ADMIN PLATFORM
VAULTE
AI PLATFORM
H
Hayan
Administrator
Overview
Finance
Analytics
System
All systems operational
Overview
Finance
Clients
Leads
Welcome back, Hayan
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TODAY
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CLIENTS
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DEMO REQ
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MRR
—
INVOICES DUE
Active Clients
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Deployed AI bots
Client Bot Leads
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Across all clients
Monthly MRR
—
Recurring revenue
Annual ARR
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Projected yearly
Demo Requests
—
Pending bookings
Revenue Growth
Day
Week
Month
Year
MRR
ARR
Leads
Clients
Client Bot Lead Temperature
Across your clients' bots
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NO DATA
Revenue by Plan
Financial Summary
Clients Needing Attention
Churn risk indicators
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Recent Client Bot Leads
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No leads yet
Active Clients
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No clients
Pending Invoices
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No invoices
Recent Activity
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No activity
Quick Actions
Clients
Manage all deployments
All Clients
BusinessContactWhatsAppPlanRevenueStatusAddedActions
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Client Access Control
Suspend or reactivate client accounts
All Clients
Overdue invoices (unpaid 30+ days) are flagged automatically
Suspend a client to immediately stop their bot from responding and block their portal access. Their data is preserved. Reactivate anytime.
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Vaulte Leads
Businesses that signed up or requested a demo
Total Signups
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Via Stripe checkout
Demo Requests
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Booked a call
Active Clients
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Paying monthly
MRR
—
Recurring revenue
Active Clients
Click to view their leads & data
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Recent Demo Requests
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Signup History
All clients ever created
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Lead Pipeline
Vaulte AI prospects — businesses considering signing up
Demo Requests
Booking requests submitted from the Vaulte website
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No demo requests yet
Revenue & Finance
Financial overview
Monthly MRR
$0
Active clients
Annual ARR
$0
MRR x 12
Net Profit / Mo
$0
After all costs
Total Collected
$0
From paid invoices
Revenue by Client
Cost Structure
Revenue Breakdown
ClientPlanMRRARRAPI CostNetMarginStatus
Growth Projections
MilestoneClientsMRRARRMo CostsAnnual Net Profit
Invoices
Billing management
Total Invoiced
$0
Collected
$0
Pending
$0
Total Invoices
0
All Invoices
Invoice #ClientPeriodPlanAmountStatusDateActions
No invoices yet
Conversations
Full transcripts — click to open
Conversation Logs
—
No conversations yet
Audit Log
Every system action — click any row to inspect
Activity History
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No activity yet
Business Insights
AI-powered business diagnosis
Analysis Method
Auto Analysis
Reads your Vaulte data directly — leads, revenue, clients, invoices.
Manual Input
Enter your business numbers manually.
File Upload
Upload a CSV or spreadsheet.
Auto Analysis
Reads your Vaulte data directly
Analyzes all your Vaulte data — leads, temperatures, close rates, revenue, clients, invoices.
Settings
Platform configuration and preferences
Security
Admin & client credentials
Change Admin Password
Reset Client Access Code
Select a client to generate a new access code. Their old code will stop working immediately.
Session
Auto-logout after inactivity
Keeps your admin panel secure
Session persistence
Saved on login — survives page refresh
Active
Revenue Alerts
Invoices due within 7 days
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Business Overview
Owner
Hayan
Role
Administrator
Company
Forum Groupe
Platform
Vaulte AI — Admin Panel v1.0
Active clients
—
Monthly MRR
—
Quick Actions
Platform Info
Backend
Railway (Node.js)
Database
Supabase (PostgreSQL)
AI Model
Claude Sonnet (Anthropic)
WhatsApp
Twilio Sandbox
Admin URL
vaulte-admin.netlify.app
System Status
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Railway Backend
Live
Supabase Database
Live
Twilio WhatsApp
Sandbox
Anthropic Claude API
Live
Client Reports
Send a performance report to all active clients — leads captured, close rate, top opportunities, and recommended next steps.
Notification Preferences
New hot lead alert
Enabled
Invoice overdue alert
Enabled
Weekly performance digest
Enabled
Client portal logins
Disabled
Social Media Intelligence
Links used by Vaulte AI when you ask for social media advice
Add your social media profile links. Vaulte AI will reference these when you ask about your social media performance, strategy, or content.
Instagram
Facebook
TikTok
LinkedIn
X / Twitter
YouTube
Links saved automatically and used by Ask Vaulte AI.
Plan Pricing
Your offered plans
Starter
$997/mo
1 Vaulte AI bot · Lead summaries · Basic analytics
Professional
$2,497/mo
Unlimited bots · Priority support · Full analytics
Enterprise
Custom
White-label · Custom integrations · Dedicated support
Calendar
Events, follow-ups and leads across all clients
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Manual event
Follow-up reminder
Hot lead
V Ask Vaulte AI
Full-stack business advisor — live data across all clients
V
VAULTE AI
Hey — I have live access to all your client data, revenue, leads and performance. Ask me anything about the business.
QUICK:
Overview
Dashboard
Leads
Pipeline
Conversations
Calendar
Automation
Bot On / Off
Human Takeover
Follow-Up Scheduler
Test Your Bot
Business
Revenue
Invoices
Ask Vaulte AI
Account
Activity Log
Settings
Welcome back
Vaulte AI Status
—
—
Total Leads
—
Hot Leads
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Close Rate
—
Monthly Plan
—
Est. ROI
Recent Leads
No leads yet.
Health Score
—
—
Revenue Impact
Monthly subscription—
Est. lead value—
Total paid to date—
Estimated ROI—
Lead Quality
Hot
0
Warm
0
Cold
0
Invoices
No invoices.
Quick Actions
Leads
All leads captured by your Vaulte AI
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Lead Pipeline
Your leads by sales stage
Conversations
Full chat transcripts
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Revenue
Your ROI, performance, and growth projections
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Monthly Investment
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Est. Lead Value
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Total Paid
Performance Breakdown
Growth Projections
Milestone Est. Monthly Leads Hot Leads Est. Conversions Est. Revenue
Click any row arrow to see the full breakdown. Click "Set Goals" to generate an AI projection around your specific targets.
Invoices
Your billing history
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Activity Log
All Vaulte AI and account activity
Event Log
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Growth Projection
Set your goals — Vaulte AI builds your projection
Your Growth Goals
Tell us where you want to go. Vaulte AI will map out what it takes to get there based on your current performance.
Settings
Your account and portal information
Account Info
Business
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Plan
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Vaulte AI Status
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WhatsApp Number
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Access Code
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Bot Configuration
Run the setup wizard to configure your bot's tone, products, and WhatsApp number. You can re-run this anytime to update your bot.
Session Preferences
Auto-logout after inactivity
You will be logged out automatically after the selected period
Current session
Active
Navigation
Support
Need help with your Vaulte AI platform? Our team is here for you.
Your Plan: Professional
Unlimited bots · Priority support · Full analytics · $2,497/mo
Social Media
Used by Vaulte AI for advice
Add your social media links and stats so Vaulte AI has real data to give you accurate advice — not guesses.
Profile Links
Instagram
TikTok
Facebook
LinkedIn
X / Twitter
YouTube
Instagram Stats (so Vaulte AI uses real numbers)
Followers
Total Posts
Avg Likes/Post
Bio / Description
Recent Posts (describe your last 3–5 posts so AI can analyze them)
Example: "Reel of private jet interior — 420 likes, 12 comments" or paste the post link and caption below"
Saved automatically. Ask Vaulte AI for social media strategy anytime. You can also paste an Instagram post link directly in the chat.
Vaulte AI Control
Pause or resume your Vaulte AI
Vaulte AI Status
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Pausing stops all Vaulte AI responses immediately. Your data is preserved.
Human Takeover
Manually take over a customer conversation
Silence the Bot
Enter a customer phone number. The bot goes silent for that conversation — you respond directly on WhatsApp. Click Release when done.
Include country code (+1 for Canada/USA)
Active Takeovers
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Follow-Up Scheduler
Schedule follow-up reminders for your leads
New Reminder
You will receive a WhatsApp message at the chosen time — even if you are not logged in.
Upcoming Reminders
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Test Your Bot
Send messages and see exactly how your bot responds to customers
Your Bot
Simulated conversation
Type a message below to test your bot
Or click a suggestion on the right to get started
Bot Configuration
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What to test
→ Hi, I found you on Instagram
→ What do you offer?
→ How does this work?
→ What are your prices?
→ Can I book an appointment?
Not happy with the response?
Go back to the bot setup wizard to adjust your tone, products, or language.
Calendar
Your bookings, follow-ups and events
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Event
Follow-up
Hot lead
V Ask Vaulte AI
Your personal business advisor — powered by live data
V
VAULTE AI
Hi — I have live access to your leads, revenue, and performance data. Ask me anything about your business, your leads, or paste an Instagram post link for a content review.
QUICK:
Step 1 of 6
Tell us about your business
Your AI bot will introduce itself and speak on behalf of your brand.
Step 2 of 6
What do you sell?
Describe your main products or services. The more specific, the better your bot performs.
Step 3 of 6
Choose your bot's tone
How should your AI communicate with customers?
💎
Luxury
Refined & exclusive
🤝
Professional
Polished & direct
😊
Friendly
Casual & warm
Define exactly who your bot pretends to be. The more vivid, the more convincing it sounds.
Step 4 of 6
Connect your WhatsApp
Your bot will respond to customers on this number. Enter the number where customers will contact you.
After setup, share your WhatsApp number with customers — on Instagram, your website, and in-store. Your bot activates when they message you.
Step 5 of 6
Review & launch
Here's your bot configuration. Click Launch to save and activate.
Your bot will be active immediately after launch. Share your WhatsApp number with customers to start capturing leads.
Your bot is configured.
Configuration saved. Test your bot now or go to your dashboard and start sharing your WhatsApp number with customers.