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Marketplace

Projects

Select a project, view who owns it, and open the account you want to work from.

Select Project

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Onboarded

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Assigned To

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Project ID

Select Project

Create project

New Business

You need to add a payment method before you can create a project.

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Project name

Owner email

They will get an invite email to set their password.

Owner phone

They will also receive the magic link from that phone number.

Project start

Choose how this project should bill: pay per lead, pay per appointment if unlocked, or Contacts dashboard access.

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Project start

Marketplace

Your Business

"The secret of getting ahead is getting started." - Mark Twain

Select Project

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Scheduled Jobs

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Select Project

Create project

New Business

You need to add a payment method before you can create a project.

Add a payment method here

Project name

Owner email

They will get an invite email to set their password.

Owner phone

They will also receive the magic link from that phone number.

Project start

Choose how this project should bill: weekly active-time billing, 3 day trial, pay per lead, or Contacts dashboard access.

Creating project... Do not close this tab or click anything.

Project start

Edit project

Update where leads go, your buffer, your hours, and your business bio.

Lead delivery

Change where new leads go.

Lead delivery

Phone

Booking settings

Update your buffer and business hours.

Buffer

Business hours

Business bio

Update your account name, customer-facing business name, address, and business bio.

Account name

Business name

Address

Manual address

Only use this if the address search does not fill correctly.

Address line 1

Address line 2

City

State

ZIP

Country

Business bio

Lead delivery

Edit project

Change where leads go.

Batch notifications

Send this project notifications when new leads come in.

Off

Scheduled Leads Only

Project will only see booked leads.

Off

Transparency

Toggle this on to make the chat, call recordings, and AI interactions with leads invisible to project users.

Off

AI Disclosure

Toggle on to avoid the mention of AI. If lead asks, the AI will still disclose that is is AI.

Off

Marketplace

Let this project buy marketplace appointments for free until they reach their batch goal. No card or subscription needed.

Off

Tailor William

Set William’s name and give him approved specials and offers he can use when talking with leads.

AI name

Specials and offers for William to use as ammo. LLM Models will re-write what you enter.

Booking settings

Control when William can book, what the customer hears, and how much calendar space each quote takes.

Vertical

Soonest booking buffer

Time zone

Business hours

Quote length customer hears

Calendar slot length

Max overlapping slots

Project name

Change the visible project name owners see in Revive.

Project name

Access

See whether this project user has gotten into the app yet.

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User email

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Last login

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Last active

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Lead delivery

Change where leads go. This keeps the current payload flow.

Lead delivery

Phone

Website

Change the site William uses for business details. Reanalyze separately when you want a fresh scrape.

Website URL

Business bio

Change the business bio, business name, and address William uses for context.

Business Name

Address

Manual address

Only use this if the address search does not fill correctly.

Address line 1

Address line 2

City

State

ZIP

Country

Business bio

Pick a vertical

Choose one from the active verticals table.

Scheduled Target

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Scheduled Leads

Total Leads

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Leads + contacts

Qualified Leads

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Qualified leads

Scheduled Jobs

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Booked appointments

Dead Leads

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Disqualified leads

Pending Leads

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Pending leads

Contacts

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Archived leads

All Leads

Leads, contacts, and archived leads.

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Status

Date

Details

Action

Lead action

Send to project

Choose the project that should own this lead.

Conversation

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Projects

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Your Business

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