📊 Active Pipeline
🎯 Top 25 to Contact Today
Locked for today · drops as you contact📅 Today's Appointments
📋 Daily Log
✅ Tasks Due Today
0🤖 Ask your numbers
🎯 Conversion Funnel
📊 Activity Over Time
🗂️ Pipeline by Category
💬 2-Way Conversations Trend
📖 Playbook
🤖 Smart Plans
📨 Monthly Drip Drafter
📣 Newsletter & Broadcast
🧹 Clean up bounces & STOP replies
Going forward, the system auto-detects all three — no need to do this manually after each broadcast.
🎫 Passport — First 100 Days
The guided onboarding tracker for new agents — milestones, a personalized lead-gen plan, and the planning Journey. The Team Leader view shows every agent's progress and lets you invite new agents.
🎫 Open the Passport →🎯 My Goals
Pisgah uses these to figure out whether you're on pace and what actions to recommend in your Today's Brief.
💡 Pisgah does the math: based on your goal and your funnel conversion rates over the last 30 days, she figures out how many 2-way conversations you need each week to hit your annual number.
📞 My Phone Number
The Twilio phone number you use for texting and calling prospects. Each team member needs their own. If you leave this blank, outbound texts fall back to the tenant's A2P-approved Messaging Service, which pools numbers automatically. Filling this in is optional but improves prospect-recognition of the caller ID.
💡 Find your number in the Twilio Console → Phone Numbers. Copy the E.164 number (starts with a plus sign) and paste it above.
📲 Appointment Approvals
When Pisgah hears an appointment on a recorded call, it can text your cell to confirm the time before anything hits your Google Calendar (and before the prospect gets an invite). Reply YES to book it, NO to skip, or EDIT with a new time like "EDIT Thu 3pm". Leave this blank to keep the current behavior, where confirmed appointments are added automatically.
💡 Use your personal mobile, not your Twilio number. The confirmation text comes from your market center's number, so just reply to it. Standard text rates apply.
📊 Market Intelligence (local market data Pisgah cites in emails + coaching)
Upload your latest Chart Masters export (or any market-data XLSX or PDF). The text is extracted in your browser and stored as a single per-tenant reference doc — Pisgah uses it when drafting emails, answering coach questions, and building the morning brief. Re-upload anytime to replace.
📥 Import Prospects (CSV)
Drag your Courted CSV here, or click to browse. Each agent gets auto-classified using KW terminology:
🏆 Capper = $2.3M+ volume · 🌱 Young Agent = under $2.3M with transactions · ⭐ New Agent = no transactions yet.
📅 Google Calendar
Connect your Google Calendar so prospects can book meetings with you. We use your calendar to find available slots and add new bookings as events.
🔗 Public Booking Page
Configure what prospects see on your public booking page. Share the link below in emails, signatures, and outreach.
—
yourworkspace.talentattractor.com/book/your-slug
🎨 Appearance
Light, dark, or follow your system. Dark mode is easier on your eyes during evening reviews.
👤 Account
Signed in as
Role: — · Tenant: —
Firebase Project: recruiter-command-center
💳 Billing & Plan
Have a promo code? Enter it on the checkout page. Payments are handled securely by Stripe; we never see your card.
📄 Job Ad Intake
Pipe applicants from your job-ad spreadsheet straight into the CRM. Each new row becomes a prospect (tagged with the job they applied for) and rings your notification bell. Your unique link below routes only to this workspace.
Treat this like a password. Regenerating kills the old link instantly (you'll need to update your spreadsheet script).
In your Google Sheet: Extensions → Apps Script, paste the script below (your link is already filled in), save, then run syncNewApplicants once to authorize and add an hourly trigger from the clock icon. Sheet columns: First Name, Last Name, Phone, Email, Job Title, City, Applied At.
👥 Team
People who can sign into your workspace. Each member sees the same shared pool of prospects, activities, and conversations.
Type their email address. They'll sign in with Google at talentattractor.com and be auto-recognized.
Member can do day-to-day work — add prospects, log calls, send broadcasts, apply existing tags. Admin can also create new tags, edit voice profile, edit playbook, and manage the team.
🧭 Onboarding roles
Put the real person behind each onboarding seat — Team Leader, MCA, ATL, and so on. Onboarding tasks route to whoever holds the seat, and they get the handoff email when a step becomes theirs. This is separate from the workspace logins above: people here don't need an account to own a task or get notified.
🐛 Report a bug or send feedback
Found something broken or have an idea? We read every report — usually within a few hours during beta.
🔑 Claude Connection (API Keys)
Connect external Claude (Claude Desktop, Claude.ai Connectors) to your data for coaching, scripting research, and team performance Q&A. Keys are personal — each one inherits your role and tenant scope. How to connect →
Name it something memorable like "Desktop — laptop" or "Claude.ai connector". You'll see the full key once — copy it immediately.