{{ kCrumbSec }}{{ kCrumbPage }}
{{ greeting }}
{{ subline }}
Notifications
You’re all caught up.
{{ me.initials }}
{{ me.name }}
{{ kMeSub }}
KIO tools for {{ bizName }}: they do not see this page.
You see {{ bizName }} exactly as they see it.
{{ kTitle }}
{{ kSubT }}
{{ kHero.num }}
{{ kHero.sec }} · {{ kHero.title }}
{{ kHero.sub }}
{{ x.l }}{{ x.v }}
How {{ sg.title }} works · {{ sg.done }} of {{ sg.total }} ready
{{ sg.about }}
Good to know
{{ t.t }} — {{ t.d }}
How {{ sg.title }} works · {{ sg.state }}
Total income
Money collected vs outstanding invoices, month by month
CollectedOutstanding
Action Center {{ kd3ActN }}
Priority items that need your attention
All clear. Nothing is waiting.
Recent invoices
Latest invoices and their status
No invoice yet. Create one from a client file.
#ClientProjectAmountStatusDate
{{ kd2.agName }}
Your always-on agency assistant
- Answers WhatsApp and website chat
- Qualifies leads and books calls
- Hands interested people to the team
- Logs the questions it could not answer
Team today
Who is working right now
{{ u.ini }}{{ u.name }}{{ u.role }}
Won this month
{{ kd2.won }} closed out of{{ kd2.target }}
Target = won + deals expected to close this monthUp next
Nothing due this week.
{{ cai.eye }}
{{ cai.title }}
{{ cai.sub }}
{{ m.label }}{{ m.v }}{{ m.sub }}
{{ cai.chartT }}
{{ cai.chartS }}
Conversations{{ cai.totC }}AI replies{{ cai.totA }}
No conversation in this period.
{{ x.date }}Conversations{{ x.c }}AI replies{{ x.a }}
Where customers write
Conversations by channel
No conversation in this period.
{{ cai.chT }}conversations
Who wrote and what they want
The latest people, read by your AI agent. Click one to see everything.
Nobody wrote in this period yet.
How interested they are
Rated by your AI agent from each conversation
{{ v.label }}{{ v.n }}{{ v.w }}%
No contact in this period.
What they ask for
{{ cai.reqT }}
{{ q.name }}{{ q.n }}
Hot and new leads
People to call first
No new or hot lead right now.
Your AI agents
Who answers your customers
No AI agent yet. Ask KIO to set one up.
Your projects with KIO
Where each piece of work we do for you stands.
{{ p.label }}{{ p.st }}{{ p.pctT }}
When customers write
Messages received by hour of the day. Your AI answers at any hour.
{{ h.label }}
Where your leads are
New contacts of this period by stage
No new lead in this period.
{{ f.name }}{{ f.n }} · {{ f.p }}
Each agent in detail
What every AI agent did in this period
AgentConversationsMessages receivedAI repliesLeads collectedStatus
{{ g.name }}{{ g.cv }}{{ g.mi }}{{ g.ai }}{{ g.nl }}{{ g.st }}
Latest conversations
The newest first
No conversation in this period.
{{ kd.date }}
{{ greeting }}
{{ kd.bH }} handled today · {{ kd.bU }} unread conversations · {{ kd.bQ }} hot leads waiting
Collected this month{{ dash.thisM }}
Waiting for payment{{ dash.pipe }}
Conversion{{ dash.conv }}
Today at a glance
What needs your attention right now.
Performance
{{ dx.cmp }}
New leads
{{ dx.tot }} this period · {{ dx.prevTot }} the period before
This periodBefore
Action center
{{ dx.acTotal }} things waiting for someone
All clear. Nothing is late right now.
{{ g.title }}{{ g.sub }}
{{ g.n }}Where your leads are
Every open lead by stage, with its value
No leads yet.
Team this period
Deals won, value and open leads per person
{{ m.rank }}{{ m.initials }}
{{ m.name }}{{ m.rev }}
{{ m.won }} won · {{ m.open }} openK
Your projects with KolchiInOne
What KIO is building for you, and where it stands.
{{ p.name }}{{ p.status }}
{{ p.progress }}% done{{ p.due }}
Set up {{ bizName }} · {{ guide.done }} of {{ guide.total }} done
Click a step to open the right page. This card disappears when everything is ready.
Business overview
Money and conversion
All time, across every channel
Total revenue
{{ dash.revenue }}
{{ dash.revPct }}
Pipeline value
{{ dash.pipe }}
{{ dash.pipeSub }}
Conversion rate
{{ dash.conv }}
{{ dash.convSub }}
Sales velocity
{{ dash.vel }}
{{ dash.velSub }}This month {{ dash.thisM }}
Revenue
Collected and new pipeline · last 12 months
{{ dash.year }}
CollectedNew pipeline
{{ m.label }}
Traffic mix
Where all {{ kd.total }} leads came from
{{ dash.donutPct }}{{ dash.donutLabel }}
{{ s.label }}{{ s.count }}{{ s.pct }}%
Top lead sources
Ranked by leads, with how many became clients
No leads yet.
Team today
{{ dash.onlineN }} of {{ dash.teamN }} online · {{ dash.unclaimed }} leads nobody owns
{{ u.initials }}
{{ u.name }}{{ u.state }}
{{ u.open }}open{{ u.won }}won this month
{{ kd.aiN }} AI teammates answer customers around the clock
Hot queue
{{ dash.hotText }}
{{ dash.hot }} interested
Recent payments
The last clients who paid
No payments yet.
Action required
{{ dash.pending }} client files waiting for review
Approve, reject or send them on
Nothing waiting. Well done.
Live activity
What the team did, as it happens
No activity yet.
{{ a.who }} {{ a.text }}
{{ a.lead }} · {{ a.ago }}Performance overview
All time
Total revenue
{{ dash.revenue }}
{{ dash.revPct }}
Pipeline value
{{ dash.pipeSub }}
{{ dash.pipe }}
Conversion rate
{{ dash.conv }}
{{ dash.convSub }}
Sales velocity
{{ dash.velSub }}
{{ dash.vel }}
This month {{ dash.thisM }}
{{ u.initials }}
Team today
{{ dash.onlineN }} of {{ dash.teamN }} online · {{ dash.unclaimed }} leads unclaimed
Revenue · last 12 months
Monthly
{{ dash.year }}
{{ dash.revPct }}{{ m.label }}
CollectedPipeline created
Top lead sources
{{ s.label }}{{ s.count }} · {{ s.pct }}%
Traffic mix
{{ dash.donutPct }}
{{ dash.donutLabel }}
Recent payments
Action required
{{ dash.pending }} dossiers
waiting for review
waiting for review
{{ p.initials }}
Approve, reject or send to test.
Live activity
{{ a.initials }}
{{ a.who }} {{ a.text }} · {{ a.lead }}
{{ a.ago }}
Hot queue
{{ dash.hot }} interested
{{ dash.hotText }}
Scheduled next 7 days{{ prd.k1 }}approved and waiting to publish
Published this month{{ prd.k2 }}confirmed by the platform
Problems{{ prd.k4 }}blocked or failed to publish
{{ prd.apTxt }}Last run {{ prd.apAgo }}: {{ prd.apWhy }}
{{ c.label }}{{ c.n }}
Nothing here
No plan yetFill in the goal and press “Write the plan”. You get the strategy, the pillars, the posting rhythm and every post with its caption. Nothing is published until you approve it.
{{ pv.month }} · written {{ pv.ago }}
{{ pv.title }}
{{ pv.summary }}
Goals
- {{ g.g }}
Audience
{{ pv.audience }}
Content pillars
{{ p.name }}{{ p.share }}
{{ p.why }}Posting rhythm
{{ c.name }} · {{ c.per }}{{ c.best }}{{ c.formats }}
What we measure
{{ k.name }}{{ k.target }}
{{ w.n }} · {{ w.theme }}
{{ p.day }}{{ p.fmt }}{{ p.pillar }}
{{ p.title }}{{ p.hook }}
{{ p.caption }}
{{ p.cta }}{{ kb.viewLabel }} · {{ kb.total }}
{{ kb.name }}
{{ L.name }}{{ L.n }}
{{ c.title }}
in list {{ kbc.listName }} · created {{ kbc.created }} by {{ kbc.by }}
Labels
Members
Description
Checklist{{ kbc.ckPct }}%
{{ i.t }}
Comments
{{ m.ini }}
{{ m.who }}{{ m.ago }}
{{ m.text }}
Nothing to do hereOpen a contact and add the next step in its Tasks card.
{{ g.label }}{{ g.n }}
{{ r.t }}Reminder · {{ r.lead }} · {{ r.stage }}
{{ r.whoInit }}{{ r.who }}
{{ r.due }}
No file hereUpload documents from a contact or a client file.
NameTypeClientAddedValidity
You are all caught up
All Clients
{{ kcl.total }} ClientsManage your clients, access their profiles, what they see, and what they pay.
{{ kcl.total }}Total Clients
{{ kcl.active }}Active
{{ kcl.hold }}On Hold
{{ kcl.closed }}Closed
{{ kcl.rev }}Monthly Revenue
{{ kcl.selN }} selectedSet status:
{{ kcl.noneMsg }}Clear the filters, or add a client.
ClientLoginIndustryLocationStatusAccount ManagerKey ServicesPlanNext InvoiceActions
Showing {{ kcl.from }}–{{ kcl.to }} of {{ kcl.count }} clients
No client workspace yetAdd a client in All Clients first.
{{ cws.name }}
{{ cws.industry }}
You will see exactly what they see.
This month
Counted from their workspace.
{{ u.v }}{{ u.l }}
Next invoice
Getting started
{{ c.t }}{{ c.s }}
Recent activity
No activity yet.
{{ a.t }}{{ a.lead }}{{ a.ago }}
Services
Add what they bought: the matching parts of the CRM switch on for their team. Remove it and those parts are hidden again.
{{ s.label }}{{ s.desc }}{{ s.st }}
What they can see
Fine-tune each part. Their team and settings stay on. AI agents and branding are run by KIO from this hub, so they never see them.
What they pay
Used for monthly revenue and the next invoice.
Fill it with AI
Give their website. The AI reads it and fills the logo, colours, tagline, voice and audience. You check before anything is saved.
{{ cwb.err }}
{{ cwb.rVoice }}
{{ cwb.rAud }}
Photos of the business
The place, the team, the products. Their team sees them in Settings › Business.
No logo yet. If one of these photos is the logo, click “Use as logo” under it: the menu, invoices and the CRM colours will follow it.
No photos yet. Add the shop front, the team, the products or the place.
About this client
Only you see this.
Their brand
No brand yet. Use “Fill it with AI”.
CRM colours
{{ cwb.themeHint }}
{{ cwb.tagline }}Voice
{{ cwb.voice }}
Audience{{ cwb.audience }}
No AI agent yetCreate one, then switch on the channels it should answer.
{{ g.ini }}
{{ g.name }}{{ g.role }} · {{ g.talks }} conversations · {{ g.nOn }}
{{ c.label }}{{ c.detail }}
{{ c.st }}Website forms
Every form on their website can send its leads straight into their CRM.
{{ cwc.formUrl }}Open “Connect or fix” › Website once to create their form link.
AI access (MCP)
A private link that lets ChatGPT, Claude or any MCP app work inside this client's CRM. Read-only unless you choose “can edit”. It never deletes, records money or touches another client.
{{ cwk.link }}{{ k.name }}{{ k.meta }}
No files yetUse “Add files” to upload their pictures and documents.
Link or create their client file in “Invoices & money” first.
Nobody yet.
{{ u.ini }}{{ u.name }}{{ u.role }} · {{ u.seen }}
All clearNothing is late right now.
{{ g.title }}{{ g.sub }}
{{ g.n }}Leads
Handled today · {{ handledToday }}
{{ c.label }}{{ c.n }}
{{ c.val }}
{{ k.value }}
{{ k.plat }}{{ t.name }}
Drop leads here
{{ selN }} selected
{{ selN }} selected
ContactStageValueSourceOwnerNext stepLast changeActions
No leads in this viewTry another view, clear the filters, or add a lead by hand.
Showing {{ kpShown }} of {{ kpTotal }} · open value {{ kpValue }}
Open deals{{ kpSum.open }}Excludes won and lost
Pipeline value{{ kpSum.openVal }}Open stages only
Won this month{{ kpSum.wonN }} · {{ kpSum.wonVal }}
{{ c.label }}{{ c.n }} · {{ c.val }}
{{ k.title }}
- Business
- {{ k.biz }}
- Contact
- {{ k.contactName }}
- Source
- {{ k.src }}
- Value
- {{ k.valTxt }}
{{ k.days }}{{ k.ownerInit }}
Drop deals here
Max potential{{ kfc.max }}{{ kfc.openN }} open deals
Expected{{ kfc.exp }}Value × each stage's win chance
At risk{{ kfc.riskV }}{{ kfc.riskN }} pushed back or past their close date
Forecast by stage
Win chances are yours to set: change a number and the forecast updates.
StageDealsValueWin chanceExpected
{{ r.label }}{{ r.n }}{{ r.v }}% {{ r.e }}
Total{{ kfc.totN }}{{ kfc.totV }}—{{ kfc.totE }}
Stages at 0% are left out of the forecast: {{ kfc.zero }}.
Expected by close month
{{ kfc.noDateN }} open deals have no close date and are not counted here.
At-risk deals
Close date pushed back, or passed while the deal is still open.
No deal at risk. Close dates are holding.
DealClientValueOld close dateClose dateWhyOwner
Dossiers
The clients you work with: their documents, an AI summary, their invoices and what they paid.
Invoiced
{{ dosSt.invoiced }}
Paid
{{ dosSt.paid }}
Still to collect
{{ dosSt.due }}
No dossier here yet.
Open a lead and press Open a dossier when you agree on a service with them.
Open a lead and press Open a dossier when you agree on a service with them.
{{ c.initials }}
{{ c.stLabel }}
Paid {{ c.paid }}of {{ c.due }}
Client files{{ kdSum.files }}{{ kdSum.unpaid }} not fully paid · {{ kdSum.paidN }} paid
Invoiced{{ dosSt.invoiced }}All invoices, not counting cancelled ones
Paid{{ dosSt.paid }}Money received
Still to collect{{ dosSt.due }}Invoiced, not yet paid
No client files here yetOpen a lead and press “Open a dossier”, or create one here.
{{ ln.label }}{{ ln.nTxt }}
No file at this stage
Payments
Who paid, how much, when — with the invoice and the proof of payment.
Collected this month
{{ paySt.month }}
Still to collect · {{ paySt.nOpen }} invoices
{{ paySt.open }}
Total collected · {{ paySt.nClients }} clients
{{ paySt.total }}
Collected this month{{ paySt.month }}{{ kpPay.collD }} vs last month
Overdue{{ kpPay.late }}{{ kpPay.lateN }} past their due date
Average payment{{ kpPay.avg }}per payment received
Collected vs invoiced
Money received and invoices issued, last 6 months
CollectedInvoiced
To collect
Oldest due date first
Nothing to collect. Every invoice is paid.
Recent payments
The last money received
No payment yet. Record one from a client file or from "To collect".
{{ p.initials }}{{ p.date }}{{ p.method }}{{ p.invNo }}+{{ p.amount }}
Payments received
{{ paySt.total }}ClientDateMethodInvoiceProofAmount
{{ p.initials }}{{ p.invNo }} No invoice Proof None {{ p.amount }}
{{ p.service }}
{{ p.date }}{{ p.method }}No payment yetRecord a payment from a client file.
Finance · KolchiInOne
Your money in and out: client payments, your salary, expenses, bank and cash. Only you see this page.
Loading…
{{ fin.err }}
{{ k.label }}
{{ k.value }}
{{ k.sub }}
{{ k.label }}
{{ k.value }}
{{ k.sub }}
Money in and out, month by month
Money in
Money out
Still expected{{ m.label }}
{{ m.net }}
Under each month: what was left (money in − money out). Hover a month for the exact amounts.
Waiting for payment · {{ fin.nPending }}
Nothing expected right now.
{{ p.client }}
{{ p.sub }}
{{ p.amount }}
Where the money came from
{{ s.name }}{{ s.amount }}
Where the money went
No expenses in this period.
{{ s.name }}{{ s.amount }}
{{ fin.incTitle }}
Money that has no client file: a bonus, equipment you sold, a one-off job, a gift… Client payments are recorded in their file (below).
{{ x.period }}{{ x.label }}{{ x.status }}{{ x.amount }}
| Date | Client | Method | Invoice | Note | Amount | |
|---|---|---|---|---|---|---|
| {{ p.date }} | {{ p.client }} | {{ p.method }} | {{ p.invoice }} | {{ p.note }} | {{ p.amount }} |
{{ fin.formTitle }}
| Month | What for | Category | Repeats | Amount | Status | |
|---|---|---|---|---|---|---|
| {{ e.period }} | {{ e.label }} {{ e.notes }} | {{ e.category }} | {{ e.rec }} | {{ e.amount }} |
What you really have (bank and cash)
Write the real amount once a month. Next to it: what the records say you earned minus what you spent that month, so you see money that left without being written down.
| Month | Account | You have | Recorded in − out that month | |
|---|---|---|---|---|
| {{ x.period }} | {{ x.account }} | {{ x.amount }} | {{ x.net }} |
No balance written yet.
{{ fin.cardErrText }}
{{ k.label }}
{{ k.value }}
| Business (card.kolchiinone.com) | Owner | Monthly | Collected | Owed | Next due | Status |
|---|---|---|---|---|---|---|
| {{ c.name }} | {{ c.owner }} | {{ c.fee }} | {{ c.collected }} | {{ c.owed }} | {{ c.next }} | {{ c.status }} |
Read directly from the Card app's own database (read-only). Record Card payments in the Card app.
| Business | Replies this month | Cost (Google) | To bill (+markup) | Last month | Models |
|---|---|---|---|---|---|
| {{ a.name }} | {{ a.calls }} | {{ a.cost }} | {{ a.billed }} | {{ a.prev }} | {{ a.models }} |
No AI replies this month.
Every reply of the n8n bots is metered (tokens × Google price). “To bill” adds each client's markup (30% by default) — the amount to put on their invoice when they use KIO's key.
Figures come from your recordsPayments, expenses and expected money you recorded in the CRM. Check them with your accountant.
Cash collected this month{{ kfin.coll }}{{ kfin.collD.t }} vs last month
{{ kfin.openL }}{{ kfin.open }}{{ kfin.openN }} still expected
{{ kfin.expL }}{{ kfin.exp }}{{ kfin.expD.t }} vs last month
Net cash movement{{ kfin.net }}{{ kfin.netD.t }} vs last month
Money flow
In (collections)Out (expenses)
{{ m.label }}
{{ kfin.agingL }}
Nothing expected right now.
Aging periodCountAmount% of total
{{ a.l }}{{ a.n }}{{ a.a }}
Money in{{ kfin.totIn }}about {{ kfin.avgIn }} a month
Money out{{ kfin.totOut }}about {{ kfin.avgOut }} a month · fixed costs {{ kfin.run }} / month
What is left{{ kfin.totNet }}over the period, money in minus money out
Client plans (monthly){{ kfin.mrr }}{{ kfin.mrrN }} active clients with a plan · retainers on file {{ kfin.steadyBook }}
What each client brought
KIO company: money received from each client, what is still open, and their plan
No client payment recorded yet.
ClientReceivedShareStill openPlanLast payment
Where the money comes from
Money received by client or source
Monthly clients {{ kfin.steady }}Projects and one-offs {{ kfin.project }}{{ kfin.steadyP }} comes back every month
No money received in this period.
{{ s.name }}{{ s.amt }} · {{ s.p }}
Where the money goes
Paid expenses by category
No paid expense in this period.
{{ c.name }}{{ c.amt }} · {{ c.p }}
Next 30 days
What should come in and what you have to pay
Expected in {{ kfin.f30n }} {{ kfin.f30w }}+{{ kfin.f30in }}
To pay expenses not paid yet−{{ kfin.f30out }}
Fixed costs recurring every month{{ kfin.f30run }}
Difference{{ kfin.f30net }}
Bank + cash ({{ kfin.balAsOf }}){{ kfin.cashNow }}After 30 days, if all goes as expected{{ kfin.cashAfter }}
Month by month
Received, expected, spent, still to pay, and what was left each month
MonthMoney inExpectedMoney outTo payLeft this monthRunning total
{{ m.label }}{{ m.inn }}{{ m.exp }}{{ m.out }}{{ m.pay }}{{ m.net }}{{ m.cum }}
Every movement
Each payment received and each expense paid, newest first
Nothing recorded yet.
{{ x.what }}{{ x.sub }}
{{ x.date }}{{ x.amt }}Recent transactions
No transaction recorded yet.
DateCounterpartyTypeMethod / categoryAmountStatus
{{ t.date }}{{ t.who }}{{ t.type }}{{ t.acc }}{{ t.amt }}{{ t.st }}
Needs review {{ kfin.revN }}
Nothing to review.
Automations · n8n
n8n runs in the background; everything is managed from here. The CRM checks it every 2 minutes, keeps the bots and bridges switched on and tells you when something fails.
Asking n8n…
{{ au.err }}
{{ au.stateTitle }}
{{ au.stateSub }}
{{ k.label }}
{{ k.value }}
{{ k.sub }}
Workflows
An AI bot answers a business's clients by itself. A CRM bridge sends every change in the CRM (new lead, status, message) to n8n so you can add your own steps there. Switch one off to pause it.
Nothing hereNo workflow matches this filter.
Recent failed runs
No failed run in the last 250 — everything works.
CRM → n8n events
Every change in the CRM (new lead, status, note, message…) is sent to the business's “KIO CRM” workflow, signed with its API key. Events wait safely in the CRM if n8n is down and are delivered when it is back.
{{ au.evSent }} delivered (24 h){{ au.evPending }} waiting{{ au.evFailed }} failed
{{ x.text }}
Asking n8n…
{{ au.err }}
n8n engine{{ au.stateTitle }}{{ au.stateSub }}
{{ k.label }}{{ k.value }}{{ k.sub }}
No workflow in this view
{{ w.biz }}{{ w.name }}
{{ w.kind }}{{ w.ok }} ok{{ w.err }} failed{{ w.last }}
{{ w.help }}
CRM → n8n events
Every change is signed and sent to the business’s workflow.
{{ au.evSent }}delivered (24 h)
{{ au.evPending }}waiting
{{ au.evFailed }}failed
{{ x.text }}
Recent failed runs
What broke, and where to fix it.
No failed run. Everything is running.
{{ e.title }}{{ e.message }}{{ e.when }}
Suppliers
All your suppliers’ price lists in one place. Upload their sheet — the CRM reads every product — then search a product and see who sells it cheapest.
No supplier yet
Upload the price list a supplier sent you (Excel, CSV or PDF). The CRM finds the products, prices, pictures and descriptions by itself — then do the same for your other suppliers and compare.
Best price for “{{ sp.q }}” — {{ sp.bestN }} suppliers
{{ sp.countLabel }}Searching…
No product matches — try fewer words or another spelling.
{{ s.ini }}
{{ s.sub }}
{{ s.last }}
{{ s.contact }}
{{ sp.imp.title }}
{{ sp.imp.sub }}
{{ sp.imp.supTitle }}
{{ sp.imp.supWhy }}
{{ t.l }}
{{ t.v }}
{{ c.from }} → {{ c.to }}
Columns — check what the CRM understood (change if needed)
First products read
{{ sp.ed.title }}
{{ sp.pd.supplier }}
{{ sp.pd.name }}
{{ sp.pd.price }} {{ sp.pd.change }}
{{ sp.pd.meta }}
{{ sp.pd.desc }}
The same product at your other suppliers
Price history
{{ h.date }}{{ h.price }}
Connections
Connect the tools of {{ cc.biz }} yourself: open a card, follow the steps, press Save & connect. Your access stays yours — nobody else can use it.
AI assistant link · {{ mk.bizName }}
A private link for ChatGPT or Claude. Whoever uses it works only inside this business: they never see another business.
Reading is always included: leads, conversations, agents and key numbers of this business.
Copy this link now. It is shown only once.
Prefer sign-in (OAuth)? Use this address, then paste the key below on the KIO page.
{{ mk.fresh }}Give it only to this business. The link works like a password: anyone who has it can use this business with the access above. You can revoke it below at any time.
ChatGPTSettings › Apps & Connectors › Advanced: turn on Developer mode. Then Create, paste the link, and choose No authentication.
ClaudeSettings › Connectors › Add custom connector, paste the link, then Add.
Claude Code
{{ mk.cli }}{{ mk.url }}{{ mk.freshKey }}Active links
{{ mk.err }}
No link yet for this business.
{{ k.name }}{{ k.prefix }} · {{ k.scopes }}{{ k.created }} · {{ k.last }}
{{ k.l }}
{{ k.v }}
Nothing matches — try another name, or use Zapier / Make to reach any other tool.
{{ g.label }}
{{ g.sub }}
{{ x.label }}
{{ x.desc }}
{{ x.lvl }}{{ l.k }}{{ l.v }}
{{ x.warn }}
{{ x.hookLabel }}
{{ x.hook }}
Inbox
Every conversation from WhatsApp, Messenger, Instagram, TikTok, email and your website, in one place.
Conversations
{{ inboxStats.total }}
Awaiting reply
{{ inboxStats.reply }}
Handled by AI
{{ inboxStats.ai }}
One WhatsApp message to many contacts at once, with templates you write here. Every reply lands in Conversations.
Loading your WhatsApp numbers and templates…
WhatsApp is not ready for bulk messages
{{ bk.err }}
{{ k.label }}{{ k.v }}{{ k.sub }}
Campaigns
{{ bk.campSub }}
No campaign yet
Pick a template, choose who receives it, and send. You see who received, read and replied, message by message.
{{ cd.name }} {{ cd.st }}
{{ cd.meta }}
The message
{{ cd.tplLine }}
{{ cd.preview }}
Button taps
Which answer people chose, when the message has buttons.
No button tapped yet.
Recipients
{{ cd.recSub }}
{{ r.st }}{{ r.extra }}
1
Send from
The WhatsApp number your contacts will see.
2
Message
Only templates approved by Meta can start a conversation.
No approved template yet for this number. Write one in Templates: Meta usually answers within minutes, sometimes up to 24 hours.
3
Who receives it
{{ nw.audSub }}
{{ nw.selNote }}
{{ nw.countLabel }}{{ nw.sampleLine }}
Contacts tagged “No WhatsApp” or “STOP”, and wrong numbers, are skipped automatically.4
Personalize
What fills each blank of the template, for every person.
{{ v.tag }}{{ nw.lastN }}
Test, then send
Send the message to your own phone first to see it exactly as your contacts will.
Templates
{{ bk.tplSub }}
No template yet
A template is the message you send first. Write it here, Meta checks it, then you can send it to as many contacts as you want.
{{ t.name }}{{ t.st }}
{{ t.meta }}
{{ t.body }}
{{ t.reason }}
New template
Write the message once. KIO CRM sends it to Meta for review; you can use it as soon as it is approved.
Lowercase letters, numbers and _ only. Your contacts do not see it.
{{ tf.edgeWarn }}
{{ tf.count }}
{{ x.tag }}{{ tf.rules }}
Team{{ kt2.people }} people{{ kt2.ais }} AI agents work alongside them
Online now{{ kt2.online }}signed in at this moment
Contacts handled{{ kt2.handled }}last 30 days, notes or stage changes
Won this month{{ kt2.wonV }}{{ kt2.wonN }} deals · {{ kt2.late }} tasks overdue
Your people
Who is online, what they carry and what they win.
Nobody matches. Clear the search or pick another filter.
{{ m.initials }}
{{ m.seen }}
{{ m.name }}AI {{ m.email }}{{ m.roleName }}
{{ m.state }}{{ m.claimed }}Contacts
{{ m.handled }}Handled 30 d
{{ m.won }}Won
{{ m.open }}Open tasks
{{ m.wonMV }} this monthOn time {{ m.onTime }}{{ m.late }} late
Leaderboard
Won this month, then contacts handled
No teammates yet.
{{ r.rank }}{{ r.init }}
{{ r.name }}{{ r.vTxt }}
{{ r.sub }}Manage access
Change roles, email and password, or deactivate someone.
Every account
Everyone who can sign in, in every workspace.
{{ g.name }}{{ g.n }}
{{ r.ini }}{{ r.name }}{{ r.email }}{{ r.role }}{{ r.st }}{{ r.seen }}
{{ krr.nMem }}
This role is built in and cannot be changed.
What this role can do
For each part of the CRM: hidden, see only, or see and change.
Quick set:
SectionAccess
{{ r.label }}{{ r.desc }}
Taking over contacts
Who this role may take a contact from.
In plain words
Can change: {{ krr.sumCh }}
Can also see: {{ krr.sumSe }}
Hidden: {{ krr.sumHi }}
Team
Everyone who can sign in to this business. Change someone's role here; see what each role can do in the Roles tab.
MemberRoleClaimedHandled 30dWonStatus
{{ m.initials }}
{{ m.name }}AI
A role decides what a person can see and what they can change. Give each team member one role. Owners always have full access. Priority decides who can take over whose leads: a higher number can take leads from a lower one.
{{ r.members }} members
Priority
Can change{{ c }} Nothing
Can only see{{ c }} Nothing
Hidden{{ c }} Nothing, sees every screen
{{ r.takeText }}
Analytics
How your business is doing: new leads, sales, replies and where people come from. Pick a period on the right.
Your whole CRM · {{ ca.period }}
{{ k.label }}
{{ k.value }}
{{ k.sub }}
New leads per week
{{ w.n }}
{{ w.label }}
Where leads come from
{{ s.name }}{{ s.n }} · {{ s.won }} won
Pipeline right now
{{ s.label }}{{ s.n }}
Conversations
{{ s.name }}{{ s.n }} · {{ s.msgs }} messages
{{ ca.aiShare }}
Team
{{ t.ini }}{{ t.name }}{{ t.leads }} leads · {{ t.won }} won · {{ t.notes }} notes
Money
{{ s.label }}{{ s.value }}
Ads & social
Analytics
What you spent on each platform, and what it brought back.
No ad accounts are connected for this business yet. Your CRM admin connects them — organic leads are still shown below.
{{ k.label }}
{{ k.value }}
{{ k.sub }}
Spend vs leads
Ad spendLeads
{{ x.label }}
Paid funnel
{{ f.label }}{{ f.value }} {{ f.rate }}
Performance
Your whole CRM · {{ ca.period }}
{{ k.label }}{{ k.value }}{{ k.sub }}
New leads per week
Hover a bar for the exact week
{{ w.n }}{{ w.label }}
Pipeline right now
Open leads by stage
Where leads come from
Leads and wins per source
Conversations
{{ ca.aiShare }}
{{ s.name }}{{ s.n }}{{ s.msgs }} messages
Money
Collected and still due
{{ s.label }}{{ s.value }}
Team
Leads, wins and notes per person in this period
{{ t.ini }}
{{ t.name }}{{ t.leads }} leads · {{ t.won }} won · {{ t.notes }} notes
Ads and social
What you spent, and what it brought back
No ad account is connected for this business yet. Connect them in Connections; organic leads still show below.
{{ k.label }}{{ k.value }}{{ k.sub }}
Spend vs leads
Each pair: ad spend and the leads it brought
Ad spendLeads
{{ x.label }}
Paid funnel
From impression to client
Campaigns
No campaign for this selection
| Campaign | Status | Spend | Impr. | Clicks | CTR | Leads | CPL | Revenue | ROAS |
|---|---|---|---|---|---|---|---|---|---|
| {{ r.name }}{{ r.plat }} | {{ r.status }} | {{ r.spend }} | {{ r.imp }} | {{ r.clicks }} | {{ r.ctr }} | {{ r.leads }} | {{ r.cpl }} | {{ r.revenue }} | {{ r.roas }} |
- Live now
- {{ kHub.live }}of {{ kHub.n }}
- Businesses
- {{ kHub.nBiz }}
- Replies sent
- {{ kHub.replies }}
- Leads brought
- {{ kHub.leads }}
- AI spend
- {{ kHub.spent }}
No agent matches. Choose another business or clear the search.
{{ a.name }}{{ a.role }} · {{ a.kindTxt }}
{{ a.knows }}
{{ a.replies }}replies
{{ a.leads }}leads
{{ kFleetSum.live }} of {{ kFleetSum.n }} agents liveThey answered {{ kFleetSum.replies }} messages for you, about {{ kFleetSum.saved }} of typing saved.
Leads brought{{ kFleetSum.leads }}
AI spend{{ kFleetSum.spent }}
Unanswered questions{{ kFleetSum.gaps }}
{{ a.name }}{{ a.role }} · {{ a.model }}
{{ a.replies }}replies
{{ a.convos }}chats
{{ a.leads }}leads
{{ a.spent }}spent
{{ a.saved }} saved{{ a.gaps }} to teach Edit
Human agents are the people in your team. Each one has a role that decides what they can see and change. Switch someone off to stop their access, or remove them; their leads stay.
{{ m.initials }}
{{ m.name }}{{ m.email }}
{{ m.roleName }}{{ m.state }}
{{ m.claimed }}Leads followed
{{ m.handled }}Handled (30 days)
{{ m.won }}Won
Roles and what each one can do are on the Team page.
Live agents
{{ agTotals.live }}
Conversations handled
{{ agTotals.convos }}
Leads created
{{ agTotals.leads }}
Total AI spend (your keys)
{{ agTotals.spent }}
Last 30 days
{{ uK.month }}
All time
{{ uK.total }}
AI cost per lead
{{ uK.perLead }}
Images generated
{{ uK.images }}
Daily spend · last 30 days
By provider
{{ p.name }}{{ p.cost }}
AgentProviderModelAPI keyUsageSpent
{{ r.name }}
{{ r.type }}
Costs are estimated from token counts × list prices and billed directly by each provider to your own key. Prices are indicative — check each provider’s pricing page.
No AI agent yet
Create one, feed it your website and documents, plug in your own model key, and let it answer.
{{ ag.name }}{{ ag.liveTxt }}{{ ag.role }} · {{ ag.mName }}
- Conversations
- {{ ag.stats.convos }}
- Leads
- {{ ag.stats.leads }}
- Spent
- {{ ag.stats.spent }}
Picture
Shown with the agent in the CRM. A square photo or icon works best.
Who it is
How it behavesIts rules, in plain words. Prices and offers go in Knowledge.
Start again from a template (replaces the profile and the rules)
What it knows nowEverything below is read before each answer.
- {{ k.l }}
- {{ k.v }}
Rules and offersThis is where its knowledge lives: offers, prices, hotels, contacts and how it talks. Change a price here and it answers with the new one at once.
{{ ag.insChars }} charactersAbout the business
Files it learns fromPrice lists, brochures, programmes, scripts. Choose as many as you want: each one is read and learned.
{{ x.name }}{{ x.size }}{{ x.label }}
Websites
{{ x.url }}{{ x.label }}
Questions and answers
{{ f.q }}{{ f.a }}
NotesPaste anything: a script, policies, promo rules.
{{ x.text }}
Questions it could not answer · {{ ag.nGaps }}About {{ ag.saved }} of replies written for you so far
Add the answers to Knowledge, then mark them done. Each one makes the agent better.
“{{ g.q }}”{{ g.ago }}
Nothing yet. Questions appear here when the agent doesn’t find the answer in Knowledge.
Documents it sendsProgrammes, price lists, brochures. Add as many as you want and give each one a clear name: the agent sends the right one by itself when a customer needs it (on WhatsApp as a file, elsewhere as a link).
n8n workflow
This agent answers through its n8n workflow on {{ ag.botChannels }}. The workflow asks the CRM for each reply (the prompt, knowledge and documents below), then sends it. Conversations land in the Inbox and leads in Leads.
Open the workflow in n8n ↗
Open the workflow in n8n ↗
For the owner — the workflow calls {{ ag.respondUrl }} with its agent secret (header x-agent-secret, agentId {{ ag.agentId }}). Transcripts: /api/webhook/conversation · leads: /api/webhook/lead (the business webhook secret). These addresses are the same as before the move, so nothing had to change in n8n.
AI model and cost
Which AI does this agent use?
Loading the models of KIO Agents…
No KIO Agents model is available yet — KolchiInOne is adding them.
{{ ag.kioPrice }}
Nothing to set up: KolchiInOne pays the AI provider and adds the usage to your monthly invoice (AI cost + {{ ag.markup }}%). Every answer is counted in real time. {{ ag.budgetNote }}
Any model: GPT, Claude, Gemini, Grok, Hermes, Llama, Qwen, DeepSeek, Mistral… Pick a provider below and paste its key — or use OpenRouter (one key, every model).
{{ ag.liveNote }}
An API key is required before the agent can go live.
Input · per 1M tokens
{{ ag.priceIn }}
Output · per 1M tokens
{{ ag.priceOut }}
Per conversation
{{ ag.perConvo }}
Expected conversations / month · {{ ag.volume }}
{{ ag.monthly }} / month
{{ ag.mNote }}. Assumes ~2,500 input and ~450 output tokens per conversation. Indicative USD list prices.
Channels, triggers and rules
Where it talks
WhatsApp numbers it answers
Leave all unticked to answer on every number. An agent ticked for a number has priority on that number.
Answer comments on your posts
Every 5 minutes the agent reads new comments on your latest posts and replies publicly in your brand's voice. Prices, orders and complaints get an invitation to send a private message.
{{ ag.cErr }}
What this agent does: {{ ag.jobs }}
Triggers — when it reaches out first
Website form submitted
Contact the person right after they fill a form
New Meta / TikTok lead ad
Message instant-form leads on WhatsApp immediately
Re-engage silent leads
Follow up when a lead hasn’t replied
Behaviour
Rules
Smart: the agent reads the conversation and records a lead in Leads only when the person asks about a service, a price or a booking, or leaves their details — not for “hi”, spam, suppliers or job seekers. People already in your leads are always linked to their lead.
Your AI agents answer your customers for you. Here you choose how they look and talk, and what they know. Kolchi In One sets up their channels and connections.
{{ ma.name }}{{ ma.role }} · {{ ma.state }}
How it talksThis agent was set up by Kolchi In One with a detailed script. To change what it says, write to your KIO contact.
You can still change its picture and add knowledge in the Knowledge tab.
NameThe name your customers see.
Job titleFor example: sales assistant, receptionist, booking advisor.
ToneHow it sounds when it writes.
First messageWhat it says when someone writes for the first time.
About your businessWhat you sell, prices, opening hours, address. The agent answers from this.
InstructionsHow it should behave: what to ask, when to pass to your team, what never to promise.
Questions and answersQuestions customers often ask, with your exact answer.
{{ f.q }}{{ f.a }}
Your websiteThe agent reads the pages of your site and learns from them. It can take a few minutes.
{{ s.url }}{{ s.st }}
DocumentsPrice lists, brochures, menus, FAQs: PDF, Word, Excel or text. Up to 10 at a time; the agent reads them all.
{{ f.name }}{{ f.st }}
{{ m.t }}
Write a message as if you were a customer. Nothing is sent to anyone and nothing is saved.
You have changes that are not saved
No AI agent yet
Kolchi In One sets up your AI agents. Once one is ready, you will manage it here.
Community
{{ mgName }}, your AI community manager, studies every post and campaign, then suggests what to publish next and when.
{{ stLast }}
{{ mgName }} is studying your business…
{{ x.t }}
No social accounts are connected for this business yet. Your CRM admin connects them in Connections.
{{ k.label }}
{{ k.value }}
What {{ mgName }} found
{{ f.t }}
Best time to post
{{ r.day }}
Darker = higher engagement rate. Hover a cell for details.
Formats that work
{{ f.label }} · {{ f.n }} posts{{ f.reach }} reach · {{ f.er }}
Audience
{{ f.label }}{{ f.count }}{{ f.growth }}
Followers · growth over 30 days
Top posts
{{ p.caption }}
{{ p.plat }} · {{ p.format }} · {{ p.date }}
No ideas here — run a full study to get fresh ones.
{{ calTitle }}
MonTueWedThuFriSatSun
{{ d.n }}
Coming up
Nothing planned. Use Auto-plan or add ideas.
{{ cmStrip.next }}
{{ cmStrip.approve }} · {{ cmStrip.last }} · ● {{ cmStrip.health }}
{{ cmStrip.result }}
{{ cmQueueTitle }}
Nothing here. Plan posts now lets the AI propose posts for you to review, or Write a post yourself.
{{ cmQueueMore }}
Every post, by stage. Click a post to edit it.
{{ col.title }}{{ col.count }}
Nothing here
{{ p.plat }} · {{ p.when }}
{{ p.state }}
{{ p.metrics }}
Autopilot
Studies your posts and trends every day, writes the posts, makes the pictures, plans them at your best hours and publishes them.
Needs you
Setup checklist
{{ c.i }} {{ c.l }} · {{ c.w }}
Platforms
{{ sa.status }}
Brief & inspiration
{{ i.text }}
Talk to {{ sa.name }}
{{ sa.name }} is thinking…
{{ c.text }}
✓ {{ c.done }}
Tell {{ sa.name }} what you want: “more videos”, “talk about our new branch”, “follow this style: …”, “write an article about…”. It updates its brief and acts.
Trending searches
{{ sa.trendsAt }} · Google Trends. The autopilot only uses a trend when it fits your brand.
{{ t.title }} {{ t.traffic }}
SEO articles for your website
A complete article (title, meta description, sections, FAQ) with a featured picture. Publish it to WordPress in one click (Connections › WordPress), or copy the HTML.
No article yet.
{{ sart.viewTitle }}
Community manager
Included — the KIO API key writes your ideas, captions and articles. Nothing to paste.
Image generator
Included — the KIO API key makes your pictures. If it is busy, a free picture is used, so a post never goes out without one.
Every image prompt includes your brand colors, visual style and logo from Branding.
Publishing
Posts go out by themselves on the day and time you choose — nothing technical to do.
{{ r.name }}{{ r.state }}
To post: open a post in the Calendar, choose the date and time, choose Repeat (only once, every day, week or month), then press Schedule.
Only you (CRM owner) see this. Leave it empty: TikTok / LinkedIn posts then go to this business's own “KIO CRM” workflow (event post.publish), where you add the account once.
Community manager spend
{{ mg.total }}
Text · {{ mg.tokens }} tokens{{ mg.textCost }}
Images · {{ mg.images }}{{ mg.imgCost }}
Estimated ≈ {{ mg.month }} / month at {{ mg.perWeek }} posts a week with {{ mg.mName }}.
Managed accounts
{{ p.label }}
None connected yet.
Accounts are connected by your CRM admin.
Live preview
How your brand looks everywhere
Change the colours or the logo below and this preview follows at once.
Invoice header{{ img4 }} {{ bizInitial }}
{{ bizName }}{{ brand.tagline }}
INVOICEWebsite chat
{{ bizName }}Online · replies in seconds
Hello! How can we help you today?
I would like a price, please.
Write a message…
Buttons and highlights
Tag
Let the AI study your brand
It reads your website: logo, colours, fonts, tagline, how you speak, who you sell to — and fills everything below.
{{ bs.name }}{{ bs.industry }}
Main colour
Accent
{{ bs.colNote }} {{ bs.fonts }}
Tagline: {{ bs.tagline }}
Voice: {{ bs.voice }}
Audience: {{ bs.audience }}
Style: {{ bs.style }}
{{ bs.engine }}
Branding
Upload your logo and the whole CRM takes your colors. The AI agents and community manager also use this brand kit.
Logo
We read the colors in your logo and apply them automatically. Fine-tune below.
Colors found in your logo — use as primary (P) or accent (A)
Colors
So text always stays readable, the CRM shows these as {{ brand.adjP }} (primary) and {{ brand.adjA }} (accent).
Presets
Brand kit for AI
Live preview
Channel board
{{ bizName }} · {{ kConnOn }} of {{ kConnN }} connected
Every channel at a glance. Set them up in the cards below.
{{ c.label }}{{ c.account }}
{{ c.state }}Connections
You connect everything for your clients here — they never have to. Their team only sees the leads and messages that come in. {{ connOn }} of {{ connTotal }} connected for {{ bizName }}.
Your platform connections — set once, used for every client
Stored encrypted on the server and never shown again. Clients see none of this.
Meta system user{{ plat.mState }}
{{ plat.mName }} · {{ plat.mSummary }}
{{ plat.mErr }}
{{ w.t }}
{{ plat.mHp.hTitle }}
{{ plat.mHp.hWhy }}
- {{ s.t }}
{{ plat.mHp.aiText }}
{{ plat.mTestText }}
Then, for each client below, just pick their page, Instagram, ad account and WhatsApp number from the lists.
n8n (automations){{ plat.nState }}
{{ plat.nSummary }}
{{ plat.nErr }}
{{ plat.nHp.hTitle }}
{{ plat.nHp.hWhy }}
- {{ s.t }}
{{ plat.nHp.aiText }}
{{ plat.nTestText }}
n8n › Settings › n8n API › Create an API key. Every business — and every new one — gets its workflow automatically; nothing to do per client.
How to create the Meta system user token (once)
One Meta app + one system user in your business. Each client only adds you as a partner; you then connect Facebook, Instagram and WhatsApp for them from here.
- {{ s.t }}
AI assistant link · {{ mk.bizName }}
A private link for ChatGPT or Claude. Whoever uses it works only inside this business: they never see another business.
Reading is always included: leads, conversations, agents and key numbers of this business.
Copy this link now. It is shown only once.
Prefer sign-in (OAuth)? Use this address, then paste the key below on the KIO page.
{{ mk.fresh }}Give it only to this business. The link works like a password: anyone who has it can use this business with the access above. You can revoke it below at any time.
ChatGPTSettings › Apps & Connectors › Advanced: turn on Developer mode. Then Create, paste the link, and choose No authentication.
ClaudeSettings › Connectors › Add custom connector, paste the link, then Add.
Claude Code
{{ mk.cli }}{{ mk.url }}{{ mk.freshKey }}Active links
{{ mk.err }}
No link yet for this business.
{{ k.name }}{{ k.prefix }} · {{ k.scopes }}{{ k.created }} · {{ k.last }}
Nothing hereNo connection matches this filter. Choose All to see every tool.
{{ c.label }}
{{ c.desc }}
{{ c.lvl }}{{ c.name }}
{{ c.err }}
{{ c.info }}
{{ c.hp.hTitle }}
{{ c.hp.hWhy }}
- {{ s.t }}
{{ c.hp.aiText }}
WhatsApp numbers (choose one or several)No WhatsApp number found for your system user yet — add the number to the system user in Meta Business Suite, then press Refresh on the platform card.
{{ c.hint }}
Works: {{ c.testName }}
{{ c.testDetails }}
{{ c.testNext }}
{{ c.testDetails }}
{{ c.testNext }}
Test failed — nothing was saved.
{{ c.testErr }}
{{ c.testErr }}
{{ c.tp.hTitle }}
{{ c.tp.hWhy }}
- {{ s.t }}
{{ c.tp.aiText }}
- {{ s.t }}
Website forms · WordPress & Uncanny Automator
One source per form (contact, pre-registration, quote…). Each has its own webhook URL and secret. Leads arrive in Leads with the source name, merged by phone or email.
No form source yet. Press Add form source, then follow the steps below.
{{ h.url }}{{ h.stats }}
Fields received so far — pick which one is which (leave “Automatic” when the name already matches)
Connect a WordPress form with Uncanny Automator
1. WordPress › Automator › Add new recipe (Everyone). Trigger: your form plugin, e.g. WPForms › A user submits a form (or Elementor, Contact Form 7, Gravity Forms…).
2. Action: Webhooks › Send data to a webhook. URL = the webhook URL above · Request method POST · Data format JSON.
3. Headers: add X-Webhook-Secret with the secret (Copy secret).
4. Body: add the keys name, phone, email, city, message and pick the matching form fields. Any other key you add is saved on the lead as “Form details”.
5. Press Send test in Automator — this card shows “1 lead received”, and the fields it saw so you can map them. Then set the recipe Live.
Any other tool (Elementor webhook action, Make, Zapier, n8n) works the same way: POST to the URL with the X-Webhook-Secret header.
1. WordPress › Automator › Add new recipe (Everyone). Trigger: your form plugin, e.g. WPForms › A user submits a form (or Elementor, Contact Form 7, Gravity Forms…).
2. Action: Webhooks › Send data to a webhook. URL = the webhook URL above · Request method POST · Data format JSON.
3. Headers: add X-Webhook-Secret with the secret (Copy secret).
4. Body: add the keys name, phone, email, city, message and pick the matching form fields. Any other key you add is saved on the lead as “Form details”.
5. Press Send test in Automator — this card shows “1 lead received”, and the fields it saw so you can map them. Then set the recipe Live.
Any other tool (Elementor webhook action, Make, Zapier, n8n) works the same way: POST to the URL with the X-Webhook-Secret header.
Settings
{{ setHelp }}
Company details printed on invoices
In Morocco an invoice must show your legal name, address, ICE, IF, RC and Taxe Professionnelle (TP), a sequential number, the date, the client, each line (quantity × unit price), totals HT, VAT and TTC (Art. 145 CGI). Keep invoices 10 years.
Next invoice number looks like {{ iv.example }}. Numbers are given by the server one after the other and are never reused, even when an invoice is cancelled.
{{ bz.name }}{{ bz.industry }} · created {{ bz.created }}
Business to editYou are the CRM owner: pick any business and change its picture and details here.
PictureThe business logo, shown in the menu, on invoices and in the website chat. The CRM colours follow it. PNG, JPG or WebP.
PhotosPictures of the business: the place, the team, the products. The cover photo shows first. JPG, PNG, WebP or HEIC, up to 12.
No logo yet. If one of these photos is the logo, click “Use as logo” under it: the menu, invoices and the CRM colours will follow it.
No photos yet. Add the shop front, the team, the products or the place.
Business nameShown on invoices, quotes and the website chat.
IndustryHelps the AI agents and reports speak your language.
CurrencyUsed for amounts, invoices and payments.
Website
Contact person
Phone
City
About the businessA few lines on what they do.
Workspace
- Owner
- {{ bz.owner }}
- Contacts
- {{ bz.leads }}
- Team members
- {{ bz.members }}
Lead statuses
System statuses drive Dossiers and Payments — rename them, but they can’t be deleted.
{{ s.count }} leads
System
Client file stages
The steps every client file goes through, in order. Separate them with commas (12 at most).
Custom lead fields
Your own fields on every lead (budget, product, intake, passport expiry…). They show in the lead’s Deal card.
{{ f.label }}{{ f.type }}{{ f.opts }} {{ f.used }} leads filled
No custom fields yet.
Tags
Email inboxes
Connect every email address of your business — Hostinger, Gmail, Microsoft 365, Zoho or any other provider. New emails arrive in the Inbox; answer them from the CRM, or let the AI suggest replies and find the real leads for you.
No email address connected yet.
{{ x.email }}
{{ x.state }}
{{ x.received }} emails received{{ x.leads }} leads found by AI{{ x.skipped }} automatic emails skipped{{ x.sugStat }}
What the AI does with new emails
{{ x.modeHelp }}
{{ x.readyText }}
{{ mb.fTitle }}
Your password is stored encrypted; nobody can read it back.
{{ mb.help }}
{{ mb.msg }}
AI assistant link · {{ mk.bizName }}
A private link for ChatGPT or Claude. Whoever uses it works only inside this business: they never see another business.
Reading is always included: leads, conversations, agents and key numbers of this business.
Copy this link now. It is shown only once.
Prefer sign-in (OAuth)? Use this address, then paste the key below on the KIO page.
{{ mk.fresh }}Give it only to this business. The link works like a password: anyone who has it can use this business with the access above. You can revoke it below at any time.
ChatGPTSettings › Apps & Connectors › Advanced: turn on Developer mode. Then Create, paste the link, and choose No authentication.
ClaudeSettings › Connectors › Add custom connector, paste the link, then Add.
Claude Code
{{ mk.cli }}{{ mk.url }}{{ mk.freshKey }}Active links
{{ mk.err }}
No link yet for this business.
{{ k.name }}{{ k.prefix }} · {{ k.scopes }}{{ k.created }} · {{ k.last }}
{{ pav.ini }}
{{ prof.name }}{{ prof.email }} · {{ profRole }}
Two-step loginAfter your password, a 6-digit code from an app on your phone. A stolen password alone cannot get in.
{{ sc.chip }}
{{ sc.onText }}
1. Install an authenticator app: Google Authenticator, Microsoft Authenticator, Authy or 1Password. 2. Type your password below and press the button. 3. Scan the square with the app.
Scan it with the app. Can’t scan? Type this key in the app:
{{ sc.secret }}
Then type the 6-digit code the app shows:
Save your recovery codes now — they are shown only once{{ c.t }}
Each one lets you in once if you lose your phone. Keep them somewhere safe (not in this CRM).
{{ sc.err }}
Where you signed inYour last sign-ins. A new device also sends you a notification.
{{ l.dev }}
{{ l.ago }}{{ l.meta }}
PasswordChange it in My profile. New passwords are checked against leaked ones, without your password ever leaving the CRM.
Notifications on this deviceNew leads, bookings, reminders and security alerts pop up on your phone or computer, even when the CRM is closed.
{{ pn.chip }}
{{ pn.hint }}
Turned on for: {{ pn.devices }}
{{ pav.ini }}
{{ prof.name }}{{ prof.email }} · {{ profRole }}
Full nameYour team sees it next to your leads and messages.
EmailYou sign in with it.
PasswordChecked against common and leaked passwords. A short sentence is strong and easy to remember.
Your colourShown on every lead you own. Faded colours are taken by a teammate.
GmailSend and receive email with leads from the Inbox.
Connected as {{ gm.addr }}
Businesses
Every business gets its own private workspace, team, roles and data. Only you see this page. Enter a business to work inside it; Login details lets you give its owner a new password.
Businesses
{{ bizStats.count }}
Active
{{ bizStats.active }}
User accounts
{{ bizStats.users }}
Leads across all
{{ bizStats.leads }}
{{ x.initial }}
{{ x.name }}
{{ x.industry }} · since {{ x.created }}
Leads{{ x.leads }}{{ x.conv }} won
Team{{ x.members }}
Conversations{{ x.convN }}{{ x.convAct }} active in 30 days
AI this month{{ x.aiBilled }}{{ x.aiCalls }} AI replies
What this client bought· {{ x.modsTxt }}
Team, Branding and Settings are always included. Turned-off modules disappear for everyone in this business and are refused by the server.
Owner · {{ x.owner }}{{ x.revenue }}
Client workspaces{{ bizStats.count }}
Active{{ bizStats.active }}
User accounts{{ bizStats.users }}
Leads across all{{ bizStats.leads }}
{{ x.initial }}
{{ x.name }}{{ x.industry }} · since {{ x.created }}{{ x.owner }} · {{ x.ownerEmail }}
{{ x.state }}Leads{{ x.leads }}{{ x.conv }} won
Conversations{{ x.convN }}{{ x.convAct }} active (30 d)
Team{{ x.members }}{{ x.revenue }}
AI this month{{ x.aiBilled }}{{ x.aiCalls }} replies
Bought · {{ x.modsTxt }}
AI connectors
Make a private link that connects ChatGPT or Claude to one business. Pick the business, say who it is for, press Generate link, then copy it and send it to them.
AI assistant link · {{ mk.bizName }}
A private link for ChatGPT or Claude. Whoever uses it works only inside this business: they never see another business.
Reading is always included: leads, conversations, agents and key numbers of this business.
Copy this link now. It is shown only once.
Prefer sign-in (OAuth)? Use this address, then paste the key below on the KIO page.
{{ mk.fresh }}Give it only to this business. The link works like a password: anyone who has it can use this business with the access above. You can revoke it below at any time.
ChatGPTSettings › Apps & Connectors › Advanced: turn on Developer mode. Then Create, paste the link, and choose No authentication.
ClaudeSettings › Connectors › Add custom connector, paste the link, then Add.
Claude Code
{{ mk.cli }}{{ mk.url }}{{ mk.freshKey }}Active links
{{ mk.err }}
No link yet for this business.
{{ k.name }}{{ k.prefix }} · {{ k.scopes }}{{ k.created }} · {{ k.last }}