Industry Automation Dashboard
Manage your business automation from one secure client dashboard.
Sign in with the Site ID and dashboard access code provided during setup. Review workflow activity, customer conversations, human-review requests, usage, prepaid capacity, billing records, and support options from a client-safe workspace.
Connected setup
Industry Automation Dashboard
Monitor workflow activity, customer requests, human review, usage, billing, and support from one client workspace.
Overview
Business operating snapshot
Review the operating picture without crowding the screen. Workflow coverage and usage categories now have their own slide panels.
Executive summary
Period-level CRM and usage signals for quick business review.
Client admin session
Login, last activity, expiry, and last logout visibility for the client-side CRM session.
Setup record
Operating notes
Workflow Coverage
Workflow coverage and activity shape
Review which business workflows are enabled and how each workflow is being used. Operational case filtering now lives inside Workflow Cases.
Workflow coverage cards
Each workflow has a compact activity graph. Bars expand with activity and shift green, blue, orange, then red.
Selected workflow summary
Human Review
Handoff requests and escalation queue
Review conversations that requested human attention or were escalated by automation rules.
Pending human review
Selected handoff
Handoff summary
Workflow Cases
Cases, routing, and production activity
Filter operational cases by time window. This is the daily CRM area for recent requests, routing, captured details, and follow-up review.
Recent cases
Scrollable production feed filtered by selected period.
Conversations
Messages, sessions, and voice transcript notes
Select a case or conversation to review the related timeline. Voice transcript notes appear when voice metadata is available.
Conversation timeline
Usage Categories
Capacity split by chat, voice, RAG, system, and handoff
Usage is separated by category so chat, RTD voice, RAG lookup, indexing, system runtime, and human review do not blend into one unclear number.
Capacity summary
Category graph
Usage breakdown
Recent usage records
Knowledge & RAG
Knowledge lookup, indexing, and retrieval visibility
Review how approved business knowledge is prepared and used. RAG lookup is counted when knowledge is searched for an answer. RAG indexing is counted when knowledge is imported, refreshed, chunked, embedded, or prepared for retrieval.
Knowledge activity
Client-safe proof of lookup, indexing, refresh, and workflow knowledge activity.
Knowledge activity will appear after the dashboard loads.
RAG usage summary
RAG usage is separated from normal chat so clients can see why knowledge-backed answers and indexing work consume capacity.
What RAG means in billing
RAG lookup and RAG indexing are different.
RAG lookup is counted when the system searches approved business knowledge to prepare an answer or workflow step. RAG indexing is counted when business knowledge is imported, refreshed, chunked, embedded, or prepared for retrieval. This panel shows client-safe visibility only; internal vector IDs, worker names, storage names, and provider traces are not shown.
Capacity & Top-up
Prepaid automation capacity and ledger
Included capacity is used first. Additional top-up capacity is prepaid and applied according to the active service rules. Larger packs add more capacity for higher-volume chat, workflow, RAG, voice, and human-review activity.
Wallet
Add prepaid capacity
Select a prepaid capacity pack. The request opens the secure support/top-up path first; checkout and billing confirmation can be connected to the same pack hooks later.
Ledger
Email Log
Setup, dashboard, and billing emails
Review client-safe email delivery records connected to this setup.
Recent emails
Billing
Plan, renewal, capacity, and workflow usage
Billing now shows the plan record together with visual workflow and category usage so the client can understand where capacity went.
Billing record
Capacity graph
Workflow usage shape
Small workflow cards use graph bars: low usage stays green, active usage moves blue, heavy usage becomes orange/red.
Usage category shape
Prepaid usage rule
Prepaid capacity supports service continuity.
The active service period includes allocated automation capacity. Optional top-ups add prepaid capacity for additional usage according to the plan terms. Older test rows may still appear until a clean generated site is tested with the new handler and dashboard worker.
Plan Features
Unlocked and locked dashboard capabilities
Available features are shown with plan access. Locked capabilities show the plan level required to unlock them.
Access summary
Plan levels
Essential20 features
Pro25 features
Business35 features
Custom35 features
Feature register
Support
Support direction and account help
Use support for setup review, dashboard access, billing questions, widget behavior, or workflow improvement.
Use when snippets, hosted links, allowed origin, or dashboard access need review.
Use for top-ups, renewal, usage, ledger, or billing review.
Use when real cases show missing fields, weak routing, or unclear business rules.
Install & Links
Hosted page, snippets, and workflow links
Use this section when you need to copy the install package, hosted page link, floating widget snippet, or manual workflow buttons.
Hosted links
Workflow links
Floating widget snippet
Use this snippet when the website needs a floating launcher.
Manual button snippet
Use this snippet when the website needs specific workflow buttons inside page sections.