Professional Services Dashboard
Service & Client Summary
Quick Actions
Project Status Breakdown:
Alerts & Notifications
[URGENT] Client A message pending response (20 min).
[Reminder] Project #P012 approval due tomorrow.
Client Roster & Information
| Client Name | Company | Active Project | Last Service Date | Actions |
|---|---|---|---|---|
| Jane M. | Tech Solutions Inc. | P015 (Web Audit) | 2025-11-28 | |
| David K. | Finance Group | - | 2025-10-10 |
Appointment Management
Upcoming Appointments:
| Date/Time | Client | Service Type | Consultant | Status |
|---|---|---|---|---|
| Today, 2:00 PM | Jane M. | Project Review | Admin | Confirmed |
| Tomorrow, 10:30 AM | New Lead | Discovery Call | Consultant A | Pending |
Project & Case Tracking
| Project ID | Client | Service | Assigned To | Status | Progress |
|---|---|---|---|---|---|
| P015 | Tech Solutions Inc. | Web Audit | Consultant A | In Progress | 75% |
| P016 | Finance Group | Tax Filing | Manager B | Completed | 100% |
AI Knowledge Base & Service Data
Upload service guides, pricing sheets, and policy documents for AI training.
Managed Sources:
| Source Name | Type | Status | Last Updated |
|---|---|---|---|
| Service Pricing V3.pdf | FAQ/Pricing | Synced | 2025-12-05 |
| Appointment Policy.docx | Policy | Training... | 2025-12-10 |
Chatbot Identity and Specialized Modules
General Settings
Enabled Modules:
Appointment Lookup
Project Status Updates
Billing Inquiry Processing
Preview Client Interaction
What is the status of P015?
Thank you for checking. Project P015 (Web Audit) is currently 75% complete and is on schedule. Would you like to schedule a review meeting?
System Integrations
CRM (Salesforce/Zoho)
Connected
Google Calendar
Connected
Office 365 / Outlook
Not Connected
WhatsApp API
Connected
Dedicated WhatsApp AI Channel
Connect your business WhatsApp number
Status: Not Connected
Deployment Instructions:
1. Follow the Twilio / Meta Cloud connection flow. 2. Set your Webhook URL to: https://api.shilte.ai/webhook/proservice-xyz
*This channel enables automated service updates and communication.
Client Conversation History
| Date/Time | Client/User | Query Type | Resolution | Actions |
|---|---|---|---|---|
| 2025-12-11 16:00 | Client A | Project Update (P015) | Resolved by AI | |
| 2025-12-11 14:15 | New Lead | Pricing Inquiry | Requires Follow-up |
Performance Analytics
Client Acquisition Trends
AI Interaction Metrics
AI Resolution Rate: **90%**
Avg. Response Time: **1.1s**
Appointment Statistics
Total Confirmed: **150**
No-Show Rate: **2%**
Platform Settings
Business Profile & Branding
Edit company information and chatbot branding.
User Roles & Team
Manage Admin, Consultant, and Manager access levels.
Billing & API Keys
Manage subscription and integration keys.