Concierge Pilot

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AI Workflow — Full Business Pipeline

How Concierge Pilot's 8 AI products turn outreach into closed revenue
 LIVE DATA FLOW
1
Capture
Inbound outreach from every channel
Phone Agent
24/7 AI voice answers calls, books appointments, captures lead details
Email Agent (Gmail)
Connects customer's Gmail via OAuth — reads inbox, auto-classifies, creates leads, drafts replies
Marketing Agent
Facebook, Google, email campaigns — routes replies into the funnel
Lead Capture
Web forms, QR codes, landing pages — instant auto-response
Website + AI Agent
AI chat on your site qualifies visitors before they leave
2
Qualify
Every lead lands in the CRM brain
CRM (Contacts)
Deduped, enriched, auto-scored 0–100 by AI
AI Scoring + Next Action
Recommends the single best next step for every contact
Pipeline + Deals
Stage tracking, probability, forecast, at-risk alerts
Daily AI Briefing
Owner gets a morning action list — hottest leads, risks, upsells
3
Close
Win the deal, ship the paperwork
Sales Enablement
AI generates proposals, call scripts, objection responses
AI Email Drafting
One-click personalized follow-ups from CRM context
Document Processor
Contracts, estimates, work orders — parsed and generated
Deal Won
Auto-moves to customer, triggers onboarding
4
Grow
Turn customers into referral engines
Reputation Manager
Auto-requests reviews, AI replies to every rating
AI Agent Support
24/7 AI answers customer questions post-sale
Retention Signals
CRM flags churn risk, upsell, renewal windows
Referral Loop
Happy customers feed new leads back into Stage 1
Closed-loop intelligence: Every call, email, review, and document feeds the CRM. The AI learns what works for your business and surfaces the next action automatically — so nothing slips through the cracks.

Executive Analytics

Today's Jobs
0
This Week's Revenue
$0
Collection Rate
0%

Revenue Trend (6 Months)

Invoice Status Breakdown

Revenue vs Expenses (6 Months)

Top 5 Customers by Revenue

Accounts Receivable Aging

Current (0-30)
$0
0 invoices
31-60 Days
$0
0 invoices
61-90 Days
$0
0 invoices
90+ Days
$0
0 invoices

Customer Churn Risk

Cash Flow Intelligence

60-Day Cash Flow Projection

AR Aging

Business Ops

Today's Schedule

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Patients

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Treatment Plans

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Lab Cases

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Production

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Staff Management

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Announcements

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Scheduling & Booking Capacity

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Customers

Name Email Phone Source Properties Created

Service Requests

Customer Description Service Type Urgency Status Date

Catering & Event Estimates

Estimate # Customer Description Total Status Date

Jobs

Job # Customer Property Description Scheduled Status

Invoices

Invoice # Customer Total Balance Due Status Due Date Actions

Payments

Date Customer Invoice # Amount Method Reference

Equipment

Show Inactive
Name Model Serial # Storage Status Actions

Equipment Intelligence

Fleet Value
$0
Avg Age
--
Need Service
0
Maint. This Month
$0.00

Maintenance Alerts

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Equipment Usage (8 Weeks)

Cost Per Hour

Equipment Cost Breakdown

Equipment Purchase Maint. Hours $/Hr
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Expenses

Date Vendor Category Description Amount Payment Job Tax Ded.
Total Expenses: $0.00

Landscaping Calculators

Mulch Calculator

Calculate how much mulch you need for your landscaping project.

To-Do List

Bills

Every recurring bill in one place. Snap a photo, forward an email, turn Autopilot on. Texicurean OS.

Upcoming this month
$0.00
0 bills
Overdue
$0.00
0 bills
Paid YTD
$0.00
0 bills
Top categories (90d)
Forward bill emails to [email protected]
Loading bills

Add a bill

Tap to upload a photo or PDF of the bill
JPG, PNG, or PDF

Edit bill

Active Subscribers
0
MRR
$0
ARR
$0

Subscriptions

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Service Accounts

Two separate billing concerns live on this one page: Your Concierge Pilot Subscription — what you pay Custom Ai Apps for the software. Your Customer Payment Processors — the Stripe / Square keys that charge your customers through your branded site.

Stripe Connect — Your Merchant Account

Card swipes, online orders, and Terminal charges settle directly to your bank. You stay the merchant of record — Stripe holds the relationship with you, not Custom Ai Apps LLC.

Status
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Platform fee
0.25%
of each transaction

Your payment processor

Paste your Stripe or Square credentials so orders placed on your site settle directly into your merchant account. Keys are stored server-side and never exposed to the browser.

Stripe
Square
Connect your Square account RECOMMENDED
One secure click — no keys to paste. Grants permission to read your menu, take orders, and process payments. Or paste keys manually below.
Secrets stored server-side · masked after save.

Phone Agent (Vapi)

Connect your own Vapi account so you pay Vapi directly for every minute your AI phone agent takes — no markup from us. Paste your API key so Concierge Pilot can manage the assistant, voice, and prompts for you.

By pasting your API key you're authorizing Concierge Pilot to manage assistants, voices, and prompts on your behalf. We never touch your Vapi billing or credit card — Vapi bills you directly for usage.
Get My Vapi Key

SMS Provider

By default, SMS goes through our shared Twilio with 2,000 messages/month included in your plan. Go beyond 2,000 and overages bill at $0.04/msg. If you'd rather run on your own Twilio account (no overages — you pay Twilio directly), connect it here.

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Health Check

One-click diagnostic — verifies every Concierge Pilot feature is wired up and working for your business. Run this after any big setup change.

Active Contracts
0
Monthly Recurring Revenue
$0.00
Annual Recurring Revenue
$0.00
Expiring ≤ 30 Days
0
Renewal Rate
0%

Service Contracts

Contract # Customer Service Frequency Price MRR Term Status Renew

Renewal Alerts

6-Month Revenue Forecast

Executive Dashboard MISSION CONTROL · ANALYTICS · P&L

Ask your business anything Powered by your AI Brain — same memory as the floating assistant

Real-Time P&L

No more waiting on a monthly bookkeeper. Connect your bank, we auto-categorize every transaction, and you see food cost %, labor %, occupancy %, and net profit % updated daily.

Revenue vs Costs by Week

Anomalies & Insights

Spend by Category

Workspace

Open ↗

Rules

Autopilot is OFF

Approval thresholds, spending caps, and the master kill switch for Bill Pay and Restocking.

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Today$0 / $0
This month$0 / $0
// Budget + pause apply to BOTH Restocking & Bill Pay

Pending approvals

Bill Pay rules

Restocking rules

Bank account (ACH)

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Accounting

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Document Vault

0
Total Docs
0
Expiring Soon
0
Expired
0 B
Storage Used

Company Settings

Company Information

Company Logo

Click to upload your company logo (PNG, JPG, or SVG)

Contact Information
Business Preferences
When ON, customers must pay by card before the kitchen fires a pickup pre-order. Recommended for high-volume venues to prevent no-shows. Dine-in pre-orders are unaffected.
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Smart Pricing & Upsell Engine

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Avg Job Margin
0
Underpriced Customers
$0
Upsell Potential
--%
Estimate Close Rate

Communications

AI Job Reports

Speed-to-Lead

AI calls every ad-form lead within 30 seconds
Active Agents
…
Calls Today
…
Booked Today
…
Avg Time-to-Call
…

Agents

Per-tenant config
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Lead Channels

Each channel is one place leads come from. Give it the link (for Meta / Zapier) or grab its embed form — then set how it responds: Call, Text, or Both.
Loading webhook sources…

Recent Leads

Last 25
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Live Floor

Know every guest the moment they sit down

Export your guest list from Toast (Guestbook → Download list) and drop it here — CSV, Excel, or even a screenshot. We read the columns automatically and turn it into who your regulars are, what they're worth, and who's slipping away. Works on top of whatever POS you run.

Drop your Toast Guestbook export
Drag a CSV / Excel / screenshot here — or pick one.

Newsletters

Write it, generate it, publish it to your app

Compose a customer newsletter — or let AI draft it from your events. Publish and it lands in the News tab of your customer app.

AI Voice
Published & drafts

Loyalty

Points & rewards for guests who check in

Turn this on to reward guests for checking in at their table. Off by default — flip it on only if you want it.

Loyalty program
Off
Program name
Points per check-in
Rewards

Floor Intelligence

What your AI watches in real time

Every signal below runs continuously off your live POS, kitchen, and guest data — computed in the database (no AI cost), and surfaced to the right staff the moment it matters via the Floor button in each workspace. This is the layer no other restaurant POS has.

● Live now — 9 signals
○ On the roadmap

AI Accountant

Your books · powered by your ledger

Ask about your P&L, cash, variances, or reconciliation. It reads your real ledger and will propose journal entries for your approval — it never posts on its own.

  Higgsfield

// Wired into Claude Code
What this is
// Three-tool creative stack, in Claude
This tab covers three tools that combine into your overnight cold-pitch pipeline:
  • Higgsfield — image + video generation (Kling 3.0, Nano Banana Pro, Soul V2, Marketing Studio)
  • Kimi K2.6 — layout-first website builder from Pinterest references (free)
  • Hyperframes — automated video editing + website-to-video promo generation (free)
All three run inside Claude Code via skills. Talk to Claude in plain English; Claude picks the tool. The pipeline: 
Lead found → Kimi K2.6 builds the prospect's site → Claude polishes
            ↓
Higgsfield generates hero shots / B-roll
            ↓
Hyperframes turns site + assets into a 10-sec promo video
            ↓
Cold-email lands with: live site link + video preview
Account
// PLUS plan, monthly, ~$22/mo with the 55% promo
Plan
PLUS · monthly
Credits / month
1,000
How to use it
// Just talk to Claude. No UI driving.
Open Claude Code. Type a request in plain English. Claude routes to the right model, submits the job, and prints the result URL when it lands.

Example prompts that just work:
"Make a cinematic hero video for Midlo Scoops with the three sisters in their shop, 9:16, 5 seconds."
"Generate a product photo for Bob's Grill's smash burger plate. Lifestyle, square, warm lighting."
"Create a UGC-style ad for Union 28 with someone enjoying live music. Vertical for Instagram Reels."
"Train a Soul ID on this photo of Cathe Becker so I can use her face in future Midlo Scoops ads."
"Generate 6 variations of a Custom Ai Apps logo banner for the LinkedIn header. Wide aspect."

Trigger words that wake the Higgsfield skill: make / generate / create / render / draft / produce + image / video / clip / ad / hero shot / pin / UGC / product photo / brand video / presenter / avatar / scene.
Credit discipline — what's free vs. what burns
// PLUS plan = 1,000 credits + unlimited tiers below
Free / Unlimited (prefer these)
365-day unlimited: Soul V2 · Soul Cinema · Soul Cast · Soul Location · Flux.2 Pro · Seedream 4.5 · Seedream 5.0 Lite · Nano Banana · Kling O1 Image · GPT Image

30-day unlimited: Nano Banana 2 (lasts 30 days from your purchase date)
Credit-burn (use deliberately)
Premium video: Kling 3.0 · Veo 3.1 · Seedance 2.0 · Hailuo 2.3

Premium image: Nano Banana Pro

Rough math: 1K credits ≈ 500 Nano Banana Pro images OR ~114 Kling 3.0 videos.
What's installed on this Mac
// CLI + 4 skills, ready
CLI binary: ~/.npm-global/bin/higgsfield (aliases: higgs, hf)
PATH: already added to ~/.zshrc
Auth: device-login OAuth completed. Verify with higgsfield account status

Claude skills installed:
  • higgsfield-generate — main image+video gen across all models
  • higgsfield-product-photoshoot — branded product photos (lifestyle, hero banners, ad packs)
  • higgsfield-soul-id — train Soul character refs for face/identity consistency
  • higgsfield-marketplace-cards — marketplace listing card UI

Skills auto-activate based on your prompt. You don't need to invoke them manually.
Kimi K2.6 — layout-first website builder
// Free · open-source · Moonvit vision encoder
Open kimi.com →
Why it matters: most coding LLMs use a separate vision-to-text pass when you upload a reference image. Information about layout (z-index hierarchy, typography weight, layered Mount Fuji-behind-headline structure) gets lost in translation. Kimi K2.6 has Moonvit — a vision encoder baked into the same model that writes the code. So when it sees your Pinterest reference, it understands the spatial layout AND generates the React components in one reasoning path. Plus it runs an internal agent swarm — multiple agents work concurrently on different parts of the build (scaffolding components, writing Tailwind glass-morphism, wiring Framer Motion).

Where it falls short: static layout only. It misses scroll-triggered animations, parallax physics, viewport-aware staggered logic. That's the senior-engineer-brain layer — and that's where Claude Opus 4.7 takes the handoff.

Workflow:
  1. Find a reference on Pinterest or Dribbble
  2. At kimi.com, drop the reference + master prompt (defines tech stack: Next.js 14 / Tailwind / Framer Motion / Lenis smooth scroll, plus visual aesthetic + non-negotiable design challenges)
  3. Download the generated React project as a zip
  4. Open in Anti-Gravity (or VS Code / Cursor / Claude Code)
  5. Run npm install && npm run dev
  6. Hand off to Claude Opus 4.7 with ONE master prompt listing all problems by priority — fix foundation, layer scroll-linked parallax, refactor staggered timeline, production polish

Cost: $0. Free, open-source, no API key needed. Just kimi.com login.
Hyperframes — video editing automation
// Free · open-source · by Heygen · 4 skills installed
hyperframes.dev →
Why it matters: Claude can now edit videos. Hyperframes renders motion graphics, subtitles, floating cards, 3D assets, and transitions from HTML/code that Claude writes. Underneath it uses FFmpeg + fast-whisper (already on your Mac for the /watch workflow). Plus a website-to-video mode: give it a URL, get a 10-second promo video.

Three levels of use:
  1. Level 1 — Website-to-video. Paste a URL, ask Claude "use Hyperframes website-to-video to turn this into a 10-sec video." Claude scrapes the content, extracts brand palette, downloads assets, composes a promo. This is your overnight cold-pitch killer feature.
  2. Level 2 — HTML component inspiration. Copy a 21st.dev component prompt into Claude. Hyperframes adapts the styling into video animation.
  3. Level 3 — Custom workflow. Cut raw footage with the "last take rule" (if you say a phrase twice, keep the second). Storyboard preview before render. Add motion graphics, color keying (green-screen removal — pairs with Higgsfield-generated assets).

Example prompts:
"Use Hyperframes website-to-video to turn midloscoops.com into a 10-sec promo, vertical for Reels."
"Edit my raw recording at /tmp/recording.mp4 — cut all silences and dead air, last-take rule, transcribe word-level timestamps, build me an HTML page showing the proposed cuts."
"Take this Higgsfield-generated B-roll and add subtitles + floating brand cards on the right side at 80% opacity."

Skills installed (auto-active in Claude Code):
  • hyperframes — main video composer skill
  • hyperframes-cli — CLI integration for FFmpeg + render pipeline
  • website-to-hyperframes — URL → video promo
  • gsap — GreenSock animation library for advanced motion

Cost: $0. Free, open-source, runs locally. The only cost is whatever Claude tokens are consumed during the editing session.
If something breaks
// Common fixes
"Session expired" / "Not authenticated": open Terminal and run higgsfield auth login. Browser opens, takes 5 seconds.

"higgsfield: command not found": run source ~/.zshrc in any open terminal, or just close and reopen Terminal/Claude Code.

Out of credits: top up at higgsfield.ai/me/settings. Or wait until next month — credits refresh on the renewal date.

Skill not picking up after install: quit Claude Code (Cmd-Q) and reopen. Skills load on cold start.

Reinstall a skill: npx -y skills add higgsfield-ai/skills@higgsfield-generate -g -y (swap the suffix for the skill name)

  Reservations

Log a meeting
// Triggers a Google review-request SMS in ~2 hours
Auto-SMS: loading…
Use this after a sales call, demo, consultation, or service visit. We log it as a completed booking, then the SMS engine fires a one-tap review-request to that number two hours later. They click → leave a Google review. Done.
Recent meetings
Restaurant Reservations
// Party bookings · $200 refundable deposit hold
Reservation reminder cadence
// Text reminders to customers before their reservation
When someone books a table the system can fire a confirmation SMS immediately, then up to 5 more reminders at any offset before the reservation. Toggle each one off if you don't want it. The cron runner sends them every 5 minutes.
Reminders before reservation
Template tokens you can use: {date} {time} {party_size} {tenant_name} {customer_name}
Held pre-orders
// Customer pre-ordered food with their reservation. Hit Fire when they arrive.
Pickup queue
// To-go orders. Hit Ready when bagged — customer gets an SMS.

Calendar

One view of everything — live shows, reservations, catering bookings, nightly specials, bills due, restock orders, admin tasks. Sources stay where they are; this is the unified surface.

—
All Live shows Catering Reservations Bills Restock Specials
Sun
Mon
Tue
Wed
Thu
Fri
Sat

Event

  Arpejo

Loading Arpejo...

Team

Open in new tab ↗

  Shift Close & Tips

Loading Shift Close...

Compliance Calendar

Daily 8AM Email Reminders …
Loading roster, certs, and renewals...

  Local SEO

—GBP HEALTH AUDIT
Click RUN AUDIT to score this tenant.
Score
—
Categories
—
Posts (30d)
—
Reviews
—
Schema
—
CONNECTED CHANNELS
Status of the social channels Local SEO uses for posting + review polling. To connect or disconnect, go to Marketing Agent → Social Accounts.
WaveSpeed API Key (TikTok video gen)
Required for TikTok auto-posting unless you upgrade to Managed Video tier. ~$2-3 per video, billed to your WaveSpeed account.
REVIEWS
Google reviews + AI-drafted replies. Approve / edit / regenerate inline, or flip to auto-publish so we handle it for you.
// Auto-reply mode
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POSTS GENERATOR
Auto-generate 15 GBP posts scheduled across the next 30 days. gpt-5.2.
SCHEDULEDCONTENTCTACHANNELSSTATUSPUBLISHEDLINKS
No posts yet.
CITATION TRACKER
Yelp, Bing, Apple Maps, Angi, BBB, etc. Goal: 50+ verified citations.
DIRECTORYURLSTATUSSUBMITTED
No citations tracked yet.
BING PLACES (AI SEARCH)
5-minute step. Import directly from Google Business Profile. ChatGPT searches Bing's index — synced Bing Places listing equals ChatGPT visibility.
Concierge Pilot can't auto-do this for you — Bing requires the business owner to claim the listing — but it's the single fastest AI-search win on the board. Once linked, Bing pulls hours, photos, reviews, and category from your verified GBP.
  OPEN BING PLACES & IMPORT FROM GBP ~5 min · one-time
HYPER-LOCAL FAQ GENERATOR
Mirrors Google's "People Also Ask". Saves to seo_faqs for tenant site content.
SCHEMA MARKUP GENERATOR + AUDIT
JSON-LD LocalBusiness for the GBP-linked landing page only (Caleb rule).
MULTI-GBP COVERAGE
Add legitimate locations via DBA + cowork lookups. 4-step verification per profile.
  Map preview shows after first location added.

  Google LSA

Jigger

Open in new tab ↗

LIQUOR INVENTORY & LOSS DETECTION

AI-vision counts, POS-pour reconciliation, supplier ordering with EDI 850, and per-shift loss detection.

Tonight's variance
—
$0/yr if unchecked
Flagged bottles
—
tonight
Below par
—
need re-order
Open orders
—
awaiting delivery
Recent Liquor Reports
Top Variance Bottles · Tonight

Autopilot · Restocking

Items you mark as auto-restock get ordered for you when stock runs low. Small orders pay automatically; large ones text the manager or owner for one-tap approval.
View queue + rules
Loading Kitchen Cost Tracker…
// Single sign-on handoff
Open in new tab

AI Receptionist

Your AI line
—
Already taking calls. Train her below to make her smart.
Call to test
What your AI knows
Loading her current brain…

Train her brain

Give her your business details once. Upload a document and she reads it herself, or type the details in below — either way works.

Fastest — upload a document

Drop a menu, price list, or business overview and she pulls out the hours, services, pricing and FAQs on her own. No document handy? Download our template, fill it in, drop it back.

or enter the details yourself
Her voice is Emma, a warm American-English voice. You can shape her wording and energy here — the accent stays the same.