Good morning, there
New Leads
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Total captured
Today's Appointments
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Scheduled today
Open Pipeline
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Active leads
Policies Tracked
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Active policies
Pilot Setup — 0 of 6 complete
Complete these steps to get your agency fully operational
✓
Platform access confirmed
You're logged in and authenticated.
2
Invite your first team member
Add a producer, receptionist, or manager to your agency.
3
Connect your CRM
Sync HubSpot, AgencyZoom, or Salesforce via Connect.
4
Capture your first lead
Log a prospect manually or let FrontDesk capture one from a call.
5
Book your first appointment
Schedule a review or sales call in FrontDesk.
6
Schedule your onboarding call
30-minute setup call with the Opsentra team — we'll configure your Twilio line live.
Today's Schedule
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Alerts
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Recent Activity
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Front Desk
Calls Today
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Via AI Receptionist
Open Tickets
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Service requests
Active Claims
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Needs attention
This Week
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Total calls
Today's Schedule
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Upcoming This Week
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| Time | Caller | Intent | Disposition | Duration | Summary | Checks |
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Open Tickets
| Type | Caller | Priority | Status | Created | |
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Claim Alerts
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Text Conversations
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Select a conversation
Handoff packets
Everything the receptionist learned on a call, so whoever picks up never asks the caller to repeat themselves. A live transfer pops this open before you answer.
| When | Caller | What they need | Outcome | Next step | |
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Receptionist scorecard
Measured from real calls. Anything that can't be measured yet says so instead of showing a made-up number.
| Measure | Target | Result | Status | Notes |
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Weekly compliance audit
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Sentences the licensing filter stopped (last 7 days)
| When | Rule | What the AI was about to say | Said instead |
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Add team member
They can text this same number to check policies, request ID cards, or hand off a task -- the AI recognizes them by phone number, no client greeting.
Team directory
| Name | Cell | Role | After hours | Status | |
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Dispatch queue
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AI Receptionist Configuration
Twilio — for claims SMS alerts
Controls whether Vapi answers inbound calls. Texting (the "Texts" tab) is unaffected and always stays on.
How the receptionist behaves
These follow the FrontDesk playbook. It always says it is an AI, always offers a person, and never quotes, advises on coverage, or binds.
Carrier rules
A captive agency's calls go straight to the office line until this is ticked. Only an owner or admin can change these two.
Connect the voice platform (Vapi)
Paste the address below into the assistant's Server URL, and the secret into its Server URL Secret. One address handles everything: the start of each call, mid-call actions, transfers and the end-of-call report. Without the secret, nothing is accepted.
Server URL
Server URL Secret (sent as the x-vapi-secret header)
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What the receptionist is told
FrontDesk sends these instructions to the voice platform at the start of every call, filled in with your agency, your hours and what you have saved under Knowledge. There is nothing to paste. Preview shows what it would say right now.
Open times for callbacks
When callers can be booked with someone on the team. The receptionist offers the two soonest open times, books one, and texts a confirmation. It never invents a time. Each person sets their own hours; times are in the agency's time zone.
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Carrier claims lines
The receptionist gives callers only numbers listed here. If a carrier isn't listed it uses your agency claims line and says so. It never guesses a number.
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Do not contact
Numbers that asked to stop, by phone or by texting STOP. They are never texted, called or enrolled in a drip sequence. Only an owner or admin can remove one.
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The playbook
What the receptionist does for each kind of call, and what it will never do.
Setup checklist
1. Create a Vapi account at vapi.ai and an assistant with a phone number (Vapi-provided or your Twilio number)
2. Paste the Server URL and Server URL Secret from above into the assistant
3. Copy your Vapi API key and Assistant ID into the fields at the top, then set the producer's first name and transfer number
4. Add your agency's hours, address, carriers and lines under Knowledge. The receptionist states only what is there
5. Add your carriers' claims phone numbers above
6. Set up open times for your producers, so callers are offered real appointment slots
7. Check "AI Receptionist Active" and save, then call the number and try it: ask if it's a robot, ask for a person, ask for a price
LeadFlow
Lead capture, campaigns & nurture
Total Leads
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In system
At Risk
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Need follow-up
Active Campaigns
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Running now
In Nurture
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Enrolled sequences
| Name | Phone | Source | Type | Status | Quality | Captured | Outcome | |
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Enrolled Leads
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Performance by Stage & Variant
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Stages & Variants
Multiple variants can share the same stage — the drip engine weights selection toward whichever variant is producing better downstream results, while keeping a floor of traffic on the others so it keeps learning. Messages send once delay hours have elapsed since enrollment.
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Send Settings
Texts only go out inside your send window, and never before 8am or after 9pm anywhere in the continental US (leads' own time zones aren't known). Anything due outside the window waits and sends when it opens.
Needs Review
Message copy written by your team or proposed by AI — nothing here ever sends until you approve it.
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Recent Reallocations
Every automatic (or manual) weight change, and why — the drip engine reallocates on a weekly cycle once a stage has enough data.
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Best Send Times
Reply rate by hour sent (in your time zone, set above), where enough sends exist to be meaningful. A recommendation — the send window above is what's enforced.
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Landing pages
Each page is a public form with its own link. Send the link in an ad, an email or a QR code, or embed it on your website. Every submission becomes a lead, is pushed to your CRM and lands in SalesTrack for follow-up.
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AgencyCFO
Finance, commissions & renewals
Policies Tracked
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Active policies
Revenue Attributed
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Tracked attributions
Commissions Pending
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Unpaid balance
Renewals at Risk
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Flagged for follow-up
Recent Policies
| Policy # | Carrier | Type | Premium | Status | Vehicle |
|---|---|---|---|---|---|
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Loading expenses...
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Pulse
What your agency is learningLoading save list...
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Loading opportunities...
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Loading referrals...
Loading economics...
Loading surveys...
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Loading social learning...
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Content Studio
Create · Publish · GrowPhoto post
Edit one photo, let the AI write the caption for each channel, and send each channel its own crop. Location and camera details are removed from every photo before it is posted.
Drop a photo hereor choose one. JPEG, PNG or WebP, up to 25 MB.
Drag the photo to move it.
Photo
Look
Text on the photo
Where it goes
Captions
Send
Your photo posts
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Content in motion — click a card to jump to that episode
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Topic Lab
Teleprompter
Select an episode with a completed script, then launch fullscreen teleprompter mode for recording.
Script preview
Space = play/pause · Esc = exit
AI Video Studio
Tell the AI what video you want — it will write the script, find footage, record the voiceover, and assemble the video
Video Producer Chat
~12-15 min · AI voiceover · word captions · stock footage · color grade · YouTube chapters
Quick starts — click to load:
Generated Videos
No AI videos yet.
Shorts Factory
Select a long-form episode — AI finds the best clip moments for Shorts, Reels, and TikTok.
Created Assets
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Publish Hub
Compliance-approved content ready to go live
Compose Post
Instagram, TikTok and YouTube need a photo or video. Without one they are skipped and Facebook, LinkedIn and Google Business post the text on its own.
for posts
A repeated post keeps its local time all year, including across daylight saving. If you give a topic instead of a caption, each repeat gets a fresh caption (up to 12).
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Comments Needing a Reply
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Ready to Publish — YouTube
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Cross-Platform Queue — Instagram · TikTok · LinkedIn · Facebook
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Schedule Episode
Start Your Authority Channel
Build insurance authority through compliant YouTube content. Create a project, set your strategy mode, and start generating AI-powered scripts.
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Channels Registered
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Connected
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Total Followers
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Your Social Channels
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Add Social Channel
Submit Metrics Snapshot
Connect Platform
Long-form episodes across all channels
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Content Compliance Review
Paste script or content to check against your compliance profile before publishing.
AI Script Generator
Select a YouTube channel, enter your topic, and get a compliance-ready script.
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Insights & Recommendations
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Channel Performance Snapshots
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Submit Performance Snapshot
LinkedIn Ghostwriter
Drafts wait here for your approval. Nothing posts without a tap.
Drafts waiting for approval
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Ready to post personally
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Topic Bank
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Voice
Schedule
Video Editor
LUT color grading · Audio sync · Professional cloud render
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Back Office
Compliance & operations
Compliance Profiles
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Active rulesets
Audit Events
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Last 30 days
Compliance Profiles
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Recent Activity
| Event | Source | Time |
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Checking BackOffice against AgencyCFO...
SalesTrack
Producer performance & pipeline analytics
Active Opportunities
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In pipeline
Activities (30d)
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Calls, emails, meetings
Closed Won
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This period
Open Tasks
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Pending tasks
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Open: —
Overdue: —
Due Today: —
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Calls Today: —
Quotes Today: —
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Pick a conversation on the left.
Your work today
Calls to make, texts waiting for your tap, and replies to answer. The system sends the texts it is allowed to send on its own. Everything else is here.
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How the texting is doing
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The eight texts, each in two versions
Each text is one message of 160 characters or less. Half your leads get version A and half get B, so you can see which works better. You can rewrite any of them. A rewrite that makes a false urgency or savings claim, uses an unbranded link, or is too long is refused.
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Call Desk
Live call tracking, transcript capture, and real-time coaching cues
Set Up Your Producer Profile
Register once to enable live call tracking, transcript capture, and coaching.
Active Call
00:00
Call Context
Stage
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Product
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Channel
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Playbook
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Live Transcript
Waiting for transcript...
Needs Detected
None yet
Objections
None yet
FORM Profile
No profile data yet
Coaching Cues
None yet
No active call
Hit + Start Call to begin live transcript capture and real-time coaching.
ReMote
Team coaching & conversation intelligence
Team Members
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Active producers
Conversations
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Logged calls
Open Coaching
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Unresolved notes
Playbooks
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Active scripts
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Connect
Agency control plane
Agency Profile
Agency name
Plan
Agency ID
AI Call Usage
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/ 500 included calls
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Your Account
Email
Role
Billing
Manage your plan, payment method, and invoices.
Manage who has access to your agency.
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Configure once. Every tool in the suite picks it up automatically.
TW
Twilio
SMS & voice — lead nurture, appointment reminders
Not configured
SG
SendGrid
Email delivery — nurture sequences, invite emails
Not configured
ST
Stripe
Payments — collect service fees or premium financing directly
Not configured
Use a restricted key if possible. Never share your secret key outside this form.
ZP
Zapier
Sends a webhook to your Zap whenever a new lead is captured
Not configured
Create a Zap with a "Catch Hook" trigger, then paste its webhook URL here. New leads will be sent as JSON.
Inbound: EZLynx new-applicant → lead
A live trickle feed for new leads only. It cannot backfill policies, premiums, or renewal dates —
use Book Import (Settings → Import) for that. No policy, premium, renewal, or claims data syncs
either direction, ever, and nothing here writes back into your AMS.
YT
YouTube
Connect your channel in Studio → AI Studio to publish videos directly
FB
Meta (Facebook & Instagram)
Social publishing, lead capture & paid campaigns
TT
TikTok
Publish Shorts Factory clips directly to TikTok
in
LinkedIn
Publish agent-authority posts to LinkedIn
MA
Meta Ads
Connect a Facebook/Instagram ad account for paid campaign tracking
GB
Google Business Profile
Post updates to your Google listing and Maps profile
GA
Google Ads
Connect a Google Ads account for paid campaign tracking
EZ
EZLynx
Live two-way sync: pulls clients, policies, renewals from your AMS; pushes notes/activities only
Not connected
Opsentra never asks you to leave EZLynx -- this coexists with it. Never pushes policy, premium, or coverage data back.
AMS
AMS / Agency CRM
Push calls, conversations & leads to your existing CRM via webhook
Not configured
This simple connector posts queued records to your URL. For a direct Monday.com integration or signed webhooks, use CRM Sync Connectors below.
SY
CRM Sync Connectors
Sync leads and tasks with AgencyZoom, HubSpot, Salesforce or Monday.com, or send them to your own endpoint as signed JSON
Not configured
Leads and tasks sync to AgencyZoom. Test Connection logs in and lists your pipelines and lead sources so you can copy the right IDs. AgencyZoom's field names aren't public, so if it rejects a lead, its message appears in the sync history — correct the names in the field mapping below (Opsentra field → AgencyZoom field).
HubSpot → Settings → Integrations → Private Apps. Grant CRM contacts, deals and tasks read/write.
…or sign in with a connected app instead:
HTTPS on a public hostname only. Each request carries
X-Opsentra-Signature (sha256= HMAC of timestamp.body), X-Opsentra-Timestamp, and an idempotency key so retries are safe to dedupe.Credentials are write-only and stored encrypted — re-enter them whenever you save changes.
Changes waiting for your approval
Your CRM changed sensitive fields (email, phone, pipeline stage, deal value). Nothing is applied until you approve it.
SYNC
CRM Sync Queue
Events queued for delivery to your CRM
Pending: —
Synced: —
Failed: —
Canonical records are the single source of truth for all contact and entity data across the suite.
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Import your book
Bring in clients, policies, and lead history from your AMS export. One-way in — this never writes
back to your AMS. Nothing is saved until you click Confirm below.
Preview
Importing...
Import complete
Recent imports
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