Multi-Client Revenue Analytics Console
Table of Contents
Core console for agent expansion
Agents are most afraid of seat billing and manual reporting. Each workspace provides unified mailbox + warm box, Unibox reply, Inbox Placement automation, SISR routing and shareable KPI dashboard, so that expansion customers will not consume profits.
Capabilities Overview
- Unlimited mailbox + warm box: Each customer has an independent domain name/mailbox, and automatically performs SPF/DKIM/DMARC checking and MailTester scoring.
- Unibox Reply: All replies are processed centrally, supporting assignment, notes, and AI Reply Agent offloading to ensure SLA.
- Health Dashboard: Delivery, bounced letters, complaints, sending rhythm, SISR status are clear at a glance, and exceptions are automatically alerted.
- Financial Unicom: Export tenant-level reports with one click, display deliverability→reply→meeting→revenue links, and apply them directly to QBR.
Workflow
- Customer registration: verify the domain name, open the warm box, and set the daily limit (recommended to be less than 30 emails/email).
- Activity supervision: Run the Inbox Placement test before sending in batches, pause and perform repairs when exceptions occur.
- Reply operation: AI Reply Agent classifies drafts within 5 minutes, and high-value leads automatically trigger tasks or Slack notifications.
- Reporting and billing: Push deliverability + pipeline reports every week to transparently record optimization actions.
AI agent support
AI agents enrich customer information, analyze buyer personas, write tailored copy, and reply instantly; it can also predict capacity needs, diagnose list or warm box problems, and automatically generate QBR with charts and suggestions for next steps.
Key indicators
- Inbox Placement%, hard bounce/complaint rate, queue response time
- Per client meeting, opportunity, revenue, gross margin
- Number of abnormal alarms and repair time