RelativityOS — Admin Dashboard

🛡️ Platform Kill Switch

System Normal

All CSA activity across every broker is running normally.

Total Brokers

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🟢 Live

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🟡 Sandbox

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⚫ Off

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Messages This Month

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Est. Monthly Cost

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Avg Per Broker

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Platform Health

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Recent Activity

No recent activity

RelativityOS

by Tensyr, LLC

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AInstein

AI Client Service Platform

0 brokers live

0 messages/mo

Agency	Broker	Plan	Status	Health	SMS	PWA Link	Actions
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Total Messages

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Est. Cost

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SMS

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Email

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PWA

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Per-Broker Breakdown

Agency	Messages	SMS	Email	PWA	Est. Cost	Avg/Day	Alert
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Agency	Broker	Status	Errors (7d)	Last Error	Actions
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Active Issues

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Critical

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Errors

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Stale Crons

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Active Ops Issues

Severity	Source	Message	Count	First Seen	Last Seen	Actions
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Cron Heartbeats

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Sort	Tier	Monthly	Annual	Stripe IDs	Features	Status	Actions
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Total Active Clients

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Platform Avg Score

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Needs Attention

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Carrier Performance Index

Carrier	Clients	Avg Score	Critical	Emergency	Premium ⚠️	Network ⚠️	Claims ⚠️	Medication ⚠️	Not Happy 🚨	Retention
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Onboarding Checklist

State Controls

Each control writes through a dedicated, audited endpoint. Changes are logged with who, when, and why.

Account Status

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Response Mode

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Master Safety Switch

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State History Every protected-flag change is logged here.

No state changes yet.

Identity

Agency Name

First Name

Last Name

Email

Phone

Configuration

Plan Inquiry #

Scheduling Link

PWA Slug

Location ID

Monitored Emails

Location API Key

AI Assistant Persona

Assistant Name

Tenure Register

Per-broker AI persona. Default "new" gives the AI graceful failure-recovery language ("let me double-check, back in 10-15") and protects your brand on misfires. Flip to "veteran" once you trust her sea legs.

Channel Controls

SMS

Respond to inbound texts

Email

Respond to inbound emails

PWA

Web chat interface

Retention Monitoring

Log conversations for health scoring even when SMS is off

Alert Notifications

Alert Phone 1

Alert Phone 2 (optional)

Active Carriers

Carriers this broker is appointed with. Determines which carriers appear in their plan tagger and which carrier KBs AInstein loads for client conversations.

Slack Integration

When the broker logs a sale via AInstein Sales Tag, a formatted message posts to their Slack channel. Paste an Incoming Webhook URL from their Slack workspace. Leave blank to disable Slack posting.

Webhook URL

Staff Access (Agency PWA)

Team members listed here can sign into the Agency PWA with their own magic link. They see the same data as the broker. The PWA greets each person by name.

Maintenance

Push the canonical policy summary from Postgres to every contact card in this broker's ROS sub-account. A nightly job already runs at 3:30 AM — use this button when you need an immediate refresh (e.g. after a bulk migration or if a broker reports stale data on a contact).

Pull this broker's entire ROS contact book into the OS Contacts list. Contacts normally sync live — use this to backfill a broker or reconcile if the OS Contacts list looks short or stale.

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Agency

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CSA Setup

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Integrations

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Launch

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Review

Agency Information

Tell us about the broker and their agency

Agency Name *

PWA Slug *

broker.ainstein.fyi — auto-generates from agency name

Broker First Name *

Broker Last Name *

Broker Email *

Broker Phone *

CSA Configuration

Set up AInstein's intake line, scheduling, and carriers

Plan Inquiry # (AI Intake)

New prospect intake line — NOT the broker's personal cell

Scheduling Link

Active Carriers

Select carriers this broker sells... ▼

Determines which carrier KBs AInstein loads for this broker

Integrations

Connect this broker's ROS sub-account to AInstein

Location API Key *

In ROS: Settings → Private Integrations → Create New → name "CSA Retention" → Contacts read/write scope → copy token

Monitored Emails

Comma separated — AInstein Mail monitors these inboxes

Alert Phone 1

Receives AInstein pause alerts via SMS

Alert Phone 2 (optional)

Plan & Launch Settings

Set the billing tier and how AInstein starts

Plan Tier *

Determines SaaS billing tier and feature access

Start in Sandbox Mode

AInstein responses go to ROS notes only — broker reviews before going live. Recommended for all new onboards.

Enable SMS

AInstein monitors and responds to inbound text messages

Review & Create

Confirm everything looks correct before creating the broker

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← Select a carrier to edit

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← Select a KB record to edit

CSA's learning loop surfaces KB improvement suggestions from real conversations. Approving a suggestion feeds it live into CSA's context immediately — no manual KB paste required. Rejecting trains the loop to avoid similar suggestions.

Per-broker engagement across every value-add feature. The leading indicator of who's getting value from the platform vs. who's drifting toward churn.

Broker	Tier	💬PWA	📱SMS	✉️Email	🎯UWA	📲Installs	30d Total	Trend	Status
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AInstein's report card. Graded on the conversations AInstein handles, not the books they happen in. Every dimension measures AInstein's own work — resolution, empathy, cognition, judgment, availability — so the grade reflects what AInstein actually did, independent of broker book characteristics.

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Dimension breakdown

What's driving the grade. Weights rebalance automatically for dimensions that haven't accumulated signal yet — newer brokers don't get penalized for metrics that aren't live yet.

30-day trend

Daily resolution rate, coverage, and retention score from nightly snapshots. Watch for drift — consistent declines mean AInstein needs maintenance.

Segment comparison

Where does AInstein add the most value? Full-auto brokers vs. draft-mode vs. CSA-disabled. This is the artifact for marketing stats — "full-auto brokers grade X vs draft-mode Y" is the kind of claim that sells.

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Per-broker grades

Two separate grades per broker: AInstein Quality (how well AInstein worked) and Book Health (how their client portfolio is doing). They're independent — a broker's book can be fragile for reasons AInstein can't control, and vice versa.

Broker	Tier	Mode	Convos	Res %	Sent	Val %	Cov %	AI	Book
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Motivational Activity Indicators

Brokers who work from home sometimes feel like they're grinding alone. These indicators add visible energy to the lead pages — so the platform feels alive and active from the moment a broker opens it. It's a whisper that says "people are working, sales are happening, go take what's rightfully yours." When real broker activity happens, real badges automatically take priority.

Enable Activity Indicators

Master switch — keeps the energy visible across lead pages

Ongoing Badge Frequency

Controls what percentage of leads show activity badges across every search.

SOLD indicator frequency 1.5%

% of leads that show a SOLD badge — represents the kind of wins happening. Recommended: 1-3%.

DOWNLOADED indicator frequency 5.0%

% of leads that show a DOWNLOADED badge — shows other brokers are working the market. Recommended: 3-8%.

First Search of the Day

The first search a broker runs each morning sets the tone for their whole session. Guarantees a minimum number of visible badges so the page never feels empty. Resets daily — every morning is a fresh start.

Minimum SOLD badges 3

Minimum DOWNLOADED badges 5

Overview

Broker Details

New Broker Onboarding

Carrier Management

KB Manager

🧠 AInstein Learning

Platform Usage

AInstein Grade

Settings