 16 Border radius 9 Font size 13 Min height 44

🏷️

Page Heading

Font size 24

📐

Page Padding

Page padding (top & sides) 32

🔢

Spacing Scale Multiplier

Scales every --sp-* unit (4/8/12/16/20/24/32/40 px) at once.

Multiplier (0.75 = tight, 1.25 = roomy) 1.0

💾

Save / Reset

Integrations

Connect your external services to enable calendar sync, email, and social features.

Google Calendar

Checking…

Google Drive

Checking…

Connecting either grants both Drive + Gmail (one Google account).

Gmail

Checking…

Connecting either grants both Drive + Gmail (one Google account).

Facebook

Checking…

Instagram

Checking…

Social Publishing

Checking…

Connect TikTok, Instagram, LinkedIn, YouTube, Facebook, X, Threads, Pinterest & Bluesky for scheduling + publishing.

Calendar, Drive & Sheets

Sheet IDs and Drive folder that workflows read from this client's Config. Changes save automatically when you leave the field.

📅

Google Calendar

Active calendar for this client. Connect Google Calendar in the card above to pick from a dropdown.

Connect Google Calendar above to pick from a dropdown. Until connected, paste a calendar ID here.

🗂️

Drive Folder

Google Drive folder where this client's files are saved.

Drive Save Folder ID (drive_folder_id)

Connect Google Drive above to pick from a dropdown. Until connected, paste the folder ID from the Drive URL: …/folders/<this-id>

Theme

Pick a colour theme for your dashboard. Changes apply instantly.

🌓 Brightness

DarkLight

Quick Theme Presets

★ Referral Palettes (Light v2 style — 5 colours × light/dark)

☀ Light Themes

🌙 Dark Themes

🎨 Vibrant Themes

Custom Theme Color

Primary Accent

Secondary Accent

Card Surface Color

Sidebar & Header Color

Advanced Data Tools

Manage raw IDs, layout mappings, and system operations.

Legacy Page Styling

By default every page uses the unified global UI. Turn this ON to fall back to the original per-page styles (used as a safety net while migrating).

Use legacy per-page CSS

When OFF (default), all pages share the same global look. When ON, each page uses its own original styles.

OFF

Date/Time Picker Columns

Pick which columns open a calendar picker when clicked. Stored locally in this browser.

Module

Column

Menu Customization

Rename and reorder the menus to fit your workflow. Drag the ☰ handle to reorder. Changes are saved automatically and applied immediately.

Global — applies to this browser, all clients Current client — overrides global for the active client only

📂

Sidebar Navigation

Top-level pages in the left sidebar (Dashboard, CRM, Campaign Composer, etc.).

📧

Campaign Composer Tabs

Tabs inside Campaign Composer (Compose, Pending Approval, History, Analytics).

Server Redundancy Control

Monitor both servers, auto-failover when one dies, manually switch between local dev and Hostiger production.

⚡

Dual-Server Setup

Server #1 (Hostiger) is production. Server #2 (Local PC) is your fast dev machine. Test locally, push to prod with one click.

Server Status ▶

🌐 Hostiger (Production)

187.77.146.173 · ttsnzai.tech

Click “Refresh Both” to load.

💻 Local PC (Dev)

localhost:5680 · tunnel.ttsnzai.tech

Click “Refresh Both” to load.

Drift Report ▶

Click “Check for Differences” to compare both servers.

Switch & Open ▶

🌐 Server #1 (Hostiger Production)

Checking…

Host187.77.146.173

Public URLttsnzai.tech

DatabasePostgres on Hostiger

TypeProduction

💻 Server #2 (Local PC Dev)

Checking…

Hostlocalhost / tunnel

Public URLtunnel.ttsnzai.tech

DatabasePostgres on this PC

TypeDev / Fast

Docker Controls ▶

🌐 Hostiger

💻 Local PC

💡 "Up" = docker-compose up -d · "Down" = stops & removes containers · "Restart" = restarts all

Workflow Diff & Compare ▶

🌐 Hostiger

Workflows: —

n8n: —

TTS_DATABASE: —

client_data: —

💻 Local PC

Workflows: —

n8n: —

TTS_DATABASE: —

client_data: —

Click “Compare Both” to load the per-workflow diff.

Workflow	Local updated	Hostiger updated	Local · Host nodes	Verdict

Push: Local → Hostiger (deploy · destructive)▶

⚠️ Push will OVERWRITE Hostiger production data. Auto-backup is taken first to /tmp/ on Hostiger.

Pull: Hostiger → Local (backup data)▶

Local Workflows: —

Local Users: —

Local Executions: —

Helper: checking…

TTS_DATABASE: —

client_data: —

💡 Requires the local helper running: cd ~/n8n-server-2 && node sync-server.js
Sync ALL clones n8n workflows AND business data (TTS_DATABASE + client_data).
Skips execution history. Brings down local n8n for ~30s during clone.

Helper Token (one-time)

Auto-Failover ▶

Auto-switch on failure

If active server dies, automatically switch to the other one (checks every 60s).

Cloudflare API ▶

API Token

Zone ID

💡 Token needs Zone:DNS:Edit permission for ttsnzai.tech. Get one at Cloudflare API Tokens.

Activity Log 0▶

[init]Dashboard ready. Click "Refresh Status" to begin.

🛡️

Data Protection & Recovery

If a client loses data, pick a saved point in time below and restore it. Every restore saves the current state first, so it is always reversible.

Client Health

Client	Status	Sheets	Config cols	Last check
Loading…

🛡️

Local Backup & Disaster Recovery

Three independent layers keep your data safe. Each one alone is a backup; together they're disaster-proof. Backups never load automatically — you choose when to restore.

…

Checking backup status…

Reading IndexedDB and folder state

Last snapshot

—

never

Timed snapshots

—

in browser

Total size

—

on disk

Browser quota

—

used / available

1

📥 Browser snapshots (automatic, always on)

Silently fetches every sheet in your workspace and saves it to this browser's IndexedDB — on every edit (500 ms debounce) and every 5 min on a timer. Backup covers all pages even if you've only opened a few. Survives crashes and reloads, but not browser data wipes or device loss.

● ACTIVE

2

📥 Daily auto-download (works in any browser)

Once per day, downloads a single timestamped JSON file to your default Downloads folder. No setup needed. Easy to drop into Dropbox/Drive after the fact.

Enable daily download

○ OFF

3

📁 Folder backup (Chrome / Edge — pick a Dropbox or Drive folder for cloud sync)

Writes 5 JSON files (manifest + snapshot + settings + bizconfig + sheets) to a folder you pick. If you pick a Dropbox / Google Drive / OneDrive folder, every export auto-syncs to the cloud.

Tip: pick a folder inside your Dropbox / Google Drive / OneDrive to get cloud sync for free.

○ NOT SET

⚙️ Advanced settings

Live save delay

ms

Delay after the last edit before writing the live snapshot.

Timed snapshot interval

minutes

A timestamped copy is written this often while the tab is open.

History retention

snapshots

Oldest are pruned after this.

Topbar Restore button

When the Restore Backup button appears in the topbar.

Full workspace fetch before backup

Fetch every sheet before each backup

s cache

When ON, the dashboard silently fetches every sheet from your workspace before each backup, so the backup covers ALL pages — not just whichever you've opened. The cache window prevents re-fetching too often (re-fetch is skipped if a successful silent load completed within this many seconds). Default 60s.

🔐 What gets saved & what doesn't

✅ Saved: all sheet data (Contacts, Appointments, Campaigns…), pending edits, hidden-column preferences, current sheet, recent clients, every Business Config field (agency, hours, holidays, weekends, communication prefs), branding & theme, webhook URLs, calendar sync settings, social handles, layout settings.

❌ Never saved: dashboard password, API keys, OAuth client IDs, SMTP credentials, Stripe keys, social media tokens, Retell agent/from IDs, webhook secrets — anything matching token / key / password / secret / pw / api_ / oauth / credential.

Today Tab

Choose which menus the Today briefing scans, and how it surfaces overdue / upcoming items.

Sources to scan

Tasks is always on — your rule, never miss anything.

Alerts & previews

Show ⚠ overdue alert badge at top of Today Upcoming peek window:

Modules & Layout

Show or hide menus, sub-tabs and sheet columns for this client. Saved to Config.ui_layout. Empty = use the industry default.

📁 Apply an industry preset

Click an industry tile, then: Preview into form loads its layout into the tree below (tweak, then Save) — or Apply to this client writes the preset's layout and its default Config values to this client. If the client already has a custom layout, Apply shows it and asks first.

Loading industry list…

Selected: — none —

Industry: —

Campaign Composer Settings

Everyday customization for the email campaign module — agent profile, brand colour, email layout, schedule.

ℹ️ Agent name, agency, email, and brand colour are set in Business Config — edits there flow through to every email. They used to also live here, but that created a confusing double-save.

Email Confirmation

If you previously disabled the "Are you sure?" prompt before sending a campaign, you can turn it back on here.

Changes save automatically as you edit.

Sending

Your Details

These fields are required by the email workflow. Missing or invalid values block sending. Changes save automatically as you edit.

Agent Name (agent_name)

Full name of the agent the email is signed by.

Agency Legal Line (agency_legal)

Footer disclaimer / licensing line.

Default Email Tone (tone)

Voice the AI uses when writing.

Email Header Style (email_header_style)

Layout of the email header band. Picked from a fixed set the workflow understands.

Target Word Count (target_words)

Approximate body length the AI aims for.

Email Batch Size (email_batchsize)

How many emails go out per cron tick.

Values are loaded per-client when you switch clients.

When Emails Go Out

When the batch sender fires for approved campaigns. Times in your business timezone.

Sending

Master switch — turns automatic email sending fully on or off for this client.

Auto-create campaigns from cron

When off, no automatic cron-created campaigns. You'll trigger campaigns manually from the Composer.

Timezone

Send hour is interpreted in this timezone.

Send hour

Hour to send in client's local timezone.

Send days

Click to toggle days on/off.

Contact cooldown (days) (email_cooldown_days)

Minimum days before the same contact can receive another campaign email. 0 = no cooldown. Empty = default (14 days).

🔔 Daily Notifications

Two separate daily streams. Each can be turned on/off and sent over Email or SMS independently. These are operational alerts — they are not marketing campaigns.

📬 Daily Owner Digest

A once-a-day summary sent to you (the agent/owner).

Owner digest

Turn the owner digest stream on or off.

Channel

How the digest is delivered.

Recipient

—

From agent_notify_email (set under Webhooks → Escalation). Edit it there.

⏰ Daily Contact Reminders

Reminder messages sent to your contacts (clients/leads).

Contact reminders

Turn the contact-reminder stream on or off.

Channel

How reminders are delivered.

📱 Twilio SMS credentials

Used whenever a stream above is set to SMS. Stored in this client’s Config (bring-your-own-account); the Dispatcher reads them at send time — no shared n8n credential.

Account SID

Auth token

From number

API Key SID

API Key Secret

Sending Limits

Caps that protect your sender reputation. Warmup gradually ramps your daily volume on a new email account.

Per-campaign cap (email_over_limit)

Max audience size for a single campaign before it stops.

Daily cap

Max emails to send per day (paired with the monthly cap).

Monthly send cap

Max emails sent per calendar month. Hitting the cap pauses sending until the 1st of next month.

This month so far

— sent resets —

Read-only — counter is maintained by the workflow.

Warmup mode

Turn on for the first 30 days of a brand-new Gmail/Amazon SES sending identity. Hard-caps daily sends until ramp completes.

Warmup curve

Standard ramp (50 → 100 → 250 → 500 → 1k → 2k over 35 days) — automatic

Curve is set automatically. Custom curves coming later.

Warmup start date

Day 1 of the ramp. Today's daily limit is calculated from this date.

Error Alerts

Where error/failure alerts go.

Escalation email

If an emailer node fails, an alert goes here. Fallback: TTS support.

Content & Look

📐 Email template

Pick a pre-built layout — click any card to preview, confirm to apply.

🧱 Listing card layout

How property cards are arranged inside the email body.

How Your Emails Look

These fields control how the logo, agent photo, header, font and signature appear in emails. Pick an email theme above and it fills all of these in for you — they'll show a 🎨 Part of theme tag. Want one different? Click Override on that field. Saved to the Config sheet.

Agency logo position

Agent photo position

Email body width

Signature style

Dark-mode safe

Show legal line

Look & feel

Typography, sizing, and CTA wording.

Logo size

Agent photo size

Logo shape

Most agency logos look best square or rounded.

Agent photo shape

Headshots usually look best as circles.

Email font family

Email-safe fonts only — these render reliably across Gmail, Outlook, Apple Mail.

Booking button label

The text shown on the button.

Reply email

Replies to your emails come back to this address. To change it, edit Business Config → Agency & Agent → Email.

Booking button URL

Where the button takes them — your Calendly / Google Calendar booking link, listings page, or any URL. Leave blank and the button becomes a “reply to me” email to your Reply email above.

AI Writing — advanced

Voice, Bio & AI Tuning

How the AI writes your emails — your bio, tone, language, persona and per-campaign-type instructions. Changes save automatically as you edit.

Agent bio (one-liner under signature)

Italic line shown under your name in the signature. Leave empty to hide.

Email body theme

Dark mode flips body background to slate and text to off-white.

Email tone (AI writer)

Tells the AI how the copy should sound.

Language (AI writer)

AI writes the email in this language. Pick from the list or choose Custom for any BCP-47 tag.

Extra AI instruction (per-client)

Appended to every AI prompt for this client. Use for client-specific quirks.

⚠️ Advanced — replace entire AI system prompt

If set, this REPLACES the default system prompt entirely (overrides tone, persona, role, etc.). Test carefully.

🗣️ Voice & persona

Persona line

One short phrase that tells the AI who it's writing as. Examples: "a NZ real estate agent", "a Wellington dental practice", "an AI automation consultant".

Sign-off style

How every email signs off above your name.

Data block label

What to call the property/data section in the email body. Real estate: "Listings". Dental: "Procedures". Legal: "Recent matters". AI/tech: "Case studies".

📝 Campaign type instructions

One paragraph per campaign type — tells the AI what each type is for and how to write it. Leave blank to use the built-in default.

📊 Market update

📰 Newsletter

📰 Newsletter listings filter (newsletter_listings_filter)

Free-text filter passed to the newsletter build alongside the listings picker. Leave empty for no filter (default).

🏆 Wins / recent results

Advanced

Engine-level settings. Leave these alone unless you know exactly what they do.

Click-tracking allowed hosts (tracking_allowed_hosts)

Comma-separated domains that tracked links may redirect to (exact host or any subdomain). Empty = allow all HTTPS hosts (current default behaviour).

Social Media Settings

Everyday customization for the social media module — provider choice, page IDs, posting mode.

Facebook Page ID

Social Publishing Profiles

Add the social profiles that can be selected when posting.

Enabled Platforms

Choose which platforms appear as options in the post composer.

TikTok Instagram YouTube Facebook LinkedIn X / Twitter Threads Pinterest Bluesky

Voice & Calls Settings

Everyday customization for the voice module — agent ID, voice, prompt, hours. API keys and webhook URLs stay in Webhooks & Security.

⚙️

Platform & mode

All changes saved

Voice platform

Which provider the Cold Call page dials through.

Test mode Dry-run calls (log instead of dialing)

📤

Outbound (Cold Call)

Outbound Agent ID

From Phone Number

Voice ID

Max Concurrent Calls

Sequential Mode (one-at-a-time) Fire one call, wait, then the next

Interval Between Calls (seconds)

Wait time before firing the next call when Sequential Mode is on. Set to 0 to fire as fast as possible.

Default Script / Prompt

Supports {{name}}, {{phone}}, {{agent}} placeholders.

🎙️

Inbound (AI Receptionist)

Inbound Agent ID

Inbound Number

Greeting / Opening Message

Business Hours (start)

Business Hours (end)

After-hours Transfer / Voicemail Number

💡 Changes save to this browser automatically (debounced). API keys, webhook URLs and auth headers live in Webhooks & Security.

Calendar Preferences

Everyday calendar sync behaviour. Calendar ID, webhook URL, OAuth client ID and secret stay in Webhooks & Security.

📅 Calendar ID: read automatically from each client's Config.calendar_id column. No setup needed here.

🔑 TTS service-account email (admin)

Each client shares their Google Calendar with this email (permission: Make changes to events). Stored in Config.tts_email. n8n workflows read this per-client.

Cascade delete to Google Calendar

When deleting an appointment or task that's on Google Calendar, also remove the calendar event. Soft-fails if Calendar is unreachable.

Warn on calendar conflicts

Show closure / double-booking / business-hours warnings when picking a date in the Add Appointment modal and Task editor.

Default Toggle State

Calendar sync not started yet — open the Appointments → Calendar tab to begin.

Calculators

The Calculators module has no everyday user-facing settings — only webhook endpoints, which live in 🔒 Webhooks & Security → Calculators.

ℹ️ All Calculators configuration is endpoint-only: Rates Feed Webhook + Calc Email Webhook. Both live in the locked pane. The Rates Feed URL is also editable from the Calculators page → rate bar ⓘ → Settings.

Developer Mode

Diagnostics, payload inspection, and developer-only toggles. None of these affect production users.

🔓

Status

Unlocked this session Auto-locks on browser close

🔌

Connection Tools

Probe the configured webhook and force a full data refresh.

📋

Payload Preview

Show the JSON payload + target URL in a confirmation dialog before any webhook is actually sent. Useful when verifying new flows.

Show preview dialog before sending webhook

🧪

Force Test Mode

Override every module to use its webhook-test/... endpoint regardless of the per-module test toggle. Affects Dashboard, Social Media, Property, Voice — Campaign Composer has its own toggle in its settings tab.

Force test mode globally

🔊

Console Verbosity

Modules check this flag and emit extra logs (data load timings, deduplication stats, etc.). Default off.

Verbose console logging

🗄️

State / Storage Inspector

Quick-access inspectors for runtime state and persisted data.

⏱️

Performance

🔧

Webhook Inspector

Floating panel showing all outbound webhook traffic in real time.

⚠️

Danger Zone

Maps & Address

Configure address autocomplete for lead and property forms.

location_on

Maps & Address

Address Autocomplete

Show address suggestions while typing

Provider

Nominatim (Free — no key needed) Google Places (Accurate, needs API key)

Activity

What's new across your pipeline — checked every ~2 minutes

Today

Your day at a glance — pulled live from every menu, sorted by what matters most.

—

Loading your day

⚠️ Overdue items — let's clear these first

📅 Coming up

Ideas

Smart suggestions based on what's happening in your account. Accept to act on it, dismiss to hide.

Analysing your data

Appraisal

Demo data NZ

Property Details

Property address *

Property type

Zoning

Bedrooms

Bathrooms

Land area (m²)

Floor area (m²)

Client & Agent

Client name *

Client email *

Agent name

Agency

Agency logo URL (optional)

Brand colour (optional)

A

Market Appraisal

Confidential market estimate

Estimated Market Value

—

Range — – —

—

Property Overview

AI Market Commentary

Comparable Sales

Address	Sold	Price	Land m²	Beds	Dist.

Disclaimer: This is an indicative, automated market estimate generated from Cotality AVM data and supporting comparable sales. It is not a registered valuation and should not be relied upon for lending or legal purposes.

Calculator

Float —

6m —

1yr —

2yr —

3yr —

4yr —

5yr —

Live Mortgage Rates Loading…

🔍 ↻

Country NZD Rate % Client / recipient name Property type

⭐ Top 5 calculatorsmost used

📊 All 26 calculators

Sent

Documents Manager

Client documents — upload, search, and manage

0 selected

Drop file here to upload

Moved to Trash

Social Media Marketing

Compose, schedule, and track posts across every channel

Blog Generator

Generate SEO-optimised blog posts from your keyword sheet

Blog Generator

Generate SEO-optimised blog posts from your keyword sheet. Pick a row below or trigger the queue.

Pending

0

Published

0

Clusters

0

This Week

0

⏳ Pending Keywords 0

📋

Loading…

Blog Library

All blogs with view, edit, history and analytics actions.

Total Blogs

0

Published

0

Drafts

0

This Week

0

📚 All Blogs 0

📚

Loading…

Live Preview

Last generated blog post HTML before publishing.

No preview loaded

Blog Analytics

Performance metrics across all published blogs.

Published

—

Total Views

—

Avg. Words

—

Top Cluster

—

📈 Per-Blog Performance

📊

Connect your analytics webhook in Webhook settings to load data, or click Refresh to use cached values.

Webhook & Sheet Settings

Connect to your server workflow and Google Sheet.

🔗 n8n Webhook

Trigger Webhook URL

POST endpoint for the Blog.json workflow.
Sends: { client_id, action:"generate", row_id, primaryKeyword, keywords, cluster, intent, title }
Returns 200 { status:"ok", row_id, url, wordpress_post_id } on publish, or 403 { status:"rejected", reason } if Config.Blog ≠ YES.

📑 Google Sheet

Spreadsheet ID Tab Name

Expected columns: row_id, Blog Title, Cluster, Intent, Keywords, Summary, Primary Keyword, Completed, URL

🛠️ Local Data

Manage your local scaffolding data — useful while wiring up the real sheet backend.

Email Marketing

Draft and approve email campaigns by audience

Total Campaigns

—

all time

Sent

—

completed

Pending Approval

—

awaiting review

Emails Delivered

—

across all campaigns

Views

⏳

Loading…

Pending

Select a campaign

Choose a campaign from the list to preview and approve or decline.

Campaign Analytics

Performance insights across all campaigns, queue, tracking, and unsubscribes.

Campaigns over time

Status breakdown

Engagement funnel

Audience type breakdown (CRM)

Open / click rate by campaign

Unsubscribes over time

Campaigns

All campaigns created for this client (sheet: Campaigns)

CampaignData

Generated email bodies and subject options per campaign (sheet: CampaignData)

Queue

Emails queued / in-flight / sent per contact (sheet: Queue)

Tracking

Open / click events recorded against send tokens (sheet: Tracking)

Unsubscribes

Contacts who opted out via campaign links (sheet: Unsubscribes)

Qhistory

Archive of historic queued / sent emails (sheet: Qhistory)

Property Listing Management

Add, update, or delete a property listing — fields marked * are required. Webhook URLs are configured under Settings → Webhooks.

🏠 Load from Customer Properties — search a property already in the CRM and fill this form

Pick a property to auto-fill address, beds/baths, size and features. Empty fields only — won't overwrite what you've typed.

🔗 Import from URL — paste a listing link and we'll fill what we can. Always double-check before saving.

Works best on realestate.co.nz. TradeMe support is coming. Imported fields are highlighted so you can verify them.

Property Details

Street Address *

Suburb *

City

Postcode

Property Type

Pricing

Price ($) *

Price Display

Features

Bedrooms

Bathrooms

Garages

Land Size (m²)

Floor Area (m²)

Property Features — extra detail for the listing (auto-fills from the CRM property when available)

Ensuites

Toilets

Living Areas

Storeys

Year Built

New or Established

Pool

Deck

Views

Aspect

Fencing

Condition

Roof Construction

Wall Construction

Location (optional GPS)

Latitude

Longitude

Commercial Property Details

Street Address *

Suburb *

City

Property Type

Floor Area (m²)

Zoning

Pricing

Price / Lease Rate ($)

Price Display

Latitude

Longitude

Rental Property Details

Street Address *

Suburb *

City

Property Type

Rental Terms

Weekly Rent ($) *

Available From

Pet Friendly

Features

Bedrooms

Bathrooms

Garages

Floor Area (m²)

Latitude

Longitude

Rural Property Details

Property Name / Address *

Locality / Suburb *

Region

Property Type

Land Size (ha)

Water Supply

Pricing

Price ($)

Price Display

Latitude

Longitude

Listing Status

Status (controls the badge on the listing card)

Description

Features

Feature List (one per line, or comma-separated)

Open Homes / Viewings

Open Home Times (one per line e.g. "Sat 10 May, 1:00–1:30pm")

Nearby Schools

Schools (one per line, format: School Name | Distance in km)

Agent Information

Agent Name *

Title / Role *

Phone *

Email *

Agent Photo *

📷

Click to upload agent photo

👤

Vendor / Seller — links this listing to a CRM contact

Vendor (search CRM, or type a new name) *

Not linked — a new CRM contact will be created on save if you fill in a name.

Vendor Phone *

Vendor Email *

Use custom vendor details (don't auto-fill from the linked contact)

Property Images

Upload Images to WordPress

🖼️

Click to select images

🗄️ Archived Listings

Deleted from the website — kept here as a record. Restore re-creates on the live site.

⏳

Loading archived listings…

Listing Performance

Cold Call

Outbound cold-call queue and outcomes (sheet: ColdCall)

AI Receptionist

Incoming call log, transcripts, and intents (sheet: Receptionist)

Email Enquiries

Enquiries received via email — qualify and cold call to convert

Total Enquiries

0

✉️

Cold Call Pending

0

📞

Cold Call Answered

0

✅

Select a row to enable row actions

Call Status is synced from the Cold Call module (default Pending). All other fields are manually entered.

	First Name	Last Name	Preferred Name	Lead Type	Email	Phone	Address	Enquiry Type	Call Status	Message	Date Contacted

Website Enquiries

Enquiries submitted via website forms — auto-filled from cold call module

Total enquiries

0

🌐

Cold call pending

0

📞

Cold call answered

0

✅

First name	Last name	Preferred name	Lead type	Email	Phone	Address	Enquiry type	Call status	Message	Date contacted
No website enquiries yet — data auto-fills from the cold call module

Social Media Enquiries

Enquiries received via social media — qualify and convert

Total Enquiries

0

💬

Cold Call Pending

0

📞

Cold Call Answered

0

✅

Select a row to enable row actions

Call Status is normally synced from the Cold Call module (default Pending). All other fields are manually entered.

	First Name	Last Name	Preferred Name	Lead Type	Email	Phone	Address	Enquiry Type	Call Status	Message	Date Contacted

Referral Enquiries

Enquiries that arrived via referrals — track the referral source and qualify

Total Enquiries

0

🤝

Cold Call Pending

0

📞

Cold Call Answered

0

✅

Select a row to enable row actions

Call Status is synced from the Cold Call module (default Pending). All other fields are manually entered.

	First Name	Last Name	Preferred Name	Lead Type	Email	Phone	Address	Enquiry Type	Call Status	Referred By	Date Contacted

Appointments

Booked appointments and property visits (sheet: Appointment)

Meta Manager

Manage Facebook and Instagram for this client

Tasks

To-do list, follow-ups and reminders

Customer Support

Submit, track & manage support tickets

Help & Support (Legacy)

Native fallback view (sheet: SupportTickets)

📝 Create a Ticket

Describe the issue and our team will get back to you.

Subject *

Website Enquiries

Enquiries received via your website — qualify and convert

Total Enquiries

0

📨

Cold Call Pending

0

📞

Cold Call Answered

0

✅

Select rows to enable actions

Call status defaults to Pending and is normally synced from the Cold Call module — override here only when needed.

	First Name	Last Name	Preferred Name	Lead Type	Enquiry Type	Call Status	Message	Email	Phone	Address	Date Contacted

Leads Qualified

Qualified buyer & seller leads from the AI receptionist. Pipeline by status · open a lead for the full qualification & load it into the calculators.

Industry Type Outcome Sort

Leads Qualified

Qualified buyer & seller leads from the AI receptionist. Pipeline by status · open a lead for the full qualification & load it into the calculators.

Industry Type Outcome Sort

QUALIFIED & NURTURED LEADS

Manage buyer and seller leads by qualify status, urgency, and pipeline stage.

Total Qualified

0

Total Nurtured

0

Total in Pipeline

0

	Contact ID	First Name	Last Name	Email	Phone	Decision Maker	Type	Timeframe	Urgency	Qualify Status	Enquiry Source	Initial Appointment	Email Consent	Another Agent	Profile Created	Agent Subscribed	Buying Purpose	Finance Approved	First Home	Lender / Bank	Property Type	Area of Choice	Budget Range	Bedrooms	Bathrooms	Extras	Notes for Agent	Stage in Pipeline
No buyer leads yet.

NURTURED LEADS

Leads in nurture status — growing relationships toward qualification.

Total Nurtured

0

Hot

0

Warm

0

Cold

0

	Contact ID	First Name	Last Name	Email	Phone	Decision Maker	Type	Timeframe	Urgency	Qualify Status	Enquiry Source	Initial Appointment	Email Consent	Another Agent	Profile Created	Agent Subscribed	Buying Purpose	Finance Approved	First Home	Lender / Bank	Property Type	Area of Choice	Budget Range	Bedrooms	Bathrooms	Extras	Notes for Agent	Stage in Pipeline
No nurtured buyer leads.

Total Qualified Leads

0

✅

0 need review

Total Nurtured Leads

0

🌱

Total Leads in Pipeline

0

📊

🔍

No buyer leads yet.


No seller leads yet.

Select a lead to edit its financials.

Select a property to view details.

Leads Analytics

Pipeline, qualification, budget & property insights — Leads · Financials · Properties.

Leads Over Time

New leads captured per period

Qualification Funnel

Captured → qualified → booked

Lead Sources

Where leads originate

Buyer vs Seller

Lead type split

Urgency Mix

How hot the pipeline is

Finance Readiness

From Lead Financials

Budget Distribution

Mid-budget across leads

Property Types

From linked Properties

Property Pipeline

Listing status mix

Revenue Analytics

Cross-client MRR · annual gross · net after fees · profit after tax

Price Changes

Schedule monthly price changes across all clients · 30-day notice

Books

Income from Stripe · Expenses entered manually · GST summary (NZ)

Hot — ≤35 days Warm — 35–90 days Cold — 90+ days AUAustralia only NZNew Zealand only

Pipeline Analytics

Stage funnel, urgency breakdown, conversion rates & source analysis.

Stage Funnel

Deals by pipeline stage

Urgency

Lead temperature mix

Conversion

New → settlement

Lead Sources

Where deals originate

Recent Leads

Latest 10 captured

New Leads

0

Active Pipeline

0

Calls Handled

0

Appointments

0

Active Campaigns

0

Open Tickets

0

Pipeline Funnel

Calls/Day

Live Activity

Lead Sources

Listings Status

Social Engagement

Campaigns

Appointments

Tasks Status

Support Tickets

Settings

KPI Display

Tiles

Density

Settings Access

Client Management

Data Browser

Configuration

Webhooks & Security

Google Calendar Sync

Data Security

Campaign Composer

Property Listings

Social Media Configuration

Provider Tokens & Keys

Calculators

Voice & Calls — Central Configuration

Calendar — Connection & Secrets

Meta — Facebook + Instagram

Email & Docs

System

Security

Business Config

💬 AI Chat Agent

🔔 Notifications & Reminders

📝 Blog

📤 Email Sending (Amazon SES)

Email Provider

Automation

Brand & UI Customization

Theme Tuner

Integrations

Calendar, Drive & Sheets

Theme

Advanced Data Tools

Legacy Page Styling

Date/Time Picker Columns

Menu Customization

Server Redundancy Control

Dual-Server Setup

🌐 Hostiger (Production)

💻 Local PC (Dev)

🌐 Server #1 (Hostiger Production)

💻 Server #2 (Local PC Dev)

Data Protection & Recovery

Client Health Refresh

Restore points —

Restore client data?

Local Backup & Disaster Recovery

Today Tab

Sources to scan

Alerts & previews

Modules & Layout

📁 Apply an industry preset

Campaign Composer Settings

Email Confirmation

Sending

Your Details

When Emails Go Out

Sending Limits

Error Alerts

Content & Look

How Your Emails Look

AI Writing — advanced

Voice, Bio & AI Tuning

Advanced

Social Media Settings

Social Publishing Profiles

Enabled Platforms

Voice & Calls Settings

Calendar Preferences

Calculators

Developer Mode

Maps & Address

Maps & Address

Activity

Today

Ideas

Appraisal

Calculator

Send result

Documents Manager

Document

Share Document

Client Health