Business ChatChecking
Local, grounded conversations with role-aware access to business knowledge and entitled tools.
Work with your business
Briefings, operational intelligence, research and the assistant—organized around the work your team does.
Good morning
Live operating signals from the systems and modules entitled to this business.
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Action Centre
Highest-impact moves supported by current customer and operating evidence.
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Action Centre
What to do next—ranked by evidenced customer impact, revenue opportunity and time sensitivity.
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People
Private Customer Operations records on this appliance.
Private records
Tag
Status
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Signed documents
Add record
Owner Dashboard
Your business in 30 seconds—money, health and the next evidence-backed move.
Business health
Current operating signals; a score appears only with a complete governed model.
Revenue performance
Current period against explicit source benchmarks.
Profitability
Available source measures, with coverage gaps grouped below.
Trends
Only series with evidenced points are drawn; each chart retains a readable table.
Action Centre preview
Highest-impact work available from the same normalized evidence.
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Automations
Design bounded rules with a specialist agent, preview their shape, and approve the design without silently executing an action.
Approval gated
Draft a rule
Choose only the triggers and proposed actions supported by this pilot. Every eventual run remains approval-gated.
Ask Automation Steward
Rules
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Current boundary: previews do not evaluate a live source, rules do not execute connector writes, and customer messages are never sent automatically. Existing guided chat workflows are separate from this module.
Activation readiness
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Administration
Manage who can use the appliance and how entitled services connect to your business.
Authoritative data sources
Assign one connected backend to each business domain. Connecting a new source never changes an assignment automatically.
Changing a source changes which validated receipts feed Home, Action Centre, Owner Dashboard, reports, and the assistant. It does not migrate, merge, edit, or delete provider records.
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Today at a glance
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Start with an outcome
Guided work that gathers the right context, uses your available business modules, and continues in a saved conversation.
01 Context → 02 Evidence → 03 Decision
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Market intelligence
Run and review competitive intelligence using the monitored businesses approved by your administrator.
Competitor discovery, search-provider credentials, business region, and the monitored-company list are managed in Business Administration.
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Business modules
Services available to this business’s staff and administrators on this appliance. Configure customer workflows here; Fleet only manages appliance health, releases, and infrastructure.
Documents & KnowledgeInstalled
Upload manuals, SOPs, PDFs, and approved documents for local ingestion and retrieval.
Document OCRLocal
Mobile scan capture with confidence reporting and explicit review before uncertain text enters RAG.
Competitive ResearchChecking
Configure the business’s search provider, discover competitors, and review cited analysis.
Customer FeedbackEvidence based
Owned-business reputation, peer themes, change signals and human-approved response drafts.
WhatsApp AssistantChecking
Operate the staff messaging assistant and request a deliberate QR relink.
Agent behaviourConfigured
Define Concierge’s name, mission, tone, channel assignment, and escalation wording.
Business Data · WallaSource adapter
Fitness and wellness customer, schedule, attendance, revenue, inventory and workforce records normalized for local tools.
Customer OperationsChecking
A private customer-record foundation with governed provider migration, explicit preview, and local audit history.
InventoryOperational
Source-attributed stock, governed counts and adjustments, approvals and immutable audit history.
Staff TrainingOperational
Cited courses, reviewed publishing, learner assignments, progress and completion reporting.
Sales CoachingPractice only
Private voice rehearsal with local transcription, approved rubrics, and immediate audio deletion.
Contractor PaymentsChecking source
Authoritative workforce or payroll records with approval, recorded settlement, source-change detection and audit history.
Workforce OperationsOperational
Connector-neutral schedule coverage, time reconciliation, freshness warnings, and human-resolved exceptions.
Business AutomationsApproval gated
Specialist-assisted, schema-bounded rule design with non-executing previews, administrator approval, and an audit trail.
Accounts & AccessInstalled
Manage business administrators, staff identities, roles, and integration tokens.
Infrastructure details such as container health, GPU use, model runtime, releases, backups, and terminal access remain in Fleet. Business settings and customer credentials remain on this appliance.
Customer Operations
Checking the private customer record service…
Management evidencePhases 2–4
Read every paginated source record, validate its provenance, and append canonical sales, task, membership-action, receivable, waiver, accounting and health evidence. This is read-only against Customer Operations.
Not refreshed in this session.
Customer-record governanceRequired before launch
Name the person accountable for customer records, choose the approved retention period, and define who may access the native business-record system. These settings stay on this appliance.
Walla customer migrationPreview first
Look up one Walla customer by its immutable client ID. The preview lists mapped fields and known parity gaps without writing anything. Applying creates or updates one matching Customer Operations contact and records a local audit event.
Plans & subscriptionsNo billing actions
After the customer identity exists, preview subscription records by immutable source ID. Exact provider timestamps, renewal state, passes, cancellation and payment-health indicators are mirrored locally; this workflow cannot charge, refund or alter Walla.
Schedule & service deliveryRead-only source
Preview the selected customer’s bookings across the bounded 90-day parallel-run window. Services, locations, instructors, sessions, capacity, waitlist counts, attendance, cancellations and no-shows are mirrored by immutable source ID. This workflow cannot book, cancel, check in, or change Walla.
Phase 4 · Commerce & balancesRequired · not accepted
Preview a complete, client-filtered commerce ledger and its opening-to-closing balance receipt. Applying writes only to the local Customer Operations destination. It never writes to Walla or another provider and cannot charge, refund, or perform any payment-rail action. A destination failure may leave an audited partial run that is safe to retry; completion is not reported until post-write reconciliation succeeds.
Phase 5 · Governance & safetyPrivate values redacted
Preview complete source receipts, policy coverage, and destination counts for one Walla client. Health notes, safety details, emergency contact details, and custom values are never shown here. Applying is limited to the tenant-local Customer Operations mirror; the workflow has no provider-write, source-write, deletion, or anonymization action.
Accounts & access
People who can sign in to Business Administration. Revoking takes effect immediately.
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Team accounts
Team members sign in with the ID and password you set. On a multi-business appliance, choose which business locations they can access. On each active account: Instructor evaluations (per studio; the account needs the Attendance module) and the confirmed email for link sign-in at this address.
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Active web sessions
Staff currently signed in through a browser. Signing someone out does not remove their account or permissions.
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Devices & integrations
Long-lived credentials for tablets, assistants, and programmatic API clients. These are not staff accounts.
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WhatsApp assistant
Generate a fresh QR only when the bot phone is ready. This archives the current device session and starts a new link.
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On the bot phone:
Open WhatsApp → Settings → Linked devices → Link a device, then scan this code.
This is a single-use attempt and expires after 45 seconds. If it expires, press “Generate new QR code” again when the phone is ready.
Open WhatsApp → Settings → Linked devices → Link a device, then scan this code.
This is a single-use attempt and expires after 45 seconds. If it expires, press “Generate new QR code” again when the phone is ready.
Agent behaviour
Configure the business role of Concierge. Privacy, grounding, citations, entitlements, and tool permissions remain enforced platform controls.
Channels
Fixed safeguards: no individual client data in group chat; approved sources only; module entitlements and tool permissions cannot be changed here.
Fixed safeguards: no individual client data in group chat; approved sources only; module entitlements and tool permissions cannot be changed here.
Competitive research
Configure the complete business research profile: search provider, business category and region, and the competitors this appliance is allowed to monitor.
1. Search provider
The key stays on this appliance and is never displayed again.
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2. Business and discovery area
Describe this business and the geographic market the assistant should search.
3. Monitored competitors
Review cited discovery results and explicitly approve the businesses that may be included in research.
4. Google Maps review evidence Optional
Assign listings to this business and its monitored competitors. Owned-business evidence is kept separate and supplies the baseline required for valid comparisons.
Our businesses
Monitored competitors
Knowledge & unanswered questions
What staff asked that the assistant couldn’t answer — the things they’d otherwise call you about. Answer one and it learns it for good.
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Add an answer
Retention
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Owner-only — who to win back, renew, and chase. Refreshed daily from the booking system.
At-risk of cancelling0
Expiring / cancelling (next 30 days)0
Failed payments to chase0
Retention action boardApproval required
Plan follow-up, approve it before contact, then record the outcome. This appliance does not send a message automatically.
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Attendance trends
Owner-only — class fill & attendance over time.
Weekly fill rate
By class type
By instructor
By day of week
By time of day
Inventory
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Items requiring attention
Inventory answers are read-only. Operational changes are submitted as proposals and require explicit administrator approval before they can be applied.
Propose a count or adjustment
Outgoing mail
The mail server this studio sends email from. The password stays on this appliance and is never displayed again.
Used for everything that has no mailbox of its own.
Email for this purpose goes out from this mailbox. Business name, mailing address and Send email come from the primary sender. Send a test from this mailbox after saving it.
When you add, replace or remove this mailbox, keep the old one forwarding to the new place the pod reads for at least 60 days.
Send a test
Sends one short message from the saved settings to the address you enter.
Outbox
Messages for this studio by delivery state, and the test messages sent from this page. Read-only.
Inventory operations
Review and apply proposed counts, adjustments, receipts, transfers and purchase orders. Every decision and stock mutation is audited.
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My training
Assigned learning stays private to this business and is grounded in approved source documents.
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Sales conversation practicePrivate rehearsal
Practice with a fictional customer. Do not record customers or bystanders. Audio stays on this appliance only long enough to transcribe it, then is deleted.
Staff training
Create cited courses, publish only after review, assign them to people, and monitor completion.
The current policy is seven years. Changing it affects future retention handling; it does not immediately delete existing training records.
Create course
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Renewals and source changesHistory preserved
Renew expired certifications without deleting earlier completions. Scan published courses when an SOP is replaced or removed, then review the affected training before republishing.
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Course lessons
Choose Edit course to manage its lessons.
Sales coaching scenariosPractice only
Define the fictional customer, the employee's goal, and a transparent rubric. We score the words used—not emotion, personality, accent, or inferred traits. Rubric weights must total 100%.
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Employee outcomesHuman approval required
The AI score and suggestions are guidance. Only an administrator can approve a pass.
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Contractor payments
The configured workforce or payroll provider remains the source of truth for hours and payment statements. Review the imported period, approve it, then record the externally completed settlement. This appliance never moves money.
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Workforce operations
Operational schedule and time reconciliation from approved connectors. This view does not rank employees or change the source system.
Coverage and time exceptionsHuman resolution
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Governed action queueApproval required
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Latest pay-period hours
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Manuals & materials
Sales scripts, SOPs, policies — queryable in the chat. Supports .md, .pdf, .docx, or a Google Doc link. Re-upload a file with the same name to update it cleanly. Change a manual's audience with its dropdown.
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Add / update a file
Add from a Google Doc link
Scans & OCR review
Photograph or upload a document from iPhone or iPad. High-confidence text is indexed locally; uncertain extraction waits here for a named administrator.
Capture or upload a scan20 MB maximum
Review queueLow confidence requires approval
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Customer feedback & reputation
Uses the latest approved Competitive Research evidence. Response drafts require administrator approval and are copied for manual posting; this appliance never posts automatically.
Our business reputation
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Peer themes and change signals
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Response draftsManual publishing only
Digest
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