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📘 Video Overview — What This Walkthrough Covers

In this video, you’ll get a guided tour of the entire Cortex Growth Agency Platform so you know exactly where everything lives and how to navigate like a pro.

We start at the dashboard and walk through all the foundational areas you’ll use to operate, monetize, and scale your AI agency.

Here’s what’s covered, step-by-step:

1. The Agency Dashboard

• Daily active users, monthly active users
• Session length & user behavior
• High-level SaaS analytics that show the health of your agency

2. Revenue & Monetization

• Total revenue, ARR, MRR
• Stripe balance, next payouts, average ticket size
• Lifetime earnings and transaction logs
• Leaderboards to see your top-spending sub-accounts

3. Your Setup Checklist

• Connecting Stripe
• Connecting Twilio
• Creating your pricing plans
• Understanding the X-Bar (your version of the Apple Genius Bar for done-with-you setup)
• Inviting sub-accounts