📱 Customer Portal Quotes
Auto-synced from portal · Firestore Live
Click Refresh or navigate to Quotes panel to load portal quotes
🎯 Product Requests — Custom Sourcing
Customers requesting products beyond our platform — reply with a quotation, they accept & it becomes an order.
🎨 AI Brand Studio — Product Promotion
Upload a product photo → AI picks the frame, writes the copy → share to WhatsApp / Status / email in one tap.
PPE Product Catalog
🤖 AI Catalog Outreach — WhatsApp & EmailAI drafts the message, you review & send
SEND TO (pick customer, or fill manually)
PHONE (WhatsApp)
EMAIL
CATALOGUES TO SHARE
MESSAGE (edit before sending)
⚙️ Settings — Profile, Branding & Preferences
🏢 Company Profile
Saved locally · auto-fills every PDF quotation
🖼️ Click to upload
Company Logo
✓ Upload PNG, JPG, or SVG
✓ Replaces V4 logo in app header & PDF
✓ Stored locally — survives reload
✓ Shared with Quotation Generator app
🖼️ Company Banner
Appears in quotation PDF & app header
Upload a banner image (JPG/PNG, landscape recommended). It appears as a decorative strip in your PDF quotation header and can optionally display at the top of the app.
Get a key at console.anthropic.com → API Keys. Note: this calls Claude directly from your browser (same key-exposure profile as the Gemini key above — visible only to anyone with access to this logged-in browser, not the public).
📚 Product Catalogues
Gold buttons appear in every PDF quotation
ℹ️ How to add Google Drive catalogue links:
1️⃣ In Google Drive → right-click file → Get link → set to "Anyone with the link"
2️⃣ Copy & paste below (https:// auto-added if missing)
3️⃣ Gold clickable buttons print at the bottom of every PDF — customers click to view your full range
☁️ Cloud Backup & Sync
Sync data across all your devices
💡 How it works: Get a free API key from jsonbin.io → paste it here once → click "Save to Cloud". On any other device, paste the same key + Bin ID → "Load from Cloud". Your data is always with you.
🔍 App Error Log
Live errors from all users — refreshes on load
Click Refresh to load recent errors
💡 Activate Sentry for email alerts: sentry.io → create free account → copy DSN → paste in index.html line with V4_SENTRY_DSN
💾 Firestore Data Backup
Download complete cloud data as JSON
✅ Downloads all Firestore data — quotes, customers, stock, leads, orders — as a timestamped JSON file.
✅ Save to Google Drive / email yourself weekly for a manual backup.
⭐ For automated daily backups: Firebase Console → Firestore → Backups (requires Blaze plan).
New photos now upload to the cloud automatically — this clears old ones already stored locally.
🗑️ Reset Business Data
Clears all leads, customers, activities, products & quotes
⚠️ This permanently deletes all business data from this browser.
Your Firebase cloud backup is NOT affected — you can restore by logging out and back in.
🤖 AI Guru — Your Business Intelligence Assistant
—
Active Leads
—
Tasks Today
—
Open Quotes
—
Done Today
⚡ AI Quick ActionsClick any card to ask AI Guru
🗓 Daily Plan
📅
Plan My Day
AI generates your daily plan
📈
Business Pulse
AI analyses all your data
✉️ Drafting
📋
Quote Letter
Quotation cover letter
🤝
Follow-up
Email or WhatsApp draft
👋
Cold Intro
Introduction message
🔄
Renewal
Renewal reminder draft
📊 Analysis & Forecast
🔥
Hot Leads
Prioritised lead strategy
💡
Lost Deals
Why am I losing deals?
📉
Forecast
Sales pipeline forecast
📊
KPI Review
Team KPI analysis
📣 Marketing
💡
Content Ideas
Social media content plan
🔗
LinkedIn Post
Professional post draft
💬
WA Campaign
WhatsApp broadcast draft
📸
Instagram
Caption + hashtags
🧠 Strategy
💰
Pricing
Pricing strategy advice
🏭
New Industry
Target market expansion
🌿
CSR Pitch
Safety & CSR positioning
🕵️
Competitor
Competitive analysis
🧑💼 HR & Team
📝
Performance
Review & appraisal guide
📌
Job Post
Write a job description
🌟
Appreciate
Thank a team member
✅
Task Review
Team task completion
🌴 Other Ventures
🥥
Agro Techno
Farmer pitch & outreach
🏝
Coastal Discovery
B2B tourism pitch
🙏
Appreciate Customer
Gratitude message
📦
Procurement
Purchase planning
🎯 My Tasks Today
📝 End of Day Report
⏳ Not submitted yet today.
📊 Team Pulse — Today
📊 Business Snapshot
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📚 Knowledge Bank — AI Guru & Safety Saathi
Upload catalogues, price lists, brochures, SOPs, stock & customer sheets. AI Guru and Safety Saathi read these in every answer — the more you add, the smarter and more accurate your AI becomes.
📄 Uploaded Documents
🤖 Portal AI Control Room — Safety Saathi & AI Product GuideNot synced
This is the single control room for both customer-facing AIs: Safety Saathi (inside the logged-in customer dashboard, Gemini-powered) and the AI Product Guide (the 🤖 chat bubble on the landing page and portal, rule-based). One push below sends the Knowledge Bank you upload above to both. Logged-in customers get fully unlocked answers from both — no registration prompts. Anonymous visitors get general answers from the AI Product Guide, with a registration nudge only once they push into deep specifics.
Portal AI Key (Gemini) — powers Safety Saathi
Same Gemini key as AI Guru — or use a separate project key. (The AI Product Guide is rule-based and doesn't need this key.)
Custom Instructions for Saathi
Last synced: never
🤖 AI Guru
Powered by Google Gemini · Knows V4, Agro Techno & Coastal Discovery
👋 Namaste! I am your AI Guru — Chief Business Mentor across V4 Corporate Service Enterprise (PPE), Agro Techno Service, and Coastal Discovery.
I can plan your day, assign and track daily tasks, review your end-of-day report, watch targets vs. effort, flag who's off-track, suggest who to appreciate, draft emails/WhatsApp/marketing content, and advise on sales, HR, procurement and logistics. How can I help you today?
🔑 AI Guru needs your Gemini API key
Free key from Google · Takes 2 minutes · Step-by-step guide included
🤖 AI Stock Intelligence — Demand & Reorder Advisor
Click "Analyse Now" to get AI-driven stock insights, reorder suggestions & demand forecast.
Portal leads awaiting quotation. Click "Send Quote" to draft a quotation and notify customer via WhatsApp.
⚡ Stock Data Bridge — v4 Admin → Protectoe Portal
This bridge auto-converts v4h_stock (flat admin format) → pt_stock (portal hierarchical format).
Run it manually here or it auto-runs every time you save stock in the Stock panel.
Bridge last ran: Never
🏷️ Brand Logo Manager — Portal & Customer Dashboard
Upload logos to replace emoji brand icons in landing page brand cards, product strips, and customer dashboard. Logos are compressed & saved to Firebase — visible to all customers instantly. Max 500KB per logo.
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✅ Logos saved! Portal landing page and customer dashboard updated within seconds.
📸 Product Photo Manager — Portal Landing Page
Upload actual product photos to replace emoji icons on the portal.html landing page slider. Photos are stored in browser storage and picked up automatically by the portal. Use clear, well-lit images (400×300px recommended).
➕ Upload New Photo
📁
Click to Select Product Photo
JPG or PNG · Recommended: 400 × 300 px · Max 2MB
Preview — verify this is the correct product photo
📦 All Uploaded Product Photos (0)
No photos uploaded yet. Upload the first one above.
🌐 Portal Landing Page — Live Control Centre
Everything saved here updates portal.html in real-time via Firebase. No redeployment needed. Customers see changes within seconds.
📢 Announcement Banner
🏷️ Hero Banner Text
📞 Contact Information (updates all WA links on portal)
⚡ Push Data to Portal
✅ Settings saved! Portal.html will reflect changes within seconds.
🔥 Offers / New Arrivals / Events Ticker
These messages appear as a live scrolling ticker on the portal landing page. Admin-controlled via Firebase.
Click Load to see current ticker items
+ Add New Item
✅ Ticker updated! Portal landing page refreshes within seconds.
🏠 Landing Page Layout Manager
Drag sections up/down to reorder · Toggle 👁 to show/hide · Save pushes to Firebase — portal updates in seconds. Changes reflect for ALL visitors immediately.
Click "Landing Layout" tab to load...
✅ Layout saved! Portal landing page reflects the new order within seconds.
🏭 Customer Stock, Allocation & Warranty
Live from each customer's portal — what they purchased from V4 (GRN), what they've issued to employees, what's in hand, and warranty status (dated from GRN, not the issue date). Click a customer to expand.
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🛡️ Warranty Management System — Admin
All warranty tickets raised by customers. Review, update status, escalate to supplier, generate PDF claim form, and notify customer via WhatsApp/Email.
—
Open Tickets
—
In Progress
—
Escalated
—
Resolved
Click "Warranty" tab to load tickets...
🛡️ Warranty Ticket — —
Admin Actions
👑 User Management — Role-Based Access Control
🔐 Role & Feature Access Management
💡 Create custom roles and choose exactly which sections (panels) each role can access — including My Leads / Referral Program, Field Sales, Control Room, etc. Assign roles to users below. Access updates apply instantly on their next navigation.
🧩 Roles & Section Access
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👥 Users & Their Roles
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➕ Add User & Assign Role
💡 This creates a real login (email & password) and assigns their access in one step. They can sign in at this same URL right away and will see only the panels their role allows.
🕵️ Activity Audit Log — Who Did What
No audit entries yet. Actions you take will be logged here.
✏️ Change Role
Add Lead
Activity History
Add Customer
Activity History
Log Activity
Campaign
Add Product
⇅ DATA BACKUP & TRANSFER
📁 Local File Backup
Export data as a JSON file → save to Google Drive / WhatsApp yourself → import on any device. Works offline, zero setup.
☁️ Cloud Sync (JSONBin.io — Free)
Save your data to a free cloud account. Then load it on any device, any browser — automatically. Get free API key at jsonbin.io ↗
📤 Share & Send Quotation
1
Download PDF Quotation
Save it first — then attach when sending via WhatsApp or Email below
2
Choose how to send
· Edit the message before sending
📋 How to send with PDF attached:
1️⃣ Click Download PDF above → Save to your phone / laptop
2️⃣ Enter client's number below → Click Open WhatsApp
3️⃣ In WhatsApp click 📎 Attach → select the saved PDF
4️⃣ Message is pre-filled below — just review & hit Send ✅
Country code + number, no spaces (e.g. 919876543210)
✏️ WhatsApp Message (fully editable)
📋 How to send with PDF attached:
1️⃣ Click Download PDF above → Save to your laptop
2️⃣ Enter client's email → Click Open Email App
3️⃣ In Gmail / Outlook, click 📎 → Attach the saved PDF
4️⃣ Subject & body are pre-filled below — review & send ✅
✏️ Email Body (fully editable)
💡 Attach the downloaded PDF to your WhatsApp or Email message
🎯 Leads Assigned to Me
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📍 Field Sales Mode
Tap to mark your first visit of the day
—
Hot Leads
—
Visits Today
—
Pipeline
—
Quotes Sent
📋 Today's Activity Log
No visits logged today yet.
🔥 Hot Leads — Prioritised
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♨ Warm — Follow Up Due
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📄 Recent Quotations
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📊 Performance Dashboard
🏢 Business Overview —
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🏆 Team Leaderboard —
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🤖 AI Performance Coach
💡 AI analyses your team's targets vs achievements, identifies performance gaps, and recommends specific actions for the week. Powered by Gemini/Claude AI.
🎯 Set Monthly Targets
Master Admin Only
💡 Set targets per team member or for the overall business. Achievement auto-calculates from live leads, quotes, orders, and field visits data.
Revenue tracks accepted/won quotes value. All other metrics auto-count from live data scoped to each team member.
📋 Log a Field Visit
Quick Actions
➕
New Lead
📋
Log Visit
📄
New Quote
🤖
AI Guru
🔑 AI Guru Setup — Gemini API Key
🤖
Activate AI Guru
AI Guru is powered by Google Gemini — Google's most powerful AI.
You need a free API key from Google AI Studio. It takes less than 2 minutes and costs ₹0 (generous free tier).
This guide will walk you through every step. Let's go!
🌐
Step 1 — Open Google AI Studio
Click the button below to open Google AI Studio in a new tab.
Sign in with your Google account (same as Gmail).
It's free — no credit card needed.
