User Guide

A one-paragraph AI summary at the top of the dashboard that synthesizes data across every tile — overdue payments, unread emails from key contacts, the next meeting, hiring signals, traffic trends, and today's tasks. Regenerated automatically each visit.

A compact row directly below the briefing flagging prioritized items — invoices overdue 30+ days, VIP emails unanswered 48h, meetings with no agenda, and overdue tasks. Click any item to jump to its source tile.

Persistent chat bar pinned to the top of every screen. It has context on every tile's data and can answer natural-language questions ("What needs my attention today?") or trigger cross-tile actions ("Text everyone with a meeting today that I'm running late"). Actions are always previewed for confirmation before running.

Latest Gmail inbox with sender, subject, snippet, timestamp, and unread state. Click a message to expand the full body. The reply composer offers an AI draft you can edit before hitting Confirm; sending uses the Gmail API (Resend fallback).

Google Calendar for today plus the next 7 days. The next meeting is highlighted and includes its join link (Zoom / Meet / Calendly) inline.

Stripe (test-mode) summary: MRR, recent payments, and failed / past-due charges. Payments deep-link into the recovery flow.

Send an SMS to any recipient. Compose, preview, Confirm to send via Twilio. Every send is logged in Supabase and appears in the SMS history list.

Upcoming Calendly bookings — invitee name, event type, and start time.

Your next Zoom meeting with a one-click Join button.

Recent conversations from the website chat. Each includes an AI-generated summary, detected intent, and a suggested next action (reply, book, forward).

Reads failed / overdue Stripe test payments, drafts an email and SMS recovery message per customer with AI, and lets you review + edit + Confirm-send via Gmail/Resend or Twilio. Every action is logged.

Companies posting relevant roles. Click any signal to have the AI draft a tailored outreach message you can review and Confirm-send.

7-day sessions, users, conversions and top pages. Structure is set up to swap to the GA4 Data API when you're ready.

Reads a bundled sample .xlsx and renders it as a table. Upgradeable to Microsoft Graph for live workbook sync.

Unread mentions across channels plus a send-message composer. Mock data in this build.

Cash position, AR aging (current / 30 / 60 / 90+) and overdue invoice list. Mock data in this build.

Deals grouped by stage with amounts and stalling flags. Mock data in this build.

Sidebar quick action: opens a focused modal to compose and send an email in one step, without opening the full Inbox tile. Preview + Confirm before send.

Sidebar quick action: send an SMS to any phone number via Twilio in one step. Preview + Confirm before send.

Sidebar quick action: opens the Cal.com booking window in an inline modal.

Sidebar quick action: create a personal note without leaving the current view. Saved to Supabase.

Create, edit, save, and delete personal notes. All notes are stored in Supabase and scoped to your account.

Add, edit, complete, reorder, and delete tasks. Each task can have a due date and priority (low/normal/high). Today's and overdue tasks show up in the Morning Briefing and Needs Attention strip.

Unified view of recent emails, SMS, and website chat activity. Filter by channel.

Switch between Dark (black background, white text) and Light (warm off-white paper background). Preference persists per user.

Pick English, French, or Spanish. Every UI string and every AI-generated response (summaries, drafts, briefing) uses the selected language.

Drag sidebar entries to reorder them. Your custom order is saved per user in Supabase.