Dashboard
Service health and one-click admin Slack channel registration (maps #new-agents to a tenant).
Client hub
Pick a client to see everything in one place — Slack, WhatsApp, Position Updates, tracker, and recent messages.
Or search portal clients below and click Open in hub.
—
—
Portal lookup
Search client_companies and job_openings from the internal CodeRound portal DB. Clients load automatically when you open this tab.
Client companies
Each row is a paying client. id → set as client_company_id on trackers and Slack registry.
| Portal ID | Name |
|---|
Job openings
id = portal row PK (use in tab link as numeric ref). job_id = UUID shown in internal UI. Filter by client to narrow results.
| ID | job_id (UUID) | Title | Client |
|---|
Client channels
Link Slack observe groups and WhatsApp groups to clients. Messages from linked channels are stored automatically via webhook ingest.
Link Slack observe group
Paste channel ID (C…/G…) or a Slack archives URL. Client name should match portal client_companies.name.
Link WhatsApp observe group
Paste group JID (120363…@g.us) or pick from discovered groups below. Once linked, all new messages are stored in whatsapp_message_events.
| Source | ID | Client | Channel / Group | Mode | Tenant | Status | Default WB | Actions |
|---|
Tracker workbooks
Google Sheets used for client candidate pipelines. Register here or via Slack remember tracker for X: url. Map each sheet tab to a portal job so feedback writes the correct row.
Add workbook
Sheet URL must be a shared Google Spreadsheet. Client name links to portal and observe Slack registry (default_tracker_workbook_id).
| Workbook ID | Client | Portal client ID | Sheet | Slack tenant | Active | Actions |
|---|
Client instructions (playbook)
Stable rules the AM agent always sees for a client (stored in tenants.admin_config.playbooks). Autofilled when you link a Slack observe group. Different from Brain learnings.
Pick the client by name — tenant id is shown in the label.
| # | Text | Actions |
|---|
Client group feed
Stored messages from linked Slack and WhatsApp observe groups. Pick a client (tenant) below.
Tenant: —
Brain
Agent memory: learnings (reflections), granular tasks (AM work units), outbound drafts (pending Slack posts). Archive or cancel rows you no longer need.
Learnings
Promote copies the summary into the client playbook (Playbook tab) and marks this row promoted. Archive hides it from agent prompts. Learnings are created automatically after AM tasks complete.
| ID | Agent | Kind | Status | Summary | Tenant | Actions |
|---|
Granular tasks
Auto-created when the AM agent runs steps (e.g. client_feedback.processed, tracker sync). You do not need to create these manually — use Recent tasks to inspect runs. Cancel stuck rows if needed.
| ID | Depth | Kind | Status | Agent | Actions |
|---|
Outbound drafts
Created when the agent drafts a message to post in a client Slack group and waits for your approval in #new-agents. Reply yes or send there to publish; use Cancel here if the draft is obsolete.
| ID | Client | Channel | Preview | Actions |
|---|
Ops chat
Same orchestrator as #new-agents. Click a suggestion or type your own.