menu_book Complete Documentation

Master Advanced Ring in Minutes

Everything you need to automate agent onboarding, practice sales skills, and track your pipeline like a pro.

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Getting Started

Quick setup guide and first steps
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Agent Pipeline

Manage onboarding and track progress
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Excel Solutions Parser

Automated email parsing setup
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Practice Arena

AI-powered sales training
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Dashboard & Analytics

Track performance metrics
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Knowledge Base

Playbooks, scripts, and SOPs
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FAQ & Troubleshooting

Common questions answered
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Getting Started

Welcome to Advanced Ring

Advanced Ring is your all-in-one platform for insurance agent training and onboarding automation. Whether you're a solo agent or managing a team of 100, this guide will help you get up and running in minutes.

Quick Setup Steps

1

Sign In with Google

Click "Login" and authenticate with your Google account. This enables automatic Google Sheets sync for your data.

2

Explore the Dashboard

Your home base shows key metrics, quick actions, and your current performance streak.

3

Add Your First Agent

Head to the Pipeline and click "Add Agent" or import a CSV file to bulk-add candidates.

4

Try the Practice Arena

Practice your sales pitch with AI personas. Start with "Easy" mode to get comfortable.

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Pro Tip: The app works fully offline! Data saves locally and syncs to Google Sheets when connected.

System Requirements

  • Browser: Chrome, Firefox, Safari, or Edge (latest versions)
  • Internet: Required for Google Sign-in and AI features
  • Optional: Microphone for voice practice in the Arena
  • Optional: Gemini API key for advanced AI features
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Agent Pipeline Management

Understanding the Pipeline

The Agent Pipeline is a visual Kanban board that tracks every agent from initial contact through fully licensed status. Each column represents a stage in the onboarding journey.

Pipeline Stages

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New Lead

Initial contact made

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Docs Sent

Applications submitted

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Pre-Licensing

Studying for exam

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Licensed

Exam passed, active

Adding Agents

There are three ways to add agents to your pipeline:

  1. Manual Add: Click "Add Agent" and fill in the details
  2. CSV Import: Upload a spreadsheet - our AI automatically maps columns
  3. Google Sheets Sync: Connect your existing recruitment sheet

Smart CSV Import

Our AI-powered import automatically detects and maps columns from any CSV or Excel file:

First Name, Last Name, Phone, Email, State John, Smith, 555-1234, john@email.com, CA Jane, Doe, 555-5678, jane@email.com, TX

The system recognizes common column names and suggests mappings. Review and confirm, then all candidates are added instantly.

State-Specific Requirements

Each state has unique licensing requirements. Advanced Ring includes pre-built checklists for all 50 states:

  • California: Pre-licensing course (52 hours), background check, exam, fingerprinting
  • Texas: Pre-licensing course (40 hours), exam, appointment process
  • Florida: Pre-licensing course (40 hours), background check, exam
  • New York: Pre-licensing course (40 hours), exam, continuing education
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Pro Tip: Click any agent card to see their detailed progress and send personalized reminder messages.

Bulk Operations

Select multiple agents to perform bulk actions:

  • Mass Reminders: Send AI-generated reminder messages to all selected agents
  • Stage Updates: Move multiple agents to a new stage
  • Export: Download selected agent data as CSV
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Excel Solutions Email Parser Setup

Overview

The Excel Solutions Email Parser automatically monitors your Gmail inbox for daily pipeline reports from Excel Solutions and updates your agent pipeline in real-time. This eliminates manual data entry and ensures your pipeline stays current with course progress updates.

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What it does: The parser scans emails from Excel Solutions, extracts course progress percentages, exam dates, and completion status, then automatically updates your Google Sheets tracker and Advanced Ring pipeline.

Prerequisites

  • Google account with Gmail access
  • Google Sheets API enabled
  • Gmail API enabled
  • Google Drive API enabled
  • Access to Google Apps Script

Step 1: Enable Required APIs

1

Go to Google Cloud Console

Visit console.cloud.google.com and create or select your project.

2

Enable APIs

Navigate to APIs & Services → Library and enable:

  • Google Sheets API
  • Gmail API
  • Google Drive API
3

Configure OAuth Consent

Go to APIs & Services → OAuth consent screen and add scopes:

  • https://www.googleapis.com/auth/gmail.readonly
  • https://www.googleapis.com/auth/spreadsheets
  • https://www.googleapis.com/auth/drive.file

Step 2: Create Google Apps Script Project

  1. Go to script.google.com
  2. Click "New Project"
  3. Name it "Advanced Ring Backend Worker"
  4. Delete the default myFunction code

Step 3: Add Backend Code

Copy the code from your Advanced Ring project's backend/ folder:

Files to copy: • backend/Code.gs • backend/Config.gs

In your Google Apps Script project:

  1. Create a new file called Code.gs and paste the contents from backend/Code.gs
  2. Create a new file called Config.gs and paste the contents from backend/Config.gs

Step 4: Configure Script Properties

Set up your configuration in Google Apps Script:

  1. In Apps Script, go to Project Settings (gear icon)
  2. Scroll to "Script Properties"
  3. Add the following properties (if using Twilio for SMS):
Script Properties: TWILIO_ACCOUNT_SID = your_twilio_sid TWILIO_AUTH_TOKEN = your_twilio_token TWILIO_PHONE_NUMBER = +1234567890
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Note: Twilio is optional. If not configured, the system will send email reminders instead of SMS.

Step 5: Set Up Time-Based Triggers

Configure automated triggers to run the email parser:

  1. In Apps Script, click Triggers (clock icon) in the left sidebar
  2. Click "+ Add Trigger"
  3. Configure the email parser trigger:
Email Parser Trigger: Function: processXcelEmails Event source: Time-driven Type: Hour timer Interval: Every 6 hours
  1. Click "+ Add Trigger" again for reminders:
Reminder Engine Trigger: Function: runReminderEngine Event source: Time-driven Type: Day timer Time: 9am to 10am

Step 6: Authorize the Script

  1. Click the Run button (▶) next to processXcelEmails
  2. You'll be prompted to authorize the script
  3. Click "Review Permissions"
  4. Select your Google account
  5. Click "Advanced" → "Go to [Project Name] (unsafe)"
  6. Click "Allow" to grant permissions
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Security Note: The "unsafe" warning appears because the script isn't verified by Google. This is normal for personal/private scripts. Only authorize if you trust the code source.

How It Works

1

Email Scanning

Every 6 hours, the script searches Gmail for emails from xcelsolutions.com with subject "Daily Pipeline Report"

2

Data Extraction

The parser extracts:

  • Agent email addresses
  • Course progress percentages (e.g., "45% Complete")
  • Exam dates
  • Completion status
3

Sheet Updates

Matches agents by email and updates:

  • Last Activity field
  • Notes with timestamp
  • Stage (if course completed)
4

Auto-Sync

Advanced Ring automatically syncs with Google Sheets, so updates appear in your pipeline within minutes

Email Format Requirements

The parser looks for emails with this structure:

From: xcelsolutions.com Subject: Daily Pipeline Report Body format examples: • "John Doe | john@example.com | 45% Complete | Exam: 12/25/2024" • "Jane Smith | jane@example.com | 100% Complete | Passed"

The parser uses regex patterns to extract:

  • Email: Any email address in the line
  • Progress: Percentage values (e.g., "45%", "100%")
  • Dates: MM/DD/YYYY or MM/DD/YY format
  • Status: Keywords like "passed", "complete", "exam"

Troubleshooting

Check the following:

  1. Verify emails are from xcelsolutions.com (check spam folder)
  2. Confirm email subject contains "Daily Pipeline Report"
  3. Check Apps Script execution logs: View → Executions
  4. Ensure the trigger is active: Triggers → verify status is "Enabled"
  5. Run processXcelEmails() manually to test

The parser matches agents by email address. Ensure:

  1. Email addresses in the sheet match exactly (case-insensitive)
  2. No extra spaces in email fields
  3. Email format is correct (e.g., john@example.com)
  4. Check the Apps Script logs for extraction errors

Verify the email format matches expected patterns:

  • Progress must include "%" symbol (e.g., "45%", not "45")
  • Line must contain both email and percentage
  • Check execution logs for parsing errors
  • Manually test with: parseAndSync(emailBody, sheet, emailMap)

Check reminder engine configuration:

  1. Verify runReminderEngine trigger is set for daily execution
  2. Check Script Properties for Twilio credentials (if using SMS)
  3. Ensure agents have phone numbers or email addresses
  4. Verify agents are in "Enrolled" stage and haven't been reminded in last 3 days
  5. Check execution logs for errors

Manual Testing

To test the parser manually:

  1. In Apps Script, select processXcelEmails from the function dropdown
  2. Click Run (▶)
  3. Check View → Logs for output
  4. Verify updates in your Google Sheet
Expected Log Output: "No Xcel emails found." (if no emails match) OR "Processing X emails..." (if emails are found)

Customization

You can customize the parser in Code.gs:

  • Email search query: Modify line 10 to change search criteria
  • Parsing patterns: Adjust regex in extractEmail(), extractProgress(), extractDate()
  • Update logic: Modify parseAndSync() to change how data is written
  • Reminder timing: Change days threshold in runReminderEngine()
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Pro Tip: Keep a backup of your original code before making changes. Test modifications in a copy of your spreadsheet first.

Best Practices

  • Monitor execution logs weekly to ensure the parser is running correctly
  • Test after Excel Solutions format changes - email formats may change
  • Keep Script Properties secure - never share your Twilio credentials
  • Review parsed data periodically to verify accuracy
  • Set up email notifications in Apps Script for execution failures

Support

If you encounter issues:

  • Check the SETUP_BACKEND.md file in the project
  • Review Apps Script execution logs
  • Verify all APIs are enabled in Google Cloud Console
  • Ensure OAuth scopes are correctly configured
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Practice Arena (Live Sparring)

What is the Practice Arena?

The Practice Arena lets you roleplay sales conversations with AI-powered personas. It's like having a training partner available 24/7 who never gets tired and always gives constructive feedback.

Choosing Your Opponent

Select from different AI personas, each with unique personalities and objection styles:

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Skeptical Lead

Questions everything, needs proof

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Busy Professional

Short attention span, wants facts fast

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Chatty Retiree

Talkative, needs patience

Difficulty Levels

  • Easy: Friendly prospects with minor objections. Great for beginners.
  • Medium: Realistic objections that require good rebuttals.
  • Hard: Tough prospects who challenge every point. For advanced agents.

Starting a Session

1

Select Persona & Difficulty

Choose who you want to practice against and the challenge level.

2

Enter API Key (Optional)

For cloud AI, enter your Gemini API key. Or use "Local AI" mode for offline practice.

3

Click "Start Dialing"

The AI will answer like a real prospect. Respond naturally!

4

Review Your Performance

After the call, see your compliance score, sentiment analysis, and coaching tips.

Real-Time Feedback

During your practice session, you'll see live metrics:

  • Compliance Score: How well you're following regulatory requirements
  • Sentiment Analysis: The prospect's current mood (positive/negative/neutral)
  • Objection Alerts: When the AI detects common objections
  • Coaching Tips: Real-time suggestions to improve your pitch
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Microphone Required: Voice interaction requires microphone access. Allow browser permissions when prompted.

Using Local AI (Offline Mode)

Don't have an API key? No problem! Toggle "Use Local AI" to practice offline using WebGPU-powered models. Features:

  • Works without internet connection
  • No API costs
  • Slightly reduced conversation quality vs. cloud AI
  • Requires modern browser with WebGPU support
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Dashboard & Analytics

Your Performance Command Center

The Dashboard gives you an at-a-glance view of your entire operation. Track key metrics, monitor pipeline health, and identify areas for improvement.

Key Metrics

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Total Calls

Practice sessions completed

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Objection Success

% of objections handled well

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Compliance Score

Regulatory adherence rate

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Current Streak

Consecutive practice days

Mastery Curve

The Mastery Curve chart visualizes your skill progression over time. It shows:

  • Weekly performance trends
  • Improvement trajectory
  • Comparison to previous periods

Pipeline Health

Monitor your onboarding funnel with visual breakdowns:

  • Stage Distribution: See how many agents are at each stage
  • Bottlenecks: Identify stages where agents get stuck
  • Conversion Rates: Track progression between stages

Quick Actions

Jump directly to common tasks from the Dashboard:

  • Start a practice session
  • View pipeline
  • Add new agent
  • Send reminders
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Knowledge Base (Dojo Learn)

Your Strategic Resource Library

The Knowledge Base stores all your sales playbooks, objection handling scripts, compliance guidelines, and training materials in one searchable location.

Content Categories

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Objection Handling

Rebuttals for every scenario

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Competitor Intel

Pricing comparisons

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Value Prop Scripts

Proven pitch frameworks

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Compliance SOPs

Regulatory requirements

Using the Knowledge Base

  1. Search: Use the search bar to find specific topics, objections, or scripts
  2. Browse: Click any category card to explore its contents
  3. Practice: Click "Practice Script" to use the content in the Arena
  4. Download: Export documents for offline reference

Adding Your Own Content

Admins can upload custom content:

  • PDF documents
  • Word documents
  • Text files
  • Images and cheat sheets
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Pro Tip: Use keyboard shortcut ⌘K (Mac) or Ctrl+K (Windows) to quickly search the Knowledge Base from anywhere in the app.

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FAQ & Troubleshooting

Frequently Asked Questions

No! The app works fully without an API key. You can use Local AI mode for practice sessions, and all pipeline features work offline. However, cloud AI provides better conversation quality and faster responses.
Yes! Your data is stored in your own Google Drive (when connected) or locally in your browser. We never have access to your candidate information. All API communications are encrypted.
Absolutely! Advanced Ring is fully responsive and works on phones and tablets. The mobile navigation appears at the bottom of the screen for easy access.
  1. Visit Google AI Studio
  2. Sign in with your Google account
  3. Click "Create API Key"
  4. Copy the key and paste it in Settings
The free tier includes 15 requests per minute, which is plenty for practice sessions.

Try these steps:

  1. Check browser permissions (click the lock icon in the address bar)
  2. Ensure no other app is using the microphone
  3. Try a different browser (Chrome works best)
  4. Refresh the page and allow microphone access when prompted
  1. Sign in with Google (this is required)
  2. Go to Settings → Sheets Sync
  3. Click "Connect to Google Sheets"
  4. The app will create a new spreadsheet called "Advanced Ring Tracker"
  5. All your agent data syncs automatically!

Getting Help

Still have questions? Here's how to get support:

  • GitHub Issues: Report bugs or request features
  • GitHub Discussions: Ask questions and share tips
  • Documentation: Check the README and CHANGELOG