Settings
Manage tenants (campuses), users, roles, permissions, AI agents, pipelines, integrations, security, and more.
Tenants (Campuses)
| Campus | Code | City | Status | Default Owner | Channels | Actions |
|---|---|---|---|---|---|---|
| Gulberg Tenant | GLB | Lahore | Active | Ayesha | Email WhatsApp |
|
| DHA Tenant | DHA | Lahore | Active | Bilal |
|
|
| Bahria Tenant | BHR | Lahore | Paused | Noor | Email SMS |
|
Campus Defaults
Channel Mappings Inbound forms → pipeline/stage
Meta Lead (FB/IG)
Website Form
Roles & Permission Matrix
| Module | View | Create | Edit | Delete | Export | Assign | Scope |
|---|---|---|---|---|---|---|---|
| Pipelines | |||||||
| Deals | |||||||
| Contacts | |||||||
| Accounts | |||||||
| Marketing | |||||||
| Social | |||||||
| Docs | |||||||
| Reports | |||||||
| Settings |
Users
| Name | Role | Campus | Status | Actions | |
|---|---|---|---|---|---|
| Ayesha | ayesha@example.com | Counselor | Gulberg | Active |
|
| Bilal | bilal@example.com | Admin | DHA | Active |
|
Connection
GPT-5Stored securely (server-side). Rotate keys regularly.
Alerts Agent Alerts
Alert if no follow-up within X days.
Suggestive Text Advisory
Use variables for personalization. Example: “Hi {first_name}…”
Bulk Apply (same tone, personalized)
Select multiple leads/contacts from a stage to send AI-generated, personalized messages in the same tone.
Recent AI Activity
- Alerts: 12 inactivity candidates found (Gulberg, “Qualified”) Today 10:20
- Drafted 8 WhatsApp messages (tone: Friendly) Yesterday 17:05
- Preset “Offer Reminder” updated by Bilal Nov 10
Pipelines & Stages
| Stage | Prob% | SLA (d) | Auto-Actions | Actions |
|---|---|---|---|---|
| New | 5 | 2 | Notify Owner |
|
| Qualified | 25 | 3 | Alert if idle |
|
| Application | 50 | 5 | Send Preset Email |
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| Offer | 75 | 3 | Escalate to Admin |
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| Won | 100 | - | Welcome Message |
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No stages yet. Create one.
Email (SMTP)
SMS
Call/VOIP
Integrations
Meta (Facebook/Instagram)
Connect pages, manage planners, inbox & comments.
LinkedIn
Planner & inbox sync.
DocuSign
Agreements, signatures in pipeline stages.
Stripe
Fee collection & invoices.
Branding
Authentication
IP & Access
Retention
Export / Import
Billing
Audit Logs
| Time | User | Action | Object | Details |
|---|---|---|---|---|
| 2025-11-13 10:21 | Bilal | Updated | Pipeline Stage | Offer SLA 3→2f |
| 2025-11-13 09:58 | Ayesha | Created | Alert Rule | Inactivity: 3 days, Owner notify |
| 2025-11-12 17:05 | Noor | Connected | Meta | Pages: 3 |