Admin Portal

Dashboard

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Total Accounts

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Open Leads

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Pending Tickets

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Active Projects

Quick Actions

Account Management

All Accounts

Manage client, contractor, and admin accounts.

Account Provisioning

Invite User

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

Email Address *

Display Name

Account Type *

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

Company Name *

Organization Code * (4 chars — pick a suggestion or type your own)

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

Organization *

Department Scope *

Bot Name *

Tier *

Deployment *

Use Cases

Opening Greeting

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.

Support

Tickets

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

Engagements

Projects

Active client engagements and project status.

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