Executive Overview
⏱ SLA Compliance by Team
🚩 Where Are the Gaps
✉ Enquiry Monitor
⬣ Proposal Pipeline
⬡ Executive Overview
connecting…
⬢ Agent Fleet Roster
⚡ Working Now
⬣ Pipeline Funnel
👤 Needs a Human
✉ Recent Enquiries
🧩 Proposal Builder
guided · 45-slide playbookengine …Fill the client inputs, pick a deck template, and generate a fully customized proposal. The whole deck is rewritten for your topic — layout, fonts and charts preserved. Review before sending.
Case study 1
Case study 2
✉ New Enquiry
The Draft Agent writes a reply (grounded on memory), the QC Agent scores it, then it enters the enquiry approval workflow.
✉ Enquiries
✦ Upload Templates
Put placeholders in your template and they get filled: {{TITLE}} {{TOPIC}} {{DATE}} {{YEAR}} {{MARKET_SIZE}} {{CAGR}}. The generated sections are added using your template's own styles.
✦ Priority Data Sources
Search Interns fetch these pages in order and feed the text to the writers. Sites that block bots or need a login are skipped.
👤 Human Approval Queue
🔒 Admin Portal
Controls API keys, settings and QC rules — no backend access needed. Default password is admin; change it after login.
📚 Train Enquiry Agent on Email History
memoryUpload up to a year of past enquiry emails (.txt, .csv, .eml, .mbox, .docx, .pdf, .html). They are split into messages and added to memory, so the Enquiry Draft Agent learns your tone, pricing and standard answers.
🤖 AI Providers
Add a provider
🎚 Model assignment
🔧 QC Bot
auto-correct data mistakes · format-safeAutomatically fixes chart values/years/units, pie labels and TOC page numbers after each generation. It only changes data — never layout, fonts or colours.
✍ Rewrite Prompt Rules
edit the AI prompt from here — no code changesThese are the exact rules the AI follows when rewriting each slide (capitalisation, years, regions, segmentation consistency, chart/figure rules…). Edit and save — it applies to the next generation. Choose a template to give it its own rules; blank = global rules for all proposals.
🧩 Proposal Playbook
global + per-templateThe slide-by-slide instructions the AI follows when drafting proposal decks. Choose a template to write its own playbook; a per-template playbook overrides the global one (blank = use global).
🗂 Template Profiles
per-template inputs & AI promptsPick a template, then set each {{token}} as a Form input (user types it) or AI-written (with its own prompt). Standard tokens are pre-mapped. Saved per template.
Tip: write this template's AI playbook in the 🧩 Proposal Playbook card above (select it from the dropdown).
⚙ Fleet & Pipeline
Removes all proposals, enquiries and generated files. Keeps your settings, users, templates and memory.
⏱ Approval SLA (per flow & team)
Per team (blank = use default):
When an item waits past its limit at an approval stage, the responsible team (and the optional team above) are notified and the dashboard flags it.
🛡️ QC Bot Conditions
🔎 Web Search API — auto-find sources
When set, Search Interns auto-discover sources for each enquiry through this endpoint, fetch the pages, and ground the writers on them.
🔀 Workflow Builder
Reports flow through these stages after QC. Reorder with ▲▼.
📝 Prompt Management
👥 Team & Departments
🔑 Roles & Permissions
🧩 Enquiry Form Fields
Tick Required to make a field mandatory on the enquiry form. Untick On to hide it.
🧾 Audit Log
⬡ Train Memory — Add Documents
⬡
Drop files here or click to upload
.txt .md .csv .json .html .pdf — used by agents to ground their work
🔎 Recall — Ask the Memory
relevance rankedSearch your trained memory to see what the fleet can ground on.
📊 Training Overview
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⬡ Knowledge Base
⬣ Active Reports
📈 Throughput (recent ticks)
Drafted Grounded Blocked