Your agents are getting set up and will start working shortly. As they generate leads, answer calls, and build your online presence, your numbers will appear right here. In the meantime, check the tab to see what your agents are doing behind the scenes.
Posts, ads, videos, and responses waiting for your review
Recent Leads
| Name | Source | Status | Date |
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Lead Sources
Your lead sources will appear here as leads come in
Monthly Lead Trend
Agent Activity This Month
Agent Activity This Month
Your agents introduce themselves one at a time so you're never overwhelmed. Each one gets set up, then starts working — at your pace.
Posts, ads, videos, and responses waiting for your review
Your Action Items
Pending Verifications
The more your agents know about your business, the better they perform.
Tasks by Agent
Agent Activity Trend
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Lead Pipeline
Last 30 Days| Name | Phone | Source | Status | First Contact | Last Activity | ||
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Interaction History (Lead Memory)
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Lead Sources
Last 30 DaysYour lead sources will appear here as leads come in
Documents
Quotes, proposals, and invoices — manage every document you send and every payment you collect.
Total Collected
paid
Outstanding
awaiting payment
Overdue
This Month
invoices
Create with Ava
Text Ava the details or use the form below
Just text Ava: "Send Dan Cooper an invoice for $450, AC repair at 123 Elm St" — she'll handle the rest.
| Invoice # | Customer | Description | Amount | Status | Date | |
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Activity Timeline |
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No invoices match your filters
Active Subscriptions
8
customers
MRR Generated
$1,640
recurring monthly
This Month Charges
$1,640
8 of 8 succeeded
Next Charge
May 1
7 days
Set up a recurring invoice with Ava
Just text — "Set up a recurring invoice for Sarah, $200/mo for monthly maintenance, starting May 1"
| Customer | Description | Amount | Frequency | Next Charge | Status | |
|---|---|---|---|---|---|---|
Customize your templates with Ava
Just text — "Add our franchise disclaimer to all invoices" or "Remove the Financing section from my proposal template"
Section Library
Pre-written content blocks for proposals — drop into any proposal template
Changes apply to all new going forward.
Or just text me — — and I'll handle it. This editor is here for when you want fine control.
{customer.firstName}) at the cursor.
Live Preview
This is how the section will appear in the customer-facing . Variables are substituted with real data when the document is sent.
Add a Section
Pick from your Section Library or create a one-off section for this template only.
Your Section Library — filtered for · click to add
No sections in your library apply to yet.
Use "Create Custom Section" above to add one.
Brand Asset Library Multi-select Pick one
Photos pulled from your Google profile, Facebook, Instagram, and what you've uploaded. Tap as many as you want, then click Add.Tap the one you want, then click Use This.
Tax-Exempt Customers
No sales tax will be applied to documents for these customers. Override per-document via Ava if needed.
No tax-exempt customers yet.
Customers enter the code at checkout, or you can apply it via Ava.
Letters and numbers only — case-insensitive when entered. We'll uppercase it for you.
Applied to subtotal before tax.
Stripe Connect
Accept online payments from your customers. Funds deposit directly to your bank account — we never touch the money.
Alternative Payment Methods
Display these on every quote, proposal, and invoice. Customers can pay outside Stripe — just tell Ava when payment lands.
Sales Tax
Default rate applied to all documents. Override per-invoice via Ava ("no tax on this one" / "8.25% for this job"). You're solely responsible for tax accuracy and remittance.
Document Numbering
Sequential per type. Numbers are immutable once issued — voided documents keep their number.
Next: QTE-0128
Next: PROP-0043
Next: INV-0219
Internal Approval Workflow
Require approval from a partner, spouse, or manager before documents are sent to customers. Useful for high-ticket proposals.
Promo Codes
Codes apply to subtotal before tax. Customers enter at checkout, or apply via Ava ("Apply LOYAL50 to Sarah's invoice").
| Code | Discount | Expires | Used | |
|---|---|---|---|---|
| No promo codes yet. Click New Code to create one. | ||||
Delivery Defaults
Default Expiration
After expiration, customer page shows "expired" message. Ava reminds you 3 days before expiration so you can extend if needed. Invoices never auto-expire.
2847 Overland Rd, Boise, ID 83705
Bill To
| Description | Qty | Rate | Amount | |
|---|---|---|---|---|
$ |
Tax amounts are calculated based on rates provided by . is solely responsible for the accuracy of tax rates and compliance with all applicable tax laws. Best AI Solutions does not provide tax advice and assumes no responsibility for tax compliance.
Pricing lives in the line items above. This template captures everything else — scope, terms, warranty, timeline. Ava pre-fills most of it from your Business Profile.
Total:
Pending Approvals
Approval Settings
No items need your approval right now.
Your Approval Preferences
Control how much oversight you want per agent. You can change these anytime.
Approval History
No history entries match this filter.
Google Agent
Google Business Profile Management
Visibility Metrics
AI Search Visibility
Found on 3 of 3 PlatformsTracking whether AI search engines mention your business when people ask for recommendations
| Keyword | ChatGPT | Gemini | Perplexity | Trend |
|---|---|---|---|---|
| plumber Boise | ✓ Mentioned | ✓ Mentioned | ✓ Cited | ▲ New this month |
| emergency plumber Boise | ✓ Cited | ✓ Mentioned | ✓ Cited | ▲ Appearing consistently |
| water heater replacement Boise | — | ~ Sometimes | ✓ Cited | ● Building visibility |
| drain cleaning Boise | — | — | — | Not yet appearing |
AI search results vary by session. Presence is checked monthly across multiple queries per keyword.
- • Publishing more blog content targeting "drain cleaning Boise" to build topical authority
- • Increasing review responses with keyword-rich replies to boost AI search signals
- • Adding structured FAQ content to GBP for "water heater replacement" queries
Geo-Grid Heatmap
Keyword Targeting
Your Google Agent runs monthly heatmaps for active keywords and optimizes your GBP for these search terms. Best practice: 10-12 active keywords.
| Keyword | Monthly Volume | Current Rank | Active |
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Customer Reviews
Phone Agent
Voice & Chat Lead Qualification
A caller asked about commercial plumbing services. Your Phone Agent wasn't sure if you offer this. Please confirm so the agent can handle similar calls in the future.
Call Breakdown
Recent Transcripts
💡 Tip from Ava: Listen to your first few recordings so you can provide feedback and help the Phone Agent learn your style. Early coaching makes a big difference!
Appointments Booked
| Name | Source | Service | Date Booked | Appointment Date |
|---|---|---|---|---|
| Sarah Mitchell | Water heater replacement | Feb 28 | Mar 3 | |
| James Rodriguez | Phone | Emergency pipe repair | Feb 27 | Feb 28 |
| Robert Williams | Referral | Drain cleaning | Feb 26 | Feb 28 |
| Mike O'Brien | Garbage disposal install | Feb 25 | Feb 27 | |
| Chris Taylor | Sump pump install | Feb 23 | Feb 27 |
Phone Agent Settings
Overage: $0.17/min beyond 200 included minutes
Add FAQs via Ava: Text Ava anytime — "When people ask about [topic], say [response]" — and she'll add it to your Phone Agent's knowledge base.
Embed code for your website's live chat
Social Agent
Facebook, Instagram & Nextdoor
● Nextdoor
Follower Growth Over Time
Leads from Social
| Name | Date | Platform | Type | Summary | Status |
|---|---|---|---|---|---|
| Emily Chen | Feb 27 | Comment | Asked for bathroom remodel quote | Qualified | |
| Diana Patel | Feb 28 | DM | Leaky outdoor faucet in Eagle | New | |
| Jennifer Lee | Feb 19 | DM | Water heater replacement cost inquiry | Nurturing | |
| Maria Garcia | Feb 22 | Nextdoor | Post | Asked about water softener installation | Nurturing |
| Alex Rivera | Feb 24 | Nextdoor | Recommendation | Asked for plumber rec, we were mentioned | Booked |
Content Settings
Web Agent
Website, Blog & Digital Infrastructure
Traffic & Engagement
Technical Health
Recent Website Interactions
| Page | Action | Device | OS | Location | Time |
|---|---|---|---|---|---|
| /services/plumbing | Click-to-Call | Mobile | iOS 17 | Boise, ID | Feb 28, 3:42 PM |
| /contact | Form Submit | Desktop | Windows 11 | Meridian, ID | Feb 28, 2:15 PM |
| /blog/water-heater-cost | Chat Started | Mobile | Android 14 | Eagle, ID | Feb 28, 11:30 AM |
| /services/emergency | Click-to-Call | Mobile | iOS 18 | Nampa, ID | Feb 27, 10:18 PM |
| / | Page View | Tablet | iPadOS 18 | Caldwell, ID | Feb 27, 8:45 PM |
Autonomous management of Google LSA, Facebook/Instagram Ads, and Nextdoor Ads. Clients average 3x return on ad spend.
Ads Agent
Google LSA, Meta & Nextdoor Ads
Preview: This is what your Ads Agent dashboard would look like
● Google LSA
● Meta Ads
● Nextdoor Ads
Budget Allocation
💡 Recommendation: Nextdoor leads cost $18 vs $45 on LSA. Shifting $100 from LSA to Nextdoor could generate 3 more leads this month.
YouTube channel creation, AI video content, and cross-platform distribution. Video drives 2-3x more engagement than static posts.
Video Agent
YouTube & Video Content
Preview: This is what your Video Agent dashboard would look like
YouTube Channel
Cross-Platform Distribution
Top Performing Videos
Maintains relationships with every contact in your database — prospects, customers, and past clients. Personalized outreach, review requests, referral asks, and ongoing nurture.
Nurture Agent
Client Nurture Specialist
Preview: This is what your Nurture Agent dashboard would look like
Outreach & Engagement
Results
Recent Nurture Wins
Your Story Agent conducts quarterly video interviews with you via AI avatar. One 45-minute conversation produces 20-40 pieces of professional content — YouTube videos, Shorts, Reels, ad creatives, and blog posts. Requires at least one distribution agent.
Story Agent
Quarterly Video Interviews
Preview: This is what your Story Agent dashboard would look like
Active Automations
Automation Stats
Recent Automated Tasks
March 2026 — Month to Date
Summary of your AI workforce performance
March 2026 — Month to Date
Report Preferences
Weekly Reports
Your first weekly report will arrive next Monday.
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