Origin CRM

Admin access — enter the CRM token

Origin CRMUnified Trade Desk
100%

📊 Overview

👥 Customers 0

CustomerPhoneCityRoleInterestMsgs 24hStatusLast msg

💰 Pending Rate Approvals 0

📦 Products & Missing Pictures

📋 Customer Summaries

📈 Activity (7 days)

💸 Cost

🧾 Invoices

InvoiceClientPhoneStatusAmountBalancePaidDate
Chatbot (all customers):
Toggle per customer in the list · Manual message box at the bottom of the chat
Select a customer to open their full conversation
(scroll from the very first message to the last)
💬Chat

📈 Meta Ads

📅 Date-wise analysis (account-wide · matches Ads Manager):
DateSpend (PKR)ImpressionsClicksConversations startedCost / conversation

🖼️ Creatives 0 — every ad linked to its performance

📊 Audience & reach (last 7 days, Meta insights)

Spend per day
Age distribution
Gender
Region (PK)
Platform
Ad spend vs conversations

🎯 Leads & numbers that messaged 0 — live from the WhatsApp webhook (referral attribution)

PhoneNameAreaAdSourceFirst message

💰 Cost analysis — per creative, per conversation, per lead

CreativeTypeSpend (PKR)ImprClicksCTR%CPCConvCost/ConvLeadsCost/LeadVerdict

🧠 Advisor — auto analysis + recommendations

🔔 Notifications 0

Mirror of the NTFY alerts with permanent local history. Use the Action box on any notification to command the chatbot (e.g. rate 923339440381 Cefiderm 85 or stop auto-reply 923446968558) — exactly like replying in the NTFY app.

🏷️ Territory / Vacancy

✅ Confirm a sale (payment received) territory protection

When payment is confirmed, add the sale here — the product is marked occupied in that area and the chatbot will stop offering it to other customers there (protects your territory).

🛒 Confirmed sales 0

CustomerPhoneAreaProductCompanyInvoiceSold at

📄 Personalized PDFs 0

Every PDF generated for customers (lists, rates, MRPs) — stored and downloadable from one place.

🖼️ New Picture Intake OCR → verify → approve

Upload a new product picture: it is OCR-scanned and checked against the catalog. Duplicate → alert only. New → stored in "New Entry" (MinIO) pending your approval — it becomes part of the searchable catalog only after you Approve.

⏳ Pending approvals 0

➕ Add New Rule / Instruction

⚠️ This edits the LIVE SOUL file. A backup is taken first, and the rule becomes a HARD RULE. It only takes effect after you press Load Update below (session prompts rebuild).

⚡ Apply rules to chatbot

Enabled only after a rule has been written. Runs the live-refresh flow: every session rebuilds its prompt from the updated SOUL — history is never deleted. Cannot be undone once run.

🕒 Recent rule jobs

🛡️ SOUL sections

Click to expand all rules

📜 Live SOUL.md (read-only view)


      

📋 Reports

Messages you flagged with the ⚠ Report action — kept internally with customer, message and reason. Click a report to jump to the message.

🤖 Bot's WhatsApp profile

This is the official business profile your customers see in WhatsApp (picture, about, address…). Changes apply immediately and are visible to every customer.

Ali — Origin Enterprises WhatsApp Business (+92 345 9543883) · vertical:
The picture you upload becomes the bot's WhatsApp profile picture for all customers. Max 5MB, JPG/PNG.

🤖 Talk to the chatbot

⚠ Report message

↪ Forward message

📝 Message note