Kontext Business

Capabilities

Kontext Business is the company desk you run yourself — leads, inbox, pipeline, money, and phones. On Automations, Set it up for me turns a plain sentence into cards you review. Everything your Business can do is the live verb list. Named recipes (Instant lead reply, Daily lead digest, and the rest) are one Turn it on. Talk explains this book; it does not flip those switches.

• Set it up for me — say it in plain words, press Propose, review, then turn on

• Everything your Business can do — clickable phrases for leads, money, booking, courses, inbox, ads, team

• Instant recipes — Instant lead reply, New lead alert, Booking confirmation, Welcome new customers, Auto follow-up, No-show rebook nudge

• Scheduled recipes — Daily lead digest, Stale lead nudge, Weekly performance recap, Watch my reviews, Custom schedule

• Inbox / Revenue / Today — customer threads, your Stripe money, the morning cockpit

• Your solutions — the customer-facing app plus the workflow; Describe it or start from a plan

What is Kontext Business?

Kontext Business is the company desk you run yourself — leads, a unified inbox (texts, email, calls), pipeline, money, and today’s work. That is business intelligence — not Kontext AIOS. You do not need to hire someone to operate it. Say what you want in plain words on Automations → Set it up for me, or pick a named recipe and press Turn it on.

Set it up for me

Open Automations. The top card is Set it up for me. Copy: Say what you want in plain words — you'll review everything before it turns on. Press Propose. Nothing turns on until you confirm a card. Under the card, Everything your Business can do lists the live verbs. Click a quoted phrase to run it. Talk (Kontext) can explain these sentences. Talk does not turn them on — send the owner to this card. Example that works: remind customers the day before their appointment and ask for a review two days after. A hint card means finish it on the matching screen, not that it is already live.

Instant recipes

Same Automations page. One click, then pause anytime.

Scheduled emails to you

These run on the Main Agent and email you: Daily lead digest, Stale lead nudge, Weekly performance recap, Watch my reviews, Custom schedule (you write the job). If it cannot reach the Main Agent, set that up under Phones & AI agents first — the recipe is not broken.

Sentences for leads and the board

On Set it up for me: text new leads back right away; text me when a new lead comes in; follow up with leads over a few days; welcome new customers; set up my sales stages: discovery, proposal, closed; create tags vip and wholesale; add a custom field for roof type; add a company for Acme Corp; import my contacts from a CSV; where are my leads coming from; what changed in my business. Smart lists and lead scoring are hints — the desk understands, you finish the rules. The pipeline is not locked: you can change stages in plain words.

Sentences for money, booking, courses

Money: what coupons do I have; show my tax rates; what upsells do I have; show my loyalty program. Revenue is invoices, pay links, and Stripe to your account — not Gas Station, not Finance. Booking: remind customers the day before their appointment; confirm bookings by text; ask for a review two days after; add a 45 minute consultation service; show my class schedule. No separate Bookings tab — Today → Calendar, a solution step, or a call. Courses: create a course called Onboarding 101; give this member a portal link. That portal is not University.

Sentences for inbox, ads, and phones

Inbox / Meta: show my omni inbox; show my whatsapp templates; auto reply to comments; why are my emails going to spam. Business Omni “Messenger” is WhatsApp / Instagram / Facebook — not /messages. Ads and tests: what is my ROI on Facebook ads; is my shopify store connected; show my reviews. TikTok/LinkedIn lanes and A/B pairing stay hints until you finish them. Phones: show my call desk; who do I owe a callback; which ads make my phone ring. missed call text back is a hint — finish it under Phones & AI agents. One account number; a second purchase is refused.

Sentences for team and digital staff

what can my staff do; let the front desk see invoices; show my territories; save my setup as a template; who works for me. hire a digital employee and promote my app worker to an employee are hints — they open hire / promotion; they do not silently mint a second person.

What it is not

It is not Kontext AIOS / OS Intelligence / My Kontext. AIOS is your day. This desk is the company’s day. Insights is where customers come from — not the OS brief. It is not Talk. It is not the Agents studio. It is not Finance (staff). Your money as an owner is Revenue. Buying a phone number is account-level — the same card appears here, on OS Channels, and in /agents settings (Reach). You own one business number. A second purchase is refused. You do not paste Twilio keys in Profile. Kontext creates a Twilio subaccount (phone account) for your US carrier paperwork (A2P). US texts need A2P; voice does not. Who answers is a claim on a profile, then the operator.

Today and Inbox

Today: Needs you now and Working for you since yesterday. Tabs: Pipeline, Calendar, Campaigns, Activity. Inbox: All / SMS / Email / Calls. Ask me first. On a thread: You've taken over or AI is answering, plus Suggest reply. A greyed-out Inbox is not empty — the desk cannot reach the platform.

Create a solution and Your plan

Create is one chooser: Describe it, Lift my existing site, or Convert a Kontext project. Describe it walks Describe → Confirm plan → Customer experience → Go live. Starters: Lead magnet → Book a call, Customer onboarding, Invoice follow-up, Support triage, Lead Response Automation. Your plan: What is your business? then Show me everything Kontext can do. It maps onto real outcomes only. Then Start setup.

Digital employee jobs

Preset jobs on Employees: Numbers reporter, Week-ahead planner, Money chaser, Lead watcher, Growth advisor, Bookkeeper, Paperwork watcher. First names on the card are starter labels, not invented people. Deliver now runs one report immediately.

Broadcast, Acquisition, Revenue, phones, charter

Broadcast: Email / SMS, Audience, Message, Live preview. One-time schedule or Drip sequence (multi-step). Review & send, Schedule drip. Confirm Send broadcast? Acquisition: Lead sources (Facebook & Instagram, Google Business Profile, TikTok, LinkedIn). Post planner. Create sponsored post. Revenue: Paid (7 days), invoices (New invoice, Copy link, Mark paid), Create plan. Stripe Charges enabled / Finish setup. Company money — not Partner. Agent training studio: Draft training from my notes, Compare A/B, Apply to live agent. Phones & AI agents: one Get a business number, Carrier approval for texting. Company lobby: Make this the company lobby. Automations charter: What the AI set up for you (Proven / Needs you / Blocked).

The rooms

Run my business: Today, Inbox, Company lobby, Leads, Pipeline, Revenue. Grow: Your solutions, Broadcast, Reviews, Courses, This week, Insights, Acquisition. Set up: Phones & AI agents, Employees, Automations, Agent training, Integrations, Team & starters. Home chips also show Your plan and Inbox & marketing. There is no separate Bookings tab. Business Inbox is customer texts; OS Mail and Messenger are different products.

How a lead moves

A form, ad, or webhook creates a contact on your account. Instant recipes or Set it up for me can text back, email, or enroll a sequence. You see them on Leads, Pipeline, Today, and Inbox if they texted. Texts send from your dedicated number through Kontext. STOP is honored. If calls work and US texts do not, start with A2P.

Kontext Business (/business) is the owner-operated CRM: solutions, leads, unified inbox (SMS/email/calls), pipeline, revenue, Today cockpit, digital employees, and Labs (Stripe, Funnel, Ecosystem). Old /automations URLs redirect here. 124 step-by-step journeys below — Path → You do → Result.

• Your solutions — Template or scratch → AI plan → live funnel + agent on unified runtime

• Unified inbox — AI suggest, takeover, approval mode for texts

• Today — Morning cockpit: appointments, campaigns, hot leads

• Digital employees — Scheduled owner reports (distinct from OS Employees)

• Labs — Stripe Lab, Funnel Lab, Ecosystem flywheel without leaving Business

• Set it up for me (/business/automations) — say a sentence, press Propose, review cards, then turn on. Everything your Business can do is the live verb list. Named recipes on the same page: Instant lead reply, New lead alert, Booking confirmation, Welcome new customers, Auto follow-up, No-show rebook nudge, Daily lead digest, Stale lead nudge, Weekly performance recap, Watch my reviews, Custom schedule (Turn it on). Talk explains; it does not flip those switches.

Kontext Business (/business) is the lead-to-customer cockpit for service business owners: solutions, CRM, unified inbox, automations, revenue, labs, and AI-built live apps. Legacy /automations/* redirects here.

Part 1 — Feature catalog

What Kontext Business is

Kontext Business is your lead-to-customer cockpit. It helps you:

• Capture leads (forms, funnels, social ads, booking pages)
• Respond fast (text, email, phone, chat — with AI help; team members can reply from your business number with attribution)
• Follow up automatically (sequences, reminders, event triggers)
• Get paid (payment links, invoices, Stripe, recurring membership plans)
• Understand what is working (insights, weekly summaries, ad spend vs revenue, cash-flow lookahead, customer intelligence)
• Run the day (Today screen, pipeline, calendar with multi-staff booking and external calendar sync, inbox, unified activity log)

You describe what you want in plain language; AI builds landing pages, forms, and workflows. You review and approve — you are not expected to wire up technical plumbing yourself.

Your data lives on your own account (your user canister). You can export everything anytime. You can invite staff without giving up ownership.

How you open it

Navigation — every section explained

The left sidebar is organized into three groups.

Overview

Inbox & marketing (Customers)

Channels

Workspace switcher (sidebar): If someone shared their business with you, a dropdown appears to switch between My business and their workspace (shown in amber so you know you are in someone else’s account).

Inbox badge: Red count on Inbox when messages are waiting for a human reply.

The business cockpit strip & setup checklist

Your solutions — the core building block

A solution is a packaged business outcome: a customer-facing app (form, funnel, booking page) plus the automation behind it. Internal code may call this an “automation project”; in the product you see Solution.

Solution list (Your solutions home)

Create solution — intake wizard

Two paths:

Intake questions (both paths):

• Company name and industry
• What pain you are solving
• Desired outcome
• Tools you already use
• What triggers the automation (form submit, schedule, etc.)
• Delivery channels (form, chat, voice, SMS, avatar, webhook)
• Review step before build

Draft persistence: Your intake answers are saved so you can come back later.

OS/command pre-fill: Starting from Kontext OS or the command layer can pre-fill intake intent.

Solution templates (ready-made patterns)

Plan & approve (after intake)

Build & deploy

Solution dashboard (per solution)

Tabs inside each solution:

Launch tab features:

Domain go-live:

Convert existing work to Business

Site Lift — improve an existing website

Leads & contacts (CRM)

Every form submit, booking, external lead, or manual add creates a contact on your account.

How capture works: Customer submits your live form → app backend calls your account → contact appears in Leads (whitelisted backends only — prevents silent data loss).

Pipeline board

Unified Inbox

One place for every customer conversation.

Channels in the Inbox

SMS features

Email features

Call features

Trust & compliance (Inbox)

SMS legal compliance

Broadcast (mass messaging)

Reviews (Reputation)

This week (weekly summary)

Today (daily operations hub)

Morning cockpit panels

Today tabs

Calendar features:

Revenue (money)

Invoices & payment links

Money clarity (Wave 9.1)

Cash-flow lookahead (Wave 9.4)

Repeat billing & memberships (Wave 10.9)

Insights (attribution & performance)

Ad spend vs return (Wave 7.3)

Acquisition (getting more leads)

Facebook & Instagram Lead Ads

Google Business Profile

Social planner

Ad connectors (sandbox)

Network promos

Phones & AI agents

Create AI workers for each way customers reach you.

Agent types (channels)

Agent management

Phone & SMS wiring

Where to find dedicated number + A2P: Business lobby, OS Channels, Agent Studio (beside the roster, not inside one agent), or Profile → Reach. Same card, one number. Studio keeps A2P on the Texting tab.

Voice mid-call booking

Chat & avatar embeds

Automations (set it and forget it)

Three layers: scheduled, instant (event), and sequences (drip). Plus the setup copilot.

Setup copilot (“Set it up for me”)

Scheduled automations (clock-based)

Recipes that email you (or run agent tasks) on a schedule:

Cadence options:

Active list: See all scheduled automations — toggle on/off, delete.

Instant automations (event-driven — “when X happens”)

Event types available:

Action types:

Rule management: Enable/disable, delete, edit template, throttle duplicates.

Drip sequences (nurture)

Example flow: Join as new lead → instant welcome text → wait 2 days → email → wait 3 days → check-in text.

Booking reminders

Agent training

Integrations hub

Turn on once, then connect each app.

Enable integrations

Integration catalog

Connection states: Pending, connected, expired, error — shown plainly per app.

OAuth connect: Click connect → authorize in popup → return to Business.

Wiring into solutions: Connected integrations resync into solution builds when relevant; HubSpot sync queue pushes marked contacts to HubSpot automatically when connected.

Inbound webhook (generic lead capture)

Send email from your own domain (Wave 10.7)

Digital employees

Named AI staff who report to you on a schedule — not customer-facing agents.

Hire recipes

Employee controls

Paperwork tracker (Wave 9.6)

Track renewal dates the Paperwork watcher employee monitors:

Add items with a due date; they appear in Paperwork watcher reports and reminders.

Team & starters (scale & ownership)

Team members (Wave 8.2)

Billing sponsor (optional agency model)

Business starters (template marketplace)

Download everything (anti lock-in)

Import snapshot

Funnels & customer-facing apps (what your solutions publish)

Generated apps customers interact with — built by AI, hosted for you.

Form & funnel features

Native booking

Payments on funnels

Embeds on live apps

Business Labs & growth flywheel

Labs are focused workspaces for revenue and customer-journey work. Each lab opens full-screen with the same Business module header, a readiness banner (setup / ready / error in plain words), and Back to your solution navigation. Open labs from a solution’s Ecosystem tab or via direct URLs (always include your solutionId or projectId query param).

Solution → Ecosystem tab (growth flywheel)

Shared lab shell (BusinessLabShell)

Stripe Lab

Route: /business/labs/stripe?solutionId={id} Also from: Solution Ecosystem card · Revenue view → Open Stripe Lab (per solution)

Funnel Lab

Route: /business/labs/funnel?projectId={id} (also accepts solutionId) Also from: Solution Ecosystem card

Funnel Flow Builder (visual canvas)

Opened via Open builder on a funnel.

Make videos — Kontext Media (Creator Content Lab is retired)

Business does not have its own video desk. Ways to grow → Make videos opens Kontext Media with this business in hand, and every video is a Media server job that shows under Media Jobs and lands in the Media library.

See the Kontext Media book (journeys KM-43–KM-52) for every flow.

Marketplace listing (from Ecosystem)

Cockpit strip (solutions home quick nav)

Below the module subtitle on Your solutions, a chip row jumps without opening the sidebar:

Direct URLs (Business module)

Sidebar navigation is the primary way to reach every section; deep links above match the sidebar routes.

Integrations OAuth callback

Mobile & install

Cross-surface features (how Business connects to the rest of Kontext)

Security, limits & ops (owner-visible)

User journeys

J-01. Open Business from the module switcher

Path: Any Kontext page → header module switcher → Kontext Business

You do:

1. Sign in to Kontext.
2. Open the module switcher.
3. Choose Kontext Business.

Result: /business loads with sidebar and Your solutions home.

J-02. Open Business from Kontext OS

Path: Kontext OS → dock or Start menu → Kontext Business

You do:

1. Go to /os.
2. Click Kontext Business on the dock or launcher.

Result: Business opens in an OS window; project selector may filter to business solutions.

J-03. Open Business from an OS widget

Path: Kontext OS desktop → Business widget

You do:

1. Locate the Business widget.
2. Click through to open the module or a create flow.

Result: Routes into /business or create intake depending on widget.

J-04. Open Business via command layer

Path: Command bar → natural-language intent

You do:

1. Open the command layer.
2. Type e.g. create a business solution or open business inbox.
3. Confirm routed action.

Result: Business opens, often with section or intake pre-filled.

J-05. Legacy /automations URL

Path: Browser → /automations/... bookmark

You do:

1. Visit any /automations URL.

Result: Redirect to matching /business/... preserving query and hash.

J-06. Switch to a shared workspace

Path: Business sidebar top → Workspace dropdown

You do:

1. Open Business when shares exist.
2. Open Workspace dropdown.
3. Pick My business or another owner (manager/front desk label).

Result: All views reload for that account; amber highlight when in someone else's business. ⚠️ Front desk cannot open Revenue. Manager cannot manage the team roster.

J-07. Complete the setup checklist

Path: Business → Your solutions → Get set up card

You do:

1. Find checklist on solutions home.
2. Click each incomplete row (create solution, connect phone, verify wiring, set hours, publish funnel, turn on automation).
3. Complete linked journey for each row (J-95/J-96 for phone).
4. Return until all green.

Result: Checklist auto-hides when all rows are done; wiring shows Verified or Broken with fix link.

J-08. Dismiss the setup checklist

Path: Business → Your solutions → checklist X

You do:

1. Click X on the checklist card.

Result: Card hides for this browser; setup can still be done via sidebar.

J-09. Browse your solutions list

Path: Business → Your solutions

You do:

1. Open Your solutions.
2. Scroll solution cards.
3. Optional: use solution bar to scope one solution.

Result: Cards show name, status, metrics; empty state offers Create solution.

J-10. Create a solution from a template

Path: Business → Create solution → Pick a template

You do:

1. Click Create solution (/business/new).
2. Choose Pick a template.
3. Template: select Lead magnet, Onboarding, Invoice follow-up, Support triage, or Weekly reporting → Next.
4. Company / Pain / Outcome / Tools: complete each step → Next.
5. Review → Generate plan.
6. Select an AI approach → edit Customer experience (funnel, sequences).
7. Go live: pick servers → Build & deploy → wait for progress.

Result: Solution becomes active; lead whitelist applied; optional team invite emails send. ⚠️ Low compute triggers fuel consent (J-82) before deploy.

J-11. Create a solution from scratch

Path: Business → Create solution → Describe from scratch

You do:

1. Click Create solution.
2. Choose Describe from scratch.
3. Complete intake without a template (company → review).
4. Continue as J-10 from plan approval through deploy.

Result: Custom solution shaped entirely by your answers and approved AI plan.

J-12. Approve the AI plan and build

Path: Create wizard → Confirm plan / Customer experience / Go live

You do:

1. Select one proposed approach.
2. Confirm channels and notify emails.
3. Edit funnel steps, booking/payment steps, sequence templates with {{name}}.
4. Choose server pair → Build & deploy.

Result: Live app + workflow; forms will write to your account when deployed.

J-13. Open a solution dashboard

Path: Business → Your solutions → click card

You do:

1. Click a solution from the list.

Result: Dashboard tabs: Launch, Activity, Settings, Connections, Hosting, Revenue, Ecosystem.

J-14. Use Launch checklist and view live app

Path: Solution → Launch tab

You do:

1. Open Launch.
2. Review go-live checklist rows.
3. Click View app to open live funnel.
4. Fix any red rows via links on the tab.

Result: Live URL works; checklist greens as requirements complete.

J-15. Put your funnel on a custom domain

Path: Solution → Launch → Go Live wizard

You do:

1. Open Go Live wizard.
2. Follow subdomain or custom domain steps.
3. Add DNS records at your registrar.
4. Wait for verification status.

Result: Branded URL serves funnel; canister URL still works without domain. ⚠️ Advanced DNS also in Workspace → Domains.

J-16. Quick-update a live solution

Path: Solution → Quick update prompt

You do:

1. Open solution dashboard.
2. Type desired change in plain language.
3. Submit and wait for precision update.

Result: Deployed app updates; refresh View app to verify.

J-17. Assign AI agents to a solution

Path: Solution → Launch → channel assignment

You do:

1. Open Launch or Settings channels.
2. Pick SMS/voice/chat/avatar agent per channel.
3. Save.

Result: That channel uses selected agent for auto-reply and tests.

J-18. Invite team emails on new leads

Path: Solution → Settings → notify emails

You do:

1. Add notify email addresses.
2. Save.

Result: New lead capture sends email to those addresses.

J-19. Delete a solution

Path: Solution → Settings → delete

You do:

1. Choose Delete solution.
2. Confirm dialog.

Result: Solution removed from list; hosting torn down per policy.

J-20. Convert an existing project to Business

Path: Business → Convert to Business wizard

You do:

1. Start convert wizard.
2. Select existing project.
3. Attach business spec and complete build as J-12.

Result: Existing project becomes Business solution with CRM capture.

J-21. Site Lift — modernize an existing website

Path: Business → Site Lift

You do:

1. Paste website URL.
2. Describe desired changes.
3. Submit job.
4. Wait for ready notification.
5. Hand off to Create solution with context filled.

Result: Site Lift output pre-fills new solution intake.

J-22. View and filter leads

Path: Business → Leads

You do:

1. Open Leads.
2. Filter lifecycle, temperature, and/or solution.
3. Click Refresh after testing a live form.

Result: Paginated list matches filters; new submits appear after refresh.

J-23. Merge duplicate contacts

Path: Business → Leads → merge

You do:

1. Find duplicate suggestion.
2. Choose primary and secondary.
3. Confirm Merge.

Result: Single combined contact record.

J-24. Accept a lifecycle suggestion

Path: Business → Leads → suggestion on row

You do:

1. Click Accept on suggested lifecycle.
2. Or set stage manually from row menu.

Result: Lifecycle updates; Pipeline column moves on refresh.

J-25. Jump from lead to Inbox or solution

Path: Business → Leads → row action

You do:

1. Use Open inbox (phone match) or Open solution on contact.

Result: Land in thread or solution dashboard without searching.

J-26. Move a deal on the Pipeline board

Path: Business → Pipeline (or Today → Pipeline tab)

You do:

1. Drag contact card from one stage column to another.
2. Release.

Result: Lifecycle saves; lifecycleChanged rules may fire (J-64).

J-27. Open a contact from Pipeline

Path: Business → Pipeline → click card

You do:

1. Click a card.
2. Read detail drawer.
3. Close with X.

Result: Inspect contact; change stage via drag (J-26).

J-28. Read and reply to an SMS thread

Path: Business → Inbox → SMS thread

You do:

1. Open Inbox (note red badge if waiting).
2. Select SMS conversation.
3. Type reply → Send.

Result: Outbound SMS sends; badge clears when handled. ⚠️ Inbox disabled if platform SMS not configured.

J-29. Use AI Suggest reply

Path: Business → Inbox → open SMS thread

You do:

1. Open inbound thread.
2. Click Suggest reply.
3. Edit draft if needed → Send.

Result: AI-drafted message sends from business number.

J-30. Take over from AI and reply yourself

Path: Business → Inbox → Take over

You do:

1. Open thread with AI answering.
2. Click Take over.
3. Send manual replies.
4. Click Release when AI should resume.

Result: AI paused for that number while you control the thread.

J-31. Turn on "Ask me first" (approval mode)

Path: Business → Inbox → approval toggle

You do:

1. Open Inbox.
2. Enable Ask me first.

Result: Autonomous SMS paths create pending drafts (J-32) instead of sending.

J-32. Approve, edit, or dismiss a pending text

Path: Business → Inbox → pending queue

You do:

1. Open pending approval.
2. Approve, Edit then send, or Dismiss.

Result: Approved text sends; dismissed drafts discarded.

J-33. Subscribe to push notifications

Path: Business → Inbox → Notify me bell

You do:

1. Click bell.
2. Accept browser/PWA notification permission.

Result: Push for drafts, taken-over replies, booked/transferred calls. ⚠️ iOS web push needs PWA on home screen (16.4+).

J-34. Read an email thread and reply

Path: Business → Inbox → email thread

You do:

1. Select email thread.
2. Read inbound and outbound messages in one thread.
3. Type reply in the composer → Send.

Result: Two-way email in the same view as SMS; threading via Reply-To matching.

J-35. Review an AI phone call

Path: Business → Inbox → Calls

You do:

1. Filter Calls.
2. Open call row.
3. Read summary and transcript.

Result: Understand call outcome without raw audio player in v1.

J-36. Send a broadcast (email and/or SMS)

Path: Business → Broadcast

You do:

1. Open Broadcast.
2. Choose email and/or SMS.
3. Write copy; set segment filters.
4. Optional: AI draft.
5. Click Send now.

Result: Delivery via Resend/Twilio; copies in Inbox. ⚠️ STOP-opted-out numbers blocked.

J-37. Schedule a broadcast for later

Path: Business → Broadcast → schedule

You do:

1. Compose as J-36.
2. Pick Schedule and date/time.
3. Confirm.

Result: Broadcast sends at scheduled time.

J-38. Log a review manually

Path: Business → Reviews → add review

You do:

1. Open Reviews.
2. Click add/log review.
3. Pick contact, stars, comment → save.

Result: Average rating and count update.

J-39. Request a review from a contact

Path: Business → Reviews → Request review

You do:

1. Find contact.
2. Click Request review.
3. Confirm channel.

Result: Templated request sends; shows in Inbox history.

J-40. Customize review request templates

Path: Business → Reviews → templates

You do:

1. Edit email subject/body and SMS body.
2. Use {{name}}.
3. Save.

Result: Future requests use saved templates.

J-41. Read This week summary

Path: Business → This week

You do:

1. Open This week.
2. Read headline, counts, top source.

Result: Weekly snapshot in plain language.

J-42. Dismiss or act on a proactive insight

Path: Business → This week → insight cards

You do:

1. Find insight card.
2. Dismiss or Apply / follow link.

Result: Dismissed hidden; Apply navigates to suggested fix.

J-43. Start your day on Today

Path: Business → Today

You do:

1. Open Today.
2. Read Needs you now.
3. Read Working for you counts.
4. Follow quick links as needed.

Result: You know priorities before exploring the module.

J-44. Mark an appointment show or no-show

Path: Business → Today → Calendar tab

You do:

1. Open Today → Calendar.
2. Find appointment.
3. Set Showed or No-show (confirm if no-show).

Result: Show rate in Insights updates; no-show may trigger rebook automation if enabled (J-119).

J-45. Send a campaign from Today tab

Path: Business → Today → Campaigns

You do:

1. Open Campaigns tab.
2. Follow shortcut to broadcast.
3. Complete J-36.

Result: Same as broadcast from a daily-work entry point.

J-46. Create and send an invoice

Path: Business → Revenue → new invoice

You do:

1. Open Revenue.
2. Click New invoice.
3. Add contact, lines, amount.
4. Save draft or mark sent.

Result: Invoice listed with Draft / Awaiting payment / Paid status. ⚠️ Front desk cannot access Revenue.

J-47. Send a payment link by text or email

Path: Business → Revenue or Inbox → pay link

You do:

1. Open invoice or pay link flow.
2. Choose text or email.
3. Send message with /pay URL.

Result: Customer pays on Stripe; invoice marks Paid on success.

J-48. Review Stripe and weekly paid totals

Path: Business → Revenue

You do:

1. Open Revenue.
2. Read weekly paid and funnel totals.
3. Check Stripe Connect section.
4. Refresh if needed.

Result: Cash picture from hosted checkout and invoices.

J-49. Explore Insights

Path: Business → Insights

You do:

1. Open Insights.
2. Toggle 7 or 30 days.
3. Read sources, funnel conversion, bookings, show rate, revenue by source.

Result: Attribution without external analytics.

J-50. Enter ad spend and see return

Path: Business → Insights → ad spend table

You do:

1. Enter monthly spend per channel.
2. Save.
3. Read spend vs leads vs paid revenue.

Result: Return multiple per channel in plain words.

J-51. Connect Facebook for Lead Ads

Path: Business → Acquisition → Connect Facebook

You do:

1. Click Connect Facebook.
2. Complete OAuth popup.
3. Confirm connected status.

Result: FB/IG leads ingest as contacts; automations and push can fire. ⚠️ Needs server credentials until gateway env configured.

J-52. Connect Google Business Profile

Path: Business → Acquisition → Connect Google

You do:

1. Click Connect Google.
2. OAuth → pick location.

Result: GBP connected for social planner (J-53).

J-53. Schedule a social post

Path: Business → Acquisition → social planner

You do:

1. Write post.
2. Select Facebook Page and/or GBP.
3. Post now or schedule datetime → submit.

Result: Queue shows scheduled/posted/failed with plain errors.

J-54. Connect an ad sandbox

Path: Business → Acquisition → Meta/Google/TikTok ads

You do:

1. Click Connect on connector.
2. OAuth in new tab.
3. Refresh status.

Result: Sandbox connection for ad experiments.

J-55. Promote on Kontext Network

Path: Business → Acquisition → sponsored post

You do:

1. Open sponsored post modal.
2. Complete promo form and payment.
3. Submit.

Result: Network promotion per product rules.

J-56. Create a channel AI agent

Path: Business → Phones & AI agents → Create

You do:

1. Click Create.
2. Pick Chat, Voice, SMS, Avatar, or Generic.
3. Name agent.
4. Confirm hosting → deploy.

Result: Agent card listed for test and assignment.

J-57. Test an agent in the module

Path: Business → Phones & AI agents → Test

You do:

1. Click Test on agent.
2. Use chat/SMS/voice/avatar overlay.
3. Send sample messages.

Result: Preview behavior before go-live.

J-58. Wire a phone number to an agent (legacy map)

Path: Business → Phones & AI agents → Channel setup → SMS or Voice

You do:

1. Open an agent → Channel setup.
2. Select SMS or Voice channel.
3. If you already own a Twilio number, map it in the legacy Save number field.
4. Prefer Get your business number (J-95) for new numbers bought in-app.

Result: Inbound SMS/voice routes to agent; logs in Inbox. ⚠️ New owners should use J-95 — webhooks auto-configure at purchase.

J-59. Set missed-call text-back

Path: Business → Phones & AI agents → missed-call

You do:

1. Toggle missed-call On.
2. Edit template.
3. Save.

Result: Missed callers get instant SMS.

J-60. Set transfer-to-your-cell

Path: Business → Phones & AI agents → transfer number

You do:

1. Enter your cell in Transfer calls to you.
2. Save with voice config.

Result: AI can transfer live calls to you.

J-61. Design conversation flow

Path: Business → Phones & AI agents → flow builder

You do:

1. Open conversation flow builder for agent.
2. Edit nodes and branches.
3. Save.

Result: Agent follows designed paths on live channels.

J-62. Use the setup copilot

Path: Business → Automations → copilot box

You do:

1. Type plain-language goal.
2. Review proposal cards.
3. Edit templates.
4. Turn it on on each wanted card.

Result: Rules/sequences/reminders created — nothing silent.

J-63. Turn on a scheduled automation recipe

Path: Business → Automations → scheduled recipes

You do:

1. Pick Daily lead digest, Stale lead nudge, Weekly recap, Watch reviews, or Custom.
2. Set cadence (morning, weekday, weekly day, etc.).
3. Turn on.

Result: Main Agent runtime fires on schedule; toggle off from active list. ⚠️ Needs Main Agent server — link to Phones & AI agents if missing.

J-64. Turn on an instant when-X-happens rule

Path: Business → Automations → instant recipes

You do:

1. Pick Instant lead reply, New lead alert, Booking confirmation, Welcome customers, or Auto follow-up.
2. Edit template; enter owner phone for alerts.
3. Turn on.

Result: Events fire actions within seconds on matching triggers.

J-65. Build and enable a drip sequence

Path: Business → Automations → sequences

You do:

1. Create sequence or pick template.
2. Add wait → SMS/email steps.
3. Enable stop-on-reply; optional auto-enroll on new lead.
4. Toggle Enabled.

Result: Enrolled contacts progress; replies pause enrollments.

J-66. Set booking reminder texts

Path: Business → Automations → booking reminders

You do:

1. Enable reminders.
2. Set hours before (e.g. 24).
3. Edit template → save.

Result: Reminder SMS before each booking.

J-67. Train an agent (save, compare, promote)

Path: Business → Agent training

You do:

1. Select agent.
2. Save labeled version.
3. Optional AI-drafted context.
4. Compare two versions with test prompt.
5. Promote to live.

Result: Live agent uses promoted instructions.

J-68. Enable Business Integrations

Path: Business → Integrations → Enable

You do:

1. Click Enable Business Integrations.
2. Wait for provisioning.
3. Retry after credits if blocked (J-82).

Result: Integration catalog unlocks.

J-69. Connect an app (OAuth)

Path: Business → Integrations → app → Connect

You do:

1. Pick app (Gmail, HubSpot, Calendar, etc.).
2. Connect → OAuth popup.
3. Verify Connected; optional Test.

Result: Tokens stored; solutions resync; HubSpot may queue on leads. ⚠️ X/Twitter may need BYOK keys in Profile first.

J-70. Hire a digital employee

Path: Business → Employees → hire

You do:

1. Pick recipe or custom.
2. Set name, email/SMS delivery, schedule, hour.
3. Hire.

Result: Employee card active with next due and preview.

J-71. Pause, test, or fire an employee

Path: Business → Employees → card actions

You do:

1. Deliver now to test.
2. Pause / Resume schedule.
3. Fire with confirm.

Result: Reports stop on fire; pause stops schedule only.

J-72. Add a team member

Path: Business → Team & starters → Team members

You do:

1. Enter member principal.
2. Pick Manager or Front desk.
3. Add.

Result: Member sees workspace in switcher (J-06).

J-73. Set a billing sponsor

Path: Business → Team & starters → sponsor (owner only)

You do:

1. Enter sponsor identity.
2. Save.

Result: Sponsor billing view; owner retains ownership.

J-74. Publish a business starter template

Path: Business → Team & starters → publish

You do:

1. Export snapshot if needed.
2. Enter title and category.
3. Publish to gallery.

Result: Starter browsable by others (10/account, 100KB cap).

J-75. Install a starter from the gallery

Path: Business → Team & starters → browse

You do:

1. Pick starter → Install.
2. Review imported automations (off by default).
3. Enable each after review.

Result: Rules/sequences copied with remapped IDs.

J-76. Download all your data

Path: Business → Team & starters → Download everything

You do:

1. Click Download everything.

Result: JSON file: contacts, events, invoices, automation setup.

J-77. Customer submits your live form (verify)

Path: Public funnel URL (customer) → you verify in Business

You do:

1. Open live app from J-14.
2. Submit test lead.
3. Leads → Refresh.
4. Check This week count.

Result: Contact created; notify emails and instant rules may fire.

J-78. Customer books an appointment (verify)

Path: Public booking (customer) → you verify

You do:

1. Customer completes booking.
2. Check Today calendar.
3. Check Leads.
4. Confirm confirmation automation if enabled.

Result: Calendar event + contact; reminders scheduled.

J-79. Customer pays via funnel or pay link (verify)

Path: Stripe checkout (customer) → you verify

You do:

1. Customer completes payment.
2. Revenue totals update.
3. Invoice → Paid if linked.
4. Review request may fire.

Result: Money and attribution recorded in Insights.

J-80. Install the mobile app / PWA

Path: Mobile browser → kontext.network

You do:

1. Add to Home Screen / install PWA.
2. Open from icon → sign in → /business.
3. Enable Notify me in Inbox (J-33).

Result: App-like shell with push where supported.

J-81. Open Workspace for advanced edits

Path: Solution → Open in Workspace

You do:

1. From Launch/Hosting/Connections click Workspace link.
2. Edit code, DNS, or deep agent settings.
3. Return to Business Launch checklist.

Result: Advanced changes without leaving Kontext.

J-82. Add hosting credits

Path: Fuel modal in Business or Finance / Gas Station

You do:

1. When blocked for low compute, click add credits.
2. Top up via Finance or Gas Station.
3. Retry deploy/enable integrations.

Result: Lanes stay fueled; automations and integrations keep running.

J-83. Open Ecosystem tab and growth flywheel

Path: Solution dashboard → Ecosystem tab

You do:

1. Open a solution.
2. Click Ecosystem tab.
3. Review Growth flywheel checklist.
4. Complete a step (e.g. Network promo) via its CTA.

Result: Flywheel progress updates; KTX reward may credit when step completes.

J-84. Stripe Lab — connect Stripe and add a product

Path: Solution → Ecosystem → Stripe Lab (or /business/labs/stripe?solutionId= )

You do:

1. Open Stripe Lab for your solution.
2. Click Connect Stripe account if needed → finish Marketplace payouts onboarding.
3. Return to lab; readiness should show charges enabled.
4. Enter product name + price → Add product.

Result: Product listed; payment step added to funnel; readiness green when configured.

J-85. Stripe Lab — send a test payment

Path: Stripe Lab → Send a test payment

You do:

1. Ensure at least one product exists.
2. Click Send a test payment.
3. Read success or error message.

Result: Test payment intent succeeds — live checkout should work.

J-86. Funnel Lab — create a funnel on the canvas

Path: Solution → Ecosystem → Funnel Lab

You do:

1. Open Funnel Lab (/business/labs/funnel?projectId=).
2. Click New funnel.
3. Builder opens with form + thank-you steps.
4. Use palette to add Booking or Payment steps.
5. Save changes.

Result: Funnel saved as draft in lab list.

J-87. Funnel Lab — publish funnel to live app

Path: Funnel Lab → Publish to app

You do:

1. Open funnel list or builder.
2. Click Publish to app / rocket icon.
3. Wait for publish progress.
4. Note Live badge and public path.

Result: Customers can visit funnel path on deployed app; telemetry flows to Insights. ⚠️ Requires deployed app — publish fails with plain error if not live.

J-88. Funnel builder — configure booking and payment steps

Path: Funnel Lab → Open builder → inspector

You do:

1. Select a Booking step → choose native Kontext booking or paste Calendly/Cal.com URL.
2. Select a Payment step → ensure Stripe Lab products exist.
3. Edit form fields in Form steps.
4. Use Preview to walk steps.
5. Save and publish (J-87).

Result: Multi-step funnel captures leads, books, and collects payment.

J-89. Make videos from Business

Path: Solution → Ways to grow → Make videos

You do:

1. Open the solution and find Ways to grow.
2. Click Make videos — Kontext Media opens in Studio on Promo with the business named as the motif.
3. Make the promo, or switch to Reel (from a recording) or Studio → Avatar explainer (a presenter).
4. Follow the job under Media Jobs; the video lands in the Media library.

Result: Business videos are made in Kontext Media — Creator Content Lab is retired, and its old links open Media.

J-90. Create Marketplace listing from Ecosystem

Path: Solution → Ecosystem → Marketplace

You do:

1. Open Ecosystem.
2. Click Marketplace — list and earn.
3. Complete listing flow at /marketplace/create-listing?krn=.

Result: App listed on Kontext Marketplace; flywheel step may complete.

J-91. Site Lift via dedicated route

Path: Business → /business/site-lift (or ecosystem entry)

You do:

1. Navigate to Site Lift.
2. Paste URL + describe changes → submit job.
3. Wait for notification.
4. Hand off to Create solution with prefilled intent.

Result: Same as J-21 with explicit route /business/site-lift.

J-92. Convert project via /business/convert

Path: Business → /business/convert?projectId=&krn=

You do:

1. Open convert route from Workspace flywheel or Business.
2. Confirm project selection.
3. Complete Business spec + build (J-12).

Result: Existing Workspace project becomes Business solution.

J-93. Use cockpit strip quick navigation

Path: Business → Your solutions → cockpit chips

You do:

1. From solutions home, click Messages, Today, Leads, etc. in the strip below the subtitle.
2. Land in target section without sidebar.

Result: Faster daily navigation from home screen.

J-94. Open Stripe Lab from Revenue view

Path: Business → Revenue → Open Stripe Lab (per solution)

You do:

1. Open Revenue.
2. Find Open Stripe Lab / lab link tied to a solution.
3. Configure Stripe as J-84.

Result: Same Stripe Lab — entry point from money view.

J-95. Buy a dedicated business number in-app

Path: Business → Phones & AI agents → agent → Channel setup → SMS or Voice

You do:

1. Open an agent card.
2. Click Channel setup.
3. Select SMS or Voice.
4. Scroll to Get your business number.
5. Enter area code → Search.
6. Pick a number → confirm purchase (credits debited).

Result: Your number is live; Twilio webhooks point at Kontext automatically — no console steps. ⚠️ Requires enough Kontext credits for purchase + monthly rental.

J-96. Verify and fix phone wiring

Path: Channel setup → Get your business number card

You do:

1. After buying or mapping a number, click Check it works.
2. Read Verified or Broken with details.
3. If broken, click Fix it for me.
4. Re-check until Verified.

Result: Setup checklist and Today health rows show wiring status.

J-97. Complete A2P 10DLC carrier registration

Path: Channel setup → Carrier registration (A2P) panel

You do:

1. Open Carrier registration below your number card.
2. Enter legal business name, EIN, and use case.
3. Submit brand → wait for status.
4. When brand approved, click Finish registration for campaign.

Result: Plain-words status while carriers review (usually 1–7 days); texting fully approved when complete.

J-98. Add a business expense

Path: Business → Revenue → Money in & out

You do:

1. Open Revenue.
2. Scroll to Money in & out.
3. Enter description, category, amount, date.
4. Click Add expense.

Result: Expense appears in the list and in monthly brought-in / spent / kept summary. ⚠️ Requires user canister v1.0.140+ after fleet upgrade.

J-99. Download data for your accountant

Path: Business → Revenue → Download for your accountant (CSV)

You do:

1. Open Revenue → Money in & out.
2. Click Download for your accountant (CSV).
3. Save the file from your browser.

Result: CSV with income, expenses, and invoice lines for tax time.

J-100. Create a membership or subscription plan

Path: Business → Revenue → Repeat billing & memberships

You do:

1. Open Revenue.
2. Scroll to Repeat billing & memberships.
3. Enter plan name, price, and renews every week/month/year.
4. Click Create plan.

Result: Plan listed on Revenue; ready for checkout links.

J-101. Share a membership checkout link

Path: Business → Revenue → plan row → Copy checkout link

You do:

1. Find the plan in Repeat billing & memberships.
2. Click Copy checkout link.
3. Text or email the link to the customer.

Result: Customer pays on Stripe-hosted checkout; subscription renews automatically.

J-102. Read your cash-flow projection

Path: Business → Revenue → cash-flow section

You do:

1. Open Revenue.
2. Read Next 30 / 60 / 90 days amounts.
3. Follow action links (e.g. chase invoices, re-booking text).

Result: Projection built from real bookings, unpaid invoices, and payment history — not a guess.

J-103. Mine demand from your conversations

Path: Business → This week → demand mining

You do:

1. Open This week.
2. Click Mine conversations (or equivalent action).
3. Read extracted service requests and objections.

Result: Insights you can act on from call transcripts and SMS threads.

J-104. View customer intelligence flags

Path: Business → Insights (sidebar)

You do:

1. Open Insights from the left sidebar.
2. Read at-risk, VIP, or rebooking-cycle flags.
3. Use one-tap actions (e.g. start win-back sequence).

Result: Each flag ties to a real contact and a working automation action.

J-105. Sync a contact to HubSpot

Path: Business → Leads → contact row → HubSpot

You do:

1. Connect HubSpot in Integrations (J-69) first.
2. Open Leads.
3. Use Sync to HubSpot on a contact (or mark for sync).
4. Wait for Synced badge; hubspotId stored on contact.

Result: Gateway poller pushes contact to HubSpot and clears the queue.

J-106. Copy your inbound webhook URL

Path: Business → Integrations → inbound webhook card

You do:

1. Open Integrations (active project selected).
2. Scroll to Inbound webhook.
3. Click Generate token if needed.
4. Click Copy webhook URL.

Result: Secret URL ready to paste into Zapier, your site backend, or any POST tool.

J-107. Verify webhook captured a lead

Path: External POST → Business → Leads

You do:

1. POST JSON to your webhook URL (from J-106).
2. Open Leads → Refresh.
3. Confirm new contact with mapped fields.
4. Check instant automation fired if enabled (J-64).

Result: Lead created and automations run like a form submit.

J-108. Send email from your own domain

Path: Business → Integrations → Send email from your own domain

You do:

1. Enter yourbusiness.com → Add my domain.
2. Copy DNS records into your registrar.
3. Click Check verification until status is verified.
4. Send a broadcast or inbox email — From uses your domain.

Result: Better deliverability; unverified domains stay on platform sender with checklist warning.

J-109. Open a contact timeline

Path: Business → Leads → contact → timeline

You do:

1. Open Leads.
2. Click a contact.
3. Open Timeline (or timeline control on the row).
4. Scroll every touch: forms, SMS, email, calls, bookings, payments.

Result: One chronological story per person — no switching tabs.

J-110. Assign a lead to a team member

Path: Business → Leads → assignment dropdown

You do:

1. Open Leads.
2. On a contact row, open Assign to.
3. Pick Me or a team member.
4. Optional: enter a short label when prompted.

Result: Assignee gets a push notification; assignment shows on the contact row.

J-111. Team member replies in the shared inbox

Path: Shared workspace → Inbox (manager or front desk)

You do:

1. Team member switches workspace to your business (J-06).
2. Open Inbox.
3. Select thread → type reply → Send.

Result: Message sends from owner business number; bubble shows replied by staff name. ⚠️ Front desk cannot open Revenue.

J-112. Send or receive a photo (MMS)

Path: Business → Inbox → SMS thread

You do:

1. Open SMS thread.
2. To send: attach image → Send.
3. To receive: customer texts a photo — image renders in the thread.

Result: MMS works both directions on supported numbers.

J-113. Read what automations did (Activity log)

Path: Business → Today → Activity tab

You do:

1. Open Today.
2. Click Activity tab (fourth tab).
3. Scroll newest-first plain-words entries.
4. Click Refresh if needed.

Result: Unified log from user-canister and platform automations — texts sent, bookings, charges, etc.

J-114. Add bookable staff for scheduling

Path: Business → Today → Calendar → booking team

You do:

1. Open Today → Calendar.
2. Find Booking team card.
3. Enter staff name → Add.
4. Pause/resume or remove staff as needed.

Result: Multiple staff can be booked at once; round-robin when customer does not pick.

J-115. Require a deposit on new bookings

Path: Business → Today → Calendar → deposits

You do:

1. Open Today → Calendar.
2. Paste your pay link in Deposit pay link.
3. Optional: edit deposit label.
4. Save availability settings.

Result: New bookings show deposit pending until you confirm payment on the calendar.

J-116. Connect Google or Outlook calendar sync

Path: Business → Today → Calendar → calendar sync card

You do:

1. Open Today → Calendar.
2. Find Calendar sync.
3. Connect Google or Outlook (OAuth).
4. Toggle sync On.
5. Wait for busy blocks to import (up to ~5 min).

Result: External meetings block booking slots; Kontext bookings write back to your calendar. ⚠️ Requires Composio OAuth on server; cancel/delete syncs both ways.

J-117. Hire a Growth advisor employee

Path: Business → Employees → Growth advisor recipe

You do:

1. Open Employees (sidebar).
2. Click Growth advisor (or custom with growth focus).
3. Set delivery (email/SMS), schedule, hour.
4. Hire.

Result: Scheduled digest citing your real metrics plus outside research, with apply/dismiss actions.

J-118. Hire Paperwork watcher and track a renewal

Path: Business → Employees + paperwork tracker

You do:

1. Hire Paperwork watcher from Employees.
2. Add renewal items (license, insurance, domain, A2P) with due dates.
3. Wait for reminder via SMS or email before expiry.

Result: Nothing lapses silently — reminders in plain words.

J-119. Turn on no-show rebook automation

Path: Business → Automations → instant recipes

You do:

1. Open Automations → Instant recipes.
2. Enable No-show rebook (or equivalent).
3. Edit reschedule text.
4. Turn on.

Result: When you mark no-show on calendar (J-44), customer gets reschedule text automatically.

J-120. Customer picks staff when booking (verify)

Path: Public booking page (customer) → you verify

You do:

1. Ensure booking team has 2+ staff (J-114).
2. Open live booking page.
3. Customer selects staff (if shown) and time.
4. Verify appointment on Today → Calendar on correct staff.

Result: Booking lands on chosen or round-robin staff; write-back to external calendar if synced (J-116).

J-121. Connect QuickBooks or Xero

Path: Business → Integrations → accounting app

You do:

1. Enable integrations (J-68).
2. Find QuickBooks or Xero.
3. Connect → OAuth.
4. Return to Revenue expenses — sync when configured.

Result: Expenses can flow to your accounting tool via Composio.

J-122. Import automation snapshot from file

Path: Business → Team & starters → import

You do:

1. Export snapshot first if copying from another account (J-74).
2. Click Import snapshot / upload JSON.
3. Review imported rules — they arrive disabled.
4. Enable each after review.

Result: Automations copied with remapped IDs; nothing fires until you turn it on.

J-123. Read setup health on Today

Path: Business → Today → morning panels

You do:

1. Open Today.
2. Read Needs you now for conversations, bookings, failures.
3. Check health hints: SMS/email configured, wiring verified, low cycles, server version.

Result: Problems explain themselves with a link to fix — no silent broken state.

J-124. Front desk: work assigned leads

Path: Shared workspace → Leads (front desk role)

You do:

1. Switch into owner workspace (J-06) as Front desk.
2. Open Leads.
3. Filter or spot contacts assigned to you.
4. Open inbox thread or timeline; reply as J-111.

Result: Front desk handles customers and calendar; never sees Revenue or ad spend.

How it works

Route /business (legacy /automations). Owner cockpit for leads, inbox, campaigns, phones/AI agents, automations, revenue, labs. Plain-language owner UX.

Benefits

• Run lead-to-customer ops without hiring a GHL admin.
• AI-built solutions + digital employees beside your apps.

Who it's for

Primary: business owners operating alone or with a small team. Not: agency-first multi-tenant “run Kontext for someone else” as the default identity.