Feature sheet · internal review copy
Everything in i'M On Social, on one sheet.
102 features grouped by what they are for, each with a plain description and the reason it exists. Not everyone will use everything; the point is that every rep, manager and owner finds the handful that changes their week.
Why "i'M On Social"?
Because relationships don't run from 9 to 5.
i'M On means always on: remembering, listening, following up, and staying connected. Social means the human relationships that drive business, not social media.
i'M On Social uses AI to create 24/7 social engagement, helping you remember every relationship, know when to reach out, and stay connected long after the first conversation or sale. Every feature on this sheet is one more way the system stays on so the salesperson can stay human.
i'M ON SOCIAL
You make the connection.
We help keep it alive.
Every day · 15 features
Home, contacts and the daily routine
What a rep opens first thing in the morning. Everything here is about never letting a relationship go cold.
Feature
What it does
Why it matters
01
People to Talk To Today
Rep
What it doesA prioritized list built overnight: touchpoints that are due, hot leads waiting, birthdays and sold-date anniversaries, threads that went quiet. One tap opens the contact or the text.
Why it mattersThe rep knows exactly who to reach out to without hunting through a CRM.
02
Contacts (the personal CRM)
RepManager
What it doesFull customer records: phones (normalized, de-duplicated), vehicle, birthday, anniversary and date sold, tags, notes, photos, plus CSV import with duplicate detection, a merge tool and a duplicate finder.
Why it mattersEvery customer in one place on the rep's phone; no spreadsheets or sticky notes.
03
Relationship Intel briefing
Rep
What it doesJessi reads the whole history and writes a quick take, two key facts and a 'Next:' step at the top of every contact. It refreshes itself whenever new activity comes in.
Why it mattersWalk into any conversation prepared in ten seconds, even a customer from three years ago.
04
Activity timeline
RepManager
What it doesEvery call, text, card, campaign send, voice memo and AI action on one scrolling feed per contact.
Why it mattersAnyone covering for a rep sees the full story instantly.
05
Photo gallery per contact
Rep
What it doesProfile photo history, MMS photos texted in or out, delivery photos and card photos; camera or library upload; set any photo as the profile.
Why it mattersThe delivery shot and every picture the customer sent live with the customer, not in a camera roll.
06
Voice memos and recorded conversations
Rep
What it doesRecord a quick note or a live conversation from the contact page, or from the Voice Memos screen without picking anyone first and file it to a contact later. Each memo is transcribed, summarized and turned into follow-up tasks, and the details (family, work, hobbies, how you met) land on the profile. Right after a sale, a 'Tell me about them' prompt lists what to cover.
Why it mattersDetails from the lot make it into the record before they are forgotten.
07
How we met
Rep
What it doesThe event, place and date where the rep met each customer. Jessi fills it in from a voice memo, the notes or a contact she created; the rep can edit it, and Jessi never overwrites what the rep wrote.
Why it matters'Who did I meet at the home show in October?' finally has an answer.
08
Tasks and Team Tasks
RepManager
What it doesCustomer tasks with due dates on each contact and on the calendar. Managers see every open task per rep, overdue first.
Why it mattersPromises to customers get kept, and managers can see which ones are slipping.
09
Calendar and calendar sync
Rep
What it doesAppointments, tasks, birthdays and sold dates on one calendar, with Google or Apple calendar sync.
Why it mattersThe rep's work calendar and personal calendar finally agree.
10
SOLD wizard and Sold Quick
Rep
What it doesMark a sale in seconds: customer, vehicle, backdatable date, delivery photo. It kicks off the congrats card, the review request and the long-term follow-up plan.
Why it mattersOne action turns a sale into a lifetime of automated, personal follow-up.
11
Book of Business and Sales List
RepManager
What it doesEvery customer grouped by relationship stage and every sale by month, with referrals and repeat buyers called out.
Why it mattersReps see the size and health of the book they are building; it goes with them.
12
Tags and Keyword Auto-Tags
RepManager
What it doesPersonal, store and org tags on any contact. Keyword rules tag calls and texts automatically (for example 'trade', 'lease end', 'service').
Why it mattersSegments build themselves from what customers actually say.
13
Keyword Search
RepManager
What it doesSearch any word or phrase across every text and every call transcript in the account.
Why it mattersFind the customer who 'mentioned a boat' or 'asked about a Tahoe' in seconds.
14
Search by name or digits
Rep
What it doesServer-side search of the entire contact book by name or by the last digits of a phone number, from the dialer or the contacts tab.
Why it mattersWorks even when the rep only remembers part of a number.
15
Home intelligence and notifications center
RepManager
What it doesPush and in-app notifications for leads, replies, claims, alerts and digests, with per-type preferences and quiet times.
Why it mattersReps get pinged for what matters and nothing else.
Messaging and calling · 14 features
Texting, calling and the inbox
Every rep gets a real business number. Every conversation is one thread, whoever or whatever sent it.
Feature
What it does
Why it matters
16
Dedicated business number per rep
RepOwner
What it doesEach rep texts and calls from their own Twilio number. Inbound texts and calls route to the owning rep; the number stays with the store if the rep leaves.
Why it mattersCustomers get one number to remember and the store keeps the relationship.
17
Unified Inbox
Rep
What it doesSMS and MMS, email, automated sends, cards and call logs in one thread per contact, with media, contact-card tiles, read state and quick filters.
Why it mattersNo more 'which app did they text me on'.
18
Shared department inboxes
RepManager
What it doesOne number worked by a team (Sales BDC, Service, Parts). Routing by jump ball, round robin or weighted; claim, assign, hand off with a note; the first reply owns the thread; collaborators are pulled in when the owner is silent or off shift; Jessi sends the first reply; a close tag hands the customer to the rep's own number.
Why it mattersA department line gets answered fast by whoever is free, and nobody steps on each other.
19
Dialer with press-1 safety
Rep
What it doesFull-screen keypad with search and recents. Click-to-call rings the rep's cell first; the rep presses 1 to connect, so a pocket dial never reaches a customer. Live in-call status and a red hang-up that ends the call server-side.
Why it mattersCalls from the business number, from a cell phone, with zero accidental dials.
20
Call recording and call logs
RepManager
What it doesCalls record from answer (with consent messaging), land in the contact timeline and the thread with playback, transcript and summary.
Why it mattersEvery call is coachable and nothing said on the phone gets lost.
21
Inbound call handling
RepCustomer-facing
What it doesCustomer calls to the business number ring the rep's cell with a whisper ('Call for you from Sarah'), fall back to voicemail, and trigger a missed-call text.
Why it mattersCustomers always reach a human or hear back within minutes.
22
Voicemail inbox and your own greeting
Rep
What it doesEvery missed call and voicemail on the rep's line sits in the Call tab with playback, a transcript, and call back or text in one tap. Unheard messages get a badge and a push with the transcript. Each rep records their own greeting (up to a minute) or keeps the default.
Why it mattersNo dialing into a mailbox: every message is read in seconds and called back the same hour.
23
Call Retries
RepManager
What it doesWhen a call hits voicemail the system schedules the retries and sends the 'just tried you' text automatically, with timing you control.
Why it mattersThe second and third attempt happen without the rep remembering.
24
Broadcast (Send a Blast)
RepManager
What it doesMass text from the rep's own number to a tag or a list, scheduled or immediate, with automatic opt-out handling.
Why it mattersMonth-end pushes and event invites go out in one tap, compliantly.
25
Quick Send
Rep
What it doesOne-tap sends of the digital card, review link, showcase or a card to any contact, with the message pre-written.
Why it mattersThe stuff reps should send after every conversation actually gets sent.
26
Templates and merge fields
RepManager
What it doesSMS and email templates with merge fields (first name, vehicle, rep name, links), personal and store-level.
Why it mattersConsistent messaging that still reads personal.
27
Email with signature and analytics
Rep
What it doesSend templated emails from the thread, generate a branded email signature to paste into any mail app, and see opens and clicks.
Why it mattersThe rep's brand shows up in every email and they know who is engaging.
28
Quiet hours, opt-in and STOP compliance
Owner
What it doesEvery automated send waits for 9 AM in the contact's time zone. STOP is honored instantly and blocks every text from the organization until the customer texts START. Each contact shows their consent status, a one-tap opt-in link collects consent for promotional texts, and the numbers run on a registered A2P 10DLC brand.
Why it mattersDeliverability stays high and the store stays out of trouble.
29
SMS notifications and 'You're Needed' alerts
Rep
What it doesThe rep gets a text or push when a customer needs a human: Jessi is unsure, a lead is waiting, a thread went quiet.
Why it mattersAI handles the routine; the rep is pulled in at the right moment.
Jessi AI · 11 features
Jessi, the AI that sounds like the rep
Jessi is trained per rep, knows the inventory and the whole customer record, does the busywork when asked, and knows when to hand the conversation back.
Feature
What it does
Why it matters
30
My VA (per-rep AI persona)
RepManager
What it doesEach rep's Jessi is trained on their tone, brevity, emoji and humor during onboarding and voice training. Stores can also build named Virtual Assistant personas in the VA Library.
Why it mattersCustomers cannot tell the AI reply from the rep's own.
31
AI replies with escalation
RepManager
What it doesPer conversation or per campaign: fully automatic, draft-for-approval, or off. Jessi escalates to the rep when she is unsure or the customer asks for a human, and an intent engine with a per-store sensitivity slider flags hot conversations.
Why it mattersReplies in seconds around the clock, with the rep always in control.
32
Live inventory in replies
RepCustomer-facing
What it doesJessi quotes real in-stock vehicles (year, make, model, price) and texts the photo, pulled from the store's live inventory.
Why it mattersNo made-up cars, no 'let me check and get back to you'.
33
Ask Jessi
Rep
What it doesChat with your own book: 'who did I promise a callback this week', 'who mentioned a trade', 'draft a text to everyone with a lease ending in March'. Ask about one person ('what do I know about Mike?') and Jessi answers from the whole record: memos, personal details, how you met, texts, calls, appointments and tasks.
Why it mattersThe rep's memory, searchable in plain English.
34
Jessi does it for you
Rep
What it doesType or tap the mic and tell Jessi what to do: who to call today, pull someone up, text or call them, add a note or a tag, finish a task, update a contact, mark a sale, book an appointment, set a reminder, enroll someone in a campaign or send your card. Anything that texts a customer, marks a sale, books, enrolls, sets a reminder or saves a contact is read back first and only happens on the rep's yes.
Why it mattersThe busywork gets done from the lot or the car, and nothing goes out by accident.
35
Add a contact by voice or text
Rep
What it doesSay or type 'add Sarah Lee, 801 555 0142, met her at the home show'. Jessi reads it back, warns about a likely duplicate, fills in How we met, saves only on a yes and offers a follow-up reminder. Nothing is invented: a detail that was not said stays empty.
Why it mattersNew people get captured the moment they are met, not at the end of the day.
36
Memory search
Rep
What it doesFind people by what was said or saved, not by name: 'whose daughter plays violin', 'who asked about a Tesla last February', 'people I met in October'. Searches voice memos (including ones not filed to anyone yet), saved facts, personal details, notes and How we met, understands time frames like last February, three months ago or in 2025, and links every result to the contact or the memo.
Why it mattersThe detail a rep half-remembers turns back into a customer.
37
Pre-call brief
Rep
What it doesOn click-to-call, Jessi picks up first and briefs the rep on who they are calling: what they bought, family and personal details, the last conversation and anything the rep owes them. The rep can ask her questions, then says connect or presses 1.
Why it mattersEvery call starts like the rep remembered everything.
38
Ask Jessi About The Team
Manager
What it doesManagers ask across every rep: who is waiting on a reply, which calls were missed, who mentioned a trade, what happened yesterday.
Why it mattersTeam oversight without opening thirty threads.
39
AI Follow-ups (Relationship Intelligence)
Rep
What it doesJessi suggests who to reach out to and drafts the message based on last contact, sentiment and history.
Why it mattersWarm follow-ups that would otherwise never happen.
40
Help Center AI
RepManagerOwner
What it doesAn in-app assistant that knows every guide, SOP and screen and answers 'how do I…' questions with the exact path.
Why it mattersFewer support calls, faster onboarding.
Leads · 10 features
Internet leads
Leads arrive from anywhere, including the store's own website, get a reply, and reach the right rep so nothing sits unanswered.
Feature
What it does
Why it matters
41
Website widget: Text us and Call me now
ManagerOwnerCustomer-facing
What it doesOne script tag adds a bubble to the store's website, color-matched to the site. Text us puts the visitor's message in the Inbox from the store line and assigns a rep; Call me now rings the whole ring group and connects the first rep to press 1, with a text back when the store is closed. Different greetings per page, a bubble visitors can tuck to the edge, and stats per door and per page.
Why it mattersWebsite visitors become texts and live calls instead of bounced sessions.
42
Chat now with Jessi on the website
ManagerOwnerCustomer-facing
What it doesJessi chats with visitors using the store's hours, facts, specials and live inventory (or up to 40 pages of the company's own site for non-dealers), books appointments and texts a link to add them to the calendar, and hands off to a person when asked or when a topic is one the manager keeps off-limits. Managers edit what she knows and test her answers in the app.
Why it mattersThe website answers questions and books visits at midnight.
43
Lead intake from any source
ManagerOwner
What it doesADF/XML from the CRM or third-party sites, lead emails parsed automatically, website forms, and Zapier / Make webhooks. Each lead source gets its own webhook URL and forwarding address.
Why it mattersEvery source lands in one queue with no re-typing.
44
First reply with the vehicle photo
Customer-facingManager
What it doesJessi texts the lead back, matches the vehicle to live inventory and sends the photo along with the first message, so the rep steps into a conversation that has already started.
Why it mattersEvery lead hears back, with the right car, even when the whole team is busy.
45
Lead Flows (ring ladder)
Manager
What it doesReusable playbooks: who rings first, then who, how long between attempts, press 1 to claim, 'Ring me & connect' from the app, deferral to opening time when the store is closed, and what Jessi does meanwhile.
Why it mattersA lead at 11 PM rings the right person at 9:05 AM instead of dying in an inbox.
46
Shared lead queue and claiming
RepManager
What it doesReps see the queue, claim by answering the ring or tapping in the app; a claimed lead is protected from double-handling.
Why it mattersFair, fast distribution without a manager refereeing.
47
Team availability and shifts
Manager
What it doesWho is on shift drives routing; off-shift reps are skipped and collaborators are pulled in when an owner goes quiet.
Why it mattersLeads never route to someone who is off today.
48
Lead response reporting
ManagerOwner
What it doesEach lead shows when a person replied, with a team view and a per-rep breakdown. Only a human reply counts.
Why it mattersManagers can see how leads are being handled without asking.
49
Source ROI
Owner
What it doesMonthly cost per source, funnel from lead to sale, cost per lead and per sale, and a monthly ROI email on the 1st.
Why it mattersKnow which sites deserve the budget.
50
Connect Zapier / Make and a Setup & Test Guide
ManagerOwner
What it doesAny app can send leads to a source, and the in-app guide walks through shared inbox, lead source and workflow setup with a test for each step.
Why it mattersA store can be fully wired in an afternoon.
Automation · 6 features
Campaigns and workflows
Years-long follow-up that reads like the rep wrote it this morning.
Feature
What it does
Why it matters
51
Campaign builder
ManagerRep
What it doesMulti-step text and email plans with timing from minutes to years, template or Jessi-personalized, automatic or manual delivery, previewed as a real enrolled person. Start from proven plans.
Why it mattersSet the plan once; every new customer gets it.
52
Tag workflows
Manager
What it doesWhat happens when a contact is tagged Sold, Working, Met, Lost and so on: which plan starts, which stops, who Jessi handles.
Why it mattersThe tag a rep already applies does all the follow-up work.
53
Date triggers (birthday and anniversary)
RepCustomer-facing
What it doesBirthday and sold-date anniversary messages with a card featuring the customer's car. Strictly opt-in per contact, fires only on the day, one send per occasion, and the rep gets an 8 AM preview of who is receiving today.
Why it mattersHundreds of personal moments a year without a single one going out by mistake.
54
Sold workflow
Rep
What it doesDelivery congrats card, scheduled delivery-week texts, contact card (VCF) to the customer, review request, then long-term nurture.
Why it mattersThe two weeks after delivery, where referrals are won, run themselves.
55
Campaign dashboard
Manager
What it doesLive plans, people enrolled, texts this week, what needs fixing, per-plan performance.
Why it mattersManagers see automation working (or not) at a glance.
56
Safety rails
Owner
What it doesQuiet hours, same-day guards, single-campaign-per-occasion, idempotent sends and opt-out checks on every automated message.
Why it mattersNothing double-fires and nothing goes to someone who said stop.
Personal brand · 11 features
Cards, pages, reviews and reputation
The public-facing side: what customers tap, save and share. It belongs to the rep and follows them.
Feature
What it does
Why it matters
57
Digital business card
RepCustomer-facing
What it doesA shareable card at a personal link: text it, QR it, NFC tap it, save to contacts in one tap. Every view is tracked.
Why it mattersNever crumpled in a pocket; the rep knows who looked.
58
Link page and personal landing page
RepCustomer-facing
What it doesOne link with every profile, review page, card and showcase (like Linktree, built for sales), plus a full personal page.
Why it mattersOne link in every bio and signature that does everything.
59
Showcase
RepManagerCustomer-facing
What it doesA gallery of happy customers and deliveries, with manager approval before anything goes public.
Why it mattersSocial proof that sells the next car.
60
Congrats, thank-you, birthday, anniversary and holiday cards
RepCustomer-facing
What it doesBranded, trackable cards with the store logo and the customer's photo, sent automatically or on demand; customers share them to social. Card templates are editable per store.
Why it mattersEvery sale becomes a post the customer's friends see.
61
Create a card to share
Rep
What it doesPick a template and get a trackable link with no recipient needed, for socials, events or signage.
Why it mattersMarketing collateral in a tap.
62
Personal reviews and the Review Center
RepManagerCustomer-facing
What it doesA review funnel per rep and store, auto-requested after every sale, with Google / Facebook / Yelp links, template replies and manager approval before publishing.
Why it mattersReviews the rep owns for life, not a company page they will leave behind.
63
Print QR and the 4x6 leave-behind card
RepOwner
What it doesA tracked QR for cards, flyers and signs, a print-ready 4x6 card PDF per rep, and scan analytics.
Why it mattersPrint finally reports back.
64
Share the App
Rep
What it doesPersonal install link and QR; see who installed from it.
Why it mattersReps recruit the next reps.
65
Brand kit and store profile
Owner
What it doesLogo, colors, address and email branding applied across cards, emails and public pages.
Why it mattersEverything customers see looks like the store.
66
SEO Health and GEO Health
RepOwner
What it doesAn online-visibility score and an AI-citation score (how often ChatGPT, Gemini and Perplexity mention the rep or store), each with a fix-it guide.
Why it mattersBe found by search engines and by the AI that customers now ask.
67
Your Advocates
Rep
What it doesCustomers ranked by referrals, repeats and engagement, ready for a thank-you.
Why it mattersThe 20% who send the referrals get treated like it.
Coaching and quality · 10 features
Scorecards, practice calls, training and certification
Every real call is graded, every rep can practice against an AI customer, and managers see who needs what.
Feature
What it does
Why it matters
68
Call Scorecards
ManagerRep
What it doesManager-built checklists per department (sales, service BDC, phone-ups) with weights and critical items. Every recorded call is graded by AI within minutes with quoted evidence, a summary, wins and coaching. Managers can override or re-score.
Why it mattersObjective, consistent call coaching without listening to every call.
69
Critical-miss alerts
Manager
What it doesA missed critical item (no appointment asked, no trade mentioned) pushes the manager right away; reps get their score and top tip when enabled.
Why it mattersFix the habit the same day it happens.
70
Team Call Scores
Manager
What it doesLeaderboard, 'who misses what' heatmap by criterion, alert feed and per-rep drilldowns.
Why it mattersThe next sales meeting writes itself.
71
Scripts and Practice Calls
RepManager
What it doesPrintable phone scripts, and practice calls where Jessi phones the rep and plays the customer (real voice, curveballs, objections), then grades the call against the scorecard.
Why it mattersReps rehearse the hard calls before a real customer is on the line.
72
Assign Practice Calls
Manager
What it doesManagers pick a script, reps and curveballs; the calls go out on a schedule and results land on the team board.
Why it mattersTraining that happens on the phone, where the job is.
73
Courses and Certification
ManagerRep
What it doesEnroll reps in a course of challenges; pass every one to earn a certificate with a public verification page.
Why it mattersA visible standard for 'phone ready'.
74
Training Hub, SOPs and Company Docs
RepManagerOwner
What it doesLessons and tracks with video engagement reporting, step-by-step SOPs (with a test at the end of each), and the store's own docs and policies in the app.
Why it mattersNew hires learn the platform and the process in one place.
75
Mystery Shop Program (a service we run)
OwnerManager
What it doesOur AI callers phone-shop a store's sales, service, parts and bodyshop people every month as real customers, record and grade every call, and send the GM a monthly report with coaching themes per department. Signed proposal, monthly invoice, no logins needed for the store.
Why it mattersKnow how the phones are really answered, every month, for the price of one lost deal.
76
Leaderboards and power rankings
RepManagerOwner
What it doesIndividual, store and org rankings on activity, engagement and sales.
Why it mattersHealthy competition on the numbers that drive sales.
77
My Stats and Customer Engagement
Rep
What it doesDay / week / month personal performance, plus customers ranked by engagement level.
Why it mattersReps manage themselves with real numbers.
Reporting · 6 features
Reports and intelligence
Delivered to the inbox and available in the app, for the rep, the manager and the owner.
Feature
What it does
Why it matters
78
Activity reports
ManagerOwner
What it doesDetailed texting, calling, card and campaign activity by rep, store and org, with daily report delivery.
Why it mattersSee effort, not just results.
79
Team Sales
ManagerOwner
What it doesMonthly sold, referrals and repeat buyers by rep.
Why it mattersThe report that shows who is building a book, not just hitting a month.
80
Weekly coaching digest and monthly reports
ManagerOwner
What it doesA weekly digest of scores and coaching themes to managers, monthly account-health and ROI emails to owners.
Why it mattersThe important numbers arrive without anyone running a report.
81
Account Health
Owner
What it doesRetention dashboard across every store: usage, engagement, risk flags.
Why it mattersSpot a store going quiet before it churns.
82
Email and card analytics
RepManager
What it doesOpens, clicks, card views and saves, link clicks (de-duplicated).
Why it mattersKnow what customers actually engage with.
83
Activity feed
ManagerOwner
What it doesLive team activity across accounts: sales, cards, reviews, claims.
Why it mattersMomentum is visible to everyone.
Management · 9 features
Team, store and org management
Org to stores to users, with permissions that match the job.
Feature
What it does
Why it matters
84
Hierarchy and roles
Owner
What it doesOrganization → stores → users, with rep, store manager, org admin and owner roles, permission templates and per-feature access.
Why it mattersEveryone sees exactly what they should, across one store or fifty.
85
Team members, invites and approvals
ManagerOwner
What it doesInvite by text or email, approve pending signups, manage users and permissions, deactivate cleanly.
Why it mattersOnboarding a new rep takes minutes.
86
Bulk transfer
ManagerOwner
What it doesMove a departing rep's contacts (and their history) to another rep in one action, only between people the manager actually manages.
Why it mattersCustomers stay with the store when people move on.
87
Phone numbers
Owner
What it doesTwilio number inventory, assignment and billing per rep and per shared inbox.
Why it mattersNumbers are a managed asset, not a mystery.
88
Inventory and the inventory feed
ManagerOwner
What it doesVehicle records with photos, status and visibility; HomeNet, vAuto or a catalog link pulled hourly; missing-photo reminders to admins.
Why it mattersJessi and the lead engine always work from what is really on the lot.
89
Team Chat
RepManager
What it doesInternal messaging for the team, separate from customer threads.
Why it mattersQuick coordination without group texts.
90
Store settings
ManagerOwner
What it doesAI sensitivity, login lockout rules, ROI email recipient, review links, notification rules, messaging channels.
Why it mattersEach store tunes the platform to how it sells.
91
Integrations
Owner
What it doesAPI keys, webhooks, Zapier / Make, calendar sync, lead-source connectors.
Why it mattersFits the tools the store already uses.
92
Onboarding Hub and setup wizard
Owner
What it doesCreate and onboard new accounts step by step, with progress tracking.
Why it mattersA new store is live the same day.
Platform · 6 features
Platform, security, compliance and international
The parts nobody sees until they matter.
Feature
What it does
Why it matters
93
iPhone, Android and web from one app
RepManagerOwner
What it doesNative apps plus a web version that works on any computer, updated over the air without app-store waits.
Why it mattersReps use their phone; managers use a desk; everyone sees the same data.
94
Security
Owner
What it doesEncrypted sign-in with Face ID, brute-force lockout, password-reset throttling, object-level authorization on every record, media served only through the app.
Why it mattersCustomer data stays with the people who should have it.
95
Contact privacy
RepManagerOwner
What it doesA rep's own customers, notes, voice memos and personal details stay with that rep and the managers over them. A teammate on a shared thread, a rep in another store or anyone in another company cannot open them, attach tasks to them or get them from Jessi, and AI reply drafts written for a teammate never use the owner's private notes.
Why it mattersReps trust the app with what they know about their customers.
96
Compliance
Owner
What it doesRegistered A2P 10DLC messaging, opt-in / STOP handling, quiet hours, recording consent messaging, per-store policies.
Why it mattersCarrier-friendly and audit-friendly.
97
Support in the app
RepOwner
What it doesReport a Bug with one tap (admins pushed instantly), Help Center, error monitoring for the team.
Why it mattersProblems get to the right person the same hour.
98
International: US, UK, Ireland, Netherlands
OwnerCustomer-facing
What it doesCountry, language, currency and time zone per store and client. British and Dutch AI voices and vocabulary on calls, Dutch and British client pages, PDFs and emails, local shop numbers (+31, +44), and invoices in GBP / EUR with iDEAL, SEPA and Bacs.
Why it mattersThe same platform sells and coaches in London, Dublin and Amsterdam.
Partners and billing · 4 features
Partner program and billing
For resellers and for the owner running the business side.
Feature
What it does
Why it matters
99
Partner Portal
Owner
What it doesPartners see their accounts, create quotes, onboard clients and view commission statements and invoices.
Why it mattersA reseller runs their book without calling us.
100
Agreements, NDA and W-9
Owner
What it doesE-signed partner agreements, NDA flow and W-9 collection, all in the app.
Why it mattersPaperwork done before the first client.
101
Quotes, discount codes and subscriptions
Owner
What it doesGenerate subscription quotes, apply promo codes, bill by Stripe; mystery-shop clients get a signed proposal and a monthly invoice.
Why it mattersSelling the platform is as smooth as using it.
102
Billing, revenue and forecast
Owner
What it doesPayments, MRR, commissions and a revenue forecast in one dashboard; white-label configuration for branded partners.
Why it mattersThe business runs on the same numbers as the product.
Be the business they never forget.
Build stronger relationships, remember what matters, and make every customer connection count.