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Email signature Appended to every email you send
Click anywhere in the preview below to edit your details (name, role, phone, email). You don't need to know HTML.
For deeper formatting changes, switch to HTML source.
Message templates Used by automation + manual sendingPlaceholders: {{leadName}}{{brokerName}}{{bookingLink}}{{depositLink}}
Automation rules Edit values below
Setting
Current value
Time values are in hours unless the setting name says otherwise. Cron job runs every 15 minutes — see Phase 5 for details.
Hard-wired in code
These run automatically and don't need a setting:
Lead intake (Apps Script → /api/leads/intake) round-robins to broker with fewest active leads
Welcome SMS + email fire on lead creation
12h, 24h, 36h, 48h SLA ladders run via /api/cron/timers
Referral program (day 30 + day 90 emails) on first deposit
Integration status
Service
What it does
Status
Supabase
Database + auth
Connected
Resend
Outbound email
Checking…
Twilio
Outbound SMS
Checking…
CloudTalk
Click-to-call + recordings
Checking…
Anthropic Claude
Ask Claude assistant
Checking…
If a service shows "Not configured", set the relevant env vars in Vercel → Settings → Environment Variables and redeploy.
Sending domains Outbound email is signed against these
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Pending domains usually verify within 5–30 min after DNS records are added. Click Verify now to ask Resend to re-check.
Delivery report Live status of recent outbound email
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Lead intake webhook
External sources (Google Sheets, Meta/Google ads, web forms) post to: