📄 KB Chunk Size
—
chunk embeddings stored
💬 Active Chats
—
bot engaged chats
🤝 Human Takeovers
—
bot paused sessions
📢 Campaigns Run
—
bulk actions executed
🎯 Delivery Success
—
success vs failure %
🛡️ Platform Uptime
—
active runtime duration
🔥 Hot Leads
—
demo booked & ready to buy
☀️ Warm Leads
—
interested & asking questions
❄️ Cold Leads
—
initial convo or no response
👤 Operator Interventions
—
manual overrides handled
⚡ Flow Automations
—
active visual flows
💰 CRM Deals
—
total pipeline deals
Message Activity (Last 7 Days)
Quick Setup Checklist
- Onboard a Client — Go to Clients tab → fill in Meta credentials → Create DB
- Configure AI Agent — Go to AI Chatbot Agent tab → set system prompt → Save
- Upload Knowledge Base — Go to Knowledge Base tab → drag & drop PDF/DOCX/TXT files
- Test the Bot — Send a WhatsApp message to your registered number → bot replies instantly
Onboarded Clients
| Client | Database | Phone Number ID | Verify Token | Agent | Listening | Actions |
|---|---|---|---|---|---|---|
| Loading clients… | ||||||
Onboard New Client
Configure AI Chatbot Agent
Upload to Knowledge Base
How it works
1. Upload
Select one or more PDF, DOCX or TXT files from your computer or drag them in.
Select one or more PDF, DOCX or TXT files from your computer or drag them in.
2. Chunk
Each file is split into 1 000-character chunks with 200-character overlap for context continuity.
Each file is split into 1 000-character chunks with 200-character overlap for context continuity.
3. Vectorize
Each chunk is embedded using OpenAI's
Each chunk is embedded using OpenAI's
text-embedding-ada-002 and stored in pgvector.4. Live in bot
Instantly available. The bot semantically searches your KB on every incoming message for relevant context.
Instantly available. The bot semantically searches your KB on every incoming message for relevant context.
1
Select a Meta-Approved Template
Click to load your approved templates
2
Campaign Details
Live Preview
Select a template to preview
3
Add Recipients
Drop your CSV or Excel (.xlsx) file here, or click to browse
Required columns: phone (with country code). Optional: name
Recipients List 0
| # | Name | Phone | |
|---|---|---|---|
| No recipients added yet | |||
Ready to Launch?
Complete steps 1–3 above to enable launch
Campaign History & Analytics
| Campaign Name | Template | Total | Queued | Sent | Delivered | Read | Failed | Date |
|---|---|---|---|---|---|---|---|---|
| No campaigns dispatched yet. | ||||||||
Select a session on the left to view the conversation
Meta Approved Templates
| Name | Category | Language | Status | Template ID | Actions |
|---|---|---|---|---|---|
| Select a client to load templates. | |||||
Submit Meta Template
Live WhatsApp Preview
Media Library
Click or drag files here to upload
Images (JPG, PNG, WEBP) · Videos (MP4) · Documents (PDF, DOC)
No media uploaded yet.
Upload images, videos, or documents above to get a shareable URL.
Global Address Book
| Name | Phone | Tags | Opt-out | Notes | Actions |
|---|---|---|---|---|---|
| Select a client to load contacts. | |||||
Add Contact
Enter a query above to search your pgvector Knowledge Base chunks
Developer Audit & Missing Features
This page tracks features and architecture alignments for the platform.
✅ 1. Inbox & Agent Takeover
- Completed: Chat History shows live messages.
- Completed: Ability to actually send a message from the UI to the user (Manual Reply UI).
- Completed: Button to manually "Pause Bot" or "Resume Bot" on demand.
✅ 2. Template Management
- Completed: A dedicated Template Builder UI to create, edit, and submit new templates directly to Meta API without logging into Facebook Business Manager.
✅ 3. Contact Management
- Completed: A CRM-like Address Book to save contacts, add tags/segments, and import via CSV.
- Completed: Contacts can be managed and deleted globally per tenant.
✅ 4. Analytics Dashboard
- Completed: Basic sent/delivered/read/failed stats per campaign.
- Completed: Global platform analytics (Total chats, delivery rate, active vs paused chats) added to Dashboard.
- Completed: Drill-down modal view of failed messages (clicking on a campaign shows exactly which phones failed and why).
✅ 5. Agent Features
- Completed: Human handover logic (bot automatically pauses if user types "talk to human").
- Completed: Web search tool implementation using DuckDuckGo to allow the bot to fetch live information.
Automations
Auto-reply triggers that fire when messages match keywords or events occur.
Loading automations…