AIraEdge

Dashboard

Your lead pipeline at a glance

Total Leads
0
All time
Meetings Done
0
Completed
BNI Members
0
Active Opportunities
0
Work in progress
Due for Follow-up
0
Past meetings with no outcome update
🎯 Work Status Pipeline
πŸ”₯ Recent Activity (Last 5 Leads)

All Leads

0 total leads

# Contact Meeting Date & Time Meeting Status BNI Work Description Work Status Follow-up Actions

Add Meeting / Lead

Manual entry for scheduled or offline meetings

πŸ“‹ Contact Information
πŸ“… Meeting Details
πŸ… BNI Details
πŸ’Ό Work Opportunity
πŸ“ Notes & Follow-up

πŸ”” Follow-ups

Pending actions grouped by urgency and category

πŸ”΄ Overdue
🟑 Due Today
🟒 Upcoming

Analytics

Meeting frequency, conversion, and trends

This Month Meetings
0
Conversion Rate
0%
Meetings β†’ Work Won
Pipeline Value
β‚Ή0
Proposals + Ongoing
Won Revenue
β‚Ή0
Total won deals
πŸ“… Meetings Per Week
πŸ… BNI vs Non-BNI
πŸ’Ό Work Status Breakdown
🎯 Service Type Distribution
πŸŽ₯ Online vs 🀝 Offline Meetings

Projects

Work delivery tracking β€” separate from lead pipeline

πŸ“˜ KPMG Course Development
Swayam / GIZ Β· L&D Delivery Β· Team: Shraddha, Awantika, Mukil, Surabhi Nath
πŸ”„ Active
0
Total Meetings
0
Completed
0
Upcoming
0
Milestones
Team Members
Shraddha (Learning Designers) Awantika Dwivedi Mukil (Kplor) Surabhi Nath Seema (KPMG) Sanjeeth (Kplor)
# Date & Time Meeting / Milestone Participants Type Status Notes / Outcome Actions
οΌ‹
Add Another Project
e.g. Swayam Course 2, ILNB Dashboard, Learnika...

Calendar Import

Import meetings from Google Calendar

βœ… Live on Supabase. Zoho Mail syncs automatically every 4 hours, and Sync Now below triggers both a live Zoho pull and a live Google Calendar pull on demand β€” new 1:1 meetings from your calendar are classified and added as leads automatically (BNI "Group 1:1" events are flagged for manual review via Import Group Session instead). Gmail insights still refresh separately via Claude in chat.
πŸ“‹ Manual Paste Import

Paste comma-separated meeting data to bulk-import. Format: Name, Email, Date (YYYY-MM-DD), Time (HH:MM), Meeting Title

πŸ“ Import from CSV

Export your calendar as CSV and upload here. Expected columns: name, email, date, time, title

πŸ“§ Email Insights

Gmail (live) + Zoho (auto-synced every 4h), grouped by project

πŸ’‘
This page reads from Supabase

Gmail is pulled live via Claude; Zoho Mail syncs automatically every 4 hours via a Supabase scheduled job. Click πŸ”„ Refresh to pull the latest.

πŸ“¬

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πŸ’¬ WhatsApp Message Insights

AI-processed summaries, action items and lead signals from your WhatsApp conversations

πŸ’‘
How to populate this view

Run this in your terminal to export WhatsApp messages as JSON, then load the file here:

node whatsapp_export.js

This saves whatsapp_messages.json in your portal folder. Click Load whatsapp_messages.json above to view insights.

πŸ“±

No messages loaded yet

Run node whatsapp_export.js and load the file above.

πŸ—£οΈ
πŸ—£οΈ Lead Update
Type updates in plain English