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$0 Marketplace

Projects

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

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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.

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

Project start

$0 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.

Forwarding number

The number calls for this project forward to.

Inbound number

Lead King

Hold on for two seconds…

Forwarding number

Kill Call Keys

Write the rules in plain English. During live calls, your AI checks these and kills the call when they fail — or when they haven't come up yet.

Ring group

Creates a second number that rings your team all at once — first to pick up takes the call, and it's recorded. If nobody answers in time, William takes it.

Off

Create a dedicated forwarding number for callers to dial. It rings your list first — William only answers if nobody picks up.

Buying your number…

Forwarding number

Numbers to ring

Up to 10 numbers can ring at once.

Seconds to ring before William answers

Service area

Where this project takes marketplace jobs.

Batch notifications

Send this project notifications when new leads come in.

Off

Scheduled Leads Only

ON = they only see jobs that are already booked.

Off

Transparency

ON = they CANNOT see chats, call recordings, or AI messages.

Off

AI Disclosure

ON = the AI never brings up that it is AI. If a lead asks, it still tells the truth.

Off

Access

ON = they can use the marketplace. If they came from an ad, they still have to pick a plan after this.

Off

Possible Disputer

ON = we never charge them anything. You collect their money some other way. Use it for anyone who might fight a charge.

Off

All Jobs Free

ON = every job on the map is free for them, always. Use it when you are collecting their money yourself.

Off

Weekly + Job Fees

ON = they pay every week AND pay for each job they take. Only does anything if they are on the Weekly plan. Use it when the weekly price alone is not enough money.

Off

Marketplace

ON = jobs are free for them until they hit their batch goal. No card needed.

Off

Priority Appointments

ON = jobs that match them are handed over automatically until their goal is full.

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.

Checking access…

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

Service area

Search the address or drag the pin, then size the radius.

Serve nationwide Cover the whole country — no pins needed.

Serving all 50 states. Your local areas are saved and paused while Nationwide is on.

Search an address to start

Service radius 50 mi

Pick a vertical

Choose one from the active verticals table.

Scheduled Target

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Scheduled Jobs

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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Filter

Status

Date

Details

Action

Lead action

Send to project

Choose the project that should own this lead.

Edit lead

Changes save straight to the lead's row.

Name Phone Booked time Also updates the AI's "When" field so both stay in sync. Interest Service Address

City State ZIP

Message summary

Conversation

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Message will send through the AI phone number.

Control

Control · Leads

Create appointment

Books a new lead with an appointment on the project below.

Project

Customer name

Phone number

Address

Booked time

Interest

Summary (optional)

Project

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