Live Workspace
System and business status
Overview
What needs attention right now
Subscription counts, revenue, message volume, and current health roll up here first.
Access Receipt
Your access
Live activity
Signups, checkouts & interest — real time
Marketing
Outreach & retention
Interest forms, abandoned-checkout recovery, win-back, and trial conversion — live leads.
Customer Service
Support desk — live oversight
Real-time actions by customer-service & Xact staff, plus open call issues.
Staff actions
CSM & Xact quick-actions
Call errors
Open call issues
Customer Service
Service cases
SLA-tracked cases from every channel — assign, work, and resolve.
Customer Service
Service reports
SLA, backlog, resolution, and agent-activity analytics — windowed, with CSV export.
Main Site
Traffic and page visibility
Checking analytics configuration
Top pages
Last 30 daysCommercial
Subscribers and revenue
Search production family and inmate customers with linked, tenant-safe connection details. Known support QA fixtures are excluded.
All production Stripe customers
New Signup
New Signup — 3-Day Trial (instant access)
Create a 3-day trial. The inmate gets access immediately.
My Signups
LoadingCustomer relationship management
CRM Interactions
Search shared support history, record calls and notes, and manage follow-ups.
Find a customer
Search family members and inmates, then select the tenant-safe relationship to prefill this interaction.
Search results
Run a searchShared interaction history
LoadingWebsite customer journeys
Checkout, contact, referral, and outreach progress grouped without exposing raw IP addresses.
Service issue monitoring
Issues
Live open, solved, and auto-fixed issues with resolution and verifier provenance.
Issue feed
LoadingInternal support case
Escalations
Create a Remedy-style case for Josh with customer context and verified transcript provenance.
Account actions
Change an inmate PIN
The caller must tell you their current PIN before it can be changed. If they do not know it, do not change the PIN — escalate the account so the owner can verify identity.
Matching accounts
Run a searchCaller cannot confirm the current PIN
Do not change the PIN. Send the account to the owner, who will verify identity another way and complete the change.
Approved guidance
XACT Help
Search customer-safe instructions. Answers use approved sources only and show when a question must be escalated.
Knowledge sources
Restricted to XACT rolesInbox
Recent family message activity
Latest thread traffic flowing through the family mailbox surfaces.
Message explorer
Shared work mailbox
Read and reply to email from the shared IMAP mailbox.
Inbox
WhatsApp Staging
Prototype drafts and inbound intents
Loading WhatsApp staging state
Recent drafts
LoadingInbound requests
LoadingReadiness
100 to 1000 user rollout gates
Current planning gates are staged by confidence level, required proof, and user-count tier.
Employee Drive
Business plan materials
Readiness package, gap register, access plan, and spreadsheet model published for employee review.
Support Console
Quick actions and billing support
Role-scoped diagnostics and billing lookups. XACT can run support-safe actions; code, secrets, and destructive controls stay admin-only.
Select a quick action to see the result.
Hermes Agents
Employee agent objectives and controls
Bell, Vigil, Ledger, Auditor, Memora, Hermes, and XACT are backed by current work-calendar objectives and read-only learning evidence.
Select an agent control to see the read-only action plan.
Call Accuracy
Hermes call triage queue
Select a call action to stage review, fix, or closure evidence.
Operations
API, server, and PM2 process health
Authenticated health checks plus local server telemetry from the dashboard host.
PM2 processes
LoadingRecent Activity
Latest account events
New inmate and family subscriptions pulled from the dashboard activity feed.