
Guides is visible to organization admins. See user management for what each role can see.
The log
The log reads top to bottom, grouped by day. Every entry starts by naming its wake door — the thing that woke the guide:
Under each door you see what the guide did in that wake, in order:
- Conversation bubbles. The customer’s messages sit on the left, the guide’s on the right — texts as bubbles, emails as letter cards with the subject leading and the sender named (“as <teammate>”).
- The guide’s own narration — a short line explaining what it decided and why, in readable ink.
- Receipts, in monospace. Every time the guide reads a connected source, the read lands here as
source · reference · value · read-at. A read that came back empty still appears — a guide that checked and found nothing looks different from a guide that never checked. - Your briefings. Messages you send the guide render in their own dashed style, clearly marked as internal — the customer never sees them.
Step tones
Each entry wears a small dot that tells you its kind at a glance:- Blue — a send. A text, an email, or a call went out to the customer.
- Neutral — a verification step. The guide read a connected source; the receipt sits right below.
- Green — a win. Green is earned: it appears on verified progress and the verified close, never on the guide’s say-so.
- Amber — the guide needs you. An escalation, a proposed close waiting on your tap, or a held send.
- Hollow ring — a system step, like enrollment.
The rail: where this stands
To the right of the log sits one card, Where this stands — the current state of this outcome in plain words — and under it the lit five-stage ladder (enrolled → reached → engaged → verifying → done), this customer’s position on the same derived funnel the Outcomes tab shows for the whole roster. Rungs light only from recorded events; the guide cannot talk itself up a rung. When the guide needs you, the rail grows one-tap actions:- Confirm done — your explicit close, when the guide has proposed done and no connected source can verify it.
- Reply to the guide — answer the question it paged you about.
- Approve the call — when a guide with Ask me before dialing on has proposed a call, the rail shows the full phone number it wants to dial and the tap that places it. See calls and approvals.
The live pulse
While the outcome is open, the page refreshes itself every few seconds — new events appear as they land, so you can watch a conversation unfold in real time. Once the outcome closes, the pulse stops for good: done is terminal. A paused guide keeps pulsing, because pause is deaf, not blind — the guide won’t act, but inbound messages still land in the log.Waking the guide yourself
The header gives you three operator controls. Each one is a real wake — it enters the same runtime loop as a customer reply or a timer, and it lands in the log like everything else.1
Message
Brief the guide. Tell it something it doesn’t know — “the customer emailed our support team yesterday”, “back off until Thursday” — and it takes the note into account on its next move. Your briefing is internal steering; the customer never sees it.
2
Nudge now
Wake the guide for a check-in right now, instead of waiting for its next scheduled wake. Useful when something just changed and you want the guide to look immediately.
3
Pause / Resume
Pause stops the guide from acting — no sends, no calls — while inbound still lands in the log. Resume picks the conversation back up.
Related pages
Outcomes and verification
How the close works, and the derived funnel across every customer.
Channels
SMS, email, and voice — one conversation with shared memory.
Compliance
The always-on floor every guide runs on.
Enrolling customers
Consent attestation and the first wake.
