Orders
Smart Order Hub
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Orders
Hot Cup & More
Pending Approval
Out for Delivery
Delivered Today
Revenue This Month
🔍
Pending
Confirmed
All
🛍 Shopify
💬 WhatsApp
✏️ Manual
💎 High Value
Inventory
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Total Variants
Matched
Unmatched
Out of Stock
Low Stock
Stock Value
Price Mismatches
Products
Categories
Analytics
Business performance
All
B2B
B2C
Services
This Week
This Month
This Quarter
All Time
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Messages
WhatsApp conversations
Customers
All accounts & order history
Total
Active
At Risk
Multi-Source
Total Spend
All
Active
At Risk
Churned
Shop
SF
WA
Multi-Source ✦
🗄 Archived
Customer Phone Rep Orders Total Spend Last Order Status
Opportunities
Customers overdue for reorder
Overdue
Due Soon
Avg Days Since Order
Customers Tracked
🔥
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Settings
System configuration & user management
Users
Roles
Integrations
Branding
General
Bot
Users
Name Role Status Last login
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Shopify Data Sync
Pull all customers, products, and inventory from Shopify. Customers are matched to existing records by email/phone. Products are matched to the HCM catalog by SKU and name similarity.
Integration Credentials
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WhatsApp Bot Configuration
Bot won't re-activate for this many hours after a conversation ends
How many past agent corrections to inject into the AI prompt
Bot Learning Stats (last 30 days)
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Company Branding
Company Logo
No logo
PNG / JPG / WebP · max 2 MB
Recommended: 200×60px
Warranty Badge (used in Warranty Certificate PDF)
No badge
PNG / JPG · max 2 MB
Recommended: 200×200px

General Settings
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Notifications
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Demo Tools
Reset transactional data (orders, messages, webhook logs) to the seeded demo state. Stock quantities are restored to catalog values. Use before presentations.
Dedup Review
Resolve potential duplicate customers
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Unmatched Shopify Products
Shopify variants not linked to your catalog.
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Quotations
Manage B2B price quotes
📄
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Invoices
Billing & payments
Total
Paid
Unpaid
Overdue
Collected
Delivery Notes
Track dispatches & deliveries
Total
Pending
Dispatched
Delivered Today
Services
Repair & maintenance tickets
Open Tickets
In Progress
Overdue SLA
Resolved
🔧
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Machines
Registered equipment
Total Machines
Under Warranty
Service Due (30d)
Ever Serviced
🖥️
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