Upload an XLSX or CSV file. Rows are matched by SKU, Barcode, or Shopify Variant ID.
Analytics
Business performance
All
B2B
B2C
Services
This Week
This Month
This Quarter
All Time
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Messages
WhatsApp conversations
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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
—
📋 Contact Info
📊 Summary
Orders
Quotations
Machines
Services
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📝 Notes
Opportunities
Customers overdue for reorder
Overdue
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Due Soon
—
Avg Days Since Order
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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.
Last Sync Report
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Orders synced
—
Customers total
—
Products matched
—
Products unmatched
—
Inventory updated
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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🔀
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Unmatched Shopify Products
Shopify variants not linked to your catalog.
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Quotations
Manage B2B price quotes
🤖 AI Quote Requests to Review 0
📄
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New Quotation
Machine / Service Details
Customer
Create New Customer
Details
Line Items
Product
Qty
Unit
Unit Price
Total
SubtotalQAR 0.00
Discount
%
TotalQAR 0.00
Invoices
Billing & payments
Total
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Paid
—
Unpaid
—
Overdue
—
Collected
—
Customer
Details
Line Items
Payment History
Delivery Notes
Track dispatches & deliveries
Total
—
Pending
—
Dispatched
—
Delivered Today
—
Services
Repair & maintenance tickets
Open Tickets
—
In Progress
—
Overdue SLA
—
Resolved
—
🤖 AI Service Requests to Review 0
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New Service Ticket
Customer
Ticket Info
Machine (Optional)
Issue Details
Ticket Details
Customer
Contact
Type
Source
Created
Invoice
Routine
🔄 Routine
DESCRIPTION
Machine Info
SERVICE HISTORY
Spare Parts Used
#
Part
Qty
Unit Cost
Total
Cost Summary
Labor:hrs × QAR/hr =QAR 0.00
Parts:QAR 0.00
Total:QAR 0.00
Status Timeline
Advanced Status Override
Machines
Registered equipment
Total Machines
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Under Warranty
—
Service Due (30d)
—
Ever Serviced
—
🖥️
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Pending
💬 Message receivedEN
Lifetime Value
—
QAR
Avg Cycle
—
days
Last Order
—
days ago
Past Orders
—
on record
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No suggested action for this message type.
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👤 Customer Context
Recent Orders
No order history.
🤖 AI Analysis
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🤖 Bot suggestion
⚠ Customer last messaged .
A template message will be sent first to re-open the conversation window.