AI Email Generation
Marketing emails with subject lines, CTAs, personalization tokens, and A/B variants.
Subject line generationCTA optimizationPersonalizationA/B variants
emailmarketingcontent
AI Social Media Posts
Facebook, Instagram, LinkedIn, Twitter posts with hashtags and optimal timing.
Multi-platformHashtag generationTiming optimizationImage suggestions
socialmediaposts
AI Blog Writer
Full SEO-optimized articles with meta descriptions, headers, and internal linking.
SEO optimizationMeta descriptionsHeader structureInternal linking
blogwritingseo
AI Ad Copy
Google Ads, Facebook Ads, LinkedIn Ads with A/B testing variants.
Google AdsFacebook AdsLinkedIn AdsA/B variants
adsadvertisingcopy
Brand Voice Engine
Consistent tone and voice across all AI-generated content.
Voice consistencyTone matchingBrand guidelinesStyle enforcement
brandvoicetone
AI Data Import
Smart CSV/Excel analysis with field mapping, confidence scores, and transformation suggestions.
Column analysisSmart mappingConfidence scoresTransformations
importdatacsv
AI Data Cleaning
Email validation, phone formatting, name standardization, duplicate detection and merging.
Email validationPhone formattingDuplicate detectionData merging
cleaningvalidationduplicates
AI Universal Search
Natural language search across all data with semantic matching and fuzzy search.
Natural languageSemantic searchFuzzy matchingCross-table
searchnatural languagesemantic
AI Lead Scoring
0-100 lead scores with tier classification, LTV prediction, and conversion probability.
Score calculationTier classificationLTV predictionConversion probability
leadscoringprediction
AI Workflow Builder
Natural language workflow creation with auto-generated Celery tasks.
Natural languageAuto-schedulingTask libraryValidation
workflowautomationtasks
AI Discoveries
Proactive opportunity discovery with value scoring and human feedback loop.
Opportunity detectionValue scoringFeedback learningHighlighting
discoveriesopportunitiesproactive
AI Self-Healing System
Automatic error detection, fix recommendations, and auto-healing for high-severity issues.
Error detectionFix recommendationsAuto-healingPattern learning
self-healingerrorsauto-fix
AI Chat Integration
Deployable website chatbot with KB training and session tracking.
Website chatbotKB trainingSession trackingEmbed code
chatbotwebsite
AI Voice/Phone
Real-time voice AI with OpenAI Realtime API and Twilio integration.
Real-time voiceTwilio bridgeTranscriptsMulti-agent
voicephonerealtime
AI Survey Builder
Natural language survey creation with smart fields and response analysis.
Natural language creationConditional logicResponse analysisSentiment detection
surveyformsfeedback
AI OCR & Invoice Scanning
GPT-4 Vision for invoice/receipt scanning and handwriting extraction.
Invoice scanningReceipt parsingHandwriting OCRPayment links
ocrinvoicescanning
AI QR Code Generation
Artistic AI-enhanced QR codes with brand presets and custom prompts.
Artistic QRBrand presetsCustom promptsTheme generation
qrcodeartistic
AI Video Studio
Multi-model video generation with Sora, Veo, Runway, Pika, and Kling.
Sora integrationVeo integrationVideo overlaysBusiness templates
videosorageneration
AI Hub (Two-Layer)
Platform AI (always works) + Customer API keys (their own providers).
Platform AICustomer keysGraceful degradationEncrypted storage
hubenterprisemulti-provider
AI Orchestration
Multi-AI collaboration with OpenAI, Anthropic, and KB integration.
Multi-AIKB integrationTask routingProvider selection
orchestrationmulti-airouting
AI Log Analyzer
Claude-powered log analysis with issue classification and root cause analysis.
Log parsingIssue classificationRoot causeAuto-fix detection
logsanalysisdebugging
Document Formatting Engine
AI↔Human format bridge: MD ↔ Google Docs ↔ Word ↔ PDF ↔ HTML.
Any-to-any conversionMulti-outputImage-to-documentGoal-driven KB
documentformattingconversion
Sales Intelligence Research
AI company research → CRM → KB pipeline with competitive intelligence.
Company researchMulti-format outputAuto CRM populationCompetitive intel
salesintelligenceresearch
Positive Anchoring System
Gamification, celebrations, and joy-driven UX with emotion memory.
GamificationCelebrationsJoy-driven UXEmotion memory
gamificationcelebrationsjoy
AI Creative Communications
Video in email, animated notifications, emotion-driven content.
Video in emailAnimated notificationsEmotion matchingMulti-channel
creativevideoemail
Payment Processing
Multi-gateway processing with Solid Payments (0% fee), Stripe, PayPal, and Square.
Card paymentsACH transfersTerminal supportMulti-gateway
paymentsprocessinggateway
Split Payments
Multi-recipient payment splitting for marketplaces and multi-vendor payouts.
Multi-recipientMarketplace commissionsVendor payoutsState tracking
splitmarketplacevendors
Buy Now Pay Later
Affirm, Klarna, and Afterpay integration with configurable installments.
AffirmKlarnaAfterpayInstallment plans
bnplinstallmentsaffirm
Payment Links & QR
Unique secure links, expirable links, QR codes with AI themes.
Secure linksExpirationQR codesVariable pricing
linksqrpay
Text2Pay
Send payment links via SMS. One-tap payment with no app download.
SMS paymentsOne-tap payMobile optimizedNo app needed
text2paysmsmobile
Invoicing System
Invoice creation, PDF generation, due date tracking, and payment collection.
PDF generationDue trackingPayment collectionDunning automation
invoicingbillingpdf
Subscription Management
Multiple tiers, trial periods, recurring billing, and feature gating.
Subscription tiersTrial periodsRecurring billingFeature gating
subscriptionsrecurringbilling
Commission System
Promoter/affiliate management, commission rules, ledger tracking, payouts.
Affiliate managementCommission rulesLedger trackingPayout management
commissionsaffiliatepromoter
Gateway Payout API
ACH payouts via Square, 3-day hold, batch payouts, scheduled payouts.
ACH payouts3-day holdBatch payoutsScheduled payouts
payoutsachbatch
POS System
Physical terminal support with card swipe/insert/tap, lane management.
Terminal supportLane managementTip adjustmentOffline mode
posterminalretail
Terminal Integration
Integration with physical payment terminals and card readers.
Card readersTerminal APITransaction syncReceipt printing
terminalhardwarecards
Multi-Currency Support
Accept payments in multiple currencies with automatic conversion.
Multiple currenciesAuto conversionExchange ratesLocalization
currencyinternationalconversion
Tax Calculation
Avalara and TaxJar integration for automatic tax calculation.
AvalaraTaxJarAuto calculationTax reporting
taxcalculationavalara
Chargeback Management
Dispute tracking, evidence collection, and chargeback response automation.
Dispute trackingEvidence collectionResponse automationWin rate tracking
chargebackdisputesfraud
Card Tokenization
PCI-compliant card tokenization and saved payment methods.
PCI complianceCard vaultingSaved methodsToken management
tokenizationpcicards
Contact Management
Full CRUD with multi-tenant isolation, custom fields, and import/export.
Contact typesCustom fieldsImport/exportDeduplication
contactscrmmanagement
Lead Management
Embeddable lead forms, scoring, auto-qualification, UTM tracking.
Lead formsLead scoringAuto-qualificationUTM tracking
leadsformsscoring
Deal Pipeline
Visual pipeline with customizable stages, probability, and forecasting.
Visual pipelineCustom stagesProbabilityForecasting
dealspipelinesales
Proposal & Estimate System
Proposals, estimates, public client portal, AI sales chat.
ProposalsClient portalAI chatE-signatures
proposalsestimatesquotes
Email Campaigns
Campaign templates, personalization, engagement tracking, two-way threading.
TemplatesPersonalizationTrackingThreading
emailcampaignsmarketing
Drip Sequences
Automated email sequences with triggers and conditional logic.
AutomationTriggersConditional logicStop conditions
dripsequencesautomation
SMS Campaigns
SMS messaging with delivery tracking and two-way communication.
SMS messagingDelivery trackingTwo-way SMSTemplates
smstextmessaging
Social Media Management
Account management, AI content generation, scheduling, engagement tracking.
Multi-platformAI contentSchedulingAnalytics
socialmediaposting
A/B Testing
Subject line testing, content variants, statistical significance.
Subject testingContent variantsStatisticsWinner selection
abtestingoptimization
Analytics & Reporting
Campaign performance, lead source analytics, ROI tracking, custom reports.
PerformanceLead sourcesROICustom reports
analyticsreportingmetrics
Customer Segmentation
Tag-based, source-based, custom field-based, and dynamic segments.
Tag segmentsDynamic segmentsFiltersAudiences
segmentationsegmentstargeting
Survey System
AI-powered survey generation with response analysis and sentiment detection.
AI generationMultiple fieldsAnalysisSentiment
surveysfeedbackforms
Forms & Landing Pages
Drag-and-drop builder, template library, conversion tracking.
Page builderTemplatesConversion trackingSEO
formslandingpages
4-Layer KB Architecture
Platform → Industry → Company → Rep → Client knowledge hierarchy.
Platform KBIndustry templatesCompany KBClient KB
knowledgebasehierarchy
52 Industry Templates
Pre-built KB templates mapped to 234 MCC codes across 52 industries.
52 templates234 MCC mappingsAuto-selectionPer-industry KB
templatesindustrymcc
Vector Search
OpenAI embeddings (1536 dimensions) with cosine similarity matching.
Vector embeddingsSemantic searchCosine similarity1536 dimensions
vectorsearchembeddings
Hybrid Search
Vector + keyword search with Reciprocal Rank Fusion (RRF).
Hybrid searchKeyword + vectorRRF rankingRe-ranking
hybridsearchkeyword
RAG Pipeline
Full retrieval-augmented generation with context compression.
RAGContext compressionLLM generationToken optimization
ragretrievalgeneration
AI KB Generation
Generate KB entries from topics with expansion and simplification modes.
AI generationTopic expansionSimplificationTechnical modes
generationaicontent
E-commerce Platform
Full online store with product catalog, cart, checkout, and order management.
Product catalogShopping cartCheckoutOrder management
ecommercestoreproducts
Inventory Management
Multi-location tracking, low stock alerts, purchase orders, supplier management.
Multi-locationStock alertsPurchase ordersSuppliers
inventorystockwarehouse
Product Variants
Size, color, custom variants with bundles and automatic inventory deduction.
VariantsBundlesSKU managementAuto-deduction
variantsbundlesproducts
Shipping Integration
Multi-carrier shipping with rate comparison and label generation.
Multi-carrierRate comparisonLabel generationTracking
shippingcarrierslabels
QuickBooks Integration
Two-way sync with QuickBooks Online for invoices, payments, and customers.
Real-time syncBatch syncBidirectionalConflict resolution
quickbooksaccountingsync
Xero Integration
Integration with Xero accounting (dominant in UK/AU/NZ market).
Contact syncInvoice syncPayment recordingRate limiting
xeroaccountinginternational
FreshBooks Integration
FreshBooks integration for small business accounting and invoicing.
Invoice syncExpense trackingTime trackingClient sync
freshbooksaccountinginvoicing
Stripe Integration
Full Stripe integration for payments, subscriptions, and invoicing.
PaymentsSubscriptionsInvoicingCustomer portal
stripepaymentsbilling
PayPal Integration
PayPal payment processing and checkout integration.
PayPal checkoutVenmoPay LaterSubscriptions
paypalvenmopayments
Square Integration
Square POS, payments, and inventory integration.
POS syncPayment processingInventoryCatalog sync
squarepospayments
Virginia Mortgage Calculator
6-step wizard with closing costs, DTI, and LTV calculations.
6-step wizardClosing costsDTILTV
mortgagecalculatorvirginia
Maryland Mortgage Calculator
State-specific rates and calculations for Maryland.
MD ratesCalculationsLead capture
mortgagecalculatormaryland
DC Mortgage Calculator
DC-specific mortgage rates and calculations.
DC ratesCalculationsLead capture
mortgagecalculatordc
Amortization Schedule
360-payment breakdown with principal and interest split.
360 paymentsPrincipal/InterestPDF export
amortizationschedulepayments
Pre-Qualification Calculator
Quick QUAL sheet for mortgage pre-qualification.
Quick qualificationIncome analysisDebt ratios
pre-qualificationmortgagequalification
Income & Debt Worksheet
5-step comprehensive income and debt analysis.
5-step wizardIncome analysisDebt analysis
incomedebtworksheet
Self-Employed Analysis
Tax return analyzer for self-employed borrowers.
Tax return parsingIncome calculationSchedule C/E
self-employedtaxreturns
Rental Income Calculator
Schedule E parsing for rental property income.
Schedule ERental incomeProperty analysis
rentalincomeproperty
VA Loan Worksheet
VA residual income calculation for veteran borrowers.
VA residual incomeEligibilityBenefits
valoanveteran
GFE Comparison Tool
4-scenario side-by-side Good Faith Estimate comparison.
4 scenariosSide-by-sideCost comparison
gfecomparisonestimates
Tax Rate Reference
County-by-county tax rate lookup tool.
County lookupTax ratesProperty tax
taxratescounty
Credit Card Authorization
PCI-compliant payment form for credit card authorization.
PCI compliantCard captureAuthorization
credit cardauthorizationpayment
Ant Farm Pipeline
Multi-source lead ingestion pipeline. Leads from forms, API, CSV, Google Sheets, and third-party integrations flow into a unified processing queue.
Multi-source ingestionUnified queueReal-time processingSource tracking
antfarmpipeline
50 Hive Codes (Classification)
50 classification codes that categorize every incoming lead by source, intent, and quality. Each hive code maps to specific processing rules and agent assignments.
50 classification codesSource mappingIntent detectionQuality scoring
hivecodeclassification
Lead Import (CSV, Sheets, API)
AI-powered data import with smart column mapping, duplicate detection, and confidence scores. Supports CSV, Excel, Google Sheets, and API ingestion.
CSV importGoogle Sheets syncAPI ingestionSmart mapping+1
dataimportcsv
Contact Matching Engine
Fuzzy matching engine that deduplicates contacts across sources using email, phone, name, and company signals with configurable confidence thresholds.
Fuzzy matchingMulti-signal dedupConfidence thresholdsMerge suggestions
contactmatchingdedup
Entity Wiring
Automatically connects leads to contacts, contacts to companies, companies to deals, and deals to agents. Every entity is wired to its related records.
Auto-linkingContact→CompanyLead→DealAgent attribution
entitywiringlinking
Ant Farm Dashboard
Real-time dashboard showing lead flow, processing status, hive code distribution, and agent assignment metrics across the entire pipeline.
Real-time metricsLead flow visualizationHive distributionAgent metrics
antdashboardmetrics
CLI Overview
Command-line interface for managing agencies, agents, commerce flows, and platform configuration. Full CRUD operations from the terminal.
Agency managementAgent configCommerce flowsPlatform config
clicommandline
Agency Management
Create and manage multi-tenant agencies via CLI. Provision new companies, manage user roles, and configure tenant settings.
Tenant provisioningRole managementSettings configBulk operations
agencymanagementtenant
Agent Config & Chat
Configure AI agent personalities, system prompts, autonomy levels, and MCP tool assignments. Test agent responses via CLI chat.
Agent configPrompt editingAutonomy levelsCLI chat testing
agentconfigchat
Commerce Flows
Manage payment flows, subscription plans, checkout configurations, and pricing tiers from the command line.
Payment flowsPlan managementCheckout configPricing tiers
commerceflowspayment
Brand Engine
Configure brand colors, typography, voice settings, and visual identity that propagates across all AI-generated content.
Color configTypographyVoice settingsVisual identity
brandenginecolors
Widget Builder (11 Types)
11 embeddable widget types including chat, forms, payment links, booking, product cards, and more. Configurable via CLI or dashboard.
11 widget typesChat widgetPayment widgetsBooking widgets+1
widgetsbuilderembed
Scoped API Keys
Generate API keys with granular permission scopes. Control read/write access per endpoint category, rate limits, and expiration.
Granular scopesRate limitingExpirationPer-category access
apikeysscoped
Vibe Engine Overview
Natural language business modification system. Describe what you want changed and AI executes it safely with rollback protection.
Natural language inputSafe executionAuto-rollbackPreview mode
vibeenginemodification
Natural Language Modifications
Type commands like "Change my homepage hero text" or "Add a 10% discount to all products" and the Vibe Engine executes them across CMS, products, pricing, and settings.
CMS modificationsPrice changesSetting updatesContent editing
vibeexecutenatural
Vibe Permissions (Safe Boundaries)
Configurable boundaries that prevent destructive vibes. No deletion without confirmation, price changes capped at configurable thresholds, and critical settings locked.
No-delete safetyPrice capsCritical locksConfirmation gates
vibepermissionssafety
Integration Vibes
Extend vibe commands to integrations: "Connect my Google Calendar" or "Set up Stripe for my checkout." AI handles the configuration flow.
Integration setupOAuth flowsConfig automationMulti-service
vibeintegrationsconnect
Rollback History
Every vibe modification is versioned. Undo any change instantly, compare before/after states, and restore previous configurations.
Version historyInstant undoBefore/after diffState restore
viberollbackundo
Voice AI Overview
Real-time AI voice system powered by gpt-realtime and Twilio. 10 voices, 52 industry presets, full-duplex conversation with vision and MCP tool access.
gpt-realtime modelTwilio integration10 voicesFull-duplex+1
voiceaiphone
AI Voice Calls
Sarah, Marcus, and other agents can make outbound calls and handle inbound calls. Full conversation with KB context and CRM integration.
Outbound callsInbound handlingKB contextCRM integration
voicecallphone
10 Voice Personalities
10 distinct voices (Marin, Cedar, Shimmer, Alloy, Echo, Sage, Coral, Ballad, Ash, Verse) mapped to 52 industries with configurable pace, energy, and formality.
10 voices52 industry mappingsPace/energy/formalityBilingual Spanish
voicepersonalitiestone
Vision During Calls
Customers can send photos mid-call and the AI sees them instantly. Send a photo of damage, a product, a receipt — the agent describes what it sees, asks questions, and takes action.
Image input mid-callPhoto analysisPNG/JPEG/WebP/GIFContext-aware response
voicevisionimage
MCP Tools in Voice
608 MCP tools available during live voice calls. Agents can look up inventory, check order status, create CRM tasks, book appointments, and send follow-ups — all while talking.
608 tools in-callInventory lookupCRM actionsAppointment booking+1
voicemcptools
Call Transcripts & Sentiment
Every call is transcribed in real-time with sentiment analysis, key topic extraction, and automatic CRM note creation.
Real-time transcriptionSentiment analysisTopic extractionCRM notes
transcriptssentimentanalysis
Call Routing
Intelligent call routing based on caller ID, CRM data, agent availability, and intent detection. Warm transfers between AI agents and humans.
Intent routingCRM-based routingWarm transfersAgent availability
callroutingtransfer
SIP Trunk Support
Direct SIP integration for connecting AI voice agents to existing PBX systems and desk phones. No Twilio required for on-premise telephony.
SIP trunkingPBX integrationDesk phonesOn-premise option
sippbxtrunk
Gmail Integration
28 endpoints: Send, reply, search, thread management, labels, drafts, archive, star, and batch operations. Full two-way sync.
28 endpointsSend/replyLabelsDrafts+1
gmailemailgoogle
Google Sheets
17 endpoints: Read/write ranges, append rows, create spreadsheets, bidirectional CRM sync, CSV import, charts, and batch operations.
17 endpointsCRM syncCSV importCharts+1
googlesheetsspreadsheet
Google Calendar
6 endpoints: Create/update/delete events, list events, check availability, and schedule meetings with conflict detection.
6 endpointsEvent managementAvailability checkMeeting scheduling
googlecalendarevents
Google Contacts
12 endpoints: List, create, update, search contacts. Two-way CRM sync, groups, and bulk operations.
12 endpointsCRM syncGroupsBulk operations
googlecontactssync
Google Forms
11 endpoints: Create forms, add questions, collect responses, analyze results, and link to Google Sheets.
11 endpointsForm builderResponse analysisSheets linking
googleformssurvey
Google Tasks
13 endpoints: Task lists, create/update/complete tasks, move tasks, and sync with CRM task system.
13 endpointsTask listsCRM syncCompletion tracking
googletaskstodo
Google Docs
5 endpoints: Create documents, create from templates, get content, update, and export to PDF.
5 endpointsTemplatesContent editingPDF export
googledocsdocuments
Google Meet
7 endpoints: Create meetings, list upcoming, add/remove attendees, update and cancel meetings.
7 endpointsMeeting creationAttendee managementScheduling
googlemeetvideo
Google Drive
21 endpoints: Upload, download, search, share, shared drives, permissions, revisions, and file watching.
21 endpointsFile sharingPermissionsShared drives
googledrivefiles
Google Chat
10 endpoints: Send messages, cards, notifications, alerts, manage spaces, and handle approvals.
10 endpointsMessagesCardsSpaces+1
googlechatmessaging