Riley & Associates | Agency Command Center & Ticketing

Open Inquiries

Active

0 Requires Staff Action

Viewing Inquiries Desk

-25% vs 7d avg

Medicare Agents Onboarded (MTD)

0 Enrolled Subscribers

Click to view agent pipeline ➔

+33% velocity

Monthly Team Spend (MTD)

$39.10 Excludes Admin Accounts

Click to view spending quotas & ledger ➔

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Tutorial

Sub-Account Wallet & Carrier Telephony Credits

Wallet Balance & Transaction Ledger

Tracks AskAI credits, outbound telephony, carrier dialing, email sends, and number monthly renewals for Medicare Agency in a Box.

Current Balance

$4.12

✓ Auto-Recharge ($10.00 Target) Active

Local Twilio Phone

+1 (213) 375-0584

Hawthorne, CA Direct Line

User Monthly Spending Limits & Quotas

Set threshold limits for team members. When a user exceeds their limit, an instant notification banner triggers with a 1-click email action.

Default Limit: $10.00 / user

Detailed Transaction History

Agency Billing Dashboard • Last 6 months activity feed

ID & Location	Billing Date	Activity Date	Description & Category	Team Member	Amount	Total Balance

User Spending Limit Exceeded Alert

Open / Action Needed

Work On It / In Progress

Accomplished / Complete

Wallet Balance & Transaction Ledger

User Monthly Spending Limits & Quotas

Detailed Transaction History

Medicare Agent Recruitment Pipeline

Agent Name

Master REST API Restriction

Conversation AI & Bot Restriction

Transaction History Ledger

Admin Oversight Notes

Ticket Title

Inquiry / Details

Conversation & Activity Stream

Create Support Ticket

Admin Session Access

Maria Escalona

Action Required: Onboarding Bottleneck

Onboarding Milestones & Checklist Items

Send Nudge & Recovery Workflow

Activity & Admin Notes

Dispatch to Operation Support

Confirm Ticket Deletion

Agency Command Settings

Log Inbound Agent Request

Manage Support Snippets public.ticket_snippets

User Spending Limit Exceeded Alert

Open / Action Needed

Work On It / In Progress

Accomplished / Complete

Wallet Balance & Transaction Ledger

User Monthly Spending Limits & Quotas

Detailed Transaction History

Medicare Agent Recruitment Pipeline

Send Email to Team Member

Agent Name

Master REST API Restriction

Conversation AI & Bot Restriction

Transaction History Ledger

Admin Oversight Notes

Ticket Title

Inquiry / Details

Conversation & Activity Stream

Create Support Ticket

Admin Session Access

Enroll Agent into Onboarding Journey

Maria Escalona

Action Required: Onboarding Bottleneck

Onboarding Milestones & Checklist Items

Send Nudge & Recovery Workflow

Activity & Admin Notes

Dispatch to Operation Support

Confirm Ticket Deletion

Agency Command Settings

Log Inbound Agent Request

Manage Support Snippets public.ticket_snippets