Active campaigns
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Signals today
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Appointments booked
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This month
Inbox — open threads
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Contact lanes
All
Action required
Watching
In flow
Lane 1 — Action Required
Needs human review or immediate follow-up
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All clear
No contacts need immediate attention
Lane 2 — Watching
Active signal · ORA is handling
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Nothing to watch
No active conversations
Lane 3 — In Flow
ORA handling autonomously
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Lane 4 — Suppressed
Hidden by default
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ORA · admin · live
Platform overview.
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Scope
Period
Snapshot · always current
Groups
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across — rooftops
Rooftops
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active
Recipients
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unique contacts engaged
Campaigns
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— drafts · — sent
Activity · last 7 days
SMS sent
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MMS sent
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Emails sent
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Voice calls
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OraLink clicks total
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Forward · what's coming
Appointments · this week
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booked
Appointments · next week
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scheduled
Campaigns · sent in period
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campaigns
By group · all groups
| Group | Rooftops | Recipients | Appts (period) | Clicks (total) |
|---|---|---|---|---|
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Click row to drill in →
Overnight — AI Handled
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Follow-up Queue Today
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| Contact | Vehicle | Status | Source | Channel | Appointment | Time |
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| # | Created ▼ | First name | Last name | Appointment | Vehicle | Status | Source | |
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| Lead # | Contact ID | Name | Mobile | Consent | Source | Type | Captured |
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| # | Campaign | Type | Channel | Status | Sent | Confirmed | Unavail. | Clicks | Stops | Send date | ||
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Campaign
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Info
SMS
Email
Voice
Results
Campaign details
Campaign name
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Status
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Channels
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Send date
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Total contacts
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Created by
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Campaign ID
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OraLink destination
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SMS Overview
Total contacts
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DNC excluded
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SMS sent
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Delivered
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Failed
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OraLink clicks
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Confirmations
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Unavailables
Unsubscribes (S)
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Distribution
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Email Overview
Total emails
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DNC excluded
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Emails sent
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Opens
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Bounces
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Drops
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Unsubscribes
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Confirmations
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Voice / Michelle Overview
Total calls
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DNC excluded
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Calls made
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Answered
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Voicemail left
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Busy / No answer
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Failed
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Appointments booked
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Voice stats populate from VAPI call records per campaign.
All
Confirmations
Clicked
No reply
Unsubscribes
Failed
| Contact | Channel | Sent | OraLink | Clicks | Last Click | Response | Appointment | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Campaigns / Pages
Every shopper-facing surface, one list
| Page | Type | Scope | Status | Actions |
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Popup On-site capture widget |
EMBED | Website + Shopify | live . phase 1 | |
Connect Day-one consent / opt-in capture |
CORE | 1 per rooftop | live | |
Relationship Known-contact context . token-gated |
CORE | 1 per rooftop | live | |
Quiz Discovery quiz . archetype fingerprint |
CORE | 1 per rooftop | not built | |
Credit Credit-friendly financing . dignity-first |
CORE | 1 per rooftop | built . not live | |
Acquisition Lead-capture campaign pages |
CAMPAIGN | -- pages . many | live | |
Loyalty Loyalty / private-sale events . bookings |
CAMPAIGN | -- pages . many | live |
Core pages open to edit (one per rooftop) . Campaign pages open their list (many) . Popup opens config + install.
Text-in keywords for this rooftop. A shopper texts a keyword to your number and gets an instant reply.
| Keyword | Type | Reply | OraLink | Status | Actions |
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| Added | Name | Phone | Status | Source | Stage | Last activity | |
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Quotes
Create, send, and track quotes. An accepted quote provisions the account; the Twilio number is added manually after vetting before sending can begin.
BusinessContactCategoryStatusActivity
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