Tool
Client dashboard
One honest view of your leads, bookings, calls, follow-ups and anything that needs you today.
Overview
How it works
The client dashboard is where you see what your Vyybe systems did and what needs your attention. It shows your leads by status, bookings requested and confirmed, calls and messages, follow-ups in progress, anything that failed, and your usage against the limits you've set.
Every number on it comes from real records. If a feature isn't switched on, the dashboard says so instead of showing a zero. If nothing has happened yet, it says "No leads yet". Messages recorded in test mode are counted separately from messages actually sent. If a connection is missing, it shows as disconnected.
The dashboard is also where you make decisions. Replies the AI wasn't sure about wait in an approval queue for you to send or discard. Booking requests wait for you to approve or decline. Failed messages can be resent with one click, and a resend never sends twice. Your team signs in securely to see it all.
What it looks like
A typical walkthrough
For example, here's how the owner of a landscaping company uses the dashboard on a normal Monday.
A quick look first thing
Over coffee, the owner signs in and sees four new leads since Friday, two booking requests waiting for approval and one confirmed visit today.
Follow-ups that need a person
The top of the page lists who to follow up with: new requests nobody has contacted yet, and a reply that's waiting for approval.
A reply waiting for approval
A customer emailed asking about a discount. Pricing is on your escalation list, so the AI drafted a reply and held it. The owner edits one line and sends it.
Approving booking requests
The owner approves one cleanup request and declines another that falls outside the service area. Both customers are told the result.
Spotting a problem early
One text reminder failed because of a carrier error. It's listed under failures with the reason. After the issue clears, the owner presses Replay and it goes out once.
Checking connections
The connections panel shows email live, texts live and the CRM connected, so the owner knows each part is working.
Under the hood
How our system does it
Built from real records only
Every count is read directly from your stored leads, bookings, calls, messages and jobs. Nothing is estimated, padded or filled in with sample data.
Honest empty and disconnected states
A module that isn't enabled shows as unavailable with the reason, never as zero. A connection with missing credentials shows as disconnected. "Configured" means a credential is in place, and live sends are only counted as sent when the provider accepted them.
Test records kept out
The test inquiries and bookings we run during setup are tagged and excluded from your numbers. Messages recorded in test mode are shown as "recorded, not sent", separate from live messages.
Approval queue
When the AI drafts a reply that touches a topic you've marked for review, such as pricing, contracts or complaints, the draft waits for you. You send it as written, edit it or discard it. Nothing in the queue goes out without your decision.
Status changes that reach the customer
When you change a lead's status, the system sends the matching approved update to the customer and shows you exactly which messages went out.
Failures you can act on
Any message or delivery that failed after its retries is listed with the error. Once the cause is fixed, Replay resends it. Each send is keyed, so a replay never reaches the customer twice.
Secure staff sign-in
Your team signs in with your business's staff access key. The session is kept in a secure cookie that expires after 12 hours, and the dashboard only ever shows your own business's data.
Works with
What it does
What it does
Shows leads by status
See new, contacted, qualified, booked, won and lost leads at a glance.
Shows bookings
Requested and confirmed bookings are counted separately, with requests waiting for your approval.
Lists calls and messages
Call summaries, transcripts and every message sent are in one place.
Shows who to follow up with
New requests, unfinished forms and replies waiting for you are listed together.
Holds replies for approval
Sensitive replies wait for you to send, edit or discard.
Surfaces failures
Failed messages and deliveries are listed with the reason and a Replay button.
Tracks usage against limits
See email, text and AI usage against the daily and monthly limits you've set.
Shows connection health
Each connection is shown as live, test mode, configured or disconnected.
What it can do for you
Why it helps
Know what happened without digging
You see the day's activity in one place instead of piecing it together from email, voicemail and your calendar.
Numbers you can trust
Because nothing is invented or padded, you can make decisions from what you see.
Stay in control of sensitive replies
The approval queue keeps pricing, complaints and contracts in your hands.
Catch problems early
Failures and disconnected connections show up plainly, so they get fixed before customers notice.
What you control
Your rules, your approvals
- Who on your team has the staff access key
- Which replies go to the approval queue
- Approving, editing or discarding held replies
- Approving or declining booking requests
- Changing lead status and whether the customer is notified
- Replaying failed messages once the cause is fixed
Who it's for
Is this a good fit?
- Owners who want a clear daily picture of leads, bookings and calls
- Businesses using one or more Vyybe agents who want them in one view
- Teams that want to approve sensitive replies before they go out
- Probably not the right fit if you need separate logins and permissions for each person, since your team shares one secure staff access key
How we work
From first conversation to live
Discovery
We ask what you check each day, what decisions you make and which agents you're using.
Setup on your business profile
We connect the dashboard to your enabled agents, apply your brand color, set your escalation topics and usage limits, and create your staff access key.
Test in safe mode
We run test activity through every agent and confirm the dashboard shows it correctly, with test records excluded from your real numbers.
Go live
We walk you through the dashboard and hand over sign-in, then switch the agents to live sending.
Ongoing review
We review failures, usage and the approval queue with you, and adjust escalation rules and limits as needed.
Scope
What's included, and what isn't
Exactly what's included is confirmed in writing for each project.
Included
- Dashboard set up for your business with your brand color
- Leads, bookings, calls, follow-ups, failures and usage in one view
- Approval queue for held replies
- Booking approvals and lead status changes
- Failure list with one-click replay
- Connection health panel
- Secure staff sign-in
- A walkthrough at go-live
Not included
- Separate logins or roles for each staff member
- Charts, custom filters or spreadsheet export
- Reporting on ad accounts or tools Vyybe doesn't run for you
- Sample or estimated numbers of any kind
What you'll provide
- Who on your team needs dashboard access
- Topics you want held for approval, such as pricing or complaints
- Your preferred usage limits for email, texts and AI
- Your brand color
Safeguards
Controls built in
- No number is ever fabricated; features that aren't on say so
- Test-mode messages are never counted as sent
- Setup test records are excluded from your numbers
- Replies on sensitive topics wait for your approval
- Replays never send the same message twice
- Staff sessions are secure, expire after 12 hours and show only your business's data
FAQ
Questions owners ask
Why does the dashboard say "not available" instead of zero?
Because a zero is misleading when a feature is off. If a feature isn't switched on, you see that it's unavailable and why. A zero only appears when the feature is on and nothing has happened yet.
What is the approval queue?
It's where the AI holds replies on topics you've marked for review, such as pricing, contracts or complaints. You send the draft as written, edit it or discard it. Nothing in the queue goes out without you.
What happens when something fails?
The failed message or delivery is listed with the reason, and you or we can be alerted by email. Once the cause is fixed, press Replay. Each send has a unique key, so the customer never gets it twice.
How does my team sign in?
Your business has a secure staff access key. Signing in creates a secure session that lasts 12 hours. The dashboard only shows your own business's data.
Can I see what the AI actually said?
Yes. Messages sent, held drafts, call summaries and transcripts are all listed, so you can see exactly what went out on your behalf.
How much does it cost?
The dashboard comes with your Vyybe agents, and scope and price are confirmed in writing after a short conversation. Email sales@vyybe.co or call (425) 428-8363.
Put Client dashboard to work
Tell us what you need. We reply with a few questions, and scope and price are confirmed in writing before any work starts.