Dashboard
Hello, GLS Admin 👋
Here is your business overview
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Total Leads
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New Leads
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In Progress
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Deals Closed
🎯 Today's Focus
Loading your daily focus...
⚡ Quick Actions
👥 Recent Leads
No leads yet. Add your first lead!
🤖 AI Usage
Owner Plan
Unlimited — Owner Account
AI Assistant
Your intelligent business companion
General Mode — Ask me anything
Welcome to GLS Platform AI
Switch between General and Insurance modes. Try a quick prompt below.
Enter to send · Shift+Enter for new line
Content Engine
1-click content creation for your insurance business
Choose content type
Script Generator
📝
Script Generator
Advanced AI script generation with insurance-specific templates, objection handlers, and role-play practice.
In Active Development
Content Ideas
💡
Content Ideas
AI-powered content idea engine that analyzes your audience and generates weekly content calendars.
In Active Development
Social Posts
📱
Social Posts
Auto-posting to Facebook, Instagram and TikTok coming soon.
Coming SoonCampaign Library
Done-for-you marketing campaigns — plug and play
Leads
Manage your insurance leads and prospects
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Total Leads
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New
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Contacted
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Closed
| Name | Phone | Product | Status | Date | Actions | |
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| Loading leads... | ||||||
Contacts
Your full contact database
| Name | Phone | Tag | Status | Added | |
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No contacts yet — your leads will sync here automatically.
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Full Contacts Module — In Active Development
Contact profiles, tags, activity history and smart segmentation coming soon. Use Leads for now.
Deals
💰
Deals
Full deal tracking from quote to close with commission estimates, carrier tracking, and close-rate analytics.
In Active Development
Pipeline
Visual overview of your leads by status
New0
Contacted0
In Progress0
Quoted0
Closed0
Lost0
Import / Export
Manage your data — import leads, export records
📥 Import Leads
Drag & Drop CSV File
or click to browse
CSV Format Requirements:
• Columns: name, phone, email, product, status, notes
• First row must be headers
• UTF-8 encoding required
• Max 1,000 rows per import
📤 Export Data
Export Leads
All leads as CSV
Export Contacts
Full contact database
Export Campaigns
Saved campaign library
In Active Development
Full import/export with data validation launching soon.
SMS Automation
Twilio-powered SMS for lead follow-ups
📝 Message Templates
⚡ Auto-Send Settings
Auto-send on new lead
Automatically send welcome SMS when lead is added
Default Template
Used for auto-send messages
Delay
How long after lead creation
📱 Live Template Preview
Messages
Select a template to preview...
Just now · Delivered
Template Variables
{{first_name}}Lead's first name{{last_name}}Lead's last name{{product}}Product interest{{agent_name}}Your name{{company}}Your companyCharacter Count
0 / 160 characters
SMS Logs
All sent messages and delivery status
| Lead Name | Phone | Message Preview | Status | Sent Time |
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| No SMS messages sent yet. | ||||