Console

Active Tenant:

Slug	Business Name	Contact	Live Transfer	Status	Actions

Category	Question	Answer	Active	Actions

Upload context document

A PDF eBook or a Markdown/text file. The text is extracted and chunked into this tenant’s knowledge base.

Also extract FAQs

Document	Source File	Chunks	Actions

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Contacts

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Opportunities

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Upcoming Appts

Contacts

Search:

Name	Email	Phone	Source	Added

Opportunities

Name	Status	Source	Contact	Created

Upcoming Appointments

Title	Date/Time	Contact	Status

-

Total

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Pending

-

Confirmed

Date: Status:

Name	Phone	Service	Date	Time	Source	Status	Actions

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Awaiting callback

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Total shown

Status:

Name	Phone	What they need	Transfer	When	Status	Actions

Time	Query	Intent	Agent	Source	Response

Audit trail

Time	Who	Action	Target	Detail