🎫 Passport — First 100 Days

The guided onboarding tracker for new agents — milestones, a personalized lead-gen plan, and the planning Journey. The Team Leader view shows every agent's progress and lets you invite new agents.

🎯 My Goals

Pisgah uses these to figure out whether you're on pace and what actions to recommend in your Today's Brief.

💡 Pisgah does the math: based on your goal and your funnel conversion rates over the last 30 days, she figures out how many 2-way conversations you need each week to hit your annual number.

📞 My Phone Number

The Twilio phone number you use for texting and calling prospects. Each team member needs their own. If you leave this blank, outbound texts fall back to the tenant's A2P-approved Messaging Service, which pools numbers automatically. Filling this in is optional but improves prospect-recognition of the caller ID.

💡 Find your number in the Twilio Console → Phone Numbers. Copy the E.164 number (starts with a plus sign) and paste it above.

📊 Market Intelligence (local market data Pisgah cites in emails + coaching)

Upload your latest Chart Masters export (or any market-data XLSX or PDF). The text is extracted in your browser and stored as a single per-tenant reference doc — Pisgah uses it when drafting emails, answering coach questions, and building the morning brief. Re-upload anytime to replace.

📥 Import Prospects (CSV)

Drag your Courted CSV here, or click to browse. Each agent gets auto-classified using KW terminology:
🏆 Capper = $2.3M+ volume · 🌱 Young Agent = under $2.3M with transactions · ⭐ New Agent = no transactions yet.

📅 Google Calendar

Connect your Google Calendar so prospects can book meetings with you. We use your calendar to find available slots and add new bookings as events.

🔗 Public Booking Page

Configure what prospects see on your public booking page. Share the link below in emails, signatures, and outreach.

🎨 Appearance

Light, dark, or follow your system. Dark mode is easier on your eyes during evening reviews.

👤 Account

Signed in as

Role: — · Tenant: —

Firebase Project: recruiter-command-center

🚪 Beta Invites — platform admin

Pre-approved emails who can create their own Talent Attractor workspace at talentattractor.com/signup. Until you add someone here, they can't sign up.

👥 Team

People who can sign into your workspace. Each member sees the same shared pool of prospects, activities, and conversations.

Member can do day-to-day work — add prospects, log calls, send broadcasts, apply existing tags. Admin can also create new tags, edit voice profile, edit playbook, and manage the team.

🐛 Report a bug or send feedback

Found something broken or have an idea? We read every report — usually within a few hours during beta.

🔑 Claude Connection (API Keys)

Connect external Claude (Claude Desktop, Claude.ai Connectors) to your data for coaching, scripting research, and team performance Q&A. Keys are personal — each one inherits your role and tenant scope. How to connect →