Live Workspace
System and business status
Waiting for first sync
Overview
What needs attention right now
Subscription counts, revenue, message volume, and current health roll up here first.
Access Receipt
Your access
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Live activity
Signups, checkouts & interest — real time
Live
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Marketing
Outreach & retention
Interest forms, abandoned-checkout recovery, win-back, and trial conversion — live leads.
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Customer Service
Support desk — live oversight
Real-time actions by customer-service & Xact staff, plus open call issues.
Staff actions
CSM & Xact quick-actions
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Call errors
Open call issues
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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.
Choose a window and run a report.
Main Site
Traffic and page visibility
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Active users
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Top pages
Last 30 daysLoading top pages
Commercial
Subscribers and revenue
Search production family and inmate customers with linked, tenant-safe connection details. Known support QA fixtures are excluded.
MRR
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All production Stripe customers
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3-day trial payment-link follow-up
Copy the customer's details from the search results above. Texting is allowed only when the website already has an opt-in receipt or the customer explicitly agrees while speaking with XACT.
Signup Recovery
Review unfinished signups without sending
Each case stays tied to one canonical attempt. Booking matches never merge outside family accounts.
Open this tab to load the recovery queue.
New Signup
New Signup — 3-Day Trial (instant access)
Create a 3-day trial. The inmate gets access immediately.
My Signups
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Customer 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 searchResults will appear here.
Shared interaction history
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Website customer journeys
Checkout, contact, referral, and outreach progress grouped without exposing raw IP addresses.
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Service issue monitoring
Issues
Live open, solved, and auto-fixed issues with resolution and verifier provenance.
Issue feed
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Report an issue
Log a caller-reported problem so it is visible here and on the customer's profile history.
Open reports & tickets
Caller-reported issues and Help AI ticket drafts that are still open.
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Internal support case
Escalations
Create a Remedy-style case for Josh with customer context and verified transcript provenance.
Account actions
Change an inmate PIN
Use the current PIN for a routine change. Operator-assisted recovery is a separate, audited action for an exact account after the interim XACT Verify check. The inmate-side temporary recovery remains separate.
Matching accounts
Run a searchSearch for the caller's account to begin.
Caller needs identity review
Escalate when you cannot complete an approved identity check or the account details do not match.
Approved guidance
XACT Help
Search customer-safe instructions. Answers use approved sources only and show when a question must be escalated.
Ready. XACT SharePoint will stay disabled until its exact approved page is connected.
Knowledge sources
Restricted to XACT rolesLoading approved sources
Inbox
Recent family message activity
Latest thread traffic flowing through the family mailbox surfaces.
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Message explorer
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Shared work mailbox
Read and reply to email from the shared IMAP mailbox.
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Inbox
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Select a message to read it here.
WhatsApp Staging
Prototype drafts and inbound intents
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Inbound intents
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Recent drafts
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Inbound requests
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Readiness
100 to 1000 user rollout gates
Current planning gates are staged by confidence level, required proof, and user-count tier.
Tier 1
100
Internal and controlled customer rollout after dashboard RBAC and communications proof.
Tier 2
300
Requires sustained operational telemetry, support workflow, and billing reconciliation checks.
Tier 3
1000
Requires load evidence, incident runbooks, backup drills, and compliance operating cadence.
Employee Drive
Business plan materials
Readiness package, gap register, access plan, and spreadsheet model published for employee review.
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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.
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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.
Agent model
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Select an agent control to see the read-only action plan.
Call Accuracy
Hermes call triage queue
Call accuracy
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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.
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Hostname
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PM2 processes
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Recent Activity
Latest account events
New inmate and family subscriptions pulled from the dashboard activity feed.
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