7-Day Overview
Active Clients
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on the network
Monthly Revenue
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MRR · active subs
Calls This Week
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handled by ARIA
Bookings This Week
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recovered by all agents
New Leads
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awaiting follow-up
Open Incidents
—
SENTINEL flagged
Agent Status 6 Live
ARIA
Inbound call handler
Live
answering calls
ECHO
Follow-up sequences
—
active sequences
REVIVE
Missed call recovery
—
pending recoveries
SENTINEL
Compliance monitor
—
open incidents
SAGE
Weekly reports
Mon 7AM
next delivery
ORACLE
Platform intelligence
Daily 8AM
next analysis
SCOUT
MOMENTUM
ATLAS
All 5 agents deployed
Live Activity Feed
Refreshes every 30s
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ORACLEActive Alerts & Opportunities
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All 10 Agents — Full Status
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ORACLEClient Intelligence Snapshots
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SENTINELCompliance Incidents
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Client Roster
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Total
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Pending
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Confirmed
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Completed
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Today
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This Week
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Full Activity Log
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Total Markets
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Open (No Partner)
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Partially Filled
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At Capacity
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States Covered
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Active Partner Territories
Territory Transfer Requests
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Add Territory Zone
Use this when splitting a large metro. Assign non-overlapping ZIP codes to a new partner in an existing metro market.
Send Partner Invitation
Sends a personalized onboarding link valid for 7 days
Full Legal Name *
Email Address *
Territory Name *
Territory ZIP Codes * (comma-separated)
Commission Rate *
Governing Law *
Active Partners
No partners signed up yet
Partners will appear here after completing onboarding and signing their agreement.
Referral Program Overview
Total Codes
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Total Uses
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Conversions
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Commissions Pending
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Portal Access Management
Admin Dashboard
● Active
/admin-portal
Partner Portal
● Active
/partner-portal
Client Portal
● Active
/client-portal
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Lead Inbox
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Partner Agreements
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Commission Summary
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Commission Ledger
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Payout Requests
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⚡ Manual Payouts Zelle & Venmo — action required
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1099-NEC Export
Download for tax filing each January 31
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Partner Applications
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🔑 Change Password
✉️ Change Login Email
⚠️ Changing your email will update your login credentials. Use your new email to log in next time.
🎙️ Voice Engine
ElevenLabs high-quality voice · Falls back to Amazon Polly
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✉ Mailbox Credentials
Namecheap Private Email passwords — stored encrypted, never in plain text
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🔒 Session Control
Control how long your admin session stays active before requiring re-login
How long before you're prompted to extend your session after no activity.
Maximum session length regardless of activity. You'll be logged out and need to sign back in.
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✉️ Email Signature
Automatically appended to every outgoing email — partners, clients, and system notifications
Use · (middle dot) to separate sections
Platform Settings
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👥 Staff Management
Create and manage staff accounts. All staff access the Staff Portal ↗ with RBAC based on their role.
🎧 Support
Dashboard · Partners · Clients · Leads · Support Tickets
Read-only access to client-facing data
📊 Finance
Dashboard · Commissions · Payouts (approve/reject)
Financial data and payout management only
⚙️ Operations
All above + Call Logs · Agreements · Audit Log
Broadest non-admin platform access
Active Staff Members
Open Staff Portal ↗
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Audit Log
All admin and staff actions
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📞 Outbound Calls
Retell AI prospecting call log — clients & partner candidates
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Total Calls
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Today
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This Week
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Demos Booked
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Interested
📅 Demo Calendar
Booked demos from pinnacleintake.com/book-demo
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📈 Revenue Metrics
Live data from ChartMogul — connect your Stripe account at chartmogul.com to populate
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