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Live call copilot
00:00
Before you start

amos listens to this call to coach you live. That means recording, so let the other person know first. A warm line that works:

"Before we settle in, I just want to let you know I use a tool that listens along so I can stay present and so nothing gets lost. Is that good with you?"

General guidance to help you stay compliant, not legal advice.

How it works
  1. Have your Google Meet call open in another Chrome tab.
  2. Hit Start listening, choose that Meet tab, and tick "Also share tab audio".
  3. amos transcribes the call on your own Mac (nothing leaves your computer) and coaches you live.
Say next
Listening... coaching appears here as the call unfolds.
Live transcript
amos

Welcome

Here's your day at a glance.

DMs

Choose a teammate to focus on their assigned DMs.

    No conversations here yet.

    Select a conversation to start.

    —
    Conversation actionsOwner, follow-up, booking and context
    Tags
    Team handoff note Visible to your AMOS team — leave the next person the context they need.
    Instagram ↗ ManyChat ↗ GHL ↗
    Book a call Open slots (tap to pick):

    Loading open slots…

    Or type a custom date & time
    Follow-up reminder
    Snooze
    Admin tools
    Undo is off: replies send the moment you press Send. Adjust in Settings → Inbox.
    👁 Read-only demo. Replies are disabled.
    Bookings

    Appointments, availability and customer outcomes

    Preview booking page
    Booking ownerAmosNative calendars own new appointment journeys once the cutover gates pass
    Appointment types10 supportedIntro, discovery, Vedic, purchase and 30/60-minute coaching calendars
    Calendar & MeetControlled gateAvailability reads now; event creation requires explicit approval
    CalendlyHistory and rollback onlyKept temporarily until every live route passes the controlled journey
    Calendly replacement

    One operational gate for the complete booking journey

    Amos must pass booking, scheduling, communication and cutover checks before Calendly is retired.

    Checking…

    Checking the native booking system…

    Legacy Calendly import and rollback tools

    These controls preserve old history during migration. They are not the booking system for new customers.

    —
    —
    Contacts

    Contacts, lead pipeline and new enquiries

    Checking safe mode…
    Migration reviewTwo small human queues; Amos has not guessed identity or coaching balances.

    Loading migration review queues…

    Contact workspaceFind anyone, then open their complete bookings, email, automation and consent history.
    Loading…

    Loading contacts…

    Deal pipelineMove a lead through the business, not just a list of contacts

    Loading pipeline…

    New enquiriesRetreat, children's meditation and group-course requests

    Loading enquiries…

    Marketing

    Create, review and understand every customer email in one place

    Safe mode: no external sends
    Amos Marketing

    Your campaigns, customer journeys and delivery health

    Amos manages the audience and experience. Postmark handles the infrastructure underneath once the Live server is approved.

    Campaign drafts—Safe to edit; none can launch
    Reachable audience—Explicit marketing consent only
    SOMA designs—Light, dark and mobile ready
    PostmarkChecking…Delivery engine and event reporting
    Start here

    Build a campaign without the technical clutter

    Choose the right consented audience, write the email, review its customer view and keep it as a draft until the launch checklist is complete.

    1. 1DesignLook, subject and message
    2. 2AudienceConsent is enforced
    3. 3ReviewLight, dark and mobile
    4. 4LaunchLocked until approved
    P
    Delivery engine

    Postmark stays under the bonnet

    Transactional messages and marketing broadcasts remain separated. Bounces, complaints, opens, clicks and unsubscribes will return to Amos after the webhooks are approved.

    What lives whereA simple separation keeps the system safe and understandable
    CampaignsOne-off newsletters, launches, nurture and upsell drafts.
    AudiencesLive counts built from contacts, tags, stages and consent evidence.
    TemplatesSOMA visual designs plus protected automation email copy.
    ActivityDelivery, bounce, complaint, open, click and unsubscribe events.
    Latest campaign draftsContinue where you left off

    Loading campaign drafts…

    All marketing work is local and draft-only. No campaign can be scheduled or sent until the Postmark Live server, webhooks, domain checks and a deliberate go-live test are approved.
    Campaigns

    Plan and review broadcasts without leaving Amos

    1DraftWrite and shape the email
    2Audience checkConsent and suppressions
    3Customer reviewCopy, links and mobile view
    4Test & scheduleLocked in Safe Mode
    5PostmarkLive server required
    Controlled Postmark pilot

    Invite a few close students to reply

    Choose each person individually, write a genuine personal note and review the exact consent, suppression, Broadcast, unsubscribe and reply path. This validates real correspondence without treating replies as a deliverability shortcut.

    Preview only · 10 maximum

    Search the complete contact directory. Suppressed and unconsented contacts are excluded.

    Selected students0 / 10

    No students selected yet. Search for a consented student above and tap Add to build the list.

    Postmark routeBroadcasts → unsubscribe protected → replies into Amos

    There is deliberately no Send button. The final live pilot needs a separate approval after every check passes.

    Your campaignsEvery record below is a recoverable, delivery-disabled draft
    Loading…

    Loading campaign drafts…

    Audiences

    Understand who can receive marketing and why

    Consent enforced

    Loading consent totals…

    Ready-made audiencesCalculated from the complete contact directory, not a sample

    Loading audience options…

    Automatic safety

    Suppression always wins

    A contact is excluded if marketing consent is missing or incomplete, if they unsubscribed, or if a delivery event suppressed their address. A tag can never override that protection.

    Fail closed
    SOMA email designs

    Choose the visual look your customer receives

    Draft only
    SOMA design collection

    Beautiful, consistent emails without designing from scratch

    Start with a branded visual layout, preview it on desktop or mobile, then write the campaign. Every design is intentionally lightweight for reliable inbox rendering.

    Automation email copyThe 24 migrated booking, coaching and Vedic messages — separate from visual design
    Sending off

    Loading automation email copy…

    Email activity

    One timeline for delivery and engagement

    Read only
    Delivered—Available after Live server events
    Opened—Optional Postmark tracking
    Clicked—Optional Postmark tracking
    Suppressed—Protected from future marketing
    Event timelineFilterable Postmark events will appear here and on each contact
    ↗
    No provider events yetDelivery, bounce, spam complaint, open, click and unsubscribe activity will populate after the Live server and webhooks are approved.
    DeliveredOpenedClickedBounced / suppressed
    Deliverability

    Postmark setup, streams, safeguards and launch readiness

    Live delivery blocked
    P
    Postmark

    The email engine behind Amos

    Credentials stay on the server. Amos gives you the campaign experience, contact history and safety controls without sending you into provider settings for daily work.

    Checking setup…

    Loading deliverability checks…

    Server architectureSeparate environments first; route functions with Message Streams
    Read-only plan

    Loading server architecture…

    Email routingEvery Amos email has one explicit destination

    Loading email routes…

    Routing ruleBookings, client documents and app service mail are transactional. Nurture, upsell and campaigns are broadcasts. Customer replies come back through inbound.Amos will never mix marketing into the transactional lane, and no route can send while Safe Mode is on.
    Next provider step: keep the existing Sandbox for development and create a separate Live SOMA server. Provider setup remains read-only here and every external delivery control is absent.
    Automations

    See exactly what happens after every booking

    Checking safe mode…
    Website bookingAmos owns the routesLive pages use the native month calendar and Google-backed availability
    Customer emailDraft onlyNothing can send in Safe Mode
    Google CalendarAvailability liveEvent and Meet creation remain behind a separate controlled gate
    Legacy continuityGHL positions retainedExisting source journeys stay mapped until each remaining cutover is approved
    Booking → customer journey

    One booking, one clear path

    Amos keeps the booking, communication and outcome together so you can see what the customer experiences before anything is made live.

    Preview month calendar
    1. 1
      Booking capturedContact + appointment + slot lock
      Working
    2. 2
      Calendar & Meet preparedQueued only after verified payment; external creation stays off in Safe Mode
      Ready
    3. 3
      ConfirmationExact customer email generated for review
      Draft
    4. 4
      Reminder24-hour timing shown in the customer timezone
      Draft
    5. 5
      OutcomeComplete, no-show or follow-up chosen by you
      Human check
    Journey ownership & positionsWho is responsible for each flow, and the latest position Amos has safely observed.
    Loading…

    Loading journey ownership…

    Upcoming customer journeysGrouped by booking, with every planned communication in order.
    Loading…

    Loading draft automations…

    Paid client journeysCourse documents and coaching reminders can only follow the correct purchase.
    Vedic Hybrid student5-stage learning journey
    Document lock
    1. 1Initial live session1 hour
    2. 2–4Video recordings3 × 2 hours
    3. 5Final live session1 hour with Sam
    Discovery calls can never release student materials. Each exact document, link and email stays locked until its source is approved.
    1-to-1 SOMA EliteFlexible coaching balance
    Template lock
    1. 6/12hPurchased blockShared balance
    2. 30/60mClient choosesPer appointment
    3. ✓Outcome reviewThen deduct time
    Booking, reschedule, cancellation, 24-hour and 1-hour reminder paths remain visible and delivery-disabled until approved.
    Launch readinessWhat works and what still blocks cutover

    Checking operational readiness…

    Needs attentionDelivery issues that require a human decision

    Checking delivery attention items…

    Before the final GHL retirement Four controlled proofs
    1. 1Install and verify the replacement Postmark Live token
    2. 2Complete one internal Calendar + Meet booking proof
    3. 3Promote the staged GHL data with fresh DND and consent parity
    4. 4Match the exact SS APP Stripe account and memberships
    The website calendars are already owned by Amos. GHL remains only where legacy continuity or provider proof is still required.
    Nurture & upsell controlOnly consented contacts can enter a campaign, scheduled in their local timezone.

    Checking nurture safeguards…

    14-Day Affirmation ChallengeEligibility review queue

    Every observed app user is included or blocked with an exact reason. This view cannot enrol or send.

    Loading…

    Checking authoritative app evidence…

    Workflow StudioShape every SOMA journey visually

    Edit revisioned draft maps for discovery calls, Vedic students, SOMA Elite appointments and source-locked nurture without creating an execution path.

    No automation can dispatch email, create a calendar event or change a GHL workflow while safe mode is active.
    Workflow Studio

    Design, inspect and preview the exact journey a customer experiences

    Draft only · delivery locked Preview month calendar
    Website bookingsAmosSix customer routes use a nine-offer server catalogue and the Amos calendar
    Workflow dataRevisioned draftsEvery save is recoverable and cannot launch
    Email + CalendarControlled gatesPostmark delivery and Google event writes remain independently closed
    GHLLegacy continuityExisting positions are preserved until each controlled cutover is approved
    Journey library

    SOMA workflows

    Loading workflow drafts…

    Nothing launches from hereSaving records the map only. Delivery, enrolment, scheduling and external writes stay unavailable.
    Starter map · not yet saved
    Journey mapBuild the customer pathChoose a workflow, then select any step to edit it.

    Choose a workflow to begin.

    Add a stepNew steps appear at the end of this journey.
    ↖Select a step

    Choose any card in the journey map to edit its label, timing and action details.

    Safe draft boundarySelect a workflow. No delivery control exists in this studio.
    What still gates real automation

    One visual map, four independent approvals

    Website booking capture is already owned by Amos. The remaining switches stay deliberately separate so one credential can never make everything live.

    1. 1Postmark transactional deliveryReplacement Live token + webhook proof
    2. 2Google Calendar + Meet writesOne controlled internal booking proof
    3. 3Paid access evidenceExact Stripe account and membership parity
    4. 4Journey approvalExact copy, documents, consent and owner sign-off
    Comment reply rules

    Loading…

    Team
    Invite a setter
    Setters
    Knowledge & AI voice

    Loading…

    Learn from closed deals

    The conversations that closed and booked a course are the AI's best teacher.

    AI training

    The replies your team taught the AI. These shape every in-chat draft.

    🛟 SOMA Support AI

    Teach the support assistant how to answer. In a SOMA Support chat, the AI drafts a reply for you to review and send (the same ✨ button), and it learns from every reply you send. Paste your FAQs, policies (refunds, cancellation, billing) and how-to answers here — this is its only source of truth, it will never invent a policy and will escalate anything it can't answer.

    🤖 Autopilot

    Setters teach a reply by tapping 🎓 teach on one of their messages, or by writing a reply and tapping the graduation-cap button. The AI copies these first. Remove anything off-brand here.

    Loading…

    YouTube comments

    Scan recent comments for rule matches

    Scan options
    0 of 0 reviewed
    How to review & teach the bot
    • The reply box is pre-filled from your rules. Edit it however you like.
    • Wrong type of reply? Tap a Reclassify button (e.g. → reset) to swap to that response.
    • Teach it: after reclassifying, tap a word under "Teach a trigger" (e.g. "affirmations") so similar comments auto-classify next time. Pick a distinctive word so it doesn't over-match.
    • ✨ Draft with AI or Refine to reword; Shuffle for another template.
    • Approve sends one reply immediately. Select ready replies, then Queue ready replies to post them safely in the background.
    💬
    Build your review queue

    Tap Scan comments to pull recent comments and suggest replies. Review them, skip anything unsuitable, then approve one by one or queue the selected replies to post in the background.

    Approved replies

    Automation

    Hands-off auto-posting of reset replies, every 6 hours

    Status: …

    🎯 Viral scoreboard

    The number amos is working to move

    This week on Instagram

    Auto-updates every Monday

    Loading your weekly performance…

    ⏰ Best times to post

    Learned from your real post performance, stored and growing

    Tap Calculate to begin.

    Content insights

    From your YouTube + Instagram comments

    Tap Analyse comments or 💡 Reel ideas from comments to begin.

    ♻️ Repost these winners

    Proven reels worth re-posting

    Tap Find picks to begin.

    Stats

    Radar

    Competitor breakouts and niche trends, reframed for SOMA.

    Loading the radar…

    Scripts

    Script batches from Claude Desktop. Tap one to open it.

    No batches yet. In Claude Desktop say something like "write me 3 sleep reels and save them" — each writing session lands here as its own batch.

    Post planner

    Carousels and community posts, planned in Claude Desktop and saved here, ready to publish. Tap Publish on a row to add your slide images.

    Publisher
    1 Video
    Auto-find files: pick your videos folder once
    2 Captions
    3 Platforms
    Connections

    The Instagram connection also enables receiving DMs in Conversations.

    Reach check before posting

    AMOS controls publishing and learning. These native choices still happen in each platform and materially affect how the post is packaged.

    4 When
    📅 Day
    Checks run before anything is sent.
    1 Label this post
    2 How to caption it

    amos posts the carousel with one shared caption (Instagram's only API option).

    3 Slides (2–10 photos or clips, in order)
    4 Caption
    5 When (leave blank to post now)
    📅 Day
    3 Per-slide captions

    amos writes one caption per slide. Open Instagram, build the carousel from your photos, and paste each one (per-slide captions are an app-only feature).

    Drafts — saved in AMOS, publish with one tap

    Scheduled

    Recent attempts

    🖼 Saved carousels — per-slide captions to paste

    Content tracker

    Your content planning grid

    Ready
    API keys
    Anthropic (Claude)…

    Deepgram (live call transcription)…

    Powers the live call copilot. Create a key at deepgram.com, then paste it here.

    TikTok data (Viral Lab rivals)…

    Lets the Viral Lab pull your TikTok rivals' breakouts. Create a key at lamatok.com, then paste it here. Roughly £5 a month at your volume.

    Stripe — Soma App…

    The main Soma App account. Blends its web subscriptions into the money view. Read-only pulls every 6 hours; Amos never writes to Stripe. A restricted read-only key works too.

    Stripe — Soma - SS APP…

    Checks active, trial, past-due and memberships scheduled to stop after their paid period. No customer data is shown, no membership is imported and no Stripe object is changed.

    Membership cutover safetyShadow only

    Included: Soma App and Soma - SS APP. Excluded: Soma - System Scaling, Soma-meditation - Monzo and Test. Existing subscriptions stay in their current account. GHL DND reconciliation, webhook parity and access parity must all pass before any cutover.

    Loading the local membership parity review…

    Read-only · no access or Stripe changes
    Conversation settings

    AI usage

    Off: you create this content in Claude Desktop (your subscription), so amos doesn't spend the metered API on it. Operational AI (DM & support drafts, comment replies, lead triage, call copilot) always runs.

    Loading…

    Business

    SOMA brand artwork

    Upload SOMA light/dark lockups, marks, email-header artwork and app-icon source in the dedicated visual library.

    Workspace identity Branding

    One organised home for every approved SOMA brand asset.

    Loading assets…
    Safe asset library

    Uploading stores and previews artwork only. It does not publish to the SOMA website, change outgoing email artwork, deploy files or send anything.

    Live comparison

    Light and dark surfaces

    Preview SOMA artwork against both surfaces here. Website and email activation remains a separate reviewed step.

    Loading previews…

    Source files

    Asset library

    Use the supplied transparent PNG lockups and canonical SVG marks. SOMA's wordmark should never appear without its mark.

    Loading asset slots…

    Replacing or removing an active asset never deletes the previous original from Storage, so it can be recovered.

    Connections
    Your workspace connectionsChecking setup…

    Checking connections…

    Only admins can connect or reconnect services. Setters automatically use the workspace connections they have permission to access.

    SOMA app connector

    Checking…

    📋 Payload reference (for your developer)

    POST JSON to the URL above. Always include appUserId (the same id used for that member's app messages) and the secret. No message text is needed for a subscription-only update.

    
              
            
    
          
    
        
    

        
    
          
    
            
    
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    No events compared yet. Comparisons appear once RevenueCat starts sending events.
    
                  
    
                
    
                
              
    
            
    

            
    Revenue, engagement and the at-risk worklist live on their own page: 
    

            
    
              Setup steps (for your developer)
              
      
                
    1. RevenueCat → Project → Integrations → Webhooks → Add new.
      2. 
                
    2. URL: the Webhook URL above. Environment: Production.
      3. 
                
    3. Authorization header: paste the exact Authorization value above (generate + Save it here first).
      4. 
                
    4. Events: INITIAL_PURCHASE, RENEWAL, CANCELLATION, UNCANCELLATION, EXPIRATION, BILLING_ISSUE, PRODUCT_CHANGE, NON_RENEWING_PURCHASE, SUBSCRIPTION_PAUSED.
      5. 
                
    5. Confirm entitlements are base, premium, vedic premium and the app calls Purchases.logIn(firebaseUid) (so RevenueCat's app_user_id matches amos).
      6. 
                
    6. Leave amos in shadow for a few days, watch the parity readout, then Go live.
      7. 
              
    
            
    
          
    
        
    
      
    

      
      
    
        
    
          
    
            
    
              Soma
              
    Live SOMA app revenue, engagement and retention. Admin only.
    
            
    
            
          
    
          
    
            
    
              
    
                
    This week's bottleneck the one number to fix 
    
                
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    The pipeline reels → app 
    
                
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    RevenueCat the official numbers 
    
                
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    Are we growing or leaking? 
    
                
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    Money collected 
    
                
    
              
    
              
    
                
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    Trials to convert all active free trials 
    
                
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    Revenue at risk who to save first 
    
                
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              Legacy Calendly bridge 
            
    
          
    
          
    
            
    Not the active booking system: new Vedic Hybrid and Private Mentoring links use the native SOMA website calendars. Keep this bridge only while historical import and rollback remain useful.
    
            
    Checking legacy connection…
    
            
    
              
              
            
    

            
            
    
              
            
    
            
    

            
            
    

            
            
    
            
    
          
    
        
    
      
    

      
      
    
        
    
          
    
            
    
              Tracks 
              
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              Ad performance 
              
    Cost per trial, CAC and ROAS by ad
    
            
    
            
    
              
              
            
    
          
    
          
    
            
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              Account
              
    Signed in as —
    
              
    amos build —
                
              
    
              
    
            
    
          
    
          
    
            
    
              
    
                
    Your experiencePersonal settings that follow you across devices
    
                
    
              
    
              
    
                
                
                
                
                
              
    
              
    
              
    
                
                
                
              
    
              
    These options change only your experience. Team access, lead assignment, and shared conversation rules stay controlled by an admin.
    
            
    

            
    
              
    NotificationsChoose what interrupts you and when
    
              
              
    
                
                
                
                
                
              
    
              
              
    
                
                
                
              
    
            
    

            
            
    
              
    
                🔐 Two-factor authentication checking…
                
              
    
              
    
                
    1. In your authenticator app (Google Authenticator, Authy, 1Password) choose “add account → enter a setup key”, and paste this key: