JOEYDocs
getjoey.appgetjoey.app MADITECH portfolioPortafolio de MADITECH

Dashboard Guide

Dashboard guide: the First Contact Ritual, in your dashboard

What JOEY does the moment a new lead lands

A new lead in your CRM starts the First Contact Ritual. Six steps run in a fixed order on the machine that runs your JOEY, and your dashboard lists them in that order:

  1. The first note, the 2 Minute Drill. JOEY writes a note on the lead with the lead type and the lead details it knows at the moment of detection: the source, the name, the vehicle from the list row. It runs before any dialling, so it never waits on a scan.
  2. The call. In Simple mode JOEY places one call. In Advanced mode it places up to three calls in quick succession, and an answered call stops the rest.
  3. The text opt-in. JOEY sends the consent text, "May I text you? Reply YES to confirm." No further texts go to that customer until they reply YES.
  4. The profile scan. JOEY reads the customer's profile. For a KBB instant cash offer lead that means opening the offer link and pulling the vehicle, the offer amount and the customer's details. For a sales lead it logs the inquiry details instead.
  5. The email, built from the scan. The first email uses what the scan found: the customer's name, the vehicle they asked about, the real figures.
  6. The final note that tags you. JOEY leaves a note on the lead that tags you to send a video. Recording and sending that video is the one step in the ritual that is yours.

The order is fixed. The one part of it that changes is how the call step behaves, and the ritual mode below sets that. The ritual call is separate from the auto dialer and is not counted against your plan's daily dialer cap.

Why the scan comes fourth

Earlier versions of the ritual scanned the profile first, because the email needs what the scan finds. The scan is slow, and putting it first delayed the call. The point of the ritual is to get a human on the phone as soon as the lead lands, so the scan moved to sit right before the email. The email still comes from the scan; only the position of a slow step changed.

The How JOEY works page and the marketing site list the same order as your dashboard. The list on your dashboard is the order JOEY runs today.

Simple and Advanced

Simple is the default and is what JOEY does today: one call to the lead, with no call outcome to choose, so there is nothing extra for you to manage.

Advanced places up to three calls in quick succession instead of one, and you pick the outcome JOEY logs in your CRM for each of them. In the product's own words, it is designed to reach more people by calling promptly and more than once; nothing has measured it yet, so treat it as a different way of working rather than a promised result. What Advanced does:

  • JOEY places up to three calls in quick succession to the same lead.
  • The second call starts only after the first call has ended, and the third only after the second.
  • The burst stops once a call reaches a real conversation, because the reason for calling has been met.
  • When nobody picks up, the intent is two voicemails per ritual, one on the second call and one on the third.
  • Quiet hours, consent and your suppression list still apply to each of these calls, the same as they do to a single call.

The outcome for each call is one of the seven outcomes DriveCentric offers when logging a call: Phone Conversation, Left a Voicemail, Did not leave Voicemail, Appointment was set, Bad Number, Other result was done, Inbound. The defaults are Did not leave Voicemail for the first call and Left a Voicemail for the second and third, which is what produces two voicemails when nobody answers.

The mode is one setting on the machine that places the calls, and it applies to that machine as a whole. Today the JOEY team sets it, and your dashboard does not show a mode chooser. If you want Advanced for your account, ask at lucky@maditech.group.

The popup on your dashboard

When JOEY starts working a new lead, a panel slides down from the top of your dashboard and plays the six steps as JOEY completes them. It shows a headline, the lead's name, the vehicle when one is known, each step with its status, a done count out of six, and the time elapsed. The headline reads New lead detected while the ritual runs, then First contact complete. If a step failed, the headline reads First contact needs you while the ritual runs and First contact incomplete when it ends. If JOEY stopped partway through, it reads First contact interrupted, and the panel tells you to work the lead by hand.

Two buttons sit on the panel. ABORT stops the ritual for this customer and leaves the next lead unaffected; the button reads ABORTED once the stop is confirmed. The cross dismisses the panel. The panel reports what the machine did, so if the ritual feed cannot be read the panel does not appear. It shows your own account's rituals only: the server works out whose ritual it is from your signed-in session, and the browser sends no account identifier it could point elsewhere.

What you control

The First contact ritual control section on your dashboard changes what you see, never what JOEY sends. Changes save as you make them; if a save fails, the control returns to the value that is live, so the screen never shows a setting the account does not have.

  • Show the ritual popup. On or off. On by default.
  • Keep it up after the ritual finishes. How long the finished panel stays on screen so you can read it: 3 to 30 seconds, 10 by default. A new lead takes over straight away, even during this time.
  • Show the Open customer profile button. On or off, on by default. The button appears on the panel when the ritual carries a link to that customer's record and opens it in a new tab. Today's rituals do not carry that link yet, so the toggle has no visible effect until they do.

Three more controls live in the same section and appear on the account owner's dashboard only, because each reads or writes one setting on the machine that runs the fleet: the ritual mode above; the catch-up pace, which is how fast work held under view-only goes back out once view-only is switched off (5 per cycle by default, 10 or 20 per cycle, everything within the first hour, or a custom 1 to 100 per cycle); and a history of the newest five time-to-first-contact readings.

Edit this pageEditar esta pagina Last reviewedUltima revision: 2026-09-02