Roadmap

A library of unbranded tutorial videos that white label agency can use for clients to explain onboarding, set up and other technical aspects.

We propose adding support for a developer API that allows users to self-host or integrate with OpenAI’s API and xAI’s Grok API. This would enable automation, local deployments, and enhanced privacy, catering to users and organizations requiring low-latency workflows, regulatory compliance, or reduced dependency on external APIs. Why It Matters Automation : Streamline internal processes like bots, content summarization, or data processing by integrating AI capabilities directly into workflows. Local Deployments : Enable hosting of models on-premises or near data centers to minimize latency and ensure data stays within controlled environments. Privacy and Compliance : Support for self-hosting ensures compliance with strict regulatory controls (e.g., GDPR, HIPAA) by keeping sensitive data local. Cost Reduction : Reduce reliance on external API calls, lowering costs for high-volume usage or enterprise applications. Use Cases Enterprise Workflows : Automate customer support, report generation, or data analysis with low-latency, on-prem AI models. Backend Integrations : Seamlessly integrate AI into existing systems (e.g., CRM, CMS) for real-time processing without external API dependencies. Privacy-Sensitive Applications : Enable industries like healthcare or finance to leverage AI while adhering to data privacy regulations. Developer Flexibility : Provide a unified API interface compatible with both OpenAI and Grok, simplifying migration and reducing learning curves. Proposed Implementation Self-Hosting Support : Provide containerized or standalone model deployment options (e.g., Docker, Kubernetes) for OpenAI and Grok models, similar to open-source LLM frameworks. API Compatibility : Ensure the API supports OpenAI and Grok SDKs.

How to Set Up Custom Roles and Permissions for Users To control what each user can access in your system, follow these steps to create and assign custom roles: Create a Custom Role Go to the Roles or Permissions section in your admin panel. Click "Add New Role" or "Create Role". Name the role (e.g., "Agent"). Save the role. Assign Permissions to the Custom Role After creating the role, select which permissions it should have. For example, for an Agent, you may only allow access to the Chat section. Disable access to Settings, Learning, or any administrative features. Save the permission settings. Assign the Role to a User Go to the User Management area. Select the user you want to assign the role to. Choose the appropriate role (e.g., Agent) from the dropdown. Save changes. Example Use Case If you want a human support team member to only handle customer chats (without access to settings or training modules), assign them the "Agent" role with chat-only permissions.

Automatic management of client stages: Example: "New," "Proposal Sent," "Closed - Won." Visual Kanban-style board: Example: Contacts organized into columns according to their funnel stage. Follow-up with intelligent notifications: Example: Automatic reminder to contact a client after 3 days of no response. Automated and personalized responses: Example: Automated WhatsApp messages with offer details based on the client's stage. Segmentation and targeted campaigns: Example: Sending bulk emails to contacts in the "Proposal Sent" stage. Record of won sales: Example: Automatically log each closed deal with the option to add the sale amount or value. Predictive conversion analysis: Example: Prioritize contacts with the highest probability of purchase based on their interactions. Detailed performance reports: Example: Conversion rates, total sales amounts, and active clients per agent. Automated contact assignment: Example: A new lead is assigned to the agent with the lowest workload. Personalization of flows and rules: Example: Automatically move contacts to "Negotiation" if they agree to a meeting. Centralized interaction history: Example: Automatic logging of calls, emails, and messages.

AI Community Manager: reply to all comments on Instagram and Facebook posts for moderation and auto-replies, without requiring a DM step (only with interested prospects or specific keyword triggers)

A simple CRM to manage our contacts

It would be great if this was automatically done, and as a consequence would avoid losing a lot of work and training. Prior to publishing, trying to refine and optimise a campaign/new chatbot, only for it to vanish is deeply frustrating. Saving campaigns in process before publishing them (despite thinking that saving would do this), would avoid this.