Marketing1st Internal Portal v20260804-1139

Live Agent / AI Specialist portal: Agent form → AI Specialist handoff → Outcome → Production dashboard Smart AI SMS dashboard link build

Login Required

Use this one login for Agents, Affiliates, and AI Specialists. Choose your role type first, then enter your assigned username and password.

No public training material is displayed until login.

Logged in

Live internal portal for remote Marketing1st agents and AI Specialists.

Portal softphone is live: agents and AI Specialists receive routed calls inside Marketing1st. Keep the portal open with headset/mic enabled.

Agent Dialer

Keep headset on, click Go Available, then handle only the current connected lead. Lead list stays hidden from agents.

Softphone

Agent portal script version: AI Solutions live script + collapsible objections — updated 2026-08-10 19:05 PT
Agent connected when:
1) Click CHECK MICROPHONE and the green bar moves when you talk.
2) Click Go Available and the softphone says ready/registered.
3) Admin dashboard shows you as available. Keep this tab open.
MIC CHECK GREEN BAR — Agent mic level: not checked
Before going available, click CHECK MICROPHONE and talk. The green bar must move. If it stays silent, refresh audio devices or select another microphone.
Softphone offline.

Live Call Workflow

Agent flow: 1) Accept live call. 2) Confirm required lead details. 3) Click WARM TRANSFER TO NEXT AVAILABLE AI SPECIALIST. 4) Stay on the call until AI Specialist speaks. 5) Click COMPLETE HANDOFF.
LIVE CALL SCRIPT — AI Solutions
Opener: Hi, this is [Agent Name] with AI Solutions. I’m just confirming your business information so we can send your free AI Visibility Audit. It checks if your company shows up in ChatGPT, Grok, and other AI platforms when customers search for services like yours.

Confirm: Company name → services → phone → email → address → website. Repeat the phone, email, and address back slowly.

Final readback: Company, services, phone, email, address, website. Is all of that correct?

Handoff: Great — I’m sending this to our AI Visibility Specialist now so they can prepare your free audit. Please hold while I bring them in.
COLLAPSIBLE OBJECTIONS — 3 objection rule

Handle at least three objections before ending the call unless the prospect asks to be removed, becomes hostile, or hangs up. Always return to the confirmation question.

“I’m not interested.”
I understand. Most business owners say that at first because they think this is a sales pitch. We’re just confirming your information so we can send the free AI Visibility Audit. It shows whether your business appears in ChatGPT, Grok, and AI search when customers look for services like yours.

Back to script: Is the company name still [Company Name]?
“I’m busy.”
I get it. This only takes about one minute. If you go to YourAICheckup.com later, the audit is normally $497. We’re able to get it prepared for free today while we have you on the line — I just need to confirm the information.

Back to script: I have the company as [Company Name] — is that correct?
“What is this about?”
We’re preparing a free AI Visibility Audit for your business. It checks whether you show up in ChatGPT, Grok, and other AI platforms when customers search for services like yours. It’s normally a $497 value, but it’s free today if we confirm your information now.

Back to script: What type of services does your company offer?
“How much does it cost?”
The audit is free today while we’re confirming businesses by phone. If you go to YourAICheckup.com later, it’s normally $497. There’s no credit card required for today’s free trial.

Back to script: What’s the best email to send the audit to?
“Send me an email.”
Absolutely — that’s what I’m trying to do. I just need to confirm the correct email, business name, and service information so it doesn’t go to the wrong place and so the audit is accurate.

Back to script: What’s the best email to send it to?
“We already have marketing.”
That’s good. This doesn’t replace your marketing. It checks if AI platforms like ChatGPT and Grok understand your business and recommend you when customers search. A lot of businesses have marketing but still don’t show up correctly in AI search.

Back to script: What services do you want customers to find you for?
“We already have a website.”
Perfect — your website is part of what the audit checks. The question is whether AI platforms understand it and recommend your business when customers ask for services like yours.

Back to script: Is your website still [Website]?
“Who are you?”
This is [Agent Name] with AI Solutions. We’re confirming information for a free AI Visibility Audit to see if your business shows up in ChatGPT, Grok, and AI search.

Back to script: Is this [Company Name]?
“Take me off your list.”
Absolutely. I’ll mark that now. Have a good day.

Stop. Do not rebut. Do not continue. Mark Do Not Call / opt out.
Advanced / manual dialer controls 
Advanced dialer controls are collapsed during normal live-transfer work.

My Stats Today

0Numbers Dialed
0Connected
0Voicemails
0Handoffs
0Live Talk Min
-Status

Current Connected Lead

This fills when a lead is loaded by predictive dialer, voice broadcast press‑0, or manual call.

Advanced: supervisor tools

Normal agents should only accept live calls and warm-transfer qualified prospects. The dialer/CRM now tracks call outcomes automatically.

No current lead submitted yet.
Backup Copy — AI Solutions Script

Same script as above, kept here only as backup if the agent scrolls down during a call. Use the open script panel near the Softphone controls first.

Core CTA: Let’s confirm the information now so we can prepare the audit for free today and hand you to the AI Visibility Specialist.

AI Specialist Softphone — Start Here

Click this first after login. Your browser will ask for microphone permission; allow it so Agent transfers can ring this browser.

AI SPECIALIST PHONE OFFLINE — click START AI SPECIALIST SOFTPHONE
Mic level: not checked
When you talk, this bar should move. If it does not move, select a different microphone/input.
Advanced / manual AI Specialist dial
Softphone offline. Click START AI SPECIALIST SOFTPHONE.

Assigned Leads / Optional Handoff Queue

Optional: open a transferred handoff to auto-fill client info. You can also type client info below and activate a trial without a handoff.

Loading assigned AI Specialist leads...
StatusBusinessContact NamePhoneAgentUrgencyAction

AI Specialist Pipeline + Follow-Up Board

Use this as the AI Specialist's daily call list: new handoffs, audits/setup calls, active trials, and trials expiring soon. This updates from the handoff queue and AI Specialist calendar.

AI Specialist workflow: Use the top softphone box only. Incoming transfers will show one big ACCEPT TRANSFER NOW button.
Softphone controlled from top panel.
0New assigned leads
0Audit sent / setup calls
0Active trials / reviews due
0Overdue callbacks
StageDueBusinessClientAction
Pipeline loading...

Quick Trial Activation

Use this simple flow for every AI Specialist: enter client info, select the trial, choose setup date/time, then send the PDF and schedule both calls.

1. Client InfoBusiness, contact, phone, email, website.
2. Trial SetupSelect trial length and setup/onboarding date + time.
3. ActivateSend audit PDF + trial email, schedule setup, auto-schedule review.
Client info neededTrial not selectedSetup time neededEmail not sent
Advanced tools are optional for troubleshooting and managers.

Step 1 — Client Info

Enter client info manually, or open a handoff above to auto-fill these fields.

Advanced: Audit Discovery

Step 2 — Review Call Offer Notes

Keep this simple. Confirm the details, email the audit, and tell the client to check their email for the audit + free review-call calendar link for tomorrow.

Step 3 — Email Audit + Free Review Link

One primary action generates the customer-facing audit from the confirmed website, emails it, and includes the free review-call calendar link.

—Visibility Grade
—Audit Score
—Trial Fit
—Missing/Unknown Assets
Enter client info, select the trial, pick setup date/time, then email + schedule.

Customer-Facing Audit Preview

No audit generated yet.

AI Specialist Talk Track

No talk track generated yet.

Advanced: AI Specialist Calendar

Your follow-up close calls, audit reviews, and website demo requests assigned to you.

Calendar not loaded yet.
WhenTypeBusinessContactStatusNotes

Advanced: AI Specialist Outcome

Defaults to the logged-in AI Specialist. Change only if this lead needs to be reassigned to another AI Specialist.

No AI Specialist outcome saved yet.

Main Admin Command Center

Fast-switch between the core management tools without digging through Intelligence menus. Keep this Manager dashboard open as the control room for CRM, dialer, agents, AI Specialists, reports, and campaign intelligence.

Dialer Command CenterCRMMarketing1st IntelligenceAgent / AI Specialist AccessEmail DashboardSMS DashboardTraining + Readiness

Recommendation: managers/admins should start here, then open CRM and Intelligence in separate tabs while this dashboard monitors live dialer, active agents, top-5 leaderboards, and recent calls.

Admin Reports

Run date-range reports and export CSVs for agent performance, AI Specialist performance, calls, handoffs, and outcomes.

Reports not loaded yet.
Choose a report and click Run Report.

Agent & AI Specialist Leaderboards

Separate production rankings for agents and AI Specialists. Dashboard shows the top 5 while the dialer system is running.

Agent Leaderboard

Agent ranking: today's dialing activity, answered calls, qualified handoffs, and voicemail/audio delivery. Resets at midnight PT.

RankAgentScoreDialedAnsweredVoicemail/AudioLive Talk MinConnect Rate

AI Specialist Leaderboard

AI Specialist ranking is separate: audits booked, trials closed, callbacks, follow-up outcomes, and revenue potential.

RankAI SpecialistScoreOutcomesAuditsTrialsCallbacksRevenue Potential

Dialer Command Center

Single live view for Agent Predictive and Voice Broadcast modes. Voice Broadcast pulls from the ready dialer queue, starts up to the selected concurrent-line limit, and tracks active lines, answers, press-0 transfers, voicemail/audio, minutes, and recordings in real time. Auto-refreshes every 3 seconds while this tab is open.

Open MARKETING1st INTELLIGENCE AIOpen Smart AI SMS DashboardOpen Email Delivery Command Center
Browser AI Specialist rings first; Nextiva fallback rings 18s only for handoffs.
0Active Lines
0Live Now
0Agent Live Answered
0Twilio Answered / Connected
0Voicemail / Audio Today
0Inbound Callbacks Today
0Missed Callbacks
0Human Calls Over 1 Min
0Human Calls Over 5 Min
0Auto-Paused Agents
0Agents Idle 5+ Min
0Dialed Today
0Ready Queue
0Press‑0 / Forms Today
0AI Specialist Transfers Today
0Minutes Today
0Recordings
System not loadedCampaign not loadedAgents not loadedNot refreshed
Dialer dashboard not loaded.

Live / Recent Calls

TimePhoneStatusAMD / DigitsDurationRecordingCall SID

Predictive Agent Monitor

Idle color: green under 3 min · yellow 3–5 min · red 5+ min while not on a current call. Active Lines comes from live Twilio rows. Softphone Accepted/Human AMD/30s+ Calls/Recent Talk Min are recent live evidence, not the old strict voicemail-filtered backend counters.

AgentSoftphoneDialerActive LinesCurrent PhoneQueueLast CallIdle AlertDialedSoftphone AcceptedHuman AMD30s+ CallsRecent Talk Min

Recent Human / 1+ Min Calls

TimeAgentPhoneStatusAMDDurationRecording
No human/long calls loaded.

Recent Live Events

TimeUserRoleEventCall
No events loaded.

Production Totals

0Press‑0s
0Forms
0Transfers Sent
0Booked/Closed

Voice Broadcast Launcher

Use Dialer Command Center to start a production voice broadcast from the ready queue. Choose 1–20 concurrent lines and, for predictive dialing, choose 1–5 lines per agent. Click Apply Live Line Settings before or during a run. Keep agent softphones available before starting so press-0 calls can route immediately.

Voice broadcast ready. It will not dial until you click START VOICE BROADCAST FROM READY QUEUE.

Twilio / Broadcast Status

Not loaded yet.

Recent Dialer Calls

CreatedCampaignToFromStatusBlocked / AMD
No call rows loaded.

Master Sales Calendar

One management calendar across all AI Specialists plus website demo requests. Filter later by AI Specialist/status/source without needing multiple Google calendars.

Calendar not loaded yet.
WhenAI SpecialistTypeBusinessContactStatusSource

Daily Metrics by User

DateUserRoleCallsPress‑0FormsSentReceivedBookedTrialsRevenue

API Health