Dashboard
Total Leads
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Interested
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Qualified Leads
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Conversion Rate
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New Leads
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Unqualified
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Unmatched Request
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Not Interested
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Active Convs
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Closed Convs
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Cost Overview
Today
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Total
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Avg Response Time
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Lead History (Last 7 Days)
Recent Leads
Please click "Load Data" to fetch leads.
All Leads
Please click "Load Data" to fetch leads.
Test the AI Agent
POST /api/chat
AI Memory (updated_description)
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Add New Company
Registered Companies (Tenants)
Please click "Load Data" to fetch companies.
Rate Limit Configuration
These settings are stored in the rate_limit_config table.
Max total spend for this tenant per day
Max spend per individual user per day
Max messages a single user can send per
minute
Multiplies cost values in the Cost Overview
Framework
Controls HOW the agent qualifies leads.
You can tweak the generated prompt manually. Leave empty and save to reset to default.
Lead Summary
Define the specific information the AI should extract and summarize for each
lead.
Summary Data Points
List the key details you want the AI to remember. Leave empty to use the default summary
format.
Persona
Add company-specific rules — appended after the base persona automatically.
🔒 FIXED BASE PERSONA (read-only)
You are a friendly and professional AI sales agent for [Tenant
Name].Goals: greet warmly → qualify (BANT) → recommend product → book demo / handoff.
Language: always match the user's language. Session end: set bant_stage to HANDOFF.
Your appendix (injected after base persona)
Leave empty to use no appendix (base persona only).
Handoff
Controls the final options offered to the user.
'Not Interested' Reasons
If the user is not interested, offer these
choices to understand why.
Generated Handoff Prompt
You can manually edit this text to customize the final session instructions.
Products
Manage catalog items available to the AI.
Select Format:
Select Language:
Please select a format and language above to enable uploading. We also recommend reading the Guidelines first to ensure your file is formatted correctly.
Drag & drop files
here, or click to select files
Supported file types: excel
FAQ
Upload knowledge base for the agent to answer questions.
Select Language:
Please select a language above to enable uploading. We also recommend reading the FAQ Guidelines first to ensure your file is formatted correctly.
Drag & drop files
here, or click to select files
Supported file types: excel