1What Happened
Yesterday, organization settings, user roles, billing placeholders, and integration configuration remained in mock mode while the operating workflows matured.
Executive Intelligence Layer
Settings Executive Intelligence
Settings should protect the operating system before live services are connected.
2Why It Happened
EEOS is being built as the operating system first. Live services should wait until roles, ownership, and data boundaries are clear.
3Recommended Action
Today's Recommendation
Finalize user roles before enabling production integrations.
A five-employee service operation needs clear ownership before live workflows can safely move customer and revenue data.
Estimated impact
Reduce implementation risk.
If ignored: Live connections could be added before roles, ownership, and data boundaries are clear.
4Estimated Business Impact
Current Health
92
If Completed
95
Revenue
Protect future revenue workflows
Time saved
2 hours saved during implementation
Customer satisfaction
+2% from cleaner handoffs
Staff efficiency
+9% from clearer permissions
7Executive Quick Actions
Move the business from one place.
These actions stay consistent across EEOS so owners always know where to start.
Call CustomerStart the highest-value customer follow-up.Approve ScheduleClear staffing decisions before they slow service.Launch CampaignMove demand generation forward.Create WebsiteBuild the next conversion page.Ask AIGet an executive answer before acting.Open ScoutReview market opportunities.Schedule AppointmentPut the next action on the calendar.Generate ReportTurn performance into a decision.
Legacy Integration Quarantine
Plugin Gateway readiness
Legacy connectors are blocked until future integrations pass Plugin Gateway, Firewall, Kernel, Executive Intelligence Core, Audit Log, and Action Approval.
Data provider
mock
GoHighLevel
Leads, calls, chats, pipeline stages, campaigns, and tasks.
Enabled variable
GHL_ENABLED
Credential status
Pending
Environment credentials
GHL_API_KEYGHL_LOCATION_ID
GHL_BASE_URL optionalGHL_API_VERSION optionalGHL_READ_ENABLED optionalGHL_CONTROLLED_WRITES_ENABLED optionalGHL_VOICE_AI_ENABLED optionalGHL_REPORTING_ENABLED optionalGHL_CONTACTS_PATH optionalGHL_COMPANIES_PATH optionalGHL_OPPORTUNITIES_PATH optionalGHL_APPOINTMENTS_PATH optionalGHL_CONVERSATIONS_PATH optionalGHL_TASKS_PATH optionalGHL_TAGS_PATH optionalGHL_NOTES_PATH optionalGHL_WORKFLOWS_PATH optionalGHL_AI_CALLS_PATH optionalGHL_PIPELINES_PATH optionalGHL_FORMS_PATH optionalGHL_MARKETING_PATH optionalGHL_REVIEWS_PATH optionalGHL_REPORTING_PATH optionalGHL_RATE_LIMIT_MAX_REQUESTS optionalGHL_RATE_LIMIT_WINDOW_MS optionalGHL_RETRY_MAX_ATTEMPTS optionalGHL_RETRY_BASE_DELAY_MS optional
Secure GoHighLevel configuration
Legacy credentials may be visible as placeholders, but direct GoHighLevel access is quarantined and cannot execute live reads or writes.
Enable connector
GHL_ENABLED
Not configured
API key
GHL_API_KEY
Not configured
Location ID
GHL_LOCATION_ID
Not configured
Webhook secret
GHL_WEBHOOK_SECRET
Not configured
API URL
https://services.leadconnectorhq.com
Configured
API version
2021-07-28
Configured
Adapter mode
mock
Not configured
Connection status
Mock-only architecture until live credentials are approved.
Sync status dashboard
Contacts
Mock Ready24
Map contact fields and lifecycle stages.
Opportunities
Mock Ready12
Confirm pipeline and stage IDs.
Pipelines
Mock Ready3
Validate pipeline names against production GHL.
Conversations
Mock Ready18
Define SMS, email, chat, and call event mapping.
Calls
Mock Ready21
Connect Voice AI call outcomes when approved.
Appointments
Mock Ready8
Map calendar IDs and appointment types.
Workflows
Mock Ready6
Add approved workflow IDs before live triggers.
Forms
Mock Ready5
Map form submissions into lead records.
Reviews
Mock Ready9
Map reputation events into reporting widgets.
Webhook event log
| Event | Module | Status | Received | Detail |
|---|---|---|---|---|
| contact.created | Contacts | Received | 2026-07-06T08:52:00-04:00 | Mock contact webhook captured for future lead sync. |
| opportunity.stage_changed | Opportunities | Queued | 2026-07-06T08:44:00-04:00 | Mock opportunity stage change queued for dashboard refresh. |
| conversation.message_received | Conversations | Received | 2026-07-06T08:31:00-04:00 | Mock inbound SMS event available for future notification routing. |
| review.created | Reviews | Ignored | 2026-07-06T08:15:00-04:00 | Mock review event ignored because live writes and persistence are disabled. |
Feature flags
Live adapter
OffUses the live GoHighLevel client only when credentials are available.
Mock fallback
EnabledKeeps the platform usable without live credentials.
Scout handoff
EnabledProspects are mapped through the CRM integration layer.
Service foundation
Leads
Disconnected2 mock records available
mock adapter
Contacts
Disconnected5 mock records available
mock adapter
Opportunities
Disconnected4 mock records available
mock adapter
Calendars
Disconnected3 mock records available
mock adapter
Conversations
Disconnected3 mock records available
mock adapter
Tasks
Disconnected3 mock records available
mock adapter
Voice AI
Disconnected3 mock records available
mock adapter
Pipelines
Disconnected2 mock records available
mock adapter
Forms
Disconnected0 mock records available
mock adapter
Marketing
Disconnected0 mock records available
mock adapter
Reviews
Disconnected2 mock records available
mock adapter
Reporting
Disconnected1 mock records available
mock adapter
Google Calendar, Business Profile, reviews, local visibility, and search signals.
Enabled variable
GOOGLE_ENABLED
Credential status
Pending
Environment credentials
GOOGLE_CLIENT_IDGOOGLE_CLIENT_SECRETGOOGLE_REFRESH_TOKEN
GOOGLE_ACCOUNT_ID optionalGOOGLE_LOCATION_GROUP_ID optional
Paid social lead forms, campaign performance, page messages, and audience reporting.
Enabled variable
FACEBOOK_ENABLED
Credential status
Pending
Environment credentials
FACEBOOK_APP_IDFACEBOOK_APP_SECRETFACEBOOK_ACCESS_TOKENFACEBOOK_AD_ACCOUNT_ID
FACEBOOK_PAGE_ID optional
Social engagement, campaign attribution, content activity, and future lead influence signals.
Enabled variable
INSTAGRAM_ENABLED
Credential status
Pending
Environment credentials
INSTAGRAM_APP_IDINSTAGRAM_APP_SECRETINSTAGRAM_ACCESS_TOKEN
INSTAGRAM_BUSINESS_ACCOUNT_ID optional
QuickBooks
Revenue, invoices, collections, payment activity, and finance reporting.
Enabled variable
QUICKBOOKS_ENABLED
Credential status
Pending
Environment credentials
QUICKBOOKS_CLIENT_IDQUICKBOOKS_CLIENT_SECRETQUICKBOOKS_REFRESH_TOKEN
QUICKBOOKS_REALM_ID optional
Twilio
Voice, SMS, missed calls, call outcomes, and communication event streams.
Enabled variable
TWILIO_ENABLED
Credential status
Pending
Environment credentials
TWILIO_ACCOUNT_SIDTWILIO_AUTH_TOKEN
TWILIO_PHONE_NUMBER optional
Microsoft 365
Shared mailboxes, calendars, Teams activity, executive notifications, and documents.
Enabled variable
M365_ENABLED
Credential status
Pending
Environment credentials
M365_TENANT_IDM365_CLIENT_IDM365_CLIENT_SECRET
M365_SHARED_MAILBOX optional
WellSky
Client census, assessments, care plans, authorizations, and operational care metrics.
Enabled variable
WELLSKY_ENABLED
Credential status
Pending
Environment credentials
WELLSKY_API_KEYWELLSKY_BASE_URL
WELLSKY_AGENCY_ID optional
HHAeXchange
EVV, caregiver schedules, visit verification, authorizations, and payer workflows.
Enabled variable
HHAEXCHANGE_ENABLED
Credential status
Pending
Environment credentials
HHAEXCHANGE_API_KEYHHAEXCHANGE_BASE_URL
HHAEXCHANGE_PROVIDER_ID optional