Northstar Exterior & Home

Company profile

Shown across the command center and in generated messages.

Company name

Service area

Phone

Timezone

Business hours

monday–friday: 8:00 AM-6:00 PM · saturday: 9:00 AM-3:00 PM · sunday: Closed

AI settings

All AI calls run server-side. Outbound calls and messages follow the approval and automation rules below. Drafts stay editable and labeled, and the AI never makes unsupported commitments about insurance, pricing, or outcomes.

AI lead analysis

Classify urgency and quality, and recommend next actions on new leads.

Default model

Default communication tone

Automation settings

Webhook URL and secret are configured through environment variables (MAKE_WEBHOOK_URL / ZAPIER_WEBHOOK_URL / WEBHOOK_SECRET) so credentials never live in the database.

Automation rules

Run rules on lead creation, stage changes, and feedback submission.

Service lines

What the company sells. Used in lead intake and reporting.

RoofingSidingWindowsDoorsBathGuttersLeaf ProtectionStorm Damage

Team

Role labels are stored per user. Full role-based permissions are a planned enhancement; for the MVP all signed-in staff share access.

Dana Whitfield

Admin / Owner

Jess Romero

Sales Rep

Marcus Lee

Sales Rep

Taylor Brooks

Sales Rep

Loading the AI command center

Preparing a fresh dashboard, demo records, and automation state.

Warming up