Specific users · roles · dept · group membership · vault scope.
🔬
R&D department
AI research workflows · site audits · book audits · spend audits · market scans.
🔐
Vault (company + personal)
Two-scope cred storage · org-shared + private-to-user · DJ can use, never echoes.
💼
Personal Finance Manager
Per-user opt-in · budget · accounts · goals. Mixes with My Business Plan.
📦Niche template add-onsAppears when a niche template is applied
📦
No niche template active for BizzyCube
When a niche template gets applied (e.g., SaaS agency, HVAC, Med Spa, Real Estate, Property Manager), the niche-specific surfaces show up right here. You'll manage / edit / extend them all from this section.
💡 This IS your nav. Each section is a real working page. Pin one with ★ to make it your default landing — useful when a tenant only buys one feature (e.g., Content Engine only → it becomes their entire app).
👁 Click pattern: Click any 🏢 company above → see the Company detail with its team inside. Click any 👤 person → see standard Person detail. Tabs at the top let you switch between the two patterns.
COMPANY · 5 contacts
🏢
Demo Client A
Property management · Tucson · 100+ properties
QUOTED
$48,400
Billing: 2210 W Ina Rd, Tucson AZ · @potashmgmt.com domain · NET-30 · QBO connected
People at Demo Client A — click any to drill in
JP
Joe Potash PRIMARY
Owner / CEO
📧 joe@potashmgmt.com · 📞 +1 520-555-0101
MR
Maria Reyes
Executive Assistant
📧 maria@potashmgmt.com · 📞 +1 520-555-0102
BF
Bob Fielding
Facilities Manager · the HVAC point person
📧 bob@potashmgmt.com · 📞 +1 520-555-0103
SH
Sarah Han
HR Director
📧 sarah@potashmgmt.com
TM
Tom Malone
Maintenance Lead
📞 +1 520-555-0105
📐 PROJECTS UNDER POTASH MANAGEMENT (3)
Building #1 — Full HVAC retrofit
📍 2210 W Ina · point person: Bob Fielding · 4 photos · 1 plan
Bidding$32,400
Building #2 — AC replacement (3-ton)
📍 4118 E Speedway · point person: Bob Fielding · 2 photos
Bidding$8,200
Joe Potash · HIS HOME — heat pump install
📍 12 Skyline Dr (Joe's residence) · point person: Joe directly · 3 photos · 1 plan
💡 This is just a regular person client — no rolodex. Same layout you've seen since the Workspace cockpit was designed. Companies (like Potash) get the extra "Rolodex of contacts" view; people (like Sarah) just get this.
Spend tracking + ROAS across all platforms · this month
Total spent
$4,820
↓ 12% vs last mo
Revenue attributed
$32,400
from these ads
ROAS
6.7x
target: 4.0x ✓
Leads generated
87
CPL $55.40
Conversions
11
12.6% close rate
Per platform
📺
YouTube — "AI for Roofing Cos"
video pre-roll · started Jun 1
8.2x ROAS
$1,840spent
42leads
$43.80CPL
6signed customers
$15,100revenue
📷
Instagram — "AC Co owners"
reels + stories · started May 28
6.1x ROAS
$1,420spent
28leads
$50.70CPL
3signed customers
$8,700revenue
📘
Facebook — "Property Mgrs"
lookalike audience · started Jun 5
5.4x ROAS
$980spent
11leads
$89.10CPL
2signed customers
$5,300revenue
🎵
TikTok — "Plumbing biz growth"
testing creative · started Jun 7
3.6x ROAS
$580spent
6leads
$96.70CPL
0signed yet
$2,100est. pipeline
💡 What this connects to: Each ad click → tagged with utm_campaign → lead lands in CRM with that tag → workflow auto-applies → conversion attributes back here. Click any campaign row to see WHICH contacts came from it. Manual spend entry handles platforms without API (LinkedIn, NextDoor, etc.).
War Room · Workspace · Marketing · 🎨 Content Engine
🎨 Content Engine
Create · schedule · publish across YouTube · Instagram · TikTok · Facebook · LinkedIn · Blog
🤖 AI tools — pick one to start
🎬
AI Video Generator
Veo 3 + Shotstack. Generate short videos from a brief. Auto-format for YT / TikTok / Reels.
📝
AI Blog Writer
Bedrock-driven SEO blog posts. "Why your roofing biz needs AI in 2026" → 1,500 words + meta + images.
🖼
AI Image Gen
gpt-image-1 + Bedrock. Branded ad creatives, social cards, blog headers.
📱
Social Post Writer
One brief → 6 platform-specific posts (FB · IG · TikTok · YouTube · LinkedIn · GBP) with platform-tuned captions.
🎯
Thumbnail Maker
AI generates 4 thumbnail options per video. Headlines + frame styles + steer prompt.
📧
Email Writer
Newsletter, cold pitch, follow-up — Bedrock writes, you approve, send via Mailgun.
📱
SMS Writer
Short, punchy texts. AI keeps to 160 chars + adds opt-out.
🎤
Podcast / Voice
Generate voiceovers, podcast intros, AI hosts. ElevenLabs voice cloning.
📅 Content calendar — this week
12 posts scheduled · 3 awaiting approval
MON Jun 9
📷 IG reel · 9am
📺 YT short · 12pm
TUE Jun 10
🎵 TikTok · 8am
📝 Blog post · noon
WED Jun 11
📷 IG carousel · 10am
💼 LinkedIn · 2pm
THU Jun 12
📺 YT video · 9am
👥 FB post · 4pm
FRI Jun 13
🎵 TikTok · 7am
📷 IG story · 5pm
SAT Jun 14
📷 IG reel · 11am
SUN Jun 15
📝 Newsletter · 7am
💡 The marketing flow: Content here → publishes to platforms → drives traffic to your Lead Capture Pages → forms create Contacts in your CRM → Workflows auto-fire → AI Caller closes the deal. Everything connects. Reports show which post brought which lead which became which customer.
BizzyCube-only · only visible to you when working AS BizzyCube. Other tenants don't see this.
Active clients
28
+2 this month
MRR
$—,—
+8% vs last mo
Vendor spend
$6,180
25% of revenue
Net margin
$18,220
75% margin ✓
👥 My clients (28 tenants)
Each row is a tenant in the system. Click any to switch context and work AS that client.
Client
Plan
MRR
Health
Crest Air LLC
HVAC · Tucson
PRO
$1,200
🟢 healthy
Universal Roofing
Roofing · Phoenix
FREE
$0
🟡 trial
Sunwest Real Estate
RE brokerage · Tucson
ENTERPRISE
$2,400
🟢 healthy
Demo Lead
Plumbing · Tucson
PRO
$1,200
🟢 healthy
+ 24 more clients · see all →
📋 BIZZYCUBE MASTER
Business Plan
The agency's master strategy doc. LB + DJ collaborate here. Includes ship log, OKRs, revenue targets, vendor stack, build phases.
Last updated · Today · 47 ships completed this week
🎯 Acquiring new clients
Use BizzyCube's OWN Workspace cockpit to nurture prospects. Run YouTube/Insta/TikTok ads (Paid Ads tab) → Lead Capture pages → AI Caller qualifies → DJ books demo → trial sign-up → tenant created.
→ Open Paid Ads dashboard
💵 Margin tracker
Vendor stack costs by category, broken out per client.
OpenAI / Anthropic API · $2,400/mo
Twilio · $1,180/mo
Mailgun · $200/mo
AWS infra · $1,420/mo
Bedrock / vector · $580/mo
Other vendors · $400/mo
Creates a new tenant in the war room. Uses the niche template you pick to pre-configure everything.
1
Basics
2
Features + pricing
3
Niche template
4
🔌 Connect stack →
5
Provision · go live
Step 2 · Pick a niche template
The template pre-configures: stage labels · sidebar smart lists · workflow templates · tag taxonomy · default features bundle. You can customize after.
❄️
HVAC
Quote → Scheduled → Done · emergency tags · maintenance plan workflow · AI receptionist bundle
🚰
Plumbing
Same as HVAC + leak emergency triage
🔥💧
HVAC + Plumbing combo
For shops that do both
⚡
Electrical
Service calls · panel upgrades · code compliance tags
💡 Onboarding has 2 flavors: (1) This wizard — for YOU adding a new tenant. (2) Inside an existing tenant's Workspace, a first-time user gets a guided tour overlay walking through the cockpit. Both wire up to the existing onboarding engine (Ship 652-657).
War Room · Onboarding · 🔌 Step 4 — Connect your stack
🔌 Connect your stack
All 10 departments are always running. This step wires them to YOUR existing tools (or uses ours).
⚙️ THREE MODES PER INTEGRATION
🟢 NATIVE — Use BizzyCube's built-in version. We provide everything. Cheapest, tightest AI integration.
🔵 CONNECT EXISTING — Keep using your existing tool (GHL, QBO, HubSpot, etc.). Our AIs operate THROUGH it via API. Same price as Native.
🟣 HYBRID — Use both. External tool stays source-of-truth, we mirror sync for unified intelligence. Pro+ tier.
💰
Sales / CRM dept · Contact + pipeline source
Where your customer records, deals, and pipelines live.
⚡ Native CRM
🔗 GoHighLevel
🟠 HubSpot
☁️ Salesforce
📊 Pipedrive
📡
Comms dept · Phone · SMS · Email
Twilio + Mailgun are the foundation. Optional GHL/Aircall layer for clients who use them.
📞 Twilio REQUIRED
📧 Mailgun REQUIRED
🔗 GHL phones (opt)
📞 Aircall (opt)
📱 Dialpad (opt)
📊
Accounting dept · Books · invoices · payments
Where the money tracking lives. AI categorizes, generates P&L, suggests fixes.
⚡ Native
🔗 QuickBooks Online ✓
📘 Xero
📔 FreshBooks
🔵 Connect mode selected: Books live in QuickBooks. BizzyCube AI reads transactions via API, categorizes new ones, generates the Workspace P&L view, and creates invoices in QBO when projects mark "Won". Client never has to leave QBO if they don't want to.
📅
Calendar — bookings · appointments · scheduling
Lives across Ops + Comms. Where AI books, confirms, reschedules.
⚡ Native scheduler
📅 Google Calendar ✓
📅 Outlook
📅 Calendly
🌐
Web dept · Website + landing pages
Native = our Vercel/Next.js builder. Connect = AI edits your existing WP/Webflow/Wix.
⚡ Website Builder ✓ Vercel · GitHub
📝 WordPress
🎨 Webflow
🟦 Wix
⬜ Squarespace
💳
Payments
Stripe required
Stripe is always native (we use it for our billing too). QBO Payments works as a complement for invoicing.
📁
Storage
S3 always native (project photos, files). Connect Google Drive or Dropbox if client wants files mirrored to their existing storage.
📣
Marketing platforms
Connect ad accounts for ROAS tracking.
Google AdsMeta AdsTikTok AdsLinkedIn (manual)YouTube
🎨
Content publishers
Where content auto-publishes from the Content Engine.
💡 Why "always running" departments matter: Even when client picks Connect (e.g. QBO), the Accounting dept still runs on our side — it's the layer that talks to QBO via API, generates reports, and feeds the Workspace dashboard. The dept IS the integration engine.
War Room · Setup · Web dept · Website Builder + Editor
🌐 Web — two surfaces, one department
🏗
NATIVE · BUILD ON OURS
Website Builder
Build a new site from scratch on our Vercel + Next.js hosting. We own the deployment, GitHub repo, and we manage the domain. AI Page Builder for fast scaffolding.
✓ AI Page Builder (existing Ship 596 · 6 niche templates)
✓ Next.js + Vercel deploy
✓ Owned GitHub repo per tenant
✓ Domain mgmt + SSL (Ship 603)
✓ Blog editor with AI writer
✓ Lead capture forms wired to CRM
✓ SEO + analytics built-in
Best for: new businesses · agencies launching client sites · anyone without an existing site
✏️
CONNECT · WORK ON THEIRS
Website Editor
Client keeps their existing WordPress / Webflow / Wix / Squarespace site. Our AI connects via plugin or API and makes changes directly — no migration needed.
✓ WordPress plugin (auth via app password)
✓ Webflow connect (CMS API)
✓ Wix connect (Velo + API)
✓ Squarespace (limited API + DOM edits)
✓ AI makes copy changes · image swaps · adds sections
✓ Approval queue: AI proposes, you OK, then it commits
✓ Version history + rollback
Best for: established businesses with traffic · clients who refuse to migrate · ongoing maintenance work
Pricing impact
Builder (Native) — included in all paid tiers. We own the hosting cost (small) and AI generation.
Editor (Connect) — Pro tier +$50/mo per connected site. Higher AI cost per edit (vision + reasoning to understand existing structure).
💡 Hybrid use case: Client has crestairaz.com on our hosting (Builder mode) AND wants to update their original Wix landing pages still drawing traffic (Editor mode). Both surfaces visible in Web dept, both editable from the same Workspace.
War Room · 🔄 Multi-company toggle
🔄 Work-as picker — top of every page
Already in production (Ship 505, 514). Lives top-right next to your avatar. One click → entire Workspace re-renders in another company's context.
Where it lives
[ header area ]
Working as: BizzyCube ▼
DJ ●
LB
Pill button shows current context. Click → dropdown with all companies you have access to.
Dropdown — what LB sees when he clicks
SWITCH CONTEXT · 5 COMPANIES
🎯
BizzyCube Agency
Currently here · 28 clients · $24.4k MRR
CURRENT
🏢
LB Holdings, LLC
Your holding company · all the assets
→
CLIENT TENANTS · LB has admin access
❄️
Crest Air LLC
HVAC · Tucson · Melissa is super_admin
PRO
🏠
Universal Roofing
Roofing · Phoenix · trial
FREE
🚰
Demo Lead
Plumbing · Tucson
PRO
+ 23 more · see all 28 →
💡 Same pattern works for a client who owns multiple companies. Property mgr with "Tucson Properties LLC", "Phoenix Properties LLC", "Vegas Properties LLC" → all 3 are tenants under their account. Toggle between them. Each is data-isolated; the OWNER's account spans them. Already-built infrastructure (multi-tenant `company_id` per row, role-based access via Cognito).
War Room · Niche · 🏘 Real Estate template — IDX + Web + CRM
🏘 Real Estate vertical — IDX hub
For agents, brokerages, property managers. IDX feed → listings on website → lead capture → CRM → AI follow-up. One pipeline, end to end.
🔄 How the data flows
🏘
IDX FEED
MLS listings sync hourly
→
🌐
WEBSITE
Listings auto-publish
→
📋
LEAD CAPTURE
Buyer/seller forms
→
👥
CRM + AI
DJ follows up
Sidebar — RE agent's Workspace
TODAY
📋 Daily driver
📨 New buyer leads 3
📨 New seller leads 1
📅 Tours scheduled 4
PIPELINES
🟡 New leads · 47
🔵 Touring · 12
🟢 Offer made · 3
✓ Closed · 28
🏘 LISTINGS
📌 My active listings · 7
🔍 IDX search builder
💌 Saved searches · 23 buyers
📊 Listing performance
MARKETING
📨 Workflows · 4 running
💰 Paid ads · Zillow + FB
🎨 Listing videos · AI
🌐 Lead capture pages
📤 Open house invites
Synced from your IDX feed · last update 12 min ago · 7 active, 4 pending, 28 sold
🤖 DJ auto-matching listings to buyers
New listing detected: 14 N Country Club Rd · $524k · 3BR Matched saved searches: 8 buyers (criteria fit) Top 3 hot buyers: Demo Contact A · Diana Reyes · Jorge Mendez
DJ recommends: send a personalized text to all 8 within 5 min · expected response: 3-5 tour requests
💡 Same template works for Property Mgmt: swap "Listings" for "Properties under mgmt", swap "Tours" for "Maintenance requests", swap "Buyer matches" for "Vendor dispatch". One niche template, 80% shared infrastructure.
War Room · Workspace · Contacts · 📞 Power Dialer + bulk actions
📞 Multi-select contacts → bulk action bar
Check any number of contacts → action bar slides in. SMS blast · Email blast · Power Dialer (system queues, you answer one at a time) · Apply Workflow · Tag · Save as audience.
Contacts · 24 selected of 312
Search · Filter · Sort
24 selected
Also works from a single contact's detail page — same actions but scoped to one person.
📞
Power Dialer · live
Calling Demo Contact A · No active call
SM
Demo Contact A
+1 520-555-0188
🔥 Hot lead · score 94 · webform 38m ago
Context for this call:
Inquired about emergency AC repair via webform. House is 88°. Already tried 2 calls in 24h, no answer. This is her first pick-up.
📝 LIVE CALL NOTES (auto-saving)
⏭ UP NEXT
RT
Robert Tanaka
4 of 24 · new construction
AC
Anita Choi
5 of 24 · referral
JM
Jorge Mendez
6 of 24 · cold reactivation
+ 18 more queued
📊 THIS SESSION
2
Connected
3
Voicemail
5
No answer
18
Remaining
Outcomes auto-saved: notes go to contact timeline. Connected → "talked to" tag. VM → auto-fires "VM follow-up SMS" workflow.
💡 Use cases: (1) Office admin calling back overnight leads each morning · (2) Sales rep working a list of warm leads · (3) Service tech checking on construction-job customers mid-project · (4) ISA hitting saved-search RE buyers when a new listing drops · (5) BizzyCube agency calling prospects. Same flow, different intent. System auto-saves call outcome to timeline.
War Room · 📋 Plans
📋 Plans
Company master · your user plan (company half + life half) · DJ is your coach
VIEWING AS
LB · PLATFORM · SUPER ADMIN
Company: BizzyCube
COMPANY MASTER
🟢 Activated
User plans MANDATORY for admin-and-below
YOUR USER PLAN
🟢 Company half · 🟢 Life half
Both halves set up · DJ coach ON
CADENCE
Weekly · Mon AM · push
Mandatory pulse · user-adjustable
TIER 1
🏢 COMPANY MASTER PLAN
SUPER ADMIN OWNEDVisible to all employees · editable by super_admin + admin
BizzyCube · 2026 Master Strategy
An agency platform that runs entire businesses with AI. By end of 2026: 100 active client tenants, $100K MRR, a 6-person human team supported by a 30-AI fleet, and BizzyCube itself as the proof-of-concept Tenant 0.
🧑🤝🧑 PEOPLE & PARTNERS — how each connects to the master plan
Person
Role
Connects to which goals
Involvement
User plan
LB Founder · super_admin
Platform builder
MRR · Crest Air migration · all build phases
Day-to-day
🟢 Set
Melissa Anderson Client super_admin · Crest Air
Ops + lead routing
Crest Air migration · churn target
Day-to-day
🟢 Set
Mike Kowalski Vendor · Goodman
HVAC equipment partner
Crest Air COGS · margin target
Financial
—
DJ AI · head of ops
Cross-dept executor + coach
All — orchestrates fleet, runs workflows, coaches users
AI
—
+ Add person · vendor · partner · AI agent
🔒
Require Company-half User Plans
When ON, every user role Admin-and-below MUST set up a User Plan · Company half. Personal half remains optional. Only the super_admin can flip this.
ON
TIER 2
👤 YOUR USER PLAN — two halves
MANDATORY
🏢 COMPANY HALF
How I plug into BizzyCube
Super_admin activated Company Master · you're Admin-or-below → this half is required
🎯 MY ROLE
Platform engineering & product
I own all build decisions. I unblock DJ + the fleet.
🔗 GOALS I CONNECT TO
→ Hit $50K MRR by Q3
My ship cadence funnels new feature → faster sales
→ Migrate Crest Air to Native
Own GHL parity gaps · this is the at-risk one
→ Ship 9 dept mini-sites
Wave-driven — DJ ships, I review
📊 MY CURRENT STATUS
47
ships this week · target 30
2/3
OKRs on track
OPTIONAL
🌅 LIFE HALF
You're opted in
The whole me · DJ coaches both
Healthy people ship better. Tracked privately · only DJ + you see this half
💪 HEALTH
Gym 4x/week
🟢 3/4 this week
🥗 FOOD
No fast food <3x/wk
🟢 1/3
🏃 EXERCISE
10K steps/day avg
🟡 8.2K avg
🌴 VACATION
2 trips by EOY
0 booked · DJ to suggest
💵 PERSONAL FINANCE
Pay off truck early
🟢 72% of way
📚 LEARNING
1 systems book/mo
🟢 done June
❤️ RELATIONSHIPS
Weekly date night
🟢 4/4 this month
+ Add a life bucket
📦
DJ life-coach note
"Steps down to 8.2K avg this week — overlaps with your highest ship velocity ever. Want me to block a 30m walk before standup Mon/Wed/Fri so it doesn't slip more?"
TIER 3
💬 DJ · YOUR BUSINESS + LIFE COACH
AVAILABLE TO ALL USERS
🗓 PULSE CADENCE — pick yours
Daily
Weekly ✓
Bi-weekly
Monthly
Custom
⚠️ Mandatory pulse stays ON because the super_admin activated the Company Master. You can dial cadence up (daily) but the weekly minimum can't go below. Personal-half nudges have NO floor — you control entirely.
📨 DELIVERY CHANNELS
📱 Push ✓
💬 DJ chat ✓
📧 Email
📱 SMS
📝 RECENT COACHING
Mon · 7:14am · weekly pulse
"You shipped 47 last week — best ever. Crest Air migration still at risk. Personal: steps trending down. Let's protect the gym slot."
Sat · 9:22am · life nudge
"You hit reading goal — June book done. Want me to queue July's pick from your wishlist?"
Fri · 4:01pm · drift flag
"Vacation goal: 0 booked through June. Same target as 6 months ago. Should we adjust or actually book one?"
SETUP
🎙 DJ-LED PLAN ONBOARDING
This is what new users see · DJ talks them through, builds the plan, asks for approval
No empty forms. DJ runs the entire planning conversation. You guide, DJ writes, you approve. Same for Company Master, Company-half, and Life-half.
📦
Hey LB — let's set up your User Plan. The Company Master is activated so we need a Company half. Personal Life half is your call. Sound good?
Yeah let's do both halves.
📦
Company half first. Looking at the Master plan, the biggest OKRs are $50K MRR, Crest Air migration, and 9 mini-sites. Where do YOU want to plug in?
All three. I'm building the platform end-to-end. Crest Air migration is the at-risk one — I'll own that.
📦
Got it. Drafting your Company half: · Role = Platform engineering & product · Connects to all 3 OKRs · You own outcomes on Crest Air migration Looks right?
📦
Next: Life half. What are 3-5 things you want me to help you stay on top of? Health, family, money, learning — whatever matters. No wrong answers.
1. DJ asks open-ended No prefilled forms. Voice or chat — pick yours.
2. DJ drafts the plan Pulls structure from your answers + company context.
3. You approve / tweak Per section · DJ stores · cadence kicks in.
💡 Hierarchy: Super_admin activates Company Master → all Admin-and-below users MUST maintain a Company-half User Plan with a mandatory weekly pulse minimum. Life half is always opt-in. DJ coaching is available to ALL users regardless of plan state — it's a core platform feature, not a paid tier.
War Room · 📊 Reports hub
📊 Reports
Everything that used to clutter the sidebar · in one searchable, filterable place
💡 Why a Reports hub instead of sidebar items? Reports are read-only / look-at-and-leave. The sidebar is for things you DO (work the queue, take actions). Reports get their own room — accessed from the top bar's 📊 Reports & more button. Same logic applies to anything that's a rollup / dashboard / analytics view.
War Room · 📚 Workflow library
📚 Workflow library
Pre-built workflows · grouped by what triggers them · clone & customize per tenant
💡 Workflows live everywhere. Lead intake · post cadence · phone sequences · AI call rules · R&D scheduled checks · book audits · drip + reactivation. Anything that repeats or fires on a trigger is a workflow.
"Hey {{first_name}}, thanks for reaching out — Crest Air here. We'll call shortly."
↓
⏱ Wait 5 minutes
↓
ACTION · 2
🤖 AI call · receptionist persona
Voice gw · script: hot-lead-intake-v3 · max 2 retries on no-answer
↓
🔀 BRANCH
Did they book on the call?
YES ✓
ACTION
🏷 Tag "booked"
+ Assign to Melissa · stop workflow
NO ✗
WAIT + RETRY
⏱ Wait 90m
Then 2nd AI call · then end if still no
INSPECTOR · ACTION 2
🤖 AI call
Persona
Receptionist · friendly
Script template
hot-lead-intake-v3 ▾
Max retries
2 (10 min apart)
If voicemail
Leave message · log outcome · don't retry
Quiet hours
Mon-Sat 8am-7pm tenant tz
💡 Workflows operate ALL across the system: CRM (lead intake, nurture, reactivation) · Voice (AI call cadences, quiet hours, retries) · Content (post cadences per platform) · R&D (scheduled site/spend/books audits) · Projects (auto-create projects from won quotes). Same builder. Same canvas. Different triggers + actions exposed per dept.
War Room · 📡 Active workflow runs
📡 Active runs
Every workflow currently executing · per contact · pause / retry / kill any time
RUNNING NOW
147
across 9 workflows
COMPLETED TODAY
62
→ 14 booked appts
WAITING
38
on timers / delays
FAILED · NEEDS ATTN
2
click to investigate
Contact
Workflow
On step
Started
Demo Contact A · webform · Crest Air
FB lead · 3-touch
⏱ Wait 5m
3 min ago
Robert Tanaka · Yelp · Crest Air
Yelp · speed-to-lead
🤖 AI call · attempt 2/2
27 min ago
Diana Reyes · referral · Crest Air
Past customer · quarterly check-in
⚠️ AI call · Twilio 30205
1h ago
War Room · 📇 Rolodex · company-wide contacts
📇 Rolodex
Every contact across the org · cross-tenant for agency · permission-scoped per user
💡 The CRM Workspace shows tenant-scoped contacts. Rolodex is the company-wide view — everyone in your org's address book, including vendors, employees, partners, agencies, and personal contacts you've added. Filter by tag/group to scope.
AI-only department · runs scheduled workflows that keep an eye on your business · reports findings to LB + DJ
💡 R&D is the "always-watching" dept. It doesn't take leads. It audits, scans, compares, and flags. Every output is a workflow run → a finding → a notification or a task.
Daily check on Google/Meta/TikTok · pause anything CPL > 1.5× target · flag winners to scale.
Last: 6h ago · paused 2 ads
📚
Books audit
Reconcile QBO ledger against bank + Stripe + Twilio + AWS bills weekly. Flag mis-cats.
Last: Mon · 3 mis-categorizations
⚠️
Money-waste detector
Flag dormant subscriptions, double-pays, vendor jumps >15% mo/mo, idle ad accounts.
Last: today · OpenAI usage +18%
📊
Competitor scan
Monthly snapshot of 3 named competitors per tenant — pricing, content, SEO position deltas.
Last: 2 wks ago
＋
Add R&D workflow
Build a new scheduled check in the workflow builder.
🚨 Recent findings (last 7 days)
⚠️ OpenAI usage +18% vs last month — check if a runaway agent loop is the cause
🐛 crestairaz.com /services — 1 broken outbound link (last week)
💵 Books — Twilio bill ($1,180) coded as "Software" but should be "Communication"
🎯 Meta ad set "Spring Tune-up" — paused (CPL hit $84, target $50)
📈 Universal Roofing SEO rank — dropped 3 positions on "Phoenix storm damage"
War Room · 🔐 Vault
🔐 Vault
Two-scope password manager · org-shared + private-to-user · DJ uses them, never prints them in chat
SCOPES
🏢 Company vault
96 entries · shared with team · scoped per group
👤 LB personal vault
26 entries · private · only you + DJ
📦 Crest Air vault
18 entries · tenant-scoped
🏢 Company vault · 96 entries
🐦
Twilio · main account
used by voice-gw · marketing
🅖
Google Workspace · admin SDK
channels · gmail · calendar
📨
Mailgun · transactional
used by broadcasts · email writer
🤖
OpenAI · production
used by voice realtime · captions · image
War Room · 💼 Personal Finance Manager
💼 Personal Finance Manager
Per-user opt-in · totally private · ties into My Business Plan
💡 The PFM is YOUR personal money view — bank accounts, credit, budget, goals. Not your business accounts. It blends with My Business Plan so DJ can answer "if MRR hits $50K, when does the truck loan close?"
NET WORTH
$ ··· ···
Tap to reveal · biometric
CASH ON HAND
$ ··· ···
Across 3 accounts
DEBT
$ ··· ···
Truck loan · CC · mortgage
MONTHLY BURN
$ ··· ···
vs $9,200 budget
🏦 Connected accounts
Chase · personal checking
via Plaid · sync hourly
Chase · personal savings
via Plaid
Amex · personal Platinum
via Plaid
🎯 Goals (mix with business plan)
Pay off truck loan early
Target Sep · drives MRR target
Build 6mo emergency fund
$30K target
Move to larger workspace by Q3
Down payment goal $25K
War Room · 🗂 Template explorer
🗂 Niche templates
Each template pre-configures stages, sidebar lists, default workflows, AND unlocks niche-specific surfaces in your launcher
💡 Core ≠ niche. Workspace cockpit · Content Engine · Paid Ads · Web · Reports · Workflows etc. are core — every tenant gets them. Niche add-ons (Truck inventory, IDX, MedSpa vendor ordering) only show when the template demands them. No template clutter for tenants that don't need it.
📦
ACTIVE TEMPLATE — BIZZYCUBE
None applied
BizzyCube is a SaaS agency. A dedicated SaaS template isn't built yet — when it is, it'll add things like client tenant management, MRR cohort tracking, vendor cost rollups, and feature-flag inventory to your launcher's niche section. For now you can preview what OTHER niche templates unlock below.
📚 ALL TEMPLATES — what each unlocks
❄️
HVAC
Service trucks · emergency triage · maintenance plan workflow.
💡 How auto-deduct works: When a tech marks a job complete in the Project page, the parts they used (from the quote / proposal line items) deduct from THAT truck's inventory. When a truck drops below minimum, DJ alerts + can auto-pull from yard or auto-order from vendor.
DJ logs into vendor portals on your behalf · drafts the order · YOU approve + pay
💡 Vendor portals are tough. Allergan / Galderma / Merz each have their own login flow. DJ uses the credentials in your vault to log in via a browsing session, builds the cart, hands you a checkout link to approve + pay. No card stored, no auto-charge.
📦 Current stock
Product
On hand
Used / week
Reorder pt
Vendor
Botox 100u vials Below reorder
5
~9
10
Allergan
Juvederm Ultra XC
14
~3
8
Allergan
Restylane Lyft
9
~2
6
Galderma
Xeomin 100u vials
11
~4
8
Merz
Numbing cream (BLT 23%)
6 tubes
~3
4
Galderma
💬 DJ — ordering session
🎙 OWNER · VOICE
Hey DJ, we used 5 Botox this week, gonna need probably 10 for next week. Restocked the Juvederm on Monday so we're good there.
📦
Got it — also noticed Botox is below reorder anyway. Let me build the cart in Allergan. Want me to also top off Xeomin while I'm shopping vendors? You're 3 weeks out from reorder there.
Yeah grab 6 Xeomin too.
📦
📋 ORDERING SESSION
✓ Logged into Allergan portal (creds from vault)
✓ Added 10× Botox 100u — $4,820
✓ Logged into Merz portal
✓ Added 6× Xeomin 100u — $1,608 Total: $6,428 · ETA Friday
⚠️ NEEDS YOUR APPROVAL
Place 2 orders for $6,428?
Carts are built and waiting at each vendor. I'll send you 2 checkout links — you log in (biometric) and pay with the practice's saved card. I never touch payment.
DJ never auto-pays. Owner approves + completes checkout.
📦
DJ
Head of operations · ready · 25 tools available
WorkspaceThread: ws-bizzycubeView in Hive →
Today · 7:14 PM
📦
Hey LB. I see you're on the Workspace cockpit. I can drive anything from here — add contacts, call leads, build proposals, run workflows, fire Quick Blast, schedule content, change pipeline stages. What's the move?
7:14 PM
Tag Demo Contact A as hot and start the new FB lead 3-touch sequence on her
7:15 PM
📦
Ready to execute: 1. Tag Demo Contact A as hot 2. Start "New FB lead · 3-touch" workflow on her
First step is AI call · fires in 5 min. Confirm?
7:15 PM
Yes, do it
7:16 PM
📦
✓ Done. Sarah is now tagged hot and on the New FB lead · 3-touch workflow. AI call fires in 4 min. I'll text you the outcome when she picks up (or hangs up). Want me to set a manual fallback reminder for tomorrow morning?
7:16 PM
📞 Call a contact⚡ Quick Blast📐 Build proposal📨 Run workflow🎨 Make content
Hold 🎙 to talk · same DJ as your 📱 DJ Cube iOS app · convo syncs across devices
