ℹ️Creates an account without payment (for pilots, comps, internal or partner accounts). The agent starts inactive — connect channels and activate from the client dashboard.
Submitted
Client
Kind
Plan
Amount
Method
Paid from
Status
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Escalations are where the AI handed off to the owner (low confidence, angry customer, or a human was requested) — fewer is better. Rate = escalations ÷ conversations, the volume-independent quality signal.
Client
Escalations
Rate
Top reason
Last
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By tier
Tier
Paid this cycle
Price
MRR
Recent invoices
Client
Plan
Amount
Status
Date
AI agent
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Internal services
Pinging…
External APIs
Recent errors
Type
Severity
When
Audit log
When
Admin
Action
Client
IP
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Manage who can sign in and what they can do. The last active admin can't be removed.
Member
Role
Status
2FA
Last login
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Invite a teammate
They'll get an email sign-in link — no password needed.
Mark invoice paid
The client gets a “Payment received” email.
No email is sent — tell the client yourself.
If their AI was paused for non-payment, it switches back on — unless an older invoice is still overdue.