Role Dossier

Version v1
AI Mode (per app)
AI: My Key
Owners shouldn’t deal with providers everywhere. Pick one mode and the app will “just work”.
Tip: If DMXReady is unreachable, we automatically fall back to your key (if present).
Proof log (recent activity receipts)
No activity yet.

This Smart App hasn’t been personalized yet. Generate a dossier once (free) to tune the AI behavior and unlock the Training Manual + Handbook.

Assistant

Runs behind the scenes

Mode: Autopilot

No approvals. No new tools to learn. This app acts like an employee you hired.

Instant first response
Replies quickly (or stays silent if spam is detected).
Routing + labels
Auto-tags and routes messages using your rules.
Spam + noise filtering
Suppresses junk so you only see what matters.
Outcome logging
Writes clean activity notes so you can trust the system.
Automation
DMXReady Smart Apps work with your existing tools — you receive leads in your inbox/CRM. No new system to learn.
Step 1
Where messages go
Send every new lead to your existing inbox (and optionally your team).
Advanced delivery settings
Owner notification template
Tokens: {{route_brackets}}, {{triage_rule}}, {{triage_tags}}, {{route_to}}, {{name}}, {{email}}, {{subject}}, {{message}}, {{recipe_label}}, {{site_name}}, {{source_url}}
Auto-reply to sender
Tokens: {{name}}, {{email}}, {{subject}}, {{message}}, {{recipe_label}}, {{site_name}}, {{source_url}}
Step 2
What happens automatically
Optional: route by keywords, tag it, set a status, and send smarter replies.
No new workflow: Automation delivers email into your existing system. Activity is just the audit log.
Rule
Keywords
Status
Tags
Route to (optional)
Tip: Leave “Route to” blank to use the Primary destination.
Coming next: AI classification + quiet hours (no spammy after-hours auto-replies).
Step 3
Proof it works
Preview the route + replies, then confirm with the audit log and delivery log.
This is a preview using your current keywords + templates. Real deliveries are shown below.
Recent deliveries
Last 20 deliveries for this app (success/fail).
Time
Rule
Destination
Status
No deliveries yet. Use “Send Test Lead” to verify routing.
Optional: Daily Brief + AutopilotExtra automation that runs behind the scenes. Enable only if you want it.

Daily Brief by Email

Get a simple daily summary of what changed, with next best actions.

Daily Brief becomes available once this Smart App is hosted/installed (instance key required).

Autopilot

Set how “hands-off” you want this Smart App to be.

Autopilot becomes available once this Smart App is hosted/installed (instance key required).

Proof

Quick confirmation that automation is active and delivering.

Install/host this Smart App to unlock proof and logs (instance key required).