Client Portal

Overview

Sample Data

Active Projects

+1 this month

Automations Live

+2 this month

Hours Saved / Month

142

+18% vs last month

Open Requests

Avg response 4h

Estimated Hours Saved by Automation (Last 6 Months)

Apr

May

Jun

Jul

Aug

Sep

Recent Activity

Support triage agent resolved 24 tickets without escalation.

2 hours ago

Invoice reconciliation workflow completed for August.

Yesterday

New integration connected: internal ticketing system.

3 days ago

Projects

Sample Data

Support Triage Agent

Multi-agent · Customer Support

Live

Invoice Reconciliation Workflow

Workflow Automation · Finance

Live

Internal Knowledge Assistant

Conversational AI · Operations

In Progress

CRM Lead-Qualification Agent

AI Agent · Sales

Scoping

Automation Activity

Sample Data

Support Triage Agent handled 24 tickets, escalated 3 to a human agent.

Today, 9:14 AM

Invoice Reconciliation Workflow matched 118 of 120 line items automatically.

Yesterday, 6:02 PM

Internal Knowledge Assistant indexed 42 new documentation pages.

2 days ago

Support Triage Agent flagged a policy update needed in the knowledge base.

4 days ago

Messages

Sample Data

Arsha JenkinsYesterday

The invoice reconciliation workflow is fully live — let us know if you'd like it extended to the Q4 vendor list.

Arsha Jenkins4 days ago

Kicking off testing on the internal knowledge assistant this week — will share access for review shortly.

Invoices

Sample Data

Invoice	Description	Date	Amount	Status
INV-1042	Support Triage Agent — Phase 2	Sep 1, 2026	$4,800.00	Paid
INV-1038	Invoice Reconciliation Workflow	Aug 1, 2026	$3,200.00	Paid
INV-1031	Knowledge Assistant — Discovery	Jul 1, 2026	$2,100.00	Pending

Settings

Demo Only