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Live Workstation — Dual Monitor
Real-time view of this workstation. Monitor 1: Plantel · Monitor 2: Google Chrome. All activity is recorded and fed to the AI Knowledge Brain.
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Monitor 2 · Google Chrome
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Current Projects
Active workstreams and tasks assigned to this agent. Click any project to open a Cowork session focused on that project.
Special Huddles
Invite this agent into a special session or multi-agent huddle. Sessions are logged and visible to all founders.
⚔️
War Room
All-hands crisis or major push
🎯
Growth Sprint
Sales, marketing, analytics focus
🏛️
Executive
C-Suite and real executives
✨
Custom Session
Assemble your own team
Upcoming Huddles
Communications Log
All communications between this agent and any founder — Scott, Beau Bebeau, or Lyndon Bradshaw. Visible to all founders and AI team members in real time.
Standard Operating Procedures
SOPs this agent follows. System SOPs sync to all users; custom SOPs are specific to this agent.
Agent Skills
Skills and capabilities enabled for this agent. System skills sync globally; custom skills are agent-specific.
🏛️ Organization Chart
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⚔ Assemble Team
Select agents, enter a topic, and start a multi-agent session.
Team Session Prompt
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Overview
Performance
Revenue
CRM / GHL
Paid Ads
Web Analytics
Social Media
Email
Automations
Team & Ops
Banking
P&L
Invoices
Cash Flow
Expenses
Company Overview
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Company Overview
Monthly Revenue
$84,200
▲ 12.4% vs last month
Active Clients
247
▲ 8 new this month
Pipeline Value
$312K
▲ 19% vs last month
Ad Spend (MTD)
$18,450
ROAS: 4.2x
Total Social Followers
48,320
▲ 3.1% this month
Email Subscribers
12,840
▲ 340 new
Web Sessions (MTD)
31,200
▲ 7.3% vs last month
Automations Run
9,840
98.2% completion rate
Revenue — Last 12 Months
New Clients — Last 12 Months
Traffic by Channel
Social Growth — All Platforms
Revenue & Stripe
🔵 Stripe
MRR
$84,200
▲ 12.4%
ARR
$1.01M
▲ 18.2% YoY
New MRR
$14,800
▲ 6 new accounts
Churned MRR
$3,200
▼ 2 churns
Avg Revenue/Client
$341
▲ $18 vs last mo
Payment Success Rate
97.8%
↔ Stable
MRR Growth — 12 Months
New vs Churned MRR
Revenue by Service Tier
Transaction Volume — 12 Months
CRM & Pipeline — Go High Level
🟠 Go High Level
Total Contacts
8,340
▲ 420 this month
Active Opportunities
183
▲ 22 new
Pipeline Value
$312K
▲ 19%
Won This Month
$84,200
24 deals closed
Close Rate
31.4%
▲ 3.2pts
Avg Deal Cycle
18 days
▼ 2 days faster
Pipeline Stage Distribution
Lead Sources
New Contacts — 12 Months
Won Revenue — 12 Months
Paid Advertising
🔵 Google Ads
MTD Spend
$18,450
Budget: $22,000
Impressions
842K
▲ 14.2%
Clicks
28,340
CTR: 3.37%
Conversions
312
CVR: 1.10%
Cost Per Click
$0.65
▼ $0.08 vs last mo
ROAS
4.2x
▲ 0.4x vs last mo
Ad Spend vs Revenue Generated — 12 Months
Clicks & Impressions — 12 Months
ROAS Trend — 12 Months
Spend by Campaign Type
Web Analytics — Google Analytics 4
🟡 Google Analytics 4
Sessions (MTD)
31,200
▲ 7.3%
Unique Users
18,840
▲ 5.8%
Page Views
94,100
▲ 9.2%
Avg Session Duration
3m 42s
▲ 18s
Bounce Rate
38.4%
▼ 2.1pts (better)
Goal Completions
1,840
Conversion: 5.9%
Sessions — 12 Months
Traffic Sources
Top Pages by Views
Bounce Rate Trend — 12 Months
Social Media Performance
📸 Instagram📘 Facebook🎵 TikTok💼 LinkedIn▶️ YouTube
Instagram Followers
14,820
▲ 620 this month
Facebook Followers
9,340
▲ 180 this month
TikTok Followers
18,200
▲ 1,840 this month
LinkedIn Followers
3,940
▲ 210 this month
YouTube Subscribers
2,020
▲ 84 this month
Total Reach (MTD)
284K
▲ 18.4%
Follower Growth — All Platforms (12 Months)
Engagement Rate by Platform
Monthly Reach — Instagram & TikTok
Post Performance — Avg Likes/Comments
Email Marketing
Email Platform
Total Subscribers
12,840
▲ 340 this month
Avg Open Rate
34.2%
▲ 2.1pts (industry: 21%)
Avg Click Rate
4.8%
▲ 0.4pts
Campaigns Sent
12
This month
Revenue Attributed
$22,400
26.6% of total rev
Unsubscribe Rate
0.24%
▼ Below average
Open Rate Trend — 12 Months
List Growth — 12 Months
Campaign Performance (Opens vs Clicks)
Revenue Attributed to Email — 12 Months
Automations & Workflows
⚡ GHL Automations
Active Workflows
84
▲ 6 new this month
Triggers (MTD)
9,840
▲ 22.4%
Completion Rate
98.2%
▲ 0.6pts
Avg Time Saved/Day
14.2 hrs
▲ 1.8 hrs vs last mo
Failed Executions
178
▲ 12 vs last mo
Leads Auto-Assigned
1,240
This month
Automation Triggers — 12 Months
Workflow Category Breakdown
Success vs Failure Rate — 12 Months
Time Saved per Month (Hours)
Team & Operations
Total Team Members
28
▲ 2 new hires
AI Agents Active
147
Across 16 departments
Tasks Completed (MTD)
4,820
▲ 14.2%
Avg Response Time
1.8 hrs
▼ 0.4 hrs faster
Client Satisfaction
4.8/5
▲ 0.1 vs last mo
Dept Utilization
87.4%
▲ 3.2pts
Headcount by Department
Tasks Completed — 12 Months
AI Agent Utilization by Dept
Client Satisfaction Score — 12 Months
Banking & Cash Position
🏦 Mercury Business Banking
Total Cash Balance
$284,620
▲ $18,400 vs last mo
Available Balance
$271,840
After pending clears
Monthly Burn Rate
$52,180
▼ $3,200 vs last mo
Runway
5.5 mo
▲ 0.4 mo improvement
Pending Transactions
$12,780
14 transactions
MTD Spend
$38,420
▲ On track vs budget
Cash Balance — 12 Months
Income vs. Outflows — 12 Months
Transaction Volume by Month
Cash by Account
Profit & Loss Statement
📒 QuickBooks Online
Total Revenue (MTD)
$84,200
▲ 12.4% vs last mo
Cost of Goods Sold
$18,640
22.1% of revenue
Gross Profit
$65,560
▲ 77.9% margin
Operating Expenses
$38,420
45.6% of revenue
EBITDA
$27,140
▲ 32.2% margin
Net Income
$24,820
▲ 29.5% net margin
Revenue vs. Expenses — 12 Months
Gross Margin % — 12 Months
Operating Expense Breakdown
Net Income Trend — 12 Months
Invoices, AR & AP
📒 QuickBooks Online
Outstanding AR
$62,480
Accounts Receivable
Overdue AR
$14,200
▼ 3 invoices overdue
Avg Days Outstanding
18 days
▼ 4 days vs last mo
Outstanding AP
$21,840
Accounts Payable
Bills Due This Month
$18,600
11 vendor bills
Total Open Invoices
47
Sent to clients
AR Aging Report
AP Aging Report
Invoice Volume — 12 Months
Top Clients by Outstanding Balance
Cash Flow Statement
📒 QuickBooks + 🏦 Mercury
Operating Cash Flow
$31,840
▲ $4,200 vs last mo
Investing Cash Flow
-$8,400
Equipment & software
Financing Cash Flow
$0
No debt / no raises
Net Cash Flow
$23,440
▲ Positive this month
Beginning Balance
$261,180
Start of month
Ending Balance
$284,620
▲ End of month
Weekly Cash Position — Last 12 Weeks
Cash Flow by Category
Monthly Cash Flow — 12 Months
Projected vs. Actual Cash
Expense Management
📒 QuickBooks Online
Total Expenses (MTD)
$38,420
▲ Within budget
Software & Tools
$8,240
21.4% of total
Payroll & Contractors
$16,800
43.7% of total
Marketing & Ads
$7,200
18.7% of total
Operations & Overhead
$4,680
12.2% of total
Budget Remaining
$6,580
▲ $45K monthly budget
Expense Category Breakdown
Top Vendors by Spend (MTD)
Budget vs. Actual — 12 Months
Monthly Expense Trend
My Profile
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user@company.ai
Account Information
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Plantel Video Studio
Agent video
Built in — photoreal talking-head, body motion & full scenes. Open Plantel AI → Video Studio.
PNG, JPEG, or WEBP. Centered and resized automatically. This is your own photo only.
Full Name
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Email
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Social Links & Contact
Phone
These render as clickable icons on your email signature and virtual business card. Enter a handle (e.g. in/you or @you) or a full URL.
Birthday
Show my birthday on the team calendar
Only your month & day are shared — never the year or your age. Turn this off to hide it from teammates.
Your AI Clone
Build your own photoreal 3D clone — your face and your voice — used across Huddle, Phone and the Video Studio. Trained inside Plantel; nothing is sent to a third party.
No clone yet
1 Likeness
Add 1–5 clear, well-lit photos of your face.
2 Voice
No voice sample yet.
3 Build
Not built yet.
Connected Accounts
Link the developer tools you use to your Plantel account. Your Chat, Mail, Huddle and Phone already live in Plantel, so Plantel doesn't connect to the tools it replaces (Slack, Gmail, Zoom, Teams…).
These connectors aren't enabled yet — they're surfaced here so they're ready the moment the backend lands.
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Security & Sessions
Two-Factor Authentication
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AI Agent Defaults
Default Response Style
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Data & Privacy
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Session Data
Company
Company-wide settings — company profile (name, contact & billing),
team & people, the org chart, and data retention — are
managed in Company Admin, so they stay consistent for everyone on your tenant.
About
Version
v4.8.0
Platform
Plantel — AI Operations Center
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