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amos.social/roadmap-callLoading workspace
Welcome
Here's your day at a glance.
Reports and other alerts
AI responses
Read the conversation, make the reply yours, then approve or dismiss it.
Coaching conversations stay in Inbox for personal replies.
Bookings
Appointments, availability and customer outcomes
Share a booking link
Choose the right call. The lead picks an available time on the Amos page.
Not sure which SOMA path fits?
amos.social/intro-callQuestions about the Vedic Hybrid course.
amos.social/book · Vedic discoveryExplore private mentoring with Sam.
amos.social/book · Mentoring discoveryBooking system status
Calendly replacement
Checking…One operational gate for the complete booking journey
Amos must pass booking, scheduling, communication and cutover checks before Calendly is retired.
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.
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Contacts
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Contacts, lead pipeline and new enquiries
Find a contactOpen a person to see their full history.
Loading…Filters & sort
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Contact overview
Migration review · Identity and coaching checks
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Deal pipelineMove a lead through the business, not just a list of contacts
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New enquiriesRetreat, children's meditation and group-course requests
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Marketing
Plan your next email.
Recent drafts
Pick up where you left off.
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Campaigns stay as drafts. This workspace cannot send them.
Campaigns
Plan and review broadcasts without leaving Amos
Your campaignsWrite, preview and continue your draft emails.
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Campaigns stay as drafts. Sending is unavailable here.
Personal email pilot Preview only
Controlled Postmark pilot
Preview only · 10 maximumInvite 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.
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.
Audiences
Consent enforcedUnderstand who can receive marketing and why
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Ready-made audiencesCalculated from the complete contact directory, not a sample
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Automatic safety
Fail closedSuppression 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.
Email designs
Draft onlyChoose the visual look your customer receives
Preview a layout, then use it for a campaign draft.
Automation email copyRecorded booking, coaching and Vedic copy. Source and document locks remain in place.
Source reviewLoading automation email copy…
Email activity
Read onlyOne timeline for delivery and engagement
Event timelineFilterable Postmark events will appear here and on each contact
Campaign activity is not available here yetThis page has no loaded campaign event feed. Use Email health for automatic-email evidence.Open email health
DeliveredOpenedClickedBounced / suppressed
Email setup
Read-only checksPostmark setup, streams, safeguards and launch readiness
Delivery setup
Check the provider configuration and recorded safeguards.
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Server architectureSeparate environments first; route functions with Message Streams
Read-only planLoading server architecture…
Email routingEvery Amos email has one explicit destination
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These checks do not change provider settings or enable sending.
Automations
Booking emails and the steps that need you.
Needs attention Checking attention…
Checking delivery attention…
Booking journeys
Open a booking to see its email timeline.
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Booking emails only. Up to 20 bookings from the loaded records.
Not checked
Launch checks Not checked
Open to check recorded launch requirements.
Nurture eligibility
Open to check consent, timing and source evidence.
Challenge eligibility Not checked
Recorded app evidence only. This review cannot enrol or send.
Open to load eligibility evidence.
Client programmes and document locks
Paid client journeysCourse documents and coaching reminders can only follow the correct purchase.
Vedic Hybrid student5-stage learning journey
Document lock- 1Initial live session1 hour
- 2–4Video recordings3 × 2 hours
- 5Final live session1 hour with Sam
1-to-1 Soma Mentoring ProgrammeFlexible coaching balance
Template lock- 6/12hPurchased blockShared balance
- 30/60mClient choosesPer appointment
- ✓Outcome reviewThen deduct time
This view is read only. Each automatic flow keeps its own delivery gate.
Workflow drafts
Edit a workflow map. Saving never starts an automation.
Draft only · delivery locked
Preview month calendar
These maps are drafts. Existing source and document locks still apply.
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.
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.
- 1Postmark transactional deliveryReplacement Live token + webhook proof
- 2Google Calendar + Meet writesOne controlled internal booking proof
- 3Paid access evidenceExact Stripe account and membership parity
- 4Journey approvalExact copy, documents, consent and owner sign-off
Comment reply rules
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Team
Invite a setter
Setters
Knowledge & AI voice
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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.
Reply drafts
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.
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YouTube comments
Scan recent comments for rule matches
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
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⏰ 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.
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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.
Publishing studio
Create a post
Choose your video and destinations. Review once, then share.
Need a reel idea?
1 Video
Batch uploads & folder tools
Auto-find files: pick your videos folder once
2 Where to post
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.
3 Captions
Review the caption for each destination you selected above.
TikTok Studio
Upload your original video in TikTok Studio, paste the caption, then choose when to post.
Finish your TikTok upload
Use your AMOS caption and suggested posting time.
Open TikTok Studio in browser
Open in this tab
Copy your caption first. Opening in this tab leaves AMOS.
AMOS does not auto-publish TikTok while the approval route is held. Check privacy, disclosure, cover and schedule inside TikTok Studio before posting.
4 When
📅 Day
Platform draft options
5 Review & share
Posts now after confirmation.
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).
Content tracker
Your content planning grid
Tools
Metric freshness
Publication labels use saved links and dates, not a live check of the social platform.
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. Suppression evidence, 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.
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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
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One organised home for every approved SOMA brand asset.
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.
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Source files
Asset library
Use the supplied transparent PNG lockups and canonical SVG marks. SOMA's wordmark should never appear without its mark.
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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
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📋 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.
RevenueCat connector
Checking…
Shadow mode
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)
- RevenueCat → Project → Integrations → Webhooks → Add new.
- URL: the Webhook URL above. Environment: Production.
- Authorization header: paste the exact Authorization value above (generate + Save it here first).
- Events: INITIAL_PURCHASE, RENEWAL, CANCELLATION, UNCANCELLATION, EXPIRATION, BILLING_ISSUE, PRODUCT_CHANGE, NON_RENEWING_PURCHASE, SUBSCRIPTION_PAUSED.
- Confirm entitlements are
base,premium,vedic premiumand the app callsPurchases.logIn(firebaseUid)(so RevenueCat's app_user_id matches amos). - Leave amos in shadow for a few days, watch the parity readout, then Go live.
Soma
Live SOMA app revenue, engagement and retention. Admin only.
Sales operating metrics separate operating metrics
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Reset funnel page → signup → practice
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RevenueCat the official numbers
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Are we growing or leaking?
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Money collected
App engagement
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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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Hours, time off & booking notice
Choose when appointments can be booked. Standard sessions have at least 18 hours’ notice; discovery calls use their own notice rule.
Current appointments keep their booked time. Google Calendar conflicts and the saved availability rules are checked together before a new time is accepted.
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
Read activity on this tab
Conversation, message and profile-booking listeners only. These callback counts are not billed reads. Counts stay in this tab and reset when you sign out or reload.
Sign-in methodsUse Facebook to sign in to this same Amos account
Checking Facebook sign-in…
This only changes how you sign in to Amos. To connect the SOMA Page or Instagram, use the separate connections in Content → Publish.
🔐 Two-factor authentication checking…
1. In your authenticator app (Google Authenticator, Authy, 1Password) choose “add account → enter a setup key”, and paste this key: