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Unity Acquisitions

Executive Dashboard

Overview
Dashboard
Management
Leads
Email History
Activity Log
Backups
AI Intelligence
Tier 1: Behavioral
Tier 2: Adaptive
Tier 3: Persona
Tier 4: Predictive
Tier 5: Autonomous
System
Settings
ALL SYSTEMS IDLE | LOADING STATUS...

Agent Command Dashboard

v0.0.41 Predictive Close Rate = --

Total Leads

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Leads Worked

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Outreach Sent

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Follow-ups

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Conversions

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Referrals

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Bounced

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Unsubscribed

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New Leads Queue

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Recent Activity

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System Activity Log

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Data Backup

Export and restore leads & email history
Download Backup Export all leads and emails as a JSON file
Restore from Backup Import data from a backup file (MongoDB only)

Server Snapshot (Full Droplet Backup)

Creates a complete backup of the entire DigitalOcean server
What's included: Complete server image including all code, MongoDB data, configuration, and system settings. Can be used to restore or spin up a new identical server.

Cost: ~$0.05/GB/month (your ~25GB server ≈ $1.25/month per snapshot)
DigitalOcean API Token Required to create server snapshots
Create Snapshot Takes 2-5 minutes to complete
Existing Snapshots Your saved server backups

Tier 1: Email Intelligence

Email pacing, natural imperfections, and conversation memory

Email Pacing

A randomized pause of 0 to 120 seconds is inserted between each email to avoid spam detection. This is hardcoded and not configurable.

Processing Priority

Follow-up and backlogged emails are processed first, outside of cycle timing rules. They are sent continuously with only the random buffer between each email. Cycle timing, volume, and scheduling rules apply exclusively to new outbound emails and only after all follow-ups and backlogged emails are completed.

Contextual Memory

Alex remembers details from previous conversations with each lead.

Conversation Memory Remember details mentioned by leads across conversations

Natural Imperfections

Subtle variations in greetings, sign-offs, and writing style.

Writing Variations Vary greetings, closings, and add natural fillers

Tier 1 Statistics

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Emails Today
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Memory Entries
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Avg Buffer (sec)
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Style Variations

Tier 2: Adaptive Intelligence

Analytics and learning that improves over time

Personality Consistency

Maintains Alex's tone, vocabulary, and professional communication style.

Tone Profile Formality, warmth, directness, and enthusiasm levels
Formality: 70% Warmth: 80% Directness: 60%
Vocabulary Filtering Replaces "salesy" words with consultative alternatives
Active

Sentiment Analysis

Detects lead mood and interest level from their responses.

Response Analysis Analyzes sentiment, interest level, and urgency
Active

Contextual Awareness

Time-of-day greetings, business hours, and seasonal awareness.

Enable Contextual Awareness Time-based greetings and context-aware messaging

Tier 2 Analytics

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Response Rate
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Avg Response Time
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Positive Sentiment
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Personality Score
AI Recommendations
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Tier 3: Hyper-Realistic Persona

LinkedIn integration and advanced persona

Alex Howard Persona

Complete persona with writing quirks, signatures, and communication style.

Apply Persona Writing quirks, signatures, and style enforcement
AH
Alex Howard
Business Development Representative
Unity Acquisitions, LLC
View LinkedIn

Multi-Channel Outreach

Coordinate email and LinkedIn sequences automatically.

Enable Multi-Channel Coordinate email + LinkedIn in sequences
Outreach Pattern Select engagement sequence timing

LinkedIn Integration

Connect via third-party API for profile views, connection requests, and messaging.

Connection Status LinkedIn API provider configuration
Not configured
Daily Limits (Safety)
Connections: 25/day
Profile Views: 60/day
Messages: 25/day

Tier 3 Analytics

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LinkedIn Connections
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Profile Views
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Active Sequences
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Persona Active

Tier 4: Predictive Intelligence

Lead scoring, optimal timing, and win probability

Lead Scoring

Automatically score leads based on engagement signals, response patterns, and sentiment.

Enable Lead Scoring Automatically score leads and prioritize outreach
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Hot Leads
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Warm Leads
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Cool Leads
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Cold Leads

Send Time Optimization

Predicts optimal cycle timing for new outbound emails. Does not affect follow-up or backlogged email delivery, which are sent immediately with random pacing.

Enable Send Time Optimization Schedule emails at optimal times per lead
Best Hours
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Best Days
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Win Probability

Estimate the likelihood of converting each lead based on engagement patterns.

Enable Win Probability Calculate conversion likelihood for each lead
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Avg Probability
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High Probability
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Medium Probability
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Low Probability

A/B Testing

Automatically test subject lines and email templates to find the best performers.

Enable A/B Testing Automatically test and optimize email variations
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Active Tests
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Completed Tests
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Avg Winner Rate

Top Leads by Win Probability

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Tier 5: Autonomous Decision-Making

Smart queue, dynamic strategy, anomaly detection, and goal tracking

Smart Queue Management

Intelligently prioritize leads based on scoring, timing, and capacity constraints. Smart queue prioritization applies to new outbound emails only. Follow-ups and backlogged emails bypass the queue and are processed immediately.

Enable Smart Queue Automatically prioritize and queue leads for outreach
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Processed Today
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Email Capacity
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LinkedIn Capacity
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Deferred

Dynamic Strategy Adjustment

Automatically adjust outreach strategy based on lead behavior and engagement patterns.

Enable Dynamic Strategy Auto-adjust channel, frequency, and tone per lead
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Weekly Adjustments
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Channel Switches
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Frequency Changes

Anomaly Detection

Detect unusual patterns, performance drops, and issues requiring attention.

Enable Anomaly Detection Monitor for unusual patterns and alert on issues
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Critical
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Warning
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Info
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Active Alerts

Goal Tracking

Track performance against goals and get optimization suggestions.

Enable Goal Tracking Monitor progress and suggest improvements
Weekly Progress
Emails Sent
0/0 0%
Responses
0/0 0%
Meetings
0/0 0%
Qualified
0/0 0%
Overall Health: -
Pipeline & All-Time
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Total Outbound
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Total Responses
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All-Time Rate
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Success Leads
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Active Pipeline
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Referred

GPT Data Integrity

AI-powered analysis of lead data quality. Compares MongoDB vs Sheets and auto-corrects issues.

Enable GPT Data Integrity Automatically analyze and fix data quality issues using AI
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Leads Analyzed
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Issues Found
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Auto-Corrected

Agent Configuration

Agent Identity

Agent NameThe name used in email signatures
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Email AddressOutbound email address
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Schedule Operating Hours

Days of Week Select which days the agent operates
Operating Hours Select hours when agent sends emails
Timezone All times are in this timezone
Schedule Preview Human-readable and cron format
Mon-Fri at 8 AM, 10 AM, 12 PM, 2 PM, 4 PM, 6 PM
0 8,10,12,14,16,18 * * 1-5
Scheduler Mode Internal runs automatically; External requires webhook
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Volume Limits

Max Emails per CycleLimit outbound emails per run
Cycles per DayNumber of agent cycles per business day
Emails per DayCalculated: emails/cycle × cycles/day
30
Max Follow-upsFollow-up attempts before stopping

Integrations

Email ProviderEmail service configuration
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CalendarScheduling integration
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Scheduling LinkCalendly/booking link

Tier 1: Email Intelligence Features

AI-powered email composition with natural writing variations and conversation memory. Email pacing uses a hardcoded random 0-120 second buffer between each email. Follow-ups and backlogged emails bypass cycle rules entirely.

Contextual Memory Remember past conversations, reference previous topics
Natural Imperfection Verbosity variation, human fillers, greeting/signoff variety
Email Intelligence Statistics Real-time metrics for Tier 1 email features
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Emails Today
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Memory Entries
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Leads w/ Memory
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Style Variations

Tier 2: Adaptive Intelligence

Advanced analytics and adaptive behavior that learns and improves over time.

Personality Consistency Maintains Alex's tone, vocabulary, and professional style
Active
Sentiment Analysis Detects lead mood and interest level from responses
Active
Contextual Awareness Time-of-day greetings, business hours, and holiday awareness
Business Hours Only Only send emails during business hours (8am-6pm CT, Mon-Fri)
Tier 2 Analytics Response tracking and optimization metrics
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Response Rate
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Avg Response Time
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Positive Sentiment
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Personality Score

Tier 3: Hyper-Realistic Persona

LinkedIn integration and advanced persona for multi-channel outreach.

Alex Howard Persona Apply writing quirks, signatures, and communication style
Multi-Channel Outreach Coordinate email + LinkedIn sequences automatically
LinkedIn Integration Connect via Linked API, Unipile, or LinkUp API
Not configured
Outreach Pattern Select multi-channel engagement sequence
Tier 3 Analytics LinkedIn activity and persona metrics
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LinkedIn Connections
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Profile Views
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Active Sequences
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Persona Active

Data Storage

Data Provider MongoDB is faster; Google Sheets is a fallback option
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Maintenance

Clean All NotesReformat notes to remove clutter

Initial Outreach Email Template

Used for first-contact communications
Available Placeholders
[company] - Recipient's company name
[firstName] - Recipient's first name
[preferredVerticals] - Industry sectors
[email] - Recipient's email
Note: This template is used for initial outreach only. Subsequent follow-ups and replies are dynamically generated by the AI based on the conversation context.