🟡
LIVE DATA — pre-launch demo · KPIs and feeds below pull from Supabase. Empty until first BD call lands. Once Matthew confirms scope + we build the agent, dashboards populate live.

Dashboard Overview

Birmingham [TBC] · Business Development AI Agent

BD agent ready
Calls today
0
Awaiting first call
Meetings booked
0
Once data flows
Qualified leads
0
Once data flows
Conversion %
—
Calls → meetings
Pipeline value
£0
Estimated
Lead funnel · this week
0
Cold
0
Contacted
0
Qualified
0
Meeting
0
Closed
Funnel populates as the BD agent works through prospect lists.
Today's meetings
📅
No meetings booked yet
Booked meetings appear here.
Calls per day · last 7 days
Outcome breakdown
Recent activity
TimeProspectOutcomeNext action
No activity yet — first BD call lands here.
Lead Pipeline

Real-time view of every prospect's stage. Updates as the AI agent qualifies, books, and closes.

Cold
No prospects
Contacted
No prospects
Qualified
No prospects
Meeting booked
No meetings yet
Closed
No closes yet
Outreach campaigns
Plan, schedule, and track outbound BD campaigns.
📞
No campaigns yet
Click "+ New campaign" to set up your first BD outreach.
Recent calls
Every BD call · transcripts + outcomes + next actions.
TimeProspectCompanyDurationOutcomeNext step
No calls yet — they'll appear here within seconds of each BD call ending.
Meetings booked
Booked direct to your calendar by the AI agent.
DateTimeProspectCompanyBooked byStatus
No meetings booked yet — they'll appear here once the BD agent qualifies a prospect.
Prospect list
Upload a CSV or pull from your CRM. The BD agent works through this list.
👥
No prospects loaded yet
Send Matthew the prospect list (CSV: name, company, role, phone, email) and we'll import.
Connected Systems

Your existing tools, integrated with Your AI. We manage the AI infrastructure — you focus on closing deals.

📞
Voice AI Agent
Outbound BD calls + qualification + booking
Active
💬
SMS / Email Follow-up
Sequence after each call
Active
📅
Your Calendar
Meetings booked direct (Google / Outlook / etc.)
Configure on go-live
📋
Your CRM
Lead data syncs to your existing CRM
Configure on go-live
💼
LinkedIn Lead Source
Read from your existing Sales Nav / lists
Configure on go-live
📊
Analytics & Reporting
Pipeline, conversion, revenue impact
Active
How your data connects
Your CRM stays YOURS. Your prospect list stays YOURS. Your AI agent reads via secure connection, makes the calls, books the meetings, and writes results back to YOUR systems.
   YOUR EXISTING SYSTEMS                YOUR AI                     PROSPECTS
   ───────────────────────              ───────────                 ─────────────
   • Your CRM                ◄───────►  AI BD agent  ◄─Voice/SMS─►  Prospects
   • Prospect list (CSV/                (Voice + SMS               you want to
     LinkedIn / Sales Nav)              + email +                  reach
   • Your calendar                       reasoning)
   • Email infrastructure
Data residency & ownership
  • Your prospect list stays in YOUR systems
  • Lead data + meeting bookings sync back to YOUR CRM
  • Call recordings + transcripts available to you, deletable on request
  • UK GDPR + Ofcom compliant · all outbound calls follow PECR consent rules
Settings
Editable agent configuration. Changes apply on next save.
Agent identity
Outreach rules
Settings will be editable once Matthew confirms agent scope and we go live.