Overview
C-Suite
CEO
Strategy & Acquisitions
Active businesses2
Future pipeline2
Cross-synergiesIdentifying
View Details →
C-Suite
CFO
Finance Operations
BC ad budget$0/$1,500
GB ad budget$0/$200
QuickBooks⚠ Pending
View Details →
C-Suite
COO
Operations & Compliance
Compliance queueClear
KPI frameworkActive
Contact centerBuilding
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C-Suite
CIO
Technology & Integrations
APIs connected18 ✓
Pending4 ⚠
Services running5 live
View Details →
C-Suite
CMO
Marketing (BC + GB)
Daily copy7am EST ✓
Content pipelineActive
SEO priorityBC Content
View Details →
Org Health
System
37 Agents · OpenClaw
Cron jobs4 active
n8n uptimeRunning
Discord37 channels
View Details →
Platform Costs
💸 MTD Spend
OpenClaw · AI Platforms
Claude Max$100/mo
OpenRouter MTDloading...
AWS est.~$17/mo
View Breakdown →
BC Leads MTD
0
No data yet
📉
GB Orders MTD
0
Pre-revenue
📉
Claude Costs MTD
--
Calculating...
📊
System Uptime
99%+
All services running
✅
CRM
Loading contacts...
| Name | Business | Phone | Status | Source | Seeking | Best Time | Date Added | |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
Agent Operations
37 active channels across all departments
Finance
Budget tracking · Expense log
Bonham Counseling — Ad Budget
$0/ $1,500/mo
Golf Beasts — Ad Budget
$0/ $200/mo
| Date | Description | Entity | Category | Amount | Notes |
|---|---|---|---|---|---|
| TBD | Office Depot purchase | Bonham Counseling | Office Supplies | TBD | Personal card → reclassify as BC |
| TBD | Transfer from checking 8981 | Bonham Counseling | Marketing | $750.00 | BC marketing budget |
Integrations
Active n8n workflows · Visual node map
Hope Receptionist — Inbound SMS ● ACTIVE
Twilio SMS
Webhook Trigger
→
Claude (Hope)
HTTP Request
→
Parse Response
Code Node
→
SMS Reply
Respond (TwiML)
→
Log to CRM
S3 · Disabled
Hope — Outlook Form Monitor ⏸ INACTIVE⚠ Needs Azure Mail.Read permission
Every 5 min
Schedule Trigger
→
Fetch Emails
Microsoft Graph
→
Parse Forms
Code Node
→
Claude (Hope)
HTTP Request
→
Followup
Email / SMS
📋 Planned Workflows
Calendly → CRM Sync
New booking → add to S3 CRM with status=scheduled
Meta Ads → CRM Sync
✅ Live — 50 BC leads imported · syncs every 4h · Hope contacts new leads via SMS
Shopify → Finance Log
New GB orders → bookkeeping ledger auto-entry
Resend Email Campaigns
BC + GB email automation (awaiting Resend API key)
Reports
Aggregated intelligence across all departments
📊
Reports Coming Soon
Analytics, KPI trends, and department reports will appear here as data flows in.
Agents
All active and scheduled agents
Skills
Installed OpenClaw skills
Jobs
All scheduled cron jobs
API / MCP / CLI
Connected services, integrations and tooling
Ticket Log
Errors and issues
Hope
AI Receptionist — Bonham Counseling
Activity Metrics
SESSIONS BOOKED
—
all time · — this month
Calls Received
—
Calls Placed
—
Texts Received
—
Texts Sent
—
Emails Received
—
Emails Sent
—
FB DMs Responded
—
IG DMs Responded
—
Last updated: —
Knowledge & Duties
Edits save to live config
Escalation Log
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📞 Test Outbound Call
Trigger Hope to call any number. She will use the outbound script.
Nora
Personal Executive Assistant — Bonham Investment Group
⚠️
Phone number pending
Assign a Vapi number in the dashboard, then forward 412-426-6426 to it. Webhook live at nora.bonhamservices.com.
Activity Metrics
Calls Taken
—
Calls Placed
—
Messages Relayed
—
Appts Scheduled
—
Texts Sent
—
Emails Monitored
—
Last updated: —
Knowledge & Duties
Edits save to live Vapi config
Recent Call Log
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📞 Test Call to Eric
Trigger Nora to call Eric's cell. She'll use the test prompt below to simulate a real task.
Test prompt (what Nora will say / do on the call):
Vapi assistant ID: f321f099-31ea-4fdb-a79e-a15f95ce0723 · Webhook: nora.bonhamservices.com/nora/webhook
Meta Ads
Facebook and Instagram ad performance
Show:
Impressions
—
Clicks
—
CTR
—
Lead Volume
—
CPL
—
CVR
—
Form Completion
—
Spend
—
Reach
—
Frequency
—
CPC
—
Active Ads
—
Active Ads
Select businesses above and click Refresh.
Socials
Published content across platforms
Show:
ℹ️ Upload status (✓/✗) activates when Blotato API is connected. Posts appear here after clearing Brand Alignment + Legal/Compliance.
Published Content