Workqueue — open activities including calls, meetings, tasks, email and LinkedIn replies
📊 Sales Command Center
Action list, subscriber health, nurture flow, financial overview — one view (Steve master spec slice F).
Overview
Your K-Bot activity at a glance
👀 Live Visitors 0 active
Engine Status
Recent Activity
🛠 System Fixes / Pending Issues
Tracked open issues — click through to GitHub for details. Tenant-neutral; same panel for every subscriber.
| Module | Status | Description | Tracking |
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My Engines
Status and activity for each of your 10 K-Bot automation engines
AI Skills
Give Kbot new abilities without code. Register a tool — a name, a plain-English description of what it does and when to use it, and the web address it calls. Kbot's AI then decides on its own when to use it during a conversation.
Your tools
Each tool is a single, safe outbound web call. No code runs inside Kbot.
Try it
Ask something your tools can answer. Kbot picks the right tool and runs it live.
Use in your website chat
When on, your website chat widget can answer using these tools and your default personality.
AI Personalities
Save custom instructions (a “Legal Filter”, an “Executive Summarizer”…). The default one shapes how Kbot replies.
Schema Catcher
Pull structured data out of any text. Define the fields you want, paste the text, and get clean JSON back — ready for your system.
Smart Routing
Describe what to watch for in plain English. Kbot reads every message’s intent and forwards or flags matches — no keyword rules.
New personality
New rule
New tool
Leads
Manage and track all your leads in one place
Total Leads
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New Leads
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This week
Qualified Leads
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Action List
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Revenue Pipeline
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Closed Deals
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Field Visibility
Advanced Filters
Add New Lead
Create Custom Field
Prospects
Companies and contacts discovered by the Lead Prospector Engine
| Company | Contact | Score | Status | Found |
|---|---|---|---|---|
Meet
Calls, conferences & scheduled meetings
| Number | Status | Duration | Cost | Date |
|---|---|---|---|---|
📹 Conferences & Meetings
Schedule meetings, send invitations, and join via Google Meet — free, no VOIP required.
Paste meeting transcript or notes — Kbot AI extracts key points, action items, and suggested follow-ups.
Action List
Assign leads to sales reps and launch auto-dial sequences
| Lead / Contact | Action | Assigned To | Priority | Status | Dial |
|---|---|---|---|---|---|
| No action items yet. Add one above or generate from AI Keynote. | |||||
STANDING BY
Select a conversation and I'll pull the full thread across email, LinkedIn, web chat and SMS.
Move to label
Group selected campaigns under a label
Bulk edit
Apply to all selected. Leave blank to keep as-is.
Save Template
Give your email template a name.
Email HTML
The generated HTML for this design — copy it or paste into another tool.
Send test email
We'll send this design to one address so you can check it.
📝 Email Templates
Reusable templates for campaigns and nurture sequences. Use {{first_name}}, {{company}} tokens for personalisation.
📊 Email Analytics
Track open rates, click-throughs, replies, meetings booked, and deliverability across all campaigns.
| Step | Sent | Opens | Open Rate | Clicks | Click Rate |
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| Link | Total Clicks | Unique Clicks | Last Clicked |
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| When | Contact | Link |
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| Campaign | Sent | Opens | Clicks | Replies | Status | Bounce% | Sent On |
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📊
No campaigns sent yet. Send your first campaign →
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Integrations
Connect your channels so K-Bot can monitor and engage across every touchpoint
<script src="https://kasercorp.com/public/kbot-tracker.js" data-id="YOUR_ID"></script>
<script src="https://kasercorp.com/public/kbot-chat.js" data-id="YOUR_ID"></script>
Settings
Your account details and integration configuration
CRM Integration
K-Bot will POST new leads to this URL in real time.
Subscriber ID
Engine Access
Engines enabled on your plan. Contact support to add or remove engines.
👥 Teams & Roles
Organise your sales team with role-based permissions. Roles: owner → admin → manager → rep → viewer.
🗺️ Blueprint (Stage Gates)
Define what must be completed before a deal can advance from each stage — required fields, logged activities, and rep checklists.
🗂️ Custom Fields
Add extra fields to Contacts and Deals to capture data unique to your business.
🔔 Notification Preferences
Choose how often each event type notifies you — immediately, daily digest, weekly report, or off.
🔔 Notification Throttle
Each channel defaults to max 1 alert per day per recipient so you don't get spammed. Set to realtime to receive every event, or off to silence completely.
💳 Paid Lead Enrichment
Fill Address / Cell phone / Occupation columns via paid suppliers. Defaults to OFF — you must explicitly enable a supplier and set a monthly budget. Every batch over the auto-approve threshold pops a consent modal showing the cost.
Subscription & Billing
Manage which engines you're paying for and your billing portal.
Each engine is its own per-month subscription. Pick the ones you need; pay only for those. Bundle savings auto-apply when you select all 10.
- ✅ All 9 AI engines
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5,000 emails/month via Kbot — covers:
📧 CRM — lead alerts & status notifications 🌱 Nurture — AI follow-up sequences 🕵️ Scraper — prospector outreach emails
- ✅ LinkedIn outreach automation
- ✅ Auto-dialer (bring your own VoIP)
- ✅ Booking engine + AEO
- ✅ Everything in Starter
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20,000 emails/month via Kbot — covers:
📧 CRM — lead alerts & status notifications 🌱 Nurture — AI follow-up sequences 🕵️ Scraper — prospector outreach emails
- ✅ Priority support
- ✅ Auto-dialer ($0.01/min)
- ✅ Dedicated onboarding call
📅 Calendar
Tasks, deal close dates, and meetings — subscribe to sync with Google Calendar or Outlook
Subscribe to your K-Bot calendar in Google Calendar, Outlook, or Apple Calendar. Updates automatically every hour — tasks, deal close dates, and demo meetings.
🔍 Tracker
Website visitor tracking — identify leads from your site traffic.
<head> to start tracking visitors:💬 Chatbot
AI chat widget — embed on your website to capture and qualify leads automatically.
</body> tag:🎯 AEO — Answer Engine Optimization
Inject structured schema markup so AI search engines (Perplexity, Google SGE, ChatGPT, Bing Copilot) surface your business first.
<head> to inject AI-optimized schema:👷 Workforce
Internal employees + external contractors with time tracking + project allocation. Screenshots, in-Kbot activity, and Drive archival ship in upcoming phases (Issue #128).
| Name | Type | Role | Rate | Timezone | Status | ||
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🤝 Kbot-Meet Rooms
Persistent video rooms with chat, file share, and Drive link sharing. Each room has a per-tenant URL: kasercorp.com/Kbot.<your-slug>/meet/<room-slug>.
| Room | Slug | Participants | Created | Guest URL | |
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