REPS HQ — Internal Command Center

⚠️

ONE BLOCKER: Retell KYC Required

Outbound calls blocked until KYC complete. Workaround active: inbound mode (users call the number). Fix: app.retellai.com → Settings → Phone Numbers → KYC (~5 min, needs your ID)

⛔ Blocked

3

Live public pages

reps.forgeaisystem.com

7

Retell AI agents

1 demo + 6 training personas

36

Objections seeded

In Airtable — Sales + CS

$0

MRR (no pilots yet)

Target: $497–$2,497/mo per client

Phone Numbers

LEXI — Trial / Demo Line LIVE

(978) 904-6169

Inbound: LEXI answers, runs live training. Outbound: fires on form submit (blocked — KYC).

REPS Training Center — Rep Line LIVE

(978) 932-8370

Reps call in → PIN → Sales or CS → Difficulty → Live roleplay

Current Trial Flow Inbound Mode

1Prospect hits reps.forgeaisystem.comSales page

2Fills form: name + email + phoneTrial form

3Lead saved → Telegram alert firesAirtable + Bot

4Page shows: "Call (978) 904-6169"Inbound workaround

5They call → LEXI answersRetell AI

63-4 min live training sessionLEXI Agent

7Score + report emailed to leadGemini + AgentMail

Post-KYC upgrade: Step 4 becomes "LEXI is calling you right now." No other changes.

Pricing (Locked)

STARTER

$497/mo

Up to 10 reps · 1 rooftop

All 12 personas · Manager dashboard · Auto-scored reports

PRO — MOST POPULAR

$997/mo

Up to 25 reps · 1 rooftop

Custom personas · Priority support · Team leaderboard

GROUP

$2,497/mo

Unlimited reps · Up to 5 rooftops

Group-wide leaderboard · Dedicated onboarding · Custom builds

30-day pilot · 90-day ROI guarantee or full refund · No long-term contract

Public Pages

Page	URL	Purpose	File Location	Status
Sales Page	reps.forgeaisystem.com	Hormozi-structure sales page + trial form. CTA → lead capture.	/var/www/reps-site/	Live
Trial Form	reps.forgeaisystem.com/trial	Minimal form for cold email links. Name + email + phone → shows number to call.	/var/www/reps-trial/	Live
Rep Dashboard	reps.forgeaisystem.com/app	Rep training dashboard. Login → call history → scores → leaderboard.	/var/www/reps-dashboard/	Live

Internal Pages

Page	URL	Purpose	File Location	Status
REPS HQ	reps-hq.forgeaisystem.com	This page. Living command center. Bird's-eye view of everything.	/var/www/reps-hq/	Live
Architecture Map	reps-pitch.forgeaisystem.com	Visual pitch deck. All 16 screens mapped as phone mockups. Good for investor/partner shows.	/var/www/reps-pitch/	Live

Campaign Links (UTM-tracked)

Purpose	Link
Cold email — NH/MA dealers	reps.forgeaisystem.com?utm_source=cold-email&utm_campaign=nh-ma-dealers
Cold email — GA/TN dealers	reps.forgeaisystem.com?utm_source=cold-email&utm_campaign=ga-tn-dealers
Email footer — minimal trial	reps.forgeaisystem.com/trial
Architecture / pitch	reps-pitch.forgeaisystem.com

Backend

Endpoint	Routes To	Purpose	Status
POST /reps-trial/api/trial/request	port 3070	Trial form submit → save lead → inbound/outbound response	Live
POST /webhook/retell-reps-trial	port 3070	LEXI call-ended → score → email report	Live
POST /webhook/retell-reps	port 3070	Rep training call-ended → score → log → notify	Live
POST /webhook/retell-reps-function	port 3070	PIN verification (custom function)	Live

Trial Agent

LEXI — REPS Trial Demo Agent

agent_4d3b5aadd145381e12b5253b18 · 11labs-Merritt · gpt-4.1

Live

WHAT LEXI DOES

Answers (978) 904-6169. Asks what industry the caller is in. Drops into a matching AI buyer persona — automotive, HVAC, insurance, SaaS, real estate, staffing, solar, restaurant, healthcare, or general B2B. Runs a 3-4 minute Level 3 scenario with real objections. Debrief: "That was Level 3 — full platform goes to Level 5." Qualifying close: routes hot leads to Harsh.

INDUSTRIES COVERED (10)

{['Auto Dealership','HVAC & Trades','Restaurant','Real Estate','Insurance','SaaS & Tech','Staffing','Solar','Healthcare','General B2B'].map(i => `${i}`).join('')}

Training Personas (6 Live)

Name	Agent ID	Voice	Track	Level	Scenario	Status
Router Metro Chevrolet	agent_aaf28ca258...	cartesia-Nico	—	—	PIN verify → Sales/CS → Difficulty → Transfer	Live
Mike The Price Shopper	agent_728add43...	11labs-Billy	Sales	3	Has competing quote. "What can you do on price?"	Live
Sarah The Browser	agent_ce6b531e...	cartesia-Summer	Sales	2	Tire-kicker. Budget $35K but won't say it.	Live
Linda The Fleet Buyer	agent_fa2b61bd...	cartesia-Victoria	Sales	4	12 vehicles. 3 quotes. Knows fleet pricing cold.	Live
Dave The Angry Customer	agent_803baed1...	11labs-Anthony	CS	3	Repeat repair, Google review drafted, wants manager.	Live
Karen The Warranty Dispute	agent_1811e4a4...	cartesia-Ellen	CS	4	GAP vs. extended warranty confusion. "F&I lied to me."	Live

Personas Planned (Post-Pilot)

{[ { name: 'Alex the First-Timer', level: 1, track: 'Sales', desc: 'Hesitant first-time buyer. Cartesia-Adam.' }, { name: 'Underwater Trade', level: 4, track: 'Sales', desc: 'Negative equity. Defensive. Needs creative structuring.' }, { name: 'EV Skeptic', level: 3, track: 'Sales', desc: 'Range anxiety. Depreciation. Insurance cost objections.' }, { name: 'Spouse Approval Stall', level: 2, track: 'Sales', desc: '"I need to run it by my wife." Classic delay tactic.' }, { name: 'Payment Shock', level: 3, track: 'Sales', desc: 'Sticker shock on monthly payment. Doesn\'t understand F&I.' }, ].map(p => `

${p.name}

Planned

${p.track} Level ${p.level}

${p.desc}

`).join('')}

Rep Training Call Flow

1Rep dials (978) 932-8370Retell AI

2Router Agent picks upREPS Router

3Verbal PIN (e.g. "zero one zero one")PIN webhook

4Verified → "Sales or Customer Service?"Router Agent

5Difficulty: Easy / Medium / HardRouter Agent

6Scenario brief + persona introRouter Agent

7Live transfer to buyer personaRetell transfer

8Full roleplay — real objections, no softballsPersona Agent

9Rep closes or call ends naturallyRetell

— POST-CALL PIPELINE (90 seconds) —

10Webhook fires → transcript capturedretell-reps

11AI scores 5 dimensionsGemini Flash

12Logged to Airtable (Sessions table)Airtable

13Score report emailed to rep + managerAgentMail

14Dashboard + leaderboard updatedreps.../app

Trial / Demo Flow (Current)

1Prospect hits reps.forgeaisystem.comSales page

2Fills form: name + email + phoneTrial form

3Lead saved + Telegram alertAirtable

4Page shows: "Call (978) 904-6169"Inbound mode ⚠️

5LEXI answers → asks industryLEXI Agent

6Live training session (3-4 min)LEXI Agent

7Debrief + qualifying questionLEXI Agent

8Hot lead → Telegram alert to HarshBot alert

9Score report emailed to prospectAgentMail

⚠️ Step 4 flips to "LEXI is calling you now" once Retell KYC is complete.
Set TRIAL_MODE=outbound in .env → pm2 restart reps-v2

Scoring Rubric (5 Dimensions)

{[ { d: 'Discovery', w: '20%', desc: 'Did rep understand needs before pitching?' }, { d: 'Objection Handling', w: '30%', desc: 'How did rep handle pushback?' }, { d: 'Tonality', w: '20%', desc: 'Confidence, pacing, presence' }, { d: 'Close Technique', w: '20%', desc: 'Did rep ask for the business?' }, { d: 'Talk Ratio', w: '10%', desc: 'Did rep listen or over-talk?' }, ].map(d => `

${d.d}

${d.desc}

${d.w}

`).join('')}

Live External Assets

Name	URL	Type	Notes
Sales Page	reps.forgeaisystem.com	Public	Primary inbound. Hormozi structure. Trial form at bottom.
Trial Form	/trial	Public	Minimal. For email footer + direct links.
Rep Dashboard	/app	Customer	Give to paying clients. Login with PIN or email.
Architecture Map	reps-pitch.forgeaisystem.com	Pitch	16-screen visual map. Good for investor/partner decks.
Cold Call Compendium	forge-compendium.vercel.app	Sales Tool	Robbins + Hormozi cold call scripts.
Lead Dashboard	forge-compendium.vercel.app/leads	Sales Tool	NH/MA + GA/TN dealership leads scraped.

Internal Documents

Document	Path	Purpose
REPS HQ (this page)	vault/reps-v2/REPS-HQ.md	Machine-readable source of truth. Updated every build.
Master Plan	vault/reps-v2/REPS-MASTER-PLAN.md	Full inventory: all files, routes, known bugs, build queue.
Product Strategy	vault/reps-v2/PRODUCT-STRATEGY.md	Competitive analysis, pricing rationale, GTM strategy.
PRD	vault/reps-v2/REPS-V2-PRD.md	Full architecture spec. Airtable schema, call flow, objection library.
Dealership Reality Check	vault/reps-v2/DEALERSHIP-REALITY-CHECK.md	15-year sales manager audit of personas. Ground truth.
Prompt Audit	vault/reps-v2/PROMPT-AUDIT.md	All 6 persona prompts graded. Gaps identified.
Agent IDs	vault/reps-v2/AGENT-IDS.md	All Retell agent IDs, LLM IDs, webhook URLs.
Airtable Config	vault/reps-v2/AIRTABLE-CONFIG.md	Base ID, all table IDs, env vars.

Changelog

2026-03-29REPS HQ + Architecture Map deployed. Inbound trial mode live. All 3 public pages routing correctly.

2026-03-29Sales page built at reps.forgeaisystem.com. Dashboard moved to /app. Caddy routing updated.

2026-03-29Inbound KYC workaround deployed. TRIAL_MODE=inbound. Switches to outbound via env var.

2026-03-27LEXI trial agent built, fully prompted, (978) 904-6169 bound. Webhook wired.

2026-03-26Backend built (port 3070). 6 Retell training agents created. 36 objections seeded in Airtable. Scoring + reporting pipeline live.

Blocked (External Action Required)

Retell KYC Verification

Unlocks outbound calling. LEXI will call prospects automatically on form submit. Action: app.retellai.com → Settings → Phone Numbers → KYC. Need ID. ~5 min.

⛔ Blocked

Next Up (No Blockers — Ready to Build)

Fix Airtable `xp_earned` field

Add field to Sessions table in Airtable. Fixes silent gamification write failure. 2 min fix.

Quick Fix

AgentMail nurture sequence — trial leads

5-email sequence over 14 days. Fires after someone submits the trial form. Hormozi structure. Goal: convert warm leads to pilot conversations.

Ready

Cold email campaign — NH/MA dealers

Leads scraped. Scripts written. UTM links ready. Just need to load into AgentMail and send (40/day cap). Target: book 3-5 pilot conversations.

Ready

Verify dashboard React Router at /app prefix

Dashboard may need basename="/app" in router config for sub-path routing to work correctly. Quick test + fix if needed.

Quick Check

Planned (Post-Pilot)

Stripe integration → org provisioning

Payment → auto-creates Org in Airtable, issues rep PINs, sends onboarding emails.

Manager self-service signup flow

Sign up at reps.forgeaisystem.com/signup → enter team → go live in 24 hours.

Post-call email report auto-send

Rep + manager get scored HTML report via AgentMail within 90 seconds of every call ending.

5 additional training personas

Alex (First-Timer L1), Underwater Trade (L4), EV Skeptic (L3), Spouse Stall (L2), Payment Shock (L3).

Custom persona configuration

Pro/Group tier: configure buyer personas to match specific dealership — brand, common objections, competitor scripts.

C-suite ROI reporting view

Aggregate scores, close rate trends, team health dashboard. Separate from manager view.