Analytics

👤 Profile ▾

Help

#	Name	Description	Price	Status	Actions
Loading…

#	Name	Username	Email	Roles	Status	Actions
Loading…

SLA breached

#	Subject	Customer	Status	Priority	Assignee	SLA	Updated
Loading…

Select a ticket from the list to view full details.

Subject

Complaint: —

Status Priority SLA

Assignee Escalated

Assign ▾

Change status ▾

Customer

Billing Snapshot

Balance due —

Account state —

Next due —

Unsuspended until —

Connections

No connections

Subscriptions

No subscriptions

Ticket Meta

SLA policy

Conversation

Add comment

Attachments Images only • up to 6 • 2 MB each

Visibility

Ticket description

Applicant

Biography

Documents

#	Name	Type	Size	Actions
No documents.

Onboarding template

Name Role owner Type Location/site Default due window (days) Status

Template task

Template Task name Description Owner role Sequence Due offset (days from start) Evidence required Reminder cadence (days)

Existing active ticket

Message preview

Close as duplicate

Select the open ticket that should remain active. The current ticket will be closed as a duplicate of the selected ticket.

Assign Ticket

Assign to Select a staff member or choose Unassigned to clear the owner.

Assignee role Leave blank to keep the current role.

Reassignment note Required when changing the assignee.

Reassign Ticket

Supervisor note *

Comment workspace

Select a ticket to review its comment history.

Add comment

Attachments Images only • up to 6 • 2 MB each

Visibility

Technician Closure Review

Resolution Summary

Problem

—

Resolution steps

—

GPS

—

Evidence

No photos attached.

AI Feedback

Score —

No AI feedback available.

Supervisor note

Note (required for rework)

Customer care agent on duty

Edit Customer

Name

Phone

Region

City

Address

Identify Customer

Searching Porta billing…

Connection

New Channel Messages

Showing 0–0 of 0

Message intake dashboard Last 7 days

Window

Daily outcomes

Day	Incoming	Converted	Discarded	Follow-ups	Forwarded
Loading…

Messages by channel

Channel
Loading…

Conversion time by channel

Channel	Conversions	Min (min)	Avg (min)	Median (min)
Loading…

Discard reasons

Reason	Count	Recent note
Loading…

Discard rates

Channel	Discarded	Rate
Loading…

Reason	Discarded	Rate
Loading…

Agent handling breakdown

Agent	Converted	Discarded	Forwarded	Conversion %
Loading…

Follow-up outcomes

Outcome	Count
Loading…

Backlog age distribution

Bucket	Count
Loading…

#	Channel	Contact	Summary	Status	Received	SLA	Actions
Loading…

Maintenance Tools

Select	Channel	Identifier	Contact	Subject	Received	Status
Scan to identify duplicate pending messages.

Outgoing message quality (latest 100)

Sent	Channel	Ticket	Subject	Author	Review	Snippet
Loading…

Customer	Class	State	Flags	Overdue	Days	Fee/mo	Paid?	Credits
Switch to this tab to load.

HR Weekly Compliance Report emailed Mondays 07:30 to enrolled subscribers

Switch to this tab to load.

Email enrollment — who receives this report

Pick from department managers, HR employees, and root. Changes save immediately.

Customer Ticket Board

Customer Care Daily Trend (last 5 days)

No customer-care tickets to display.

Tech Support

Resolutions (last 5 days)

#	Technician	Admin user	Status	Queue	Quality	Completion	Last activity	Actions
Loading…

Ticket assignments

Supervisor queue Ticket type Ticket age

No technician tickets to display.

HR

#	Name	Staff group	Timezone	Start	End	Days	Default	Grace	Active	Actions
Loading…

#	Staff	Staff group	Assigned lines	PBX trunks	Started	Expected end	Status
Loading…

Weekly biometric export (.csv)

Upload the weekly timecard. We match each biometric User ID to an employee, then you confirm before saving. A default shift must exist; staff arriving more than the shift grace late are flagged late, and leaving before shift end is marked absent.

User ID	Name in file	Maps to employee	Present	Absent	Late	Days
No file previewed yet.

View Month Week

✓ Present · ✗ Absent · – Not a work day · · No data

Choose a period to load attendance.

Year Department

Leave taken Approved upcoming Weekend / holiday Over capacity

Loading…

#	Name	Department	Position	Manager	Status	Actions
No employees loaded.

Page 1

#	Name	Code	Parent	Manager	Deputy	Status	Actions
No departments loaded.

#	Name	Code	Department	Status
No positions loaded.

Employee Status

Profile

Employment

First name Last name Department Position Manager ID Deputy ID Status Status reason Employment type Employment status ID Location ID Hire date Termination date

#	When	From	To	By
No position changes.

#	When	From → To	By	Reason
No status changes.

Admin account

No linked admin account.

Link admin account

Type to search unassigned admin accounts.

Contact

Email Phone

Shifts

#	Date	Template	Status	Location
No shift assignments.

Leave

#	Type	Dates	Status	Duration
No leave loaded.

#	Year	Balance	Used	Carried	Locked
No leave balances.

Attendance

#	Status	Check-in	Check-out	Lateness	Penalty
No attendance loaded.

Performance

#	Period	Status	Score	Reviewer
No reviews loaded.

#	Title	Period	Status	Progress	Actions
No goals loaded.

Talent (Onboarding & Probation)

#	Template	Status	Completion	Start date	Action
No onboarding data.

#	End date	Status	Decision	Last improvement	Action
No probation data.

Learning

#	Session	Status	Completion
No training data.

#	Certification	Issued	Expires
No certifications.

#	Skill	Target level	Gap
No skills data.

#	Degree	Institution	Field	Year	Certificate
No qualifications.

Finance

#	Status	Principal	Balance	Collateral days	Term (months)	Actions
No loans.

ESS & Compliance

Compliance data loading…

#	Policy	Scope	Active
No policies.

#	Announcement	Scope	Expires
No announcements.

#	Field	Change	Status
No profile changes.

Documents

#	Name	Path	Actions
No documents.

Year Period Department

Staff without goals/KPIs

—

Staff without reviews

—

% goals met

—

Department Goals & KPIs

#	Department	Period	Title	Status	Progress
No goals yet.

Performance Reviews

#	Employee	Period	Status	Final score	Reviewer	Actions
No reviews yet.

AI Verification Scores

Year Month

Avg score

—

Staff with data

—

Below 70

—

Year-to-date

—

#	Employee	YTD score	Months	Events	Latest	Quality	Rejection	Override	Flag	Photo pass	Feedback
Loading…

#	Employee	Score	Events	Quality	Rejection	Override	Flag	Photo pass	Feedback
No data yet. The rollup runs nightly; trigger a recompute on the admin tools page if needed.

Recruitment

Applications

#	Candidate	Vacancy	Stage	Notes	Actions
No applications yet.

Applicants

#	Name	Degree	Expertise	Apps	Last update	Actions
No applicants.

Vacancies

#	Title	Position	Status	Actions
No vacancies.

Onboarding

#	Employee	Template	Status	Completion	Actions
No onboarding records.

Onboarding Templates

#	Name	Role	Type	Due (days)	Status	Actions
No templates.

Template tasks

#	Task	Owner	Seq	Due	Evidence	Actions
Select a template.

Probation

#	Employee	Ends	Status	Next check-in	Last improvement	Actions
No probation records.

Training Sessions

#	Course	Dates	Location	Status	Attendees
No sessions scheduled.

Certifications

#	Employee	Certification	Issued	Expires	Status
No certifications recorded.

Skill Catalog

#	Name	Category	Scale	Actions
No skills defined.

Skill Requirements

#	Position	Skill	Target	Actions
No requirements.

Enrollments

#	Employee	Course	Status	Score
No enrollments.

Pending loans

—

Open loans

—

Outstanding balance

—

Loan volume by staff

Status filter

#	Employee	Status	Principal	Collateral days	Repayments	Approvals	Actions
No loans recorded.

Training window (mo) Review recency (mo)

Records completeness

—

Training freshness

—

Recruitment checklist

—

Gaps by factor — click to see who

Recompute to see gaps.

Waived — with justification

#	Employee	Document	Justification
No active waivers.

Position document requirements

Per-department snapshots

#	Department	Month	Records	Training	Recruitment
No compliance snapshots — click Recompute now.

📊 Quiz completion

Quarter

Quiz	Applicable	Completed	Passed	Overdue	Completion
Loading…

Policies & Quizzes

A quiz always tests one policy. Add a policy first, then click 📝 Quizzes (or the quiz count) on its row to build quizzes — manually or with ✨ AI — and launch them to in-scope staff.

Checking quiz coverage…

#	Policy	Scope	Active	Quizzes	Actions
No policies.

Add policy

Title * Body

Department scope (none checked = all departments)

Loading departments…

Location scope

Active

Quizzes

Pass %

Quiz title

Announcements

#	Title	Scope	Expires
No announcements.

Public Holidays

excluded from leave day counts

Annual

Date	Name	Scope	Annual
No holidays.

Profile Change Requests

#	Employee	Field	Old → New	Status
No profile change requests.

Channel Integrations

Update per-channel settings. Leave the secrets field empty to keep existing credentials. Use Save & Test to validate connectivity immediately.

AI Configuration

Review and edit the prompts used for AI intake, comment validation, customer feedback, and attachment inspection.

Ticket Regions

Manage the controlled list of regions used for customers and reporting.

Message Templates

Channel Event Locale

#	Channel	Event	Locale	Version	Status	Updated	Actions
Loading…

Create Template

Channel Event Locale Subject (email only) Enabled

Body

Use double curly braces for placeholders (e.g. {{ticket_short_code}}).

Add staff shift

Name Staff group Timezone

Start time End time

Days of week

Mon Tue Wed Thu Fri Sat Sun

Effective from (optional) Effective to (optional)

Status

Grace period (minutes) Default shift (applies to staff without an assigned shift)

Late if a clock-in is more than the grace period after start. Leaving before the shift end (beyond grace) is marked absent.

Create leave request

Leave type

Start date End date

Reason (optional)

Days Select start/end dates to preview.

Date	Half day	Public holiday	Non-working
Select start/end dates.

Mark half day for specific dates; holidays/non-working days are excluded from chargeable days.

Add goal

Mode Department goals Title * Period Description (optional)

Period start Period end

Goal check-in

Goal Progress (%) Notes (optional)

Add degree

Level Institution Field of study Award year Certificate (PDF or image)

Add application

Applicant ID Vacancy ID Stage Notes

Update application stage

Application ID Stage Notes

Add applicant

Full name Email Phone Source Highest degree Expertise Skills (comma separated) Competencies Work experience Biography Date of birth

Upload applicant document

Applicant File (PDF/Image)

Add vacancy

Title Position Department Openings Status Description

Add onboarding

Employee Template Start date Status

Add onboarding task

Onboarding ID Template item ID (optional) Assignee Due date Status Notes

Onboarding tasks

	Task	Due	Status
No tasks.

Add probation

Employee Start date End date Status Check-in frequency

Create training session

Training course New course

Provider Category Internal?

Start date (optional) End date (optional)

Location / Link

Status Capacity

Attendees

Multi-select employees to enroll

New skill gained (optional)

New certification (optional) Issuer Validity (months)

Add skill

Name Category Level scale

1–10 scale • 2: Awareness • 5: Understanding • 7: Expert • 10: Master

Add certification

Name Issuer Category Validity (months)

Assign certification

Employee Certification Issue date Expiry date Training session ID (optional)

Loan detail

Principal Term (months) Collateral days Interest rate (%) Issue date Currency FX rate to base Base currency

Repayment amount

Add position skill requirement

Position Skill Target level

Scale 1–10 (2 Awareness, 5 Understanding, 7 Expert, 10 Master)

Criticality

Add performance review

Period Reviewer (managers only) Score (required, 0–10)

Overall metric out of 10

Strengths (optional) Improvements (optional)

Review details

Review

Score (out of 10)

—

Strengths

—

Improvements

—

Complete onboarding task

Onboarding task Notes (optional) Evidence (optional)

Upload proof; file will be attached to this onboarding task.

Add probation check-in

Probation period Check-in date Improvement (%) Notes

Enroll training

Training session ID Status (optional)

Create loan

Principal amount Term (months) Collateral leave days Currency FX rate to base

Rate to convert selected currency to base (default USD). Leave blank for base currency.

Base currency

Submit profile change

Field Old value (optional) New value

Upload document

File Bucket (optional)

Add employee

First name * Last name *

Email Phone

Department ID Position ID

Manager employee ID Deputy manager ID

Status Employment type

Add department

Name * Code Parent department ID

Manager employee ID Deputy employee ID

Status

Add position

Name * Code Department ID Status

Template preview

Channel

Event

Scenario

Placeholders

Context sample

Subject

(subject)

Body

(body)

Recipient Provide a destination for the test message.

Prompt history

#	Phone	Name	MAC	Last AP	Last Auth	Actions
Loading…

#	Name	Phone	Email	Commission	Balance	APs	Status	Actions
Loading…

Total users

—

Sessions

—

New records (12 months)

#	Phone	Name	Balance	Due Date	Last login	Created	Actions
Loading…

#	Created	Customer	Refs	Amount	Status	Actions
Loading…

Mobile customer

Subscriptions

Name	Fee	Period	Charge Model
None

Recent Payments

Ref	Amount	Status	Created	Action
None

Connections

Conn ID	Status	Blocked	Product	Expires	Bill Status	Idle Days
None

Mobile Sessions (Auth Keys)

ID	Created	Last Used	Action
None

Manually complete payment

Name of person who paid * Wave proof of payment * (image)

This credits the customer's PortaOne balance and marks the payment successful. The proof is stored for later review.

Device AuthMon Detail

#	Phone	Name	Created	Last Used	Actions
Loading…

#	Name	Location	MAC Addres	IP	Distributor	Last Seen	Status	Actions
Loading…

Devices: – · Active: –

Gateway	AP IP	Ready	Pending
Loading…

#	MAC	Type	AP	AP IP	Start	Timeout	Remaining	Actions
Loading…

#	MAC	Contact	Attempts	Last Grace	Last AP	Active Session	Recent Sessions
Loading…

Idle

Flow Android

This tool bypasses Wave only (it still exercises voucher issuance, session creation, and AuthMon enqueue).

Above threshold only

#	Name	Product	Customer	Status	Avail Bal	Min Thresh	Limit	Redeems	Active T	Actions
Loading…

Videos

ID	Source	URL	Weight	Verify	Required %	Active	Actions
Select a campaign…

Retention — non-paying customers View Sort

Customers PortaBilling has suspended/blocked for non-payment. Score a customer to get an AI read on why they likely lapsed and how to win them back, call them, then log the outcome.

Retention report Last 30 days

Expand to load the report.

Loading…

⏰ My lapsed commitments

—

My other cases

—

Log call outcome

Outcome Follow-up date (optional) Note (optional)

Drift detected against PortaBilling (the source of truth): duplicate customer records, records not yet linked to Porta, and Porta customers missing from CRM. Review and apply each fix.

Reconciliation preview

Inactive Unlinked

#	Name	Contact	Address	Created
Loading…

Page 1

● active ● suspended ● blocked ● unknown

Lead ownership & conversion likelihood

Loading…

#	Name	Contact	Status	Next follow-up	City	Assigned to
Loading…

Page 1

🔥 Hot deals

Loading…

👤 My queue

Loading…

Drag a hot deal onto your queue to claim it — or tap “Claim”. The pool refreshes automatically.

Sales targets & leaderboard Period

#	Staff	Conversions	Contacts	Qualified	Recoveries	Win-back calls
Loading…

Pending installs

Last 200

Overdue

Expected date passed

Due this week

Next 7 days

Completed

Last 200

	#	Customer	Status	Contact	Expected	Age	Ticket	Actions
Loading…

Page 1

Select an installation to view details.

—

Payments

Reports

Open reports in a dedicated window for analytics and exports. Each opens for roles that are permitted; “Browse all” lists every report available to you.

Loading…

⚙️ Background jobs

Loading jobs…

Job logs

Loading…

Active only

#	Porta product code	Customer type	Label	Active	Updated	Actions
Loading…

Loading…

Analytics

Conversation

New Channel Messages

Daily outcomes

Messages by channel

Conversion time by channel

Discard reasons

Discard rates

Agent handling breakdown

Follow-up outcomes

Backlog age distribution

Maintenance Tools

Outgoing message quality (latest 100)

Customer Ticket Board

Tech Support

HR

Profile

Admin account

Department Goals & KPIs

Performance Reviews

AI Verification Scores

Year-to-date

Recruitment

Onboarding

Onboarding Templates

Probation

Training Sessions

Certifications

Skill Catalog

Skill Requirements

Enrollments

Loan volume by staff

Records completeness

Training freshness

Recruitment checklist

Gaps by factor — click to see who

Waived — with justification

Position document requirements

Per-department snapshots

Policies & Quizzes

Announcements

Public Holidays

Profile Change Requests

Channel Integrations

AI Configuration

Ticket Regions

Message Templates

Create Template

Videos

Reports

⚙️ Background jobs

Sign in