RelativityOS — Admin Dashboard

Total Brokers

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🟢 Live

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🟡 Sandbox

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⚫ Off

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Broker Status

Agency	Broker	Status	SMS	Email	PWA	Slug
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Agency	Broker	Email	Status	PWA Slug	Actions
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Identity

Agency Name

First Name

Last Name

Email

Phone

Configuration

Plan Inquiry #

Scheduling Link

PWA Slug

Location ID

Monitored Emails

Channel Controls

SMS

Respond to inbound texts

Email

Respond to inbound emails

PWA

Web chat interface

Draft Mode

Responses go to notes only

Agency Information

Agency Name *

PWA Slug *

broker.ainstein.fyi

Broker First Name *

Broker Last Name *

Broker Email *

Broker Phone *

CSA Configuration

Plan Inquiry # (AI Intake)

New prospect intake line — NOT the broker's text number

Scheduling Link

Monitored Emails

Comma separated — AInstein Mail monitors these inboxes

Active Carriers

Initial Channel Settings

Start in Sandbox Mode

Responses go to notes — broker reviews before going live

Enable SMS

CSA responds to inbound texts

Overview

Brokers

Broker Details

New Broker Onboarding