Resend checkout links to customers whose payment failed
Date
Customer
Approval ID
Device
Error
Status
Actions
Click "Refresh" to load failed checkouts
Purge Approval Records
Delete ALL records associated with an approval ID from the entire database
Warning: This action is irreversible!
This will permanently delete all records from: applications, approvals, orders, option_views, device_selections, lost_leads, and any other tables containing this approval ID.
Records Found:
No records found for this approval ID
Searching...
Send to LTO Payment System
Export completed orders to the BuyCell LTO payment management system
Enter an approval ID to load all available data for sending to LTO
Search approvals by customer name to find their Approval ID
0 names entered
Processing 0 of 0...0%
Date
Customer
Approval ID
Device
Amount
Actions
Click "Refresh" to load orders ready for LTO export
Date
Customer
Approval ID
Device
Amount
Sent
Actions
No orders sent yet
Complete Missing Information
Enter the required fields to send this order to LTO
Review Payment Plan Data
Verify the information below before sending to LTO
Complete LTO Deal Information
Review and edit all fields before sending to LTO -
Customer Information
Address
Employment
Bank Information
Reference
Device & Payment Card
Payment Plan Details
Calculated:
* Required fields
Square Customer & Card Lookup
Retrieve customer ID and card ID from a Square payment/receipt ID
Enter the payment ID from Square (found in transaction details or receipt URL)
Payment Found
Customer Name:-
Amount:-
Reference ID:-
Date:-
Square IDs Retrieved
Customer ID:-
Card ID:-
Card:-
Matching Order Found
Approval ID: -
(-)
No Matching Order
No order found with reference ID -. You can manually search for the order or the payment may not be linked to an order in this system.
Lookup Failed
-
Orders Missing Square Data
Orders that need customer ID or card ID from Square
Date
Customer
Approval ID
Missing
Payment ID
Click "Load" to find orders missing Square data
Create Manual Order
Look up an approval and create an order without going through checkout
Step 1 — Look Up Approval
Phone
Approval Amount
Pay Frequency
Address
Step 2 — Order Details
Order Created!
Settings
System settings and analytics
Deep Cash Analytics
Track call activity and performance metrics
Calls Today
0
Calls This Week
0
Calls This Month
0
Total Calls
0
Timestamp
Customer Name
Approval ID
Phone
Logged By
Source
Click to expand and load call logs...
Test Data Generator
Create fake approvals for testing features
Testing Only
Generated approvals use fake data with proper ID format (first 3 digits = down payment). Use for testing orders, checkout flows, and other features.
Test Approval Created!
Approval ID:
Name:
Amount:
Delete All Test Leads
Remove all leads marked as test data from the system
Bug Reports & Feedback
Issues reported by team members
No bug reports yet. Great job!
Loading conversion insights...
Conversion Pattern Analysis
Live data from approved leads and orders
The Funnel
Ideal Customer Profile
Pattern Breakdowns
Time to Close
Top Devices Ordered
Lost Lead Analysis
Combined "Power Patterns"
Multi-factor combinations and their close rates
Flash Cards
Prioritized call queue — power through your leads
Queue
0
Calls Made
0
Interested
0
No Answer
0
Lost
0
Tiers:
LIVE MODE— Showing leads active in the last 3 hours
AI Assistant
Ask questions about your business data
Thinking...
AI Bot (Ava)
Autonomous SMS conversations via GHL + Claude
Loading...
to
Loading conversations...
Sent Today
0
Received
0
Reply Rate
0%
Active Convos
0
Conversions
0
Avg Response
0ms
Messages by Trigger Type
No data yet
Reply Rate by Trigger
No data yet
Select a customer to see their context
Chat Simulator
Pick a customer and start chatting
Add Training Rule
Active Rules
Loading rules...
Master Controls
Bot Enabled
Master on/off for all bot activity
Inbound Replies
Respond to customer SMS
Proactive Outreach
Welcome, reminders, follow-ups
Monitor Only
Log all GHL messages but never respond or do outreach
Prompt Mode
Classic (rule-based) or Natural (human-like)
Limits & Scheduling
Claude Model
All-Time Spend
$0.00
Today
$0.00
This Week
$0.00
This Month
$0.00
Total Tokens
0
0 in / 0 out
Avg Cost/Msg
$0.00
Daily Cost — Last 14 Days
No usage data yet
Daily Breakdown — Last 30 Days
Date
Messages
Input Tokens
Output Tokens
Total Tokens
Est. Cost
No usage data yet
Total
0
0
0
0
$0.00
Est. cost: ~$0.04
Running simulation...0%
Conversation
Overall Score
—
Character
—
Funnel Guidance
—
Brevity
—
Accuracy
—
Tone
—
Natural Flow
—
Strengths
Weaknesses
Suggested Corrections
Coach Ava
Tell Ava what she did wrong and how to improve:
Saved Coaching Notes
Consolidate Coaching Notes
Simulation History
Run a simulation to see results here
Bot Master
--
Inbound Replies
--
Outreach
--
Prompt Mode
--
Inbound Reply Flow
Customer SMS
Inbound
STOP Check
Auto opt-out
Guard Rails
Quiet hrs, rate limit
Load Context
Approval + history
Claude AI
classic
PII Filter
SSN + bank redact
Send via GHL
SMS delivery
Log
DB + training
Outreach Triggers
👋Welcome
--
Who: New leads, approved 5+ min ago, never messaged, within 7 days
Cooldown: First message only
👀Viewed Options
--
Who: Viewed phones in last 3 days, no device selected
Cooldown: 24h between messages
📱Device Selected
--
Who: Device picked in last 5 days, no checkout started
Cooldown: 24h between messages
🛒Checkout Abandoned
--
Who: Checkout started in last 3 days, not completed
Cooldown: 12h between messages
💰Payday Reminder
--
Who: Payday is today or tomorrow
Cooldown: 12h between messages
📅Follow-up
--
Who: Follow-up date within last 3 days, on or before today
Cooldown: 12h between messages
Guard Rails
Quiet Hours
21:00 - 9:00 ET
Rate Limit
5 msgs/day/contact
Welcome Delay
5 min
Human Agent Cooldown
2 hours
Excluded Statuses
Converted, Lost, Not Interested, Wrong Number
STOP/CANCEL
Auto opt-out
PII Filter
SSN + bank account redaction
Batch Size
15 per trigger per cron run
Conversation Lookup
Enter a customer phone number to pull their full GHL conversation history
Searching GHL...
—
—
Conversation
Running AI analysis... this may take 10-30 seconds
Coaching Scores
What Worked
Areas to Improve
Suggested Corrections for Ava
Recent Lookups
No lookups yet
Conversation
Correct This Response
What should the bot have said instead?
Reports
Filterable overview of all approvals with financial details and pipeline status
Open
0
Won
0
Lost
0
Date Approved
Client Name
Client Number
Monthly Income
Status
Pay Frequency
Bank Type
Last Call Status
Loading...
0 records
Error Monitor
Track Supabase errors and failed operations
Errors Today
0
Errors This Week
0
Database Errors
0
Plaid/API Errors
0
Error Log
Recent errors from Supabase Edge Functions
Timestamp
Type
Function
Error Message
Customer
Actions
Loading error logs...
Contracts
Zoho Sign documents — track sent contracts and signatures
Total
--
Pending
--
Viewed
--
Signed
--
Expired/Declined
--
Connect Zoho Sign
Enter your Zoho Sign API credentials to see contracts here.
Document
Recipient
Status
Sent
Signed
Actions
Click "Refresh" to load contracts from Zoho Sign
Details
When is their payday?
Select the date when this customer gets paid next.
Cancel & Refund Order
Total Charged$0.00
Card—
Payment ID—
$
Fee kept: $0.00
No payment found. This will only update the order status — no refund will be processed.
Mark as Won
Customer: -
Why is this being marked as won without an online order?
Create Shipping Label
Ship To
Not validated
Package
1 lb — 7 × 4 × 2 in
Export Leads
Exporting: -
Select which leads to include in the export:
Plaid Report
Fetching report from Plaid...
Financial Analysis
Balance Tracker
Enter a date to see the balance progression over 4 days
Account Owner Information
Bank Accounts
Transactions
Date
Description
Category
Amount
Bulk Export Funnel Stages
Select which funnel stages and columns to include in the export.
Or select by funnel stage:
Columns to include:
Filters (leave unchecked to include all):
$
to
$
Total leads selected:0
Generate Plaid Link
Generate a bank verification link for -
Some information is missing. Please fill in the fields below.
Generating Plaid link...
Plaid Link Generated!
Create Test Order
Create a local-only test order for testing contracts and LTO tools. Data is stored in browser only - nothing saves to database.
Test orders appear in the Orders table with a yellow "TEST" badge. Use them to test the Quick Contract modal and LTO export without affecting real data.
Customer Info
Shipping Address
Device & Payment
Card Info (for Contract)
Approval Info (for LTO)
Send Contract
Review and complete contract details for -
Please fill in the missing fields below:
60-Day Payoff Balance
$0.00
Select frequency to calculate
If Client Goes Full 12 Months
$0.00
Down payment not included
Payment Details
$
$
$
Payment Schedule
Client Was Last Paid On
-
Assumed Next Pay Date
-
Device:-
Name:-
Phone:-
Email:-
Card:-
Address:-
Please fix the following:
Add Device
60-day cash price shown at checkout
Report an Issue
Let us know what's not working right
Dashboard
Bank Report
Loading report...
Loading Report...
Fetching data from Plaid...
Error loading report
👤 Account Holder
📊 Account Summary
💰 Balance Analysis
⚡ Transaction Velocity
💵 Income Summary
📈 Income Sources
🏦 Linked Accounts
📋 Transaction History
🔄 Recurring Expenses
💰 Recurring Income
⚠️ Risk Indicators
🔍 Fraud Signals
💪 Account Health
📑 All Report Attributes
Plaid Report Viewer
V2 - Full Analysis
Bank Report
Generated from Plaid CRA
👤 Account Holder
📊 Quick Summary
💰 Balance Analysis
⚡ Transaction Velocity
💵 Income Analysis
Income Streams
🏦 Bank Accounts
📝 Transactions
🔄 Recurring Transactions
Automatically detected recurring payments and income
