Deals Solutions

6 active deals · 4 need your attention · 1 ready to invoice

handshake Active deals

Across 7 stages

priority_high Needs your attention

Waiting on you

balance In negotiation

$240K combined

check_circle Ready to invoice

$18.5K · 24% GP

Deal	Client	Stage	Value	Owner	Waiting on	Last activity

Olivia Solutions · PM Bot

7 agents managing the deal pipeline · talk to Olivia or use the controls below

smart_toyOlivia · Solutions PM bot Claude Sonnet 4.7

smart_toy

Talk to Olivia

Ask about deals in flight, draft a vendor email, get a quote summary, or get the lay of the land. v1 = Q&A + draft generation. Action execution from chat coming v2.

Enter to send · Shift+Enter for newline · Action execution from chat coming v2

smart_toy

Olivia LIVE

14 actions today · 86% drafted & awaiting approval · last run 4 min ago

play_circle Agents live

7 / 7

All agents healthy

flash_on Actions today

↑ 5 vs yesterday

edit_note Drafts ready

Awaiting approval

hourglass_top Awaiting you

Counter, quotes, invoice, intake

tune Agents

Manage prompts arrow_forward

inbox

Intake Agent

SCC-01 · 1 deal in intake · drafted info-request to Knauf

DraftLive

lightbulb

Solution Designer

SCC-02 · 5 solutions generated for Netflix · awaiting approval

DraftLive

travel_explore

Vendor Sourcer

SCC-03 · 5 vendors sourced for Lowe's · shortlist approved

AutoLive

outgoing_mail

Cadence Runner

SCC-04 · Day 4 of Lowe's cadence · 3 of 5 vendors responded

AutoLive

balance

Quote Comparer

SCC-05 · 3 quotes compared on Target DC · RMG recommended

DraftLive

edit_note

Counter Drafter

SCC-06 · TerraCycle counter at $0.38/lb drafted for OP Mobility

DraftLive

local_shipping

Order Dispatcher

SCC-07 · 0 orders dispatched today · standby

AutoLive

receipt_long

Close-Out Agent

SCC-08 · Caribbean Electrical invoice $18.5K drafted & AP logged

DraftLive

timeline Live activity

Full log arrow_forward

edit_note

Counter drafted — OP Mobility · TerraCycle at $0.38/lb · awaiting your approval

4 min ago · SCC-06

sms

Sent SMS — 48forty Solutions · Day 4 follow-up · Lowe's cadence

22 min ago · SCC-04

balance

Compared 3 quotes — Target DC · RMG recommended at $13K/mo net rebate

1 hr ago · SCC-05

lightbulb

Generated 5 solutions — Netflix set-build scrap · Habitat ReStore flagged unique

3 hr ago · SCC-02

call

Retell call — CHEP Recovery · site visit booked Thu 4/22 10am

5 hr ago · SCC-04

inbox

Drafted info-request — Knauf Insulation · 4 missing fields · awaiting your send

Yesterday · SCC-01

delete_forever

Junk Pipeline

Coming soon — designed for Mario (Junk PM). Will show the live junk job pipeline, lead status, dispatch queue, and GP per job.

junk-pm · mario@happenventures.com

call

Cold Outreach

Coming soon — designed for Mario (Junk PM). Will show cold call queue, dialer status, and lead conversion metrics.

junk-pm · mario@happenventures.com

volunteer_activism

Donations Pipeline

Coming soon — designed for Danny (Donations PM). Will show active donation jobs, nonprofit partner status, and diversion metrics.

donations-pm · danny@happenventures.com

route

Routes

Coming soon — designed for Danny (Donations PM). Will show pickup routes, driver assignments, and stop-by-stop tracking.

donations-pm · danny@happenventures.com

recycling

Recycle Pipeline

Coming soon — designed for Milos (Recycle PM). Will show active recycle programs, material streams, vendor status, and diversion tonnage.

recycle-pm · milos@happenventures.com

trending_up

Sales Pipeline

Coming soon — designed for Ivan (CGO · Sales). Will show active opportunities, deal stages, revenue forecast, and close probability.

cgo-sales · ivan@happenventures.com

outgoing_mail

Outreach

Coming soon — designed for Ivan (CGO · Sales). Will show active sequences, HubSpot campaign metrics, and reply/book rates.

cgo-sales · ivan@happenventures.com

build

Build Queue

Coming soon — designed for Farid (Product Admin). Will show the Notion tech build queue, sprint status, and dev handoff notes.

product-admin · farid@happenventures.com

smart_toy

Agents

Coming soon — designed for Farid (Product Admin). Will show all active HV agents, health checks, Bot Master DB config, and prompt versions.

product-admin · farid@happenventures.com

monitor_heart

System Health

Coming soon — designed for Farid (Product Admin). Will show n8n workflow status, Netlify deploy health, Airtable sync errors, and API uptime.

product-admin · farid@happenventures.com

Sites R3 · Operations

47 active sites across the network · 3 flagged for attention

store Active sites

+3 this month

confirmation_number Open tickets

4 high priority

warning Compliance below 80%

Needs outreach

construction Installs this week

2 discrepancies pending

Site	Company	Orders MTD	Tickets	Compliance	Last activity
UIN1 Seattle, WA	Universal Industries	18	Clean	94%	23 min ago
AMZ-PDX-07 Portland, OR	Amazon	42	2 open	89%	1 hr ago
TGT-CIN-12 Cincinnati, OH	Target	24	3 open	67%	3 hr ago
WMT-CLT-03 Charlotte, NC	Walmart	31	Clean	91%	4 hr ago
UIN4 Tacoma, WA	Universal Industries	12	1 open	78%	Yesterday
KR-ATL-22 Atlanta, GA	Kroger	8	4 open	61%	2 days ago
HD-NAS-15 Nashville, TN	Home Depot	19	Clean	87%	5 hr ago

Partners R3 · Operations

4 laundry partners · 3 with overdue counts

handshake Active partners

All fully onboarded

inventory Counts this week

18 / 24

6 overdue

schedule Avg response

4.2 hr

↓ 1.1 hr vs last wk

forum WhatsApp groups

4 / 4

All linked

Partner	POC	Orders behind	Count status	Last response	Response rate
Drop and Dash Charlotte, NC · 2 drivers	Joey Gilb WhatsApp linked	2	Wave 1 chased	3 hr ago	92%
Queen City Seattle, WA · 3 drivers	Carrie Hughes WhatsApp linked	0	Up to date	45 min ago	98%
Pink Champaigne Portland, OR · 4 drivers	Champaigne Patterson WhatsApp linked	3	Wave 2 sent	Yesterday	74%
Bridge Town Nashville, TN · 5 drivers	Christopher Ahles WhatsApp linked	1	Wave 1 chased	6 hr ago	86%

Robin R3 · Bot Control

9 workflows monitoring R3 operations · talk to Robin or use the controls below

smart_toy Robin · R3 ops bot Claude Sonnet 4.5

smart_toy

Talk to Robin

Ask about workflows, draft a partner message, or get the lay of the land. v1 = Q&A + action drafts. Action execution wires up next.

Enter to send · Shift+Enter for newline · Action execution from chat coming v2

smart_toy

Robin LIVE

47 actions today · 94% auto-resolved · last run 3 min ago

play_circle Workflows live

10 / 12

2 paused for calibration

flash_on Actions today

↑ 12 vs yesterday

check_circle Success rate

94%

3 escalated, 44 auto

hourglass_top Awaiting you

Drafts + escalations

tune Workflows

Manage templates arrow_forward

inventory

Partner Count Chase

WF03 · 4 runs today · 2 waves triggered

Auto Live

local_shipping

DRV-04 Driver Silence

WF04 · 1 run · Emanuel Perez escalating

Auto Live

support_agent

CMP-01 Acknowledge & Route

WF05 · 3 complaints classified today

Auto Live

edit_note

CMP Substantive Reply

WF06 · 2 drafts waiting for you

Draft Live

document_scanner

Equipment Install · Clean

WF07 · 3 slips OCR'd today

Auto Live

warning

Equipment Install · Discrepancy

WF08 · 1 ticket built for you

Escalate Live

shield

Risk Alerts · Shrinkage

WF09 · 2 medium, 0 high today

Auto Live

pending

FIN-01 AP Audit

WF10 · paused for Wave 3 calibration

Auto Paused

timeline Live activity

Full log arrow_forward

check

Auto-chased Pink Champaigne — 3 orders overdue · WhatsApp sent

3 min ago · WF03

edit_note

Draft ready — complaint from TGT-CIN-12 (Quality · A)

12 min ago · WF06

warning

Driver silence escalated — Emanuel Perez 2nd ping · notified you

34 min ago · WF04

document_scanner

Install slip clean — WMT-CLT-03 · 12 bins, 4 racks, 2 signs

1 hr ago · WF07

shield

Shrinkage alert — KR-ATL-22 tier Medium · logged ticket

2 hr ago · WF09

support_agent

Complaint routed — AMZ-PDX-07 type B (Missing) · acked in 2m

3 hr ago · WF05

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Tasks Universal · Live data

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HV Bot Universal · Company knowledge

Ask anything about HV — SOPs, policies, programs, processes. Pulls live from Resource Repository.

database Loading docs… Claude Sonnet 4.5

forum

Ask HV Bot anything

I know about every active doc in the Resource Repository — SOPs, workflows, decks, training, legal, strategy. If it's in there, I can answer.

Enter to send · Shift+Enter for newline · Bot only knows what's in active docs

Tools Universal · Quick launchers

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Deals Solutions

Olivia Solutions · PM Bot

Talk to Olivia

Junk Pipeline

Cold Outreach

Donations Pipeline

Routes

Recycle Pipeline

Sales Pipeline

Outreach

Build Queue

Agents

System Health

Sites R3 · Operations

Partners R3 · Operations

Robin R3 · Bot Control

Talk to Robin

Welcome

eventToday's meetings

flagTasks to tackle

historyRecent activity

boltQuick actions

Tasks Universal · Live data

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No tickets assigned to you

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HV Bot Universal · Company knowledge

Ask HV Bot anything

Tools Universal · Quick launchers