Admin Portal
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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.

Comparables

Closed-source provider list prices, for cost comparison. "Our rate" is the catalog client price for the mapped model; markup = our price ÷ provider list.

Infrastructure
Serving & Pools

Create named serving pools and assign bots to them. Register the model hosts (RunPod/LiteLLM endpoints) and set each endpoint's pool under Costs → Model Hosts.

Serving Pools

A pool is a named group of endpoints; a bot set to a pool is load-balanced across its enabled members. The Default Pool serves any bot with no specific pool or pinned endpoint.

Endpoint Assignments

Move each registered model host into a pool. Bots serve through whichever pool their endpoint belongs to. (Register hosts and URLs under Costs → Model Hosts.)

Financials
Costs

Recurring infrastructure/SaaS costs plus variable token spend, against contracted revenue. Internal.

Model Hosts · Shared Pool

Register the RunPod / LiteLLM endpoints that serve your bots. Endpoints marked in pool are load-balanced for pooled bots. After you redeploy a RunPod pod, paste its new URL here — no worker change or redeploy needed.

Recurring Costs
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Token Spend by Model (MTD)
Financials
Billing & Invoices

Generate invoices, track payment, and settle via Stripe (card) or ACH (manual).

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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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Operations
Bot Management

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

Bots

Manage every bot across all organizations.

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