Crystallux Sales Engine
AI-powered lead discovery, outreach & booking automation
| Date | Scans | New Leads | Duplicates | Errors |
|---|---|---|---|---|
| Company | Industry | City | Status | Score | Phone | Source |
|---|---|---|---|---|---|---|
| Company | Subject | Sent At | Status | Emails Sent | Follow Ups | ||
|---|---|---|---|---|---|---|---|
Overview Admin
Total clients
Active · Trial · Past due · Canceled breakdown Planned
Total MRR
Sum of active subscriptions in CAD. See Billing panel for live data. Live (Billing)
Leads across all clients
Outreach sent today / this week; reply rate 7-day rolling; bookings this week. Planned
Unresolved errors
Count + link to Alerts panel. Reads from scan_errors where resolved=false. Planned
Revenue growth chart (90 days)
Chart.js line chart of MRR + new-client count by week. Planned
Clients Admin
Clients table
Name · Vertical · Plan · MRR · Status · Next billing. Search, filter, add-new, impersonate. Planned
Leads (All Clients) Admin
Lead grid
Filter by client, vertical, status, channel, last activity. Bulk DNC, export CSV, reassign client. Planned
Campaigns Admin
Campaign list
Status, leads enrolled, replies, bookings per campaign. Pause/resume. A/B test framework (future). Planned
Outreach Health Admin
Sent volume
Today / week / month totals + per-channel breakdown (email, voice, linkedin, whatsapp, video). Planned
Quota usage
Per-sender daily-cap consumption via get_daily_send_count_per_client RPC. Red flags for senders near cap. Planned
Replies & Bookings Admin
Today's replies queue
Unread replies by client awaiting review. Planned
Booked appointments
Calendar across all clients + no-show patterns by client. Planned
Vertical Overlays Admin
Overlay table
Vertical, founding price, is_active, lead_target_type. Edit opens overlay editor (future). Planned
Credentials Admin
Channel credential matrix
Apollo, Gmail, Stripe, Twilio, Vapi, Unipile, Tavus status per client. Setup Wizard for new-client channel activation. Planned
Billing (Admin) Admin
Live data
MRR strip + per-client table. Live
Recovery queue
Payment-failed accounts and reactivation tasks per payment-followup runbook. Planned
Alerts / Errors Admin
Active scan_errors
Error code, count in window, first/last seen, affected leads. Mark resolved. Planned
Workflow failures
n8n execution failures aggregated by workflow. Planned
Credential warnings
Tokens nearing expiration. Planned
Settings Admin
Monitoring thresholds
Manage rows in monitoring_thresholds. Planned
Feature flags
TESTING MODE toggle, Apollo on/off, per-channel enable. Planned
Audit log
admin_action_log viewer. Planned
Your Dashboard
Welcome, client
Here's your Crystallux snapshot. Planned
Leads this week
Count + trend vs prior week. Client-scoped via clxScopeUrl. Planned
Replies this week
Count + trend. Planned
Appointments booked
Count + next booking card. Planned
My Leads
Lead list (client-scoped)
Uses clxScopeUrl to force client_id filter. Export CSV limited to own data. Planned
Campaigns
Your active campaigns
Performance per campaign. Cannot create or delete — Mary's responsibility. Planned
Replies
Unread queue
Mark read, archive, hot lead. Suggested response templates from Closing Intelligence. Planned
Bookings
Calendar view
Upcoming. Cancel/reschedule integrates with Calendly. Planned
Reports
Monthly lead-gen chart
Trend lines + top-performing templates. Exportable PDF (monthly). Planned
Billing
Subscription
Current plan + renewal. Live
Invoice history
Last 12 months. Planned
Settings
Notification preferences
Weekly summary, new-reply alerts, monthly review reminder. Planned
Onboarding Admin
client_onboarding_status table (pending migration)
Contract signed, Stripe active, sender configured, Calendly connected, overlay assigned, leads imported, first campaign approved, first outreach sent, first reply received, first appointment booked. Planned
Getting Started
Your checklist
Contract, billing active, sender configured, Calendly connected, first outreach, first reply. Planned
Market Intelligence Admin
market_signals_* and signal_routing_log tables.Active signals
Ingestion pipeline (last 24h)
Vertical impact heat map
Client adoption
Cost this month
Market Intelligence
Active signals affecting your business
Your outreach this week
Preferences
Per-vertical controls live in client_signal_preferences. Contact Mary to toggle auto-scale, override multipliers, or exclude signal types.
System Health Admin
Workflow status
Active/paused/failing. Last execution timestamps. Planned
API quotas
Apollo credits, Claude tokens, OpenAI usage. Planned
Credential expiration
Tokens nearing expiry. Planned
Public status page
crystallux.org/dashboard/status.html (published separately). Live
Support Queue
Open tickets
Assigned, priority, SLA countdown. Dormant
Onboarding Tasks
Task list
Scaffolded. Dormant
Clients (read-only)
Client roster
Scaffolded. Dormant
Alerts
Active alerts
Scaffolded. Dormant