Daily work

• AI assistant: click the round button at the bottom side of any page to open a small chat window. Ask how to do something in the app. The answer is the steps from this guide or the explanation of that setting, with a button that opens the page directly and a link to that part of the guide. Ask in English, Arabic or Persian; the answer comes in the same language. The assistant never makes anything up: if the answer is not in the guide, it says so.
• Simple menu: in simple mode, the side menu shows only daily tasks: conversations, customers, your trade’s pages (for example the appointment calendar), Tools and settings. The approval queue, comments and tickets show only while something waits for you (the approval queue always in manual approval mode). Setup stays at the top until its required steps are done; after that it opens from Settings & connections. The button at the bottom of the menu, Show every section, also shows flows, automations, intents, glossary and reports.
• Dashboard: today’s messages, the sales funnel and conversations waiting for the team.
• Conversations: all messages from the three apps in one place. You can reply yourself or hand the conversation back to the bot.
• When the team does not reply: after a chat is handed to the team, Settings → “Follow-up & handoff” → “If the team does not reply, the assistant carries on after” (5, 10 — the default —, 20 or 30 minutes) sets when the assistant answers politely instead (“the team is on it”); outside business hours it answers at once. “Never” keeps the bot silent while the team has the chat — also after the team has replied and outside business hours — until the ticket is closed or the chat is returned to the bot, so it cannot be combined with “Never” for returning the chat.
• Approval queue: AI replies in manual approval mode.
• Sales board, Tasks & follow-up and Customers: manage customers and follow-ups. The bell at the top of the panel shows tasks that are due.
• Tickets and Payments: referred requests and payment receipts waiting for approval.

The panel only opens on this computer (127.0.0.1) and cannot be reached from the internet.

📱 The phone app

Chats, approving replies, payments, tasks and tickets from your phone, with alerts. The computer stays on; settings stay on the computer.

1. First a fixed public address (section 8); with the temporary one the phone cannot connect.
2. In the panel: Phone app → Connect a phone. Scan the code with the phone’s camera (it works once, for 5 minutes).
3. Android (Chrome): tap Install on the home screen. iPhone (Safari): Share → Add to Home Screen, then in Safari tap Make a move code and type it in the home-screen app (once, within 15 minutes).
4. Tap Turn on alerts and allow them. On an iPhone, alerts work only from the home-screen app.

A lost phone: Phone app → Connected phones → Disconnect.