Step 1
Everything at a glance
The dashboard shows new leads, overdue follow-ups, revenue won and where each lead came from. Alerts surface what needs a human right now: an AI chat that asked for a person, or an automation waiting for approval.
Step 2
Every lead in one place
Leads from the website form, the AI chat and ads land in one list with stage, service, source and next follow-up. Search and filter by status, service, owner or follow-up due.
Step 3
A full timeline for each lead
Details, notes, calls, scheduled follow-ups and the AI's own assessment are kept on one timeline, together with where the lead came from (campaign, medium, landing page).
Step 4
An AI assistant you can audit
The website chat answers in Hindi, Hinglish and English using only the facts you approve. Every step it takes (searching knowledge, saving a lead, scoring, escalating) is recorded and visible here.
Step 5
Automations with a human in control
New lead → alert the team → plan the first follow-up → AI score. Important actions can wait for approval, failures show per step and can be retried, and everything can be paused with one switch.
What is inside
- Lead capture from website, AI chat and forms
- Pipeline stages you can customise
- AI lead scoring and next-step suggestions
- Follow-ups, notifications and reminders
- Automations with approvals and a full run history
- Team roles: admins and sales see different things
- Audit log of every important change
- Built to add WhatsApp, email and ads later
All names, numbers and conversations on these screens are fictional sample data.