Dashboard
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ORA Live
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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ORA
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Full brief →
Contact lanes
All
Action required
Watching
In flow
Lane 1 — Action Required
Needs human review or immediate follow-up
0
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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
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
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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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
Group Rooftops Recipients Appts (period) Clicks (total)
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Loading groups… Click row to drill in →
live data · refreshed —
v2.25.0
Overnight — AI Handled
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Follow-up Queue Today
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ContactVehicleStatusSourceChannelAppointmentTime
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⌕
All
Today
Upcoming
Past
All statuses
Confirmed
Pending
Cancelled
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# Created ▼ First name Last name Appointment Vehicle Status Source
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Lead #Contact IDNameContactConsentSourceTypeCaptured
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# Campaign Type Channel Status Contacts Confirmed Unavail. Clickers Stops Send date
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Campaign
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Info
SMS
Email
Voice
Results
Report
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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Not sent
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SMS sent
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Delivered
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Undelivered
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Tapped the OraLink
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Confirmations
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Unavailables
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Unsubscribes (S)
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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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Email channel not yet deployed — stats will populate when email sends are wired.
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
Undelivered
Contact Channel Sent OraLink Clicks Last Click Outcome Actions
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Campaigns / Pages
Every shopper-facing surface, one list
PageTypeScopeStatusActions
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 Email 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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New Campaign
Already sent · saving creates a copy Test mode
1 · Brief
2 · Messages
3 · Audience
4 · Routing
5 · Approve
Campaign name
Give this campaign a clear name for your records
Channels
Choose one or more channels. ORA will use contact preferences where available.
SMS
Text message · highest open rate
Ready
Email
Rich content · longer messages
Ready
Voice
Recorded voicemail · personal touch
Ready
Schedule
Set send date and time. Sends in the rooftop's local timezone.
Language
OraLink destination
Select event page
Each contact receives a unique o-ra.ca OraLink — trackable per contact, per channel
Campaign type
Single send or drip sequence — choose how messages are delivered
Single send
One message, one send date, full list.
Drip Up to 3 messages
Auto-filters non-engaged between sends.
SMS Message
Compose your SMS message below
Offer brief — optional, helps ORA generate your message
1
Message — Single send
Sent immediately to all contacts
[@First_Name]
[@Dealer_Name]
[@OraLink]
Opt-out
{Confirm}
{Not Available}
[@OraLink_Confirm]
[@OraLink_NA]
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Reply settings
Applies only when your message uses {Confirm} or {Not Available}. Leave a reply blank to use the default.
Confirmation reply — sent after a contact replies Y
Not-available reply — sent after a contact replies N
{Confirm} renders as Y · {Not Available} renders as N · the contact always just sees Y / N
Contact sees
Your message preview appears here.
Audience source
Where are your contacts coming from?
Dealership contact pool
Filter from your existing contacts — DMS imports, leads, event attendees
List upload
Upload a CSV with name, phone, email — ORA validates and deduplicates
Test send For proofing
Send to a single phone number — ORA normalizes the format automatically
Lead routing
Who gets notified when a contact books or responds — pre-filled from rooftop defaults
Notification email — receives booking alerts
ADF/XML email — DMS import
CC list — comma separated
Pre-filled from your rooftop defaults. Edit here to override for this campaign only.
11
Contacts
11
Messages
11
Short URLs
SMS Preview · — chars Edit ←
From: —
Campaign summary
Campaign name
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Type
Single
Channels
SMS
Send date
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Language
Auto per contact
OraLinks
o-ra.ca · unique per contact · per channel
Contacts receive a unique o-ra.ca link. Loyalty page contacts see their name automatically.
Invite user
Welcome email · sets password + phone on first login
Sets password and phone on first login. Phone is required for two-factor authentication.
Import contacts
1Upload
2Map
3Review
4Done