Admin Portal
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Set Up Two-Factor Auth

Scan this QR code with Google Authenticator or Authy. Two-factor authentication is required on all accounts.

Manual entry key:

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Your password and two-factor authentication are configured. You can now sign in.

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ASCEND IT
Admin Portal
Dashboard

Total Accounts
Open Leads
Pending Tickets
Active Projects
Active Bots
Quick Actions
Section
Operations

Logs, projects, tickets, and live bot management.

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Operations
Bot Management

All bots across accounts with quick status and actions. Full provisioning lives under Accounts → Organizations.

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Section
Financials

Pricing, costs, and invoices.

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Financials
Pricing

Default pricing for tiers, add-ons, and models. Internal — never shown to clients.

Edits here set the defaults for new bots only. Existing bots keep their contracted price until an admin pushes the update from a bot Model & Pricing card.
Tiers
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Add-ons
Models

Hosted models edit client per-1M rates; local models edit monthly infra basis. Provider cost is managed on the Costs page.

Financials
Costs

Tracking of all costs associated with serving clients.

Part of the upcoming Financials build. Will aggregate infrastructure and per-token model costs.
Financials
Invoices

All invoices and their current status.

Part of the upcoming Financials build. Will track invoice lifecycle (draft, sent, paid, overdue).
Section
Accounts

Leads, files, invites, and client organizations.

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Account Management
All Accounts

Manage client, contractor, and admin accounts.

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Account Provisioning
Invite User

Send a secure invite link. The user sets their own password — no manual provisioning required.

Admin invites require an out-of-band OTP. The code will display here — deliver it separately via phone or Signal.

Invite sent to

Expires:

Client Onboarding
Organizations

Create a client organization, then its first manager. Every client account and bot belongs to an organization.

New Organization
The org-wide manager scope XXXX00 is created automatically. Departments (01, 02…) are added later by the manager.
Existing Organizations
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Bot Provisioning
Bots

Create a client bot, configure it, and issue the API key its widget uses. Every bot belongs to an organization and a department scope.

New Bot

Defaults to organization-wide. Pick a department only if this client uses them.

The bot is created in Building status with a starter config. Configure it and issue a key below, then set it Active to go live.
Existing Bots
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CRM
Leads

All form submissions and contractor-sourced leads.

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Support
Tickets

Client support tickets. Pending tickets require approval before the client can reply.

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Engagements
Projects

Active client engagements and project status.

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File Management
Files

View and manage files across all client accounts.

Search for a client or click All Files
System
Audit Log

Immutable record of all significant actions.

Select a date to load entries
Upload File