Today · 10:05 AM · Chat widget
Dr. Dan (portal)
Asking about: Video “Clinic intro take 2”
“Can we tighten the first 5 seconds?”
🎬 optional video reply attached · Open in vault
Easy’s decisions (locked Oct 28, 2026)
Org 3 only (leave org 5 alone) · Pilot: Dr. Dan → Heavenly Touch Maids (HTM) → rest · Email: clients@inbox.iqopssuite.com + per-client + forwarding · Texting: Twilio · Approve: Easy (+ future assistant) · Portal: ops.iqopssuite.com/portal · Colors: FES green/blue · Chat: iQ Chat Widget launcher on every portal page
a · Requests
b · Client
c · Unsorted
d · Portal + FAB
e · Sign-in
f · Touchpoints
g · Approve
h · Widget phone
i · Widget desk
j · Client vault
k · Team vault
l · Voice mic
m · Widget expand
Client requests
Email, text, portal chat widget, uploads, notes, phone notes — one list. Sample data only.
5
New
2
In progress
1
Done today
2
Unsorted
| When | Client | Channel | Summary | Status |
|---|---|---|---|---|
| Today · 10:05 AM | Dr. Dan | Chat widget | Asking about: Video “Clinic intro take 2” · “Can we tighten the first 5 seconds?” | New |
| Today · 9:14 AM | Dr. Dan | Upload | Vault · testimonial-oct28.mp4 | New |
| Today · 8:02 AM | Dr. Dan | Text | “Can we use the green logo on the end slate?” | New |
| Yesterday · 6:41 PM | Unknown | someone@example-clinic.test → clients@inbox… | Unsorted | |
| Yesterday · 2:20 PM | Heavenly Touch Maids (next) | Portal | Note: wants reply by text (sample placeholder) | In progress |
| Mon · 11:05 AM | River Bend Dental (fake) | Draft homepage copy for review | In progress | |
| Mon · 9:30 AM | Dr. Dan | Phone note | Funnel 2 launch date call | Done |
| Sun · 4:12 PM | Unknown | Text | From (555) 010-2299 — “Is this iQ?” | Unsorted |
Dr. Dan
Pilot · iQ Video Funnels · Prefer text · Portal ops.iqopssuite.com/portal
History
Today · 9:14 AM · Upload
Dr. Dan → vault
Patient testimonial clip for Funnel 3.
🎬 testimonial-oct28.mp4 · 184 MB
Today · 8:02 AM · Text (Twilio)
From (555) 010-4412
“Can we use the green logo on the end slate?”
Yesterday · 3:18 PM · Email → clients@inbox.iqopssuite.com
dan@example-clinic.test
Subject: Raw clips from Monday shoot.
Mon · 9:30 AM · Phone note
Easy logged a call
Contact
Email
dan@example-clinic.test · also drdan@inbox.iqopssuite.com
Text
(555) 010-4412
Portal
ops.iqopssuite.com/portal
Reply preference
Text · then email · video OK
Weekly touchpoint
Team drafts · only Easy (or future assistant) Approves and sends.
Next: Wed Oct 29 · Needs draft
Open this week’s draftUnsorted senders
Mail or texts that did not match a known client. Match once; later messages file automatically.
Email · someone@example-clinic.test
Yesterday · 6:41 PM · to clients@inbox.iqopssuite.com
Subject: Intro call?
Hi — interested in video funnels for our office.
Match to a client
- Dr. Dan · dan@example-clinic.test
- Heavenly Touch Maids (next pilot)
- Create new client…
Text · (555) 010-2299
Sun · 4:12 PM · Twilio agency number
“Is this iQ?”
Scheduled touchpoints
Weekly check-ins. Nothing sends without Easy’s approval (future: named assistant too).
Touchpoint draft · Dr. Dan
Wed Oct 29 · 10:00 AM America/Chicago · Text. Only Easy (or future assistant) can Approve and send.
Preview (SMS)
Hi Dan — quick Wednesday check-in from iQ. Funnel 3 testimonial is in; we’ll use the green end slate. Soft launch for Funnel 2 still looks good for next Tuesday. Reply here if you want anything changed. — Easy
MOCKUP only — nothing was sent.
Rules
- Team can draft.
- Only Easy (or a future assistant he names) Approves and sends.
- Skipped weeks stay Skipped — never auto-send a stale draft.
Client portal · ops.iqopssuite.com/portal
Every portal page has the iQ Chat Widget launcher (navy bubble). Tap it to ask about what you’re viewing.
Hi Dr. Dan — browse your vault, upload files, or tap the chat button anytime.
My vault
Videos, files, messages you’ve sent.
Uploads
Add a new video or file (sample).
Launcher also appears on vault, uploads, and request pages — see phone and desktop open states.
Chat widget · Android phone (390)
Open panel fills most of the screen. Context shows the item the client is viewing. Record video, voice memo, note, attach, Speak.
iQ Ops
My vault · Video
Clinic intro take 2
Chat launcher sits bottom-right on every portal page.
iQ chat
Signed in · Dr. Dan
Asking about: Video “Clinic intro take 2”
Ask anything about this video, or send a recording / file. The team sees the page context with your message.
Can we tighten the first 5 seconds?
Lands for the team as
Channel Chat widget on Requests, with context on Dr. Dan’s timeline: Asking about: Video “Clinic intro take 2”.
Chat widget · desktop corner panel
Default: corner panel over the portal page (here: vault). Includes Record my screen. Expand available.
Clinic intro take 2
Playing in vault (sample). Client can ask about this exact item.
Clinic intro take 2
iQ chat
Signed in · Dr. Dan
Asking about: Video “Clinic intro take 2”
You’re viewing this video in your vault. Send a note, video, voice memo, or file — or record your screen.
Can we tighten the first 5 seconds?
Chat widget · expanded
Same widget, larger view when the client needs more room (still not a separate full-page product).
My vault (dimmed behind)
Portal content stays underneath while chat is expanded.
My vault · Dr. Dan
Everything you’ve sent. Chat launcher on this page too — asks about the item you’re viewing.
Client vault · Dr. Dan (team view)
Same files the client sees, plus who sent each item. Org 3 only.
| Item | Type | When | Who | Actions |
|---|---|---|---|---|
| Chat · Clinic intro take 2 | Message | Today 10:05 | Dr. Dan (widget) | |
| Clinic intro take 2 | Video | Today | Dr. Dan | |
| testimonial-oct28.mp4 | Video | Today 9:14 | Dr. Dan | |
| Funnel 2 call note | Message | Mon 9:30 | Easy (team) |
Portal sign-in · ops.iqopssuite.com/portal
Magic link by email or text. Password only if ever needed — show/hide eye required.
iQ Ops · Client portal
We’ll send a one-time sign-in link.
or
Password example — show/hide required:
Voice input on every text field
Large labeled Speak · aria-label · listening state · hidden if Web Speech API missing. FES green/blue chrome.