Adviuz
Restoring session...
Adviuz
AI Sales Engine
Leads
Adviuz Hub · build 2026-05-22 09:41
0 selected
Live Call
LIVE
--
Live call
 
—
Direction
0:00
Duration
Live
Status
Live Transcript
Connecting…
Adviuz AI
Always here to help
Adviuz AI can make mistakes. For account questions contact support.
AI Calls
AI for this lead
Meeting done ✅
Video review
New email
✓ Draft saved
a.
From
Adviuz
relations@adviuz.com
Change ▾
+ Add CC
Ref: |
Preview: Ref: [Company] | Type subject here...
Loading templates…
Clear✨ Draft with AI
Generate Proposal
Proposal for
—
This creates a ready-to-send PDF proposal you can download and share with the client on WhatsApp or email.
Confirm payout sent
—
e-Transfer to —
—
The screenshot is read once to pull the confirmation number, then discarded — it is never stored.
This marks the request paid, emails the partner a receipt, and updates their dashboard from ⌛ processing to paid.
Mark as Paid
Email invoice to client
Branded tax invoice from accounts@adviuz.com
Tax invoice auto-generated with correct GST/HST/PST by province.
Invoice number: IWS + MMYY + 4 chars (e.g. IWS0526ABCD)
Set client location
We don’t have a location for this client yet. Set their province so quotes use the right tax and reminders send on their local time. It’s saved to their profile for next time.
Lead alert numbers
We’ll text these mobiles the instant a new lead calls or enquires. Add one or more — use numbers that can receive texts (a landline won’t work).
📣 Weekly update — review & approve
Features in this update
📣 What's new — email advertisers
Personalization: {name} → contact's first name · {business} → business name
🕒 Change send time
Pick the new time. This is your local time.
⚡ Instant meeting
What is this meeting about? The title goes on the calendar invite and the email to your lead.
Lead temperature
❄️ Cold
Fresh lead, call not connected, or future prospect. We haven’t had a real conversation yet, or they asked us to check back later.
🌤️ Warm
Call connected, follow-up scheduled, or meeting booked. We’ve talked and there’s a next step. Worth a follow-up soon.
🔥 Hot
Meeting done, proposal sent, or negotiating. They’ve met us and we’re close to closing. Act on these first.
The temperature comes from the sales stage, so it changes automatically when you move the lead. Closed, not-interested, partner and vendor leads have no temperature. The AI’s interest score (out of 10) is still shown on the lead for extra detail.
🤖 AI fuel
Sort campaigns
Settings
Email Setup
Header
None
Footer
Report review
CC — also receives this report
Lead adding
Lead sources
These appear in the Source dropdown of the Add Lead form — for you and your whole team, on every device.
Inbox default view
Campaign settings
Profile
Confirm Call
📣
Are you sure?
A phone call will be placed to this lead from your business number.
📖 Automated Follow-ups
Loading…
🌆 Day-1 second call
🤖 Where your AI minutes went
⛽ Balance history
🧠 Business Brain
This is everything your AI is allowed to know and say about your business — it powers your AI Employee’s calls, texts and emails. Only facts you approve live here.
🌐 Read my website
Paste your website and the AI reads it, then lists what it learned above for your approval. Nothing is saved without your yes.
🏢 Business basics
Address
Phone
Email
Opening hours
Booking & anything else the AI should know
⚙️ AI preferences
These shape everything the AI ever writes or does for you. Turn a channel off and all automated follow-ups adjust themselves around it.
Writing tone
📚 Knowledge
Approved facts the AI can use. Add anything — services, prices, FAQs, things to never say.
Review AI message
Message
Edit freely — exactly what you approve is what goes out. Nothing sends without your tap, and pending drafts expire after 24 hours on their own.
End this call?
📞
Disconnect the call?
This immediately hangs up the live call for both the caller and the AI agent. This can’t be undone.
Existing open quote
Cancelling stops all future reminders on the old quote(s). Keeping them active means the client may still get reminders for both.
Use earnings as account credit
Turn your available earnings into flyer views in your account balance. You can then assign these views to any campaign.
Enter an amount to see how many views you'll get.
Filter by date
📦 Quote Packages
Define your service packages here. When creating a quote, select from this list to instantly add line items — no retyping.
Add New Plan
Quotes
Invoices
New Quote
Valid for 7 days · Stripe payment link included
1 · Client
2 · Package
3 · Pricing
Total incl. tax
Fixed discount
SubtotalCAD $0.00
TaxCAD $0.00
Total Due CAD $0.00
4 · Details
7 days from today by default
✅ Stripe ready — client pays online
Schedule Meeting
Enter the time the client told you — system will convert to your local time automatically
Loading emails...
⚡ Google Meet link auto-generated — unique link created when you click Send
Send Now: emails immediately · Schedule: saves for later · Both auto-create Meet link
Meeting Settings
Loading settings...
Client Setup
Twilio (Calls & SMS)
Buy a number on Twilio, then paste it here and Save.
Retell AI (AI Calls)
Email (Resend)
Calendar
Plan & Balance
Add Client
What happens next: Client record is created immediately. If you enter their email, they receive a login invitation to the Sales Engine portal. You can then create their campaigns and ads in the Dashboard.
Lead
New Lead
Needs an email address. Never sends at night, on weekends, or on stat holidays — it waits for the next morning in the lead's own province.
Complete Lead Info
✅ Lead saved! Add more details to start working on it.
Import Leads
1
Pick the campaign
2
Upload your file
3
Agree & import
📊
Drop file or tap to browse
Any Excel (.xlsx, .xls) or CSV
We match the columns for you
Any Excel or CSV works — we find the columns for you. Each lead needs a name and a phone or email. A Lead date (the day they first inquired) lets the AI call them.
Schedule Follow-up
P
Lead
Phone
Send SMS
Lead
0 charsSTOP auto-appended
Add Sales Partner
Adding manually skips the application form. Partner gets a welcome email with their ref code.
Sales Stages
Customize your pipeline. Leads in deleted stages move to the first stage.
Add New Stage
AI Follow-ups
When a lead goes quiet, the AI prepares a follow-up message for you to review and send. For each stage, set how many days to wait before each touch (comma-separated, e.g. 1, 3, 7), and switch off any stage you don't want followed up.
🛡️ Sending Safety
Guards that apply whenever you send a follow-up.
Quiet hours — warn before texting outside these
From to (24-hour, your local time)
Days are counted from the lead's last activity. A sequence stops on its own if the lead replies.
AI Auto-Call
When a new lead comes in, the AI can call them automatically. Inbound callers are never auto-called, and calls only go out between 8am and 9pm.
Auto-call these sources
Send top-up link
Loading…
Which campaign?
This client has more than one campaign. Pick the one these top-up views should be credited to.
Record e-transfer top-up
Email invoice to client
Untick to record silently (invoice is still created)
Add payment
Follow-ups to Review
These drafts are waiting for you. Edit the wording if you like, then Send — or Skip to discard. Nothing sends until you tap Send and confirm.
Campaign email sender
This campaign's emails send with this identity. Leave everything empty to fall back to the account's default sender. The address's domain must be verified in Resend first, or sends will fail.
Design · optional, overrides the account look
Bulk Actions
📄 View signed agreement
🌙 Bulk texts only go out between 8 AM and 9 PM in each lead's own timezone — anything due outside that waits for the morning. The 200-per-day limit always applies.
Text Outreach
⚡ Conversion Engine
Bulk send report
Which upcoming days?
Calendar
Day
Add unavailable time
Times to block
Reason (optional)
The AI will not offer these times to anyone.
Pick a month
Set Appointment
Pick the date and time in the lead's local time.
Appointment length
 
SuMoTuWeThFrSa
⚙ Customize reminder timing
Appointment Reminders
When a customer has a booked appointment, we'll text them a reminder. Choose when below — all times are in the customer's local timezone.
Reminders
Quiet hours (don't text outside these)
From to (24-hour, customer's time)
Message wording
Use {name} for the customer's first name and {when} for the date & time. "Reply STOP" is added automatically.
Confirmation (texted when booked)
Reminder
Meeting review
Launch AI Campaign
0 leads
Only consent leads will be called
0
Choose Agent
👩‍⚕️
Sarah — Follow-up
Books consultations. Empathetic, soft-close.
68%
💼
Max — Closer
Creates urgency. Higher pressure style.
54%
🤖
Emma — Re-engagement
Re-engages cold or lost leads gently.
41%
⚠ Leads without consent are skipped automatically.
Text Outreach
0 leads
Consent leads only
0
0 chars{name} personalizes per lead
✅ STOP notice appended  •  🚫 No-consent skipped  •  ⏭️ Anyone already texted automatically today is skipped  •  🌙 Waits out quiet hours  •  Sends gradually — track in Reports
Email templates
Loading…
Every template — including the starter ones — can be edited or deleted here. Templates appear as buttons on the Send Email screen, with {{name}} replaced by the lead's first name.
New template
Your message inside the standard Adviuz header and footer.
✨ Draft with AI
Tap to insert — filled with each lead's real details
{{name}}
{{service}}
{{location}}
{{date}}
{{time}}
{{date}} and {{time}} use the lead's booked appointment. Landing-page custom fields work too — type the field's key inside double curly braces.
➕ Insert a button (link or call)
Email activity
New email
🏥
From
Loading…
@
To
+ CC/BCC
Loading templates…
⚙︎Manage templates
✨ Draft with AI
Email Outreach
0 leads
Sent from your own email address · unsubscribe link added automatically
0
0 selected
🔑 API Keys
Keys are stored securely in Supabase. Features activate the moment a key is saved. 🔒
📞 Twilio (Calls & SMS)
🤖 Retell AI (AI Calls)
📧 Email (Resend)
⚠️ Lead Already Exists
A lead with this information already exists
Same phone number found
This lead is already in our system and being worked on.
You can request approval to be assigned this lead. Our team will review and notify you of the decision.
Edit Lead
+ Add more phones / emails
Lead
Messages
Loading messages…
Send from
Send this text from
👤
Your own line. Replies come to you, never to the AI
🏢
Company number — the same one the AI uses
💡 The lead sees each number as a separate chat on their phone. Pick one and stay with it — the hub remembers your choice for this lead (calls use it too).
Message Templates
New Template
Tip: {name} and {service} fill in automatically when you send.
Choose Call Type
AI Call
Let Sarah, Max or Emma call automatically
Call
Interactive voice response system
Dialer
Direct call from your phone
🤖
Start an AI call
📊 Campaigns
Loading campaigns...
📧 Email Preview
How your customer will see this email
Actions
Assign Lead
Select who should handle this lead:
✉️ Email Signature

Change once — updates every email: proposal, design, invoice & top-up.

Preview
📤 Auto-Send Proposals

When a partner or admin adds a sales lead, the full proposal email is sent to them automatically. Leads that already received it are never emailed twice, and a CC added later is sent the proposal too.

Auto-send proposal to new leads
Loading…
Filter Leads
Add Note
Change Stage
Why not interested?
🎉 Deal Closed
Capture the deal value — this powers your Reports (revenue totals, average deal size, ROI per campaign).
$
Tip: enter the total contract value, even if billed in installments.
📜 Reports History
Loading…
📋 Quarterly Report Review
❌ Reject Report
⚙️ Accountant Settings
📦 Export for CA
Custom Date Range
Pick any start and end date. The Invoices tab will only show invoices dated in that range.
+ Add Balance
Choose a bundle for each campaign you want to fuel. One payment covers everything.
Powered by Stripe · CAD pricing · Includes invoice + 25-second view guarantee
Filter Campaigns
🖼 Preview Design
📄 Account Statement
💸 Request Cashout
Available to withdraw
$0.00
🏦 Interac e-Transfer No fees
Sent to your email. Maximum $3,000 per day.
$
💳 Stripe / Online Coming soon
Instant transfer to your card or bank · 3% fee applies.
🔍 Ad Previews
Team & Access
Add User
Brand Kit & Onboarding