Computer (Chrome or Edge)
1. Click Enable on this device below.
2. When the browser asks, click Allow. Done — alerts pop up even with this tab closed, as long as the browser is running.
iPhone
1. Open app.infoteam.io in Safari.
2. Tap the Share button, then Add to Home Screen.
3. Open the app from the new home screen icon and sign in.
4. Come back to Settings, Notifications, tap Enable on this device, then Allow.
Android
1. Open app.infoteam.io in Chrome.
2. Tap Enable on this device, then Allow.
Each device is enabled separately, so do this once on every phone or computer you use. If nothing pops up, notifications are blocked for app.infoteam.io in your browser or phone settings — allow them there and try again.
Appearance
Yours only, and it follows you to every device.
Security
Password, two-factor authentication and the client roster PIN.
Required every time anyone opens the Client Roster — including you. Coaches keep
the rest of Fulfillment. Changing it signs everyone out of the roster straight away.
Previewing as — every page, tab and figure is gated exactly as it is for them. The numbers are still yours; theirs come from their own rows. Exit preview
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Become an affiliate & build your MRR— earn 30% for every business you refer to infoteam.io.
Your history here starts the day you were set up. Anything earlier isn't yours to see — showing your current period instead.
BY DAY
SALES REP LEADERBOARD
APPOINTMENT SETTER LEADERBOARD
ADS
Weekly Breakdown
Full-Year Overview
Appointment Setter Pipeline — everyone being worked in the DMs, from first message to booked call. Set a follow-up on every lead and the strip above the board says who to message today.
Swipe sideways for the other stages, or pick one above.
Sales Rep Pipeline — every lead with a call to have, from booked to closed. Cards arrive from appointment setter hand-offs, bookings and logged calls; log the call from the card and every number in Reports updates.
Swipe sideways for the other stages, or pick one above.
Where the money comes from — this month's calls by channel, followed through to cash
By tracking link
every lead that arrived with a source, followed through to booked, closed and cash
▶Every callthe log every number in Reports is built from
Make a tracking link
Pick where it goes and where you will post it. Every lead that arrives through it carries that source into All leads and both pipelines on its own.
Your links
All leads — every funnel applicant in one list, wired to the pipeline, texting and booking. New applications land here on their own.
▶
Booking setup
— only you can see this. Your team sees the calendars below.
1 · Book straight onto a calendar (Google)
This is the main tool. Connect it once and your team books calls onto your calendar (or a sales rep's) at any time \u2014 no Calendly needed.
Google is ready — nothing to set up. Press Connect my Google Calendar below, pick the account, allow.
▶How to create the Google connection — step by step (~5 min)
Go to console.cloud.google.com and sign in with the Google account whose calendar you want.
Top bar → project dropdown → New project → name it infoteam booking → Create, then select it.
In the top search bar type Google Calendar API → open it → Enable.
Left menu → APIs & Services → OAuth consent screen → Get started. App name infoteam.io, your email → Next → Audience External → Next → your email → agree → Create.
Open the Audience tab → Test users → Add users → add your email and every sales rep's Google email → Save. (While testing, only these emails can connect.)
Open the Clients tab → Create client → type Web application → under Authorized redirect URIs add exactly the URI shown below → Create.
Copy the Client ID and Client secret (the secret shows only once) and paste them here → Save.
Click Connect my Google Calendar below → pick your account → you'll see \u201cGoogle hasn't verified this app\u201d (normal for your own app) → Advanced → Go to infoteam.io → Allow. Done.
Each sales rep just does step 8 from their own login here \u2014 no Google console work.
Authorized redirect URI to paste into Google (step 6):
Google Calendar → hover your calendar → Settings and sharing → Integrate calendar → copy the Embed code. To let the team see events, set Access permissions to See all event details.
2 · Send prospects a self-scheduling link (Calendly, optional)
For leads who'd rather pick their own time. These become copy buttons for the team.
3 · Call types (optional)
Label and default length in minutes. Leave blank for Discovery 30 / Strategy 45 / Closing 60.
Inbox
AI Appointment Setter
Replies to leads who text your number, in your voice, and hands you the thread when it should.
The AI shares this the moment a lead is ready. No link? It collects times and hands off to you.
Hands off to you after this many AI replies.
Text campaign — one message to a whole audience. "Reply STOP to opt out" is added automatically, quiet hours are respected, and opted-out numbers are skipped.
How it lands
Your number
Your message shows here as you type.
Reply STOP to opt out
0 characters · 1 text
Contacts — everyone you can reach. Funnel applicants, clients and pipeline leads are here on their own; add past leads by hand or import a sheet, and every campaign picks from all of it.
Loading your contacts…
Email campaign — one email to your leads or clients, in your voice. Unsubscribes are handled automatically and unsubscribed people are always skipped.
How it lands
Y
Your business
Subject line
The first line of your email shows here…
now
Inbox
Your texts
Performance
SubmissionsEvery day an appointment setter handed in, newest first.
Content Engine
Content pipeline — idea → recorded → raw file → edited → reviewed → ready → posted, all drag and drop. Share a board and your client drops raw files straight onto their cards.
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Winning Posts — 10,000+ views, pulled live from Instagram + YouTube with real metrics
▶
Competitor Research Library
— their winners, sorted and filtered, for the Brain to cross-examine against yours.
▶Call Intelligence— sales and client call transcripts from Fathom and Calendly Notetaker, mined for objections, struggles and content ideas.
Waiting for the Calendly connection — Settings → Apps & integrations. Once connected, every Notetaker transcript lands here automatically.
▶ Add a call manually (paste a transcript)
▶Why Clients Joined— every answer is a post idea in the client's own words.
No form connected yet. Connect your form tool, use the universal webhook, or add entries by hand — Apps & integrations → Client forms.
Team notes
▼ Content shipped
▼ Paid ads
▶Scriptswritten by the Brain, finished by the team
Sites & Funnels
Sites & Funnels
Every website and funnel in one place. Pick one to preview it live — and jump straight between a site and the funnel it books through.
Nothing here yet. Create a site or funnel above to preview it and see how they connect.
▶
Websites
Describe the site you want and the Brain builds it — multi-page, on-brand, publishable. Then hit Edit with AI and just tell it what to change: add your VSL, rewrite a headline, restyle the whole site.
What do you want to build?
Describe it; the Brain designs, writes and builds a publishable site you can point at and change.
Enter builds · Shift+Enter for a new line · paste code or drop a zip of a site to place it as-is
▶
Automations
Trigger → action follow-up that runs itself: new lead → instant text, form in → team alert, stage moved → next step. The Brain writes every message in your voice.
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▶
Funnels
Build and publish the public pages leads apply through - the AI qualifies them, books them, and they land in the CRM on their own.
Application funnels: the public pages leads apply through. The AI asks, qualifies and books; every application lands in Leads. Put one on your site from the website builder's Flow, or build the application page on the site itself: a page with an application form is listed here on its own.
Training
+New playbooka library of SOPs, Looms, PDFs and steps your team opens when they need it
Swap meals while keeping macros on target. It learns from the plans you verify and remembers them for your business. Open it when you need it; anything off, hit “Report an issue” inside the tool.
▶Client Personal Details— intake form · click to expand submissions
No form connected yet. Connect your form tool, use the universal webhook, or add entries by hand — Apps & integrations → Client forms.
▶Archived
Pinned for the whole team. Every announcement also lands in the team chat and is pushed to every device.
No announcements yet.
Money
Client payments
Every client payment, net of refunds, matched to the deal that earned it.
Create a payment link
Payments
Nothing yet — connect a provider above and payments appear here on their own.
Payout approvals — closed deals, finished videos and thumbnails waiting on you
Payroll ledger — what you owe this month, by member
Approved commissions only, categorized by type × program, plus base pay.
Month by month — collected from closed calls, minus what the team was paid and this month’s subscriptions
Loading your plan…
Platform
Open this tab to load platform data.
Settings
▶Team & Payinvite people, set roles, base pay, per-video rates and commission
Each member's position and how they are paid.
▶Access Matrixwhich role can open which module
Preview asBecome that role for a moment: the same gates run as on their own login, so what you can open here is what they can open.
Tick what each role can open. A tick saves the moment you flip it.
Roles
A role you add here appears everywhere a role is picked.
Branches
For a business with more than one location or team.
▶What this business doesevery AI feature in HQ reasons from this
Describe the business once; every AI feature in HQ reasons from it.
▶Brandingwhose name and logo this portal wears
This workspace runs on infoteam.io. Custom branding puts your name and logo on the portal instead — the login screen, the sidebar, the browser tab and the assistant. A small powered by infoteam.io mark stays either way.
One-time fee: $250. Instant access the moment it clears.
how it reads in the sidebar
▶Add-onspaid upgrades — texting, your own domain, expenses, branding▶Connectionsmanaged in Apps & integrations
Apps & integrations
Every connection — status, token entry and disconnect — lives inside each integration's own card now.
Live data sources feeding the dashboard. Statuses update automatically.
▶API keys & tokens— open only when you need to connect or replace a key
Marketing & content
This is a separate login from the Meta token below — Instagram Login and Facebook Login are two different Meta flows, so this one genuinely cannot be shared. One-time, about 3 minutes: 1. Your Instagram must be a Business or Creator account (Instagram app → Settings → Account type). 2. Go to developers.facebook.com → your app → Instagram product → API setup with Instagram login. 3. Add these permissions: instagram_business_basic (posts + reach) and instagram_business_manage_comments (so your keyword DMs get counted). 4. Click Generate token, log in as your Instagram account, copy it and paste it above. Tokens last ~60 days; HQ refreshes yours automatically once connected.
One Meta token, not three. HQ uses a single Facebook-login token for both ad reporting and competitor research, and tells you below exactly what your token unlocked. 1. Go to developers.facebook.com → your app → Graph API Explorer (or the Facebook Login use case → Get Token). 2. Add these permissions: ads_read (ad spend) + instagram_basic and pages_show_list (competitor lookups) + business_management. 3. Log in, pick your Page and Instagram account, copy the token and paste it above. Instagram post stats use a separate Instagram-login token (the field above) — that is a different Meta auth flow, so it genuinely cannot share this one.
AI engine
This is what runs the Brain: the automatic morning/evening/weekly briefs, call analysis, the content engine, competitor dissections and the help assistant. Go to console.anthropic.com → sign in → API keys → Create key → paste it above. Billing for AI usage then runs on that account. If you leave this blank, HQ falls back to the built-in key.
YouTube blocks servers from reading video captions directly, so transcripts route through a transcript API. One-time, ~2 minutes: go to supadata.ai → sign up free → copy your API key → paste above. The free tier covers ~100 videos and every transcript is cached forever after the first pull, so it goes a long way. With this connected, the Brain dissects competitors' actual word-for-word scripts, not just titles.
Sales & booking
Under a minute: 1. Sign in at typeform.com → click your avatar (top right) → Settings → Personal tokens. 2.Generate a new token, name it after your workspace, and tick the responses:read and forms:read scopes. 3. Copy it the moment it appears — Typeform only shows it once — and paste it above. It starts with tfp_. Read-only: HQ never edits or deletes your forms.
This is your business Calendly — it imports every booked call for the whole team. Individual coaches connect their own calendar separately under their profile → My Calendly.
Which calls should be imported?
About two minutes: 1. Sign in at calendly.com → Integrations & apps → API & webhooks. 2. Under Personal access tokens, click Generate new token and name it after your workspace. 3. Copy it straight away — Calendly shows it once — and paste it above. It starts with eyJra. Needs a paid Calendly plan for API access. Every booked call and Notetaker transcript then lands in the call bank automatically.
Client fulfillment
Trainerizechecking\u2026
Trainerize reaches client health records, progress photos and DMs, so your group ID and API
token are held in this workspace’s encrypted vault — separate from every other
business on infoteam.io, and never readable by the browser after you save them.
Add them in the keys section above, then press Run sync now.
HQ reads only; it never writes anything back into Trainerize, and message bodies are never stored.
Discordnot connected
Runs your client community. Invite the infoteam bot to your Discord server and it opens a private
channel for every Active client, watches the conversation, and flags anyone who goes quiet for
6 days so your team checks in before they slip. Message bodies are never stored.
Two minutes. Your Brain reads this and tailors the whole workspace to your business: the tools you see, how it judges calls, the content it writes. You can change any of it later in Admin.
▶ Bring your old numbers — optional, but your dashboards start full
Already have history in a spreadsheet? Export it as CSV or screenshot your numbers and drop them here — the Brain files every past call and activity day into your CRM automatically. You can also do this later in Admin.
This one-time setup tailors your workspace. You can refine any of it later under Settings → General. Back to the conversation
