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Overview
For best results, serve this file over HTTP. Opening directly from file:// will block API calls due to browser CORS policy. In a terminal run npx serve docs/dashboard then open http://localhost:3000.

Crystallux Sales Engine

AI-powered lead discovery, outreach & booking automation

Total Leads
Emailed
Booked
Auto-refresh: 60s
Pipeline Stats — Live
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Scan Monitor — Today
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Last 7 Days Scan History
DateScansNew LeadsDuplicatesErrors
Email Enrichment Progress
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Lead Pipeline Funnel
Leads by Stage
Recent Leads
Last 20 Leads
CompanyIndustryCityStatusScorePhoneSource
Recent Emails Sent
Last 20 Outbound Emails
CompanyEmailSubjectSent AtStatusEmails SentFollow Ups
Recent Activity Timeline
Last 20 Status Changes
Client Performance
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CRM Quick Access
Connect your client CRM in Settings to enable direct CRM access.
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Quick Actions
API Status
Crystallux Assistant
Hi — I'm the Crystallux assistant. Ask me to scan a city, list leads, check pipeline health, or run any sales engine task.

Overview Admin

Platform-wide snapshot: clients, MRR, leads, outreach, replies, bookings, errors.

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

All clients, filterable by vertical + status. Click row for detail drawer.

Clients table

Name · Vertical · Plan · MRR · Status · Next billing. Search, filter, add-new, impersonate. Planned

Leads (All Clients) Admin

Full cross-client lead table with bulk actions + search.

Lead grid

Filter by client, vertical, status, channel, last activity. Bulk DNC, export CSV, reassign client. Planned

Campaigns Admin

Active campaigns per client with performance metrics + pause controls.

Campaign list

Status, leads enrolled, replies, bookings per campaign. Pause/resume. A/B test framework (future). Planned

Outreach Health Admin

Sender-health monitoring across channels. Deliverability, quotas, bounces.

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

Platform-wide reply tracking and calendar view of booked appointments.

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

Niche-overlay management: all 8 verticals with active/dormant toggles.

Overlay table

Vertical, founding price, is_active, lead_target_type. Edit opens overlay editor (future). Planned

Credentials Admin

Per-client sender mapping + credential status.

Channel credential matrix

Apollo, Gmail, Stripe, Twilio, Vapi, Unipile, Tavus status per client. Setup Wizard for new-client channel activation. Planned

Billing (Admin) Admin

MRR summary, per-client subscription state, failure recovery queue. Currently rendered by existing Billing panel under Legacy Panels.

Live data

MRR strip + per-client table. Live

Recovery queue

Payment-failed accounts and reactivation tasks per payment-followup runbook. Planned

Alerts / Errors Admin

Unresolved platform issues awaiting Mary's attention.

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

Platform configuration, feature flags, audit log.

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

This week's leads, replies, appointments, and next booking.

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

Your leads only. Filter by status, score, last activity.

Lead list (client-scoped)

Uses clxScopeUrl to force client_id filter. Export CSV limited to own data. Planned

Campaigns

Campaigns running for your business. Pause/resume with confirmation.

Your active campaigns

Performance per campaign. Cannot create or delete — Mary's responsibility. Planned

Replies

Your unread replies queued for action.

Unread queue

Mark read, archive, hot lead. Suggested response templates from Closing Intelligence. Planned

Bookings

Upcoming + past appointments with outcomes.

Calendar view

Upcoming. Cancel/reschedule integrates with Calendly. Planned

Reports

Simple visualisations of your own performance.

Monthly lead-gen chart

Trend lines + top-performing templates. Exportable PDF (monthly). Planned

Billing

Current plan, next billing date, invoice history. Currently rendered by existing Billing panel under Legacy Panels.

Subscription

Current plan + renewal. Live

Invoice history

Last 12 months. Planned

Settings

Notification preferences, sender email, Calendly, team members.

Notification preferences

Weekly summary, new-reply alerts, monthly review reminder. Planned

Onboarding Admin

Per-client onboarding status across all clients.

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 onboarding status and outstanding tasks.

Your checklist

Contract, billing active, sender configured, Calendly connected, first outreach, first reply. Planned

Market Intelligence Admin

External-signal ingestion + Claude analysis + per-client tier adoption. Queries market_signals_* and signal_routing_log tables.

Active signals

Processed signals still within their expiry window, affecting at least one active vertical.
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Ingestion pipeline (last 24h)

Raw signals
Processed
Pending
Errors

Vertical impact heat map

Highest active multiplier per vertical across active signals. Calibrated 1.0 = no change, cap 5.0.

Client adoption

Intelligence tier active
Tier MRR
Upsell candidates

Cost this month

Anthropic tokens consumed by signal processing only (does not include other Claude workflows).

Market Intelligence

Why your outreach volume and framing shifted this week. Only visible if your account is on the Intelligence tier.

Active signals affecting your business

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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

Real-time platform metrics: workflows, DB, API quotas, credentials, disk, rate limits.

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

Scaffolded for future VA hire. Activates when first VA is onboarded.

Open tickets

Assigned, priority, SLA countdown. Dormant

Onboarding Tasks

Per-client tasks due today / overdue / blocked / complete.

Task list

Scaffolded. Dormant

Clients (read-only)

Read-only client list for support context.

Client roster

Scaffolded. Dormant

Alerts

Alerts relevant to ops scope (errors, SLA breaches).

Active alerts

Scaffolded. Dormant

Legacy Dashboard Panels

Pipeline stats, scan monitor, enrichment, funnel, leads, emails, activity, billing, channels-active, assistant — the pre-multi-role dashboard content, preserved intact. Individual panels will migrate into role-scoped panels above in future iterations.