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

  1. Customer registration: verify the domain name, open the warm box, and set the daily limit (recommended to be less than 30 emails/email).
  2. Activity supervision: Run the Inbox Placement test before sending in batches, pause and perform repairs when exceptions occur.
  3. Reply operation: AI Reply Agent classifies drafts within 5 minutes, and high-value leads automatically trigger tasks or Slack notifications.
  4. 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
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