The tour
Six views your team reads. Real screens, invented client.
These are live captures from the demo instance. The clinic is fictional; the machinery is exactly what your instance runs.
Which assistants recommend you, and for what
Every week we ask ChatGPT, Perplexity, Gemini, and Claude the questions your buyers actually ask, then score who got named and who got the link. Share of voice against your named competitors, the topics you are winning, the topics you are losing, and what to publish next. Joined to your site data below, it closes a loop the point tools never do: recommended, visited, became revenue. This piece also runs standalone; see the Recommendation Engine tier below.
Where things stand, in one glance
Visits, inquiries, AI visibility, and what is waiting on whom, each number naming the date it was pulled. No logins into five tools, no monthly PDF. The person who opens it sees their own to-do pile first.
Every piece on one ladder, nothing in anyone's head
Briefs move from asked to written to checked to live on a board both sides read, in plain words. Drafts are written with your voice pack and your facts file, and a compliance gate checks every draft before a human ever could have missed it. You approve; nothing publishes itself.
Traffic that explains itself
Weekly sessions with honest comparisons (a part week is never judged against a full one), channels corrected for how ad platforms mislabel themselves, and AI referral traffic pinned to its own row so the channel the engagement is about never disappears under the paid noise.
From visit to revenue, one vocabulary
The same channel names run through the site, the CRM, and this board, so attribution means one thing everywhere. Recovered consults, pipeline by source, and what the emails actually produced, aggregated only; no person-level data ever reaches the dashboard.
The gate your lawyer would build
In regulated verticals, generation is blocked until you approve the rulesets that govern it, every draft is scanned against them, and approvals bind to the exact text approved. The machine cannot publish what nobody signed. Built for healthcare; the same engine covers RESPA, housing, and finance.
