Sunfinity Nexus

AI Command Center

▾ Agents

▾ Integrations

▾ System

Sunny — Stopped

Click to manage

Total Contacts

—

GHL Database

Pipeline Value

—

open opps

Appts Booked

—

by Sunny AI

SMS Today

—

persists restarts

Real-time Replies

—

via GHL poll

AI Model

CLAUDE

Haiku 4.5

Rate Tokens

80

queue: 0

Conv Cache

—

fresh entries

Open Escalations

—

4h SLA

Custom Fields

—

in Claude prompt

System Health

—

GHL Rate Limiter80 tokens

Queue: 0 pending

Reply PollerInactive

Polls GHL every 45s — no webhook needed

0 polls

Conversation Cache—

5-min TTL · hash invalidation on inbound

SMS Count Today—

Written to sent_log.json — survives restarts

Loading GHL metadata...

Agent Controls—

New Leads: —

Sit Rate: —

DNC Tagged: —

Days to Book: —

Live Activity● Live

Pipeline Engine

Grade A leads processed first · Real-time replies handled in <60s

Sunny Autonomous Mode

Contacts sorted by lead score. Poller handles <60s real-time replies.

Pipeline Selection

Active Pipeline

Click Sync GHL

—

Autonomy Settings

Operating Hours ET

Poll (min)

Max SMS/Day

Max Touches

Auto-pickup (hrs)

Escalation SLA (hours)

Active Stages

Select pipeline and stages

AI Configuration

Lead score + decision history + custom fields + pipeline context injected into every Claude prompt

Sunny's Identity

Agent Name

Company Name

Company Phone

Booking Link

Claude Model

Model

Every prompt injects: lead score A/B/C/D, prior decisions, — GHL fields, pipeline mode

Channels

SMS via GHLYour GHL configured numbers

Email via GHLSecondary follow-up

Voice (ElevenLabs)AI voice calls via GHL

System Prompt

Leave blank for built-in solar persona

Voice Studio

ElevenLabs AI voices — power Sunny's outbound calls, inbound greetings, TTS previews, and voicemail drops

Voice Selection

—

Active Voice (powers all Sunny calls)

Voice ID (manual override)

Voice Name

Voice Quality Settings

Stability 0.50

Clarity / Similarity 0.80

Speaker BoostImproves voice clarity on calls

Voice Test StudioLive Preview

Voice Script

Contacts

Search, filter, and view full contact details from GHL

Contact	Phone	Valid?	Source	Score	Rep	City/State	Added
Search or load contacts

Page 1

Lead Scoring

Grade A contacts processed first — scores injected into every Claude prompt

Grade A

—

80-100 — Book Now

Grade B

—

60-79 — Qualify

Grade C/D

—

below 60 — Nurture

Avg Score

—

of scored leads

Score Individual Lead

Contact ID

Scoring Criteria

Homeowner confirmed+25 pts

High bill $300++20 pts

Good roof condition+15 pts

Recent roof <10yrs+10 pts

Has replied to Sunny+10 pts

Qualified tag+10 pts

RI/MA/CT territory+5 pts

Fresh lead <48h+5 pts

Top Scored Leads

Contact	Score	Grade	Homeowner	Bill	Phone Valid	Action
Click "Score Leads"

Activity & Calls

Live inbound/outbound from GHL — all reps + AI agent

Inbound

—

calls received

Outbound

—

calls made

Missed

—

no answer

Source

GHL Conversations

last 100 records

Recent Activity

Click Load to pull from GHL

Rep Breakdown

Click Load

New Contacts Today

Loading...

Test & Preview

See lead score + prior decision context in the AI decision

AI Decision Preview

Contact ID or "TEST_demo"

Stage

Channel

Manual SMS (via GHL)

Contact ID

Message

Phone Validator

Phone Number

Master Reporting

Solar sales matrix · Sit rate · Close rate · kW sold · Call traffic · Custom field analytics

| to

Performance Trends

Scheduled Reports

Enable

Source

State

Rep / Owner

Lead Disposition

Appointment Status

Tag

New Leads

—

total contacts

Contacted

—

outreach sent

Reply Rate

—

replied / contacted

Appt Set Rate

—

booked / contacted

Sit Rate

—

sat / appointments

Close Rate

—

sold / sits

Total kW Sold

—

system size

Avg System Size

—

avg kW per sale

Pipeline Value

—

open opps total

SMS Today

—

outbound sent

Open Escalations

—

needs attention

Voice AI Calls

—

total calls

Avg Call Duration

—

seconds

AI Conversations

—

total handled

Escalated

—

to human

Avg Deal Value

—

per won deal

LTV:CAC

—

ratio

Rep Cards

↓

see breakdown

Rep Performance

Loading...

Conversion Funnel—

Leads—

Contacted—

Replied—

Booked—

Sat—

Closed—

Appointment Status

—

Configure Field Mapping to enable

Lead Disposition

Configure Field Mapping to enable

Rep Performance

Rep	Appts	Sits	Sit %	Won	Close %	Pipeline $	Avg kW
Click ↻

Pipeline by Stage

Click ↻

Call Traffic

— inbound — outbound — missed

Total Calls

—

Agent Outbound

—

Answer Rate

—

By Rep / Agent

Rep	Total	Inbound	Outbound	Type
Click ↻ Load

SMS Activity Timeline —

Date	Sent Out	Received	Total
Click ↻ Refresh All to load backlog data

Campaign Performance

UTM tracking

Total UTM Leads

—

Top Source

—

Best Convert Rate

—

By Source

Click ↻ to load

By Campaign

Click ↻ to load

Automated KPI Report

Ad Spend ($)

Enter your ad spend and click Generate to replace Google Sheets

Stats History

Persisted daily snapshots · 90-day retention

Week-over-Week

Click Load

Today's Snapshot

Loading today...

Daily SMS Sent

Full History Log

Date	SMS	Replies	Reply %	Booked	DNC
Click Load

Decision Log

Every Claude decision persisted · Claude sees prior decisions on each new prompt

Total Decisions

—

Reply Actions

—

Book Actions

—

Avg Confidence

—

Recent Decisions (Last 50)

Time	Contact	Action	Score	Confidence	Reason
Click Load Recent

Solar Intelligence

Project Sunroof + satellite view for any RI/MA/CT address

Requires Google Cloud API key with Solar API, Geocoding API, Maps Static API.

Address Lookup

Full Street Address

State Incentives

RHODE ISLAND

$0.265/kWh NEM · No sales/property tax

MASSACHUSETTS

SMART incentive · 15% state credit (up to $1,000) · Net metering

CONNECTICUT

$0.28/kWh (2nd highest US) · ZREC/LREC · ~$48k lifetime

GHL Hub

Full visibility into your GHL account — fields, calendars, users, pipelines.

Connected Location: — Fields: — Users: — Last Sync: —

Custom Fields —

▼

Click Sync All to load

Users & Reps — ▼

Click Sync All to load

Calendars — ▼

Click Sync All to load

Pipelines & Stages — ▼

Click Sync All to load

Voice AI ▼

Agent

—

Sync Status

Not synced

Prompt

—

Conversation AI ▼

Bot

—

Sync Status

Not deployed

Prompt Length

—

Reply Poller — Inbound Detection

▼

Autonomous Mode Active. Sunny polls GHL every 15s and responds to every inbound message in real-time. Books, cancels, and reschedules appointments automatically.

Poll Interval (seconds)

Click Status to load live stats

Lead Scoring Weights ▼

Adjust how Sunny scores each lead. Higher weight = more important factor.

Homeownership

High Bill ($300+)

Good Roof

Recent Roof

Has Replied

Qualified

In Territory

Fresh Lead

Example: Homeowner + $300 bill + replied = 55/100 (Grade B)

Webhook Endpoints — for external triggers only

▼

New Lead Trigger URL

GHL Workflows

Pause automations so Sunny has full autonomy

Give Sunny Full Control

Pause GHL workflows to prevent duplicate messages. Sunny's SMS routes through your GHL configured numbers.

GHL Workflows

Click Reload

Conversation AI

Sunny — Autonomous AI agent for SMS, calls, and appointment booking via GoHighLevel

GHL Connection Diagnostics

—

Click "Run Diagnostics" to test all GHL API connections

Conv AI Status

Not deployed

—

Mode

—

Voice AI

—

Bot ID

—

Agent Configuration

Agent Name

Business Name

Mode

Wait Time (sec)

Calendar for Booking

Calendar where Sunny books appointments. Auto-discovered from GHL.

Primary Agent

GHL Agents (Live)

Click Sync to discover agents from GHL

Sunny — Personality & GoalsDefines how Sunny thinks, speaks, and acts autonomously

Personality Tone

How Sunny communicates — personality, tone, speaking style.

Greeting Message

First message Sunny sends when starting a conversation.

Goal

What Sunny should achieve in every conversation.

Additional Context & Instructions

Business context, product details, pricing guidelines, escalation rules.

Sunny's Brain

Click "Let Sunny Configure Himself" to initialize

Execution Diagnostics

Executions

0

Errors

0

Avg Latency

—

ms

Active Sessions

0

Active Sessions

No active sessions

Manual Agent Execution

Agent

Contact ID

Message

Execution ID (optional)

Agent Actions (GHL Conv AI)

Select an agent to see actions

Action Type

Action Name

Followup Settings

Select an agent to see followup settings

Current AI Prompt (what Sunny says)

Click Preview to see Sunny's conversation script...

Voice AI

GHL's native Voice AI — Sunny answers inbound calls & makes outbound calls. Requires LC Phone or Twilio.

PERMISSION_DENIED errors? Voice AI requires a special agency-level token scope. Add these to your GHL Private Integration Token:
voice-ai-agents.readonly voice-ai-agents.write
GHL → Settings → Integrations → Private Integrations → Edit token → Scroll to Voice AI scopes. May require a Sub-Account App or contacting GHL support if scopes aren't listed.

Prerequisite: Voice AI only works with LC Phone or Twilio numbers configured in your GHL account. Verify in GHL → Settings → Phone Numbers.

Agent Status

Not deployed

—

Total Agents

—

Agent ID

—

Live Test Call

Trigger an outbound call to your phone to train/test the agent

Outbound Call Workflow ID

Required: GHL Voice AI outbound calls ONLY work via workflows. Create a workflow in GHL with a "Voice AI Outbound Call" action, then paste the ID here. Rate limits: 10 calls/min, 1000/day, 1/contact/day, 8AM-8PM.

Your Phone Number

GHL will call this number via the workflow above. Use this to hear Sunny's voice and train responses.

What to test on the call:

✓ Does Sunny identify correctly?
✓ Does it ask the 4 qualifying questions?
✓ How does it handle "I need to think about it"?
✓ Does it offer the booking link naturally?
✓ Does it handle the roof + solar bundle pitch?

Voice Agent Studio

Agent Name

Language

Timezone

Voice ID (ElevenLabs)

Inbound Greeting (when someone calls in)

Outbound Greeting (when agent calls out)

Advanced Agent Settings

Patience Level

Max Call Duration (sec)

Inbound Number

Number Pool ID

Idle Reminder (sec)

Send Idle Reminders

Call-End Workflow IDs (comma-separated)

Sunny's Voice Script

Click Preview to see the voice script...

Voice AI Actions

Action Type

Action Name

Trigger Prompt (when should this action fire?)

Webhook URL

Actions define what the agent can do during a call. CUSTOM_ACTION sends a webhook; CALL_TRANSFER routes to a human; APPOINTMENT_BOOKING books via calendar.

Deployed Agents

Click Load to see Voice AI agents

Call Logs

Click Load Logs

Email AI

Custom email templates with dynamic merge fields — preview and send via GHL

Email Settings

Enable Email ChannelSend emails via GHL

Email Priority

Default Template

Available Merge Fields

Use {{field}} syntax — e.g. {{contact.first_name}}. Shorthand {firstName} also works.

Contact:

name · first_name · last_name · email · phone · phone_raw

company_name · full_address · address1 · city · state · postal_code

timezone · date_of_birth · source · website · id

User (assigned rep):

name · first_name · last_name · email · phone · phone_raw

email_signature · calendar_link · call_provider_phone_number

Appointment:

title · start_time · only_start_date · only_start_time · end_time · only_end_date · only_end_time

day_of_week · month · timezone · notes · meeting_location

cancellation_link · reschedule_link · add_to_calendar · add_to_google_calendar · add_to_ical

recurring.repeats · recurring.times_to_repeat · user.name · user.email · user.phone

Account / Location:

name · full_address · address · city · state · country · postal_code

email · phone · phone_raw · website · logo_url · id

location_owner: first_name · last_name · email

Right Now (current time):

day_of_week · month_name · day · month · year · hour · hour_ampm · ampm · minute · second

middle_endian_date (MM/DD/YYYY) · little_endian_date (DD/MM/YYYY)

Campaign / Calendar / Message:

campaign: event_date_time · event_date · event_time

calendar: name | message: body · subject

Invoice:

name · number · issue_date · due_date · sub_total · discount_amount · tax_amount · total_amount · title · url

company: name · phone · address · city · state · country · website · logo

customer: name · first_name · last_name · phone · email · company · address · city · state · postal_code

sender: name · email | card: brand · last4

Service Booking:

title · start_time · end_time · start_date · only_end_date · only_end_time

day_of_week · month · month_name · timezone · total_price

meeting_location · meeting_location_name · reschedule_link · cancellation_link

Courses:

categoryTitle · productTitle · postTitle

Attribution (first / latest):

sessionSource · url · campaign · utmSource · utmMedium · utmContent · utmCampaign

referrer · campaignId · clickId · utmKeyword · utmMatchType · adGroupId · adId

+ all GHL custom field names in {{curly.braces}}

Email Templates0 templates

No templates yet. Click "+ New Template" to create one.

Quick Send

Contact ID

Template

Escalation SLA

4-hour SLA enforcement — Sunny re-alerts via GHL until resolved

Open Escalations

—

SLA Breaches

—

Resolved

—

SLA Window

4h

Open Escalations

Loading...

All Escalations

Contact	Reason	Tagged At	Age	Status	Action
Click Load

QA Monitor

Monitors every AI decision · GHL-only alerts

QA Pass Rate

—

0 checks

Open Escalations

—

Messages Flagged

—

Last Alert

—

Alert Settings

Your Phone (for alerts)

Alert Schedule

Enable Alerts

Open Escalations

Loading...

Sunny Brain

Knowledge base, URL crawler, and AI training data.

Brain Status

Knowledge loadedChecking...

Last crawlNever

Pages indexed0

Knowledge Contents

Load brain to see contents.

Crawl URLs0 URLs

Loading...

Live Logs

Real-time SSE stream

Connecting...

0 entries

AI Business Advisor

Live GHL data injected. Sunny strategy, rep coaching, pipeline analysis.

Nexus AI Advisor

Live GHL data · Claude Sonnet 4.6

Ready

I have live access to your GHL account. Ask me anything about Sunfinity Power's sales operation.

Enter to send · Shift+Enter for new line

Executive Assistant

Daily morning briefings & weekly digests via GHL SMS — powered by Claude

EA Status

Loading...

—

Briefing Time

8am ET

Last Sent

Never

0 briefings

Settings

Briefings sent as SMS via your GHL configured number — no Twilio needed.

Your Phone (for briefings)

Daily Briefing Hour (ET)

Enable Daily Briefings8am ET summary

Weekly Digest (Monday)7-day rollup

Preview Briefing

Click Preview to see what Claude generates...

Briefing History

Click Load to see past briefings

Forms & Surveys

GHL form submissions and survey responses

Forms

Click Refresh to load forms

Surveys

Click Refresh to load surveys

Submissions

Date	Contact	Form/Survey	Data
Select a form or survey above

Invoices

GHL invoice management and revenue tracking

Total Invoices

--

Total Revenue

--

Paid

--

Outstanding

--

Invoice List

Date	Contact	Amount	Status	Due Date
Click Refresh to load invoices

Media Library

GHL media files — images, documents, attachments

Files

Click Refresh to load media

Audit Log

Security audit trail — all sensitive operations are logged

Recent Activity

Timestamp	User	Action	Details	IP
Loading...

Testing Environment

Test mode, dry-run, and simulated contacts for safe testing

Mode Controls

Dry-Run Mode

SMS/email are logged but NOT actually sent

Test Mode

Use mock GHL data instead of live API

Test Contact Generator

No test contacts

Evaluate Test Contact

Run a test contact through the AI decision engine without sending any messages.

Quick Actions

Settings

API keys, users, and system configuration

API Keys

GoHighLevel

GHL API Key (pit-xxxxx)

Not Set

GHL Location ID

Not Set

AI Provider

Anthropic API Key

Not Set

Integrations

ElevenLabs API Key

Not Set

Google Maps / Solar API Key

Not Set

Change Password

Current

New

Confirm

System Debug

Loading...

User Management

Loading...

Account Info

Loading...

Lead Scoring Weights

Adjust the weight (0–50) for each qualification factor. Total does not need to equal 100 — scores are normalized automatically.

Homeownership

High Bill $300+

Good Roof Condition

Recent Roof

Has Replied

Qualified

In Territory (RI/MA/CT)

Fresh Lead <48h

Live Preview

Example: Homeowner + $300 bill + replied =

55 /100 Grade B

Grade Scale:
A+ = 90–100 · A = 80–89 · B = 60–79
C = 40–59 · D = 20–39 · F = 0–19

AI Brain

Decision engine state, lead intelligence, eligibility, and operator controls.

Enter a Contact ID and click Evaluate to inspect the full decision engine output, eligibility status, and bill tracking.

Decision Inspector

Deep inspection of decision engine evaluation traces and historical accuracy.

Enter a Contact ID to inspect the full decision engine evaluation trace.

Pipeline Revenue

Revenue-centric view: pipeline velocity, at-risk leads, and AI-influenced progression.

Stage Goals

Loading stage goals...

Pipeline Summary

Loading pipeline data...

At-Risk Leads0

High-score leads stuck in early stages.

Stage Velocity

Loading velocity data...

AI-Influenced Progression

Leads where AI actions led to stage advancement.

Automation Rules

Source, pipeline, and stage allowlists. Controls who Sunny will and won't engage.

Eligible

—

recent decisions

Total Blocked

—

by all rules

Inbound Call

0

blocked

Source/Stage

0

blocked

Approved Sources0

Only contacts from these sources will be automated. Leave empty to allow all.

Approved Stages0

Only contacts in these stages will be automated. Leave empty to allow all.

Decision Priority Order

1. Emergency Stop

2. DNC / Opt-out

3. Inbound Call Block

4. Source Allowlist

5. Pipeline Allowlist

6. Stage Allowlist

7. Booked + Bill Logic

8. Outside Hours

9. Daily Send Limit

10–22. Cadence / Scoring / AI

Recently Blocked Leads0

Contact	Action	Reason	Time
No blocked leads in recent history.

Command Center

Autonomous Sales Engine — operator overview

--

SMS Sent

0

today

Replies

0

inbound

Booked

0

appointments

New Leads

0

in pipeline

Cycle Status

Last Cycle--

Next Cycle--

Total Cycles0

Recent Logs

Loading...

Awaiting Bill

0

booked, no bill

High Value / No Contact

0

score 70+ unworked

Stuck Leads

0

> 48h no activity

Escalations

0

needs human

Recent AI Actions—

Loading...

Revenue Engine

SMS Sent0

Booked0

Replies0

Qualified0

Blocked0

Cycles0

Pipeline Stages0

Blocked Breakdown

No blocks

System Health

Agent status, health checks, and diagnostics

Agent

—

—

Last Cycle

—

— cycles

SMS Today

0

sent by Sunny

Errors

0

—

Health Indicators

Loading...

SMS Pipeline Diagnostic

Loading...

Quick Links