Docs
Niche Engine, screen by screen
The same guides your team sees inside the app: what each screen is for, how it works and the questions people ask about it.
Start here
- DashboardThe first screen after login: what needs attention now, then the headline business numbers.
- InboxYour working list of live conversations with leads, newest activity first.
- ConversationsThe full, searchable list of conversations, and the thread view where you reply, take over from the AI or change a stage.
- ContactsEveryone the system knows, one record per person, with source, consent, revenue and full history.
- CustomersA read-only copy of your Stripe customers, subscriptions and payments, linked to the contacts they came from.
Funnel
- Landing pagesA directory of every public page a visitor can land on, with links to view it live and to where it is edited.
- Lead magnetsCreate and manage the free guides and offers leads opt in for, and what happens when they do.
- Offer docsLong-form pages that explain an offer in full, with a buy button and an optional help bubble.
- AttributionWhere people first came from, and how many buyers and how much revenue each channel produced.
- Follow-upsWhat the system owes people: conversations due a follow-up and texts the AI promised to send later.
Webinar
Marketing
- ContentThe words on the webinar landing page, the first page someone sees after clicking an ad.
- Confirmation messagesThe email and text sent the moment someone submits the webinar registration form.
- Confirmation pageThe pages people see right after they register for the webinar, opt into a lead magnet, or book a call.
- Pre-webinarThe reminders sent to registrants of the active webinar, from the day before until it is live.
- Post-webinarThe replay follow-up: emails and texts sent to a webinar's registrants while the replay is available.
- Pre-bookingThe reminders sent to someone who booked a call, between booking and the call starting.
- Lead magnet follow-upAn ongoing drip of emails and texts for anyone who downloads a free guide, timed from their opt-in.
- Booking & communityThe two calls to action shown on the webinar replay page: book a call, and the closing ask to join.
Calendar
- CalendarA week view of booked calls, bookable hours and webinars, on the host's clock.
- BookingsEvery booked call, upcoming first, where you move, cancel or record the outcome of a call.
- Meeting typesThe kinds of calls people can book, each with its own booking page and scheduling rules.
- AvailabilityThe weekly hours when calls can be booked, in the host's time zone.
AI
Ops
- RevenueWhat qualified buyers have really paid, taken from Stripe, split by the channel that first brought them in.
- ROASAd spend compared with the revenue it actually produced, per platform and blended, over one date window.
- Qualified conversionsA buyer by buyer list of sales that came from ads, and what each ad platform has been told about them.
- AdsMeta ad performance ad by ad: spend, reach, frequency, CPM, CTR, conversion rate, leads and cost per lead.
- AnalyticsThe funnel from new contacts to purchases, plus text, email and event activity, for a chosen period.
- TeamAdd people, set their role, and choose what a limited user can see.