Run your business.
Not your software.

Your AI operations layer. See what matters, act on what's needed, let automation handle the rest.

Life Insurance Real Estate Detail Shops
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Step 2 of 4

What kind of business
are you running?

We'll configure your AI agents and automation library for your industry — no setup required on your end.

🛡️
Life Insurance
Lead follow-up, policy check-ins, referrals
🏡
Real Estate
Buyer nurture, listing alerts, closings
🚗
Detail Shop
Bookings, confirmations, review requests
✦
Other
We'll tailor everything to your business
Clear Coverages/ Dashboard

Dashboard

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CRM connected✓ Flowstate

Action Center

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Contacts

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Contact
JR
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Recent activity

Pipeline

Live pipeline · Flowstate

Your pipeline is live in Flowstate. Add leads to see AI prioritization here.

Jireh

Your chief of staff · always on

Jireh is ready.
Ask about a contact, a deal, what's on your plate, or anything you'd usually text. The whole pipeline is in context.

Calendar

Justin's Google Calendar

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Tasks

Your follow-ups, synced from Follow Up Boss

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Reports

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Pipeline Breakdown
All contacts by stage
Jairah Activity
Action Center performance
Lead Velocity
New contacts over time
◈
Jairah's Take
AI summary of your pipeline right now
◈
Jairah
Online · Your AI chief of staff
◈
Hey Adrian — what do you need?
I'm Jairah. I know your pipeline, your contacts, and your business. Ask me anything or tell me what to do.
AI responses are suggestions — always use your own judgment before acting on them.
Business context
BusinessClear Coverages
OwnersAdrian & Monse
IndustryLife Insurance
CRMFlowstate
LocationChula Vista, CA
LicensedCA + TX
Live pipeline
Hot leads12
Warm leads38
Active clients97
Need follow-up83
Recent chats
Start a conversation
AI tone
Professional, honest, family-focused. Compliant with Primerica guidelines. Never quotes specific premiums.

Automations

Clear Coverages · Active workflows

Active workflows
3
Running in N8N
Lead Form
✓ Active
team.html webhook live
Jairah Chat
✓ Active
Always on
Cron follow-ups
✓ Active
24hr · 48hr · 7d · post-appt
Active workflows
Lead Form Captureteam.html → SupabaseOn submitActive
Jairah Chat WebhookApp → Claude AIOn demandActive
Cron follow-upsSupabase → Action CenterDailyActive
More automations will appear here as you build them. Use Jairah to trigger actions or manage your N8N workflows.

Appearance & Customization

Make Flowstate look the way you want. Changes save instantly.

Font
Used across the whole interface.
Text color
Headlines and body copy.
Border color
Cards, inputs, dividers.
Background
Workspace and content surfaces.
Accent
Buttons, links, highlights.
Sidebar
Left navigation bar color.

Settings

Manage your workspace, team, and preferences

Business profile
Team
Notifications
Billing & plan
Your profile
Your photo and name — shown in the sidebar and on contacts you create
A
PNG, JPG, WebP, or GIF · max 2 MB · square photos look best
Business profile
How your business appears across Flowstate
CRM connection
Managed by your Flowstate team — contact support to update
● Connected
Need to change your CRM or update your connection? Contact your Flowstate team and we'll handle it for you.