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EzVision Sales Bot
WhatsApp Sales CRM + AI

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EzVision Sales Bot · v2.2.0
EV Logo
EV
EzVision Sales Bot WhatsApp Sales CRM + AI
EZVISION SALES BOT
BOARD WORKSPACE
WA-001 · Connected
EzVision Sales Bot · v2.4.0
AY
Anson Yee
Super Admin
⚙
Anson Main Line (WA-001) +601110604188 · Connected
📥
WhatsApp Chat History Synchronization Idle Coverage: Unknown
Ready to backfill accessible chat history from connected WhatsApp session into local CRM.
Progress 0%
Chats Discovered
0
Contacts Imported
0
Messages Retrieved
0
Messages Persisted
0
Incomplete History
0
Failed Chats
0
Last Synced
Never
🔍
Loading sales leads...
0 selected
💼
Select a conversation
— • No Company
🤖 AI Auto-Reply: OFF
🤖
AI Auto-Replied — Pending Owner Review
Marked unread on mobile WhatsApp. Opening on phone clears this automatically, or confirm manually here.
📌
Pinned Message Snippet...
Select a customer from the left or connect WhatsApp to start receiving sales enquiries.
⚡ Quick Reply:
📎
Attachment
0 KB
00:00 Recording Voice Note...
⚡ Quick Replies (Type to filter, Tab/Enter to insert)
Replying to message
Message snippet...
Quick Emojis
📷 Photos & Videos
📄 Document
🎨 Sticker

Customer Profile

Customer Information
📡 Customer Source Tracking
Source Channel: WhatsApp
WhatsApp Account: WA-001
Assigned Bot: BOT-01
Connected Line: +601110604188
Customer Classification (Native Labels) WhatsApp Native
WhatsApp Business Native Labels serve as the single source of truth for CRM categorization and tracking. Click a label to toggle.
AI Sales Summary
🤖 Last AI Auto-Reply Decision
NO DATA
Received: --
Bot Slot: --
Board Status: --
Classification: --
Lifecycle: --
Send Status: --
Decision Reason:
No inbound message evaluated yet for this customer.
Generated Reply:
Connector / AI Error:
Sales Notes & Memos
No notes yet
0
Total Contacts
0
Lead
0
Potential Cust zoom
0
Follow up Potential Customer
0
Customer
0
Unlabeled
🔍
⚠️
Failed to Load CRM Records
Unable to fetch customer database from server.
⏳
Ingesting WhatsApp History...
Fetching chats, messages, and extracting memory...
In Progress
✨
Extracting Conversation Intelligence...
Processing conversations and updating customer intelligence memory...
0%
Showing 0 of 0 customers Board: BOT-01 🔍 Filtered
Page 1 of 1
Customer Name ↕ WhatsApp / Phone ↕ Company Name ↕ Contact Person WhatsApp Business Native Labels Salesperson Last Contact ↕ Next Follow-Up ↕ Actions
👥
Customer Database is Empty
No customer records in database. Real customer records will appear here automatically when prospects message your WhatsApp number, or when you sync a conversation.
Showing 0 of 0 customers
Page 1 of 1
📋 Lead Lists

Lead List

Categorized leads for targeted follow-up
Customer Name WhatsApp Number Company Service Interested Stage Labels Actions
No customers in this list yet. Click "+ Add Customer to List" or use Bulk Actions in the WhatsApp Bot view.

⭐ Starred Messages

Bookmarked customer enquiries, quotes, and critical sales messages

🏷️ WhatsApp Business Labels

Live sync from WhatsApp Business app
Account: WA-001 · +601110604188
Sync Status: Native Sync Active
Connected Phone: +601110604188
Labels Retrieved: 16 Native
Chat Assignments: 140 Chats
Last Synced: Just now
📴

No WhatsApp Account Connected

This board has no connected WhatsApp Business account. Under Board Isolation, original WhatsApp Business labels and chat assignments are strictly isolated per WhatsApp line.

Status: Standby (0 Native Labels)
Customer 0 chats
Conversations and leads tagged with this WhatsApp Business label.
Contact / Customer Name WhatsApp Number Company Service Interested Sales Stage Source Line Actions
No chats tagged with this WhatsApp Business label yet.

📊 Sales Pipeline Funnel

9-Stage Sales Opportunities & Deal Progression

📣 Bulk Sending Management

Targeted messaging to engaged inbound WhatsApp contacts · Anti-spam & Anti-ban compliant
🔒 Engagement Policy: Prior Inbound Replies Required (Locked)
⚠️
"All Channels" is currently active. Bulk sending requires a single dedicated WhatsApp line. Please select an active line to proceed:
📱
SENDING ACCOUNT: WA-001 · Anson Main Line (+601110604188)
Connected

👥 Audience & Recipient Eligibility

Filter contacts by WhatsApp labels, CRM sales stages, and services

Recipients must have sent at least one historical inbound message to this specific WhatsApp line. Contacts with zero inbound replies are automatically excluded.
0
Total Filtered
0
✓ Eligible (Replied)
0
⚠️ Skipped (No Reply)
Customer Phone Number Labels Last Inbound Reply Eligibility Status
Loading contacts and verifying inbound message history...
Selected for sending: 0 eligible recipients
Only eligible recipients can be selected
Active Campaign

Follow-up Broadcast

Running
Progress: 0% Delivered: 0 / 0 (0 failed)
Currently Processing
Initializing queue...
⏱️ Next in: 15s
⚠️ WhatsApp Connection Lost: Campaign has been automatically paused to protect delivery integrity. Reconnect WhatsApp on Port 5171 and click Resume.

✍️ Message Composer & Pacing

Personalized sequential delivery with anti-ban delay enforcement

Variables will be replaced by customer's first name. Fallback is clean. 0 characters
Previewing for: Michael Scott (+60123456789)
Hi Michael, thank you for contacting EzVision previously! We have a special update for your business...
Sequential Delay Between Messages Minimum 15 seconds enforced to prevent account bans.
sec
Estimated Total Duration: ~ 0 sec
⚙️ Settings Center
EzVision Sales CRM · v2.2.0
SYSTEM GENERAL
EZVISION / SYSTEM SETTINGS

Settings

Manage your account, WhatsApp lines, CRM automation, and system preferences

System Online · Port 5170 / 5171

General System Settings

Overview of your active EzVision host environment and decoupled architecture

System Information

Active host parameters, ports, and runtime status for EzVision Sales Bot CRM

Online & Healthy
🏷️
Product Name
EzVision Sales Bot
AI WhatsApp CRM Suite
🚀
Version
v2.2.0
Modern 2026 SaaS Release
🌐
Web CRM Port
Port 5170
http://127.0.0.1:5170/
📱
WhatsApp Connector
Port 5171
http://127.0.0.1:5171/
🗄️
Database
SQLite WAL Mode
marketing.db (Thread-Safe)
🤖
AI Status
OpenAI GPT-4o mini
Active · Sales Assistant

Architecture Overview

Decoupled 3-tier architecture ensuring high reliability, data safety, and zero lead loss

Tier 1 · Security

System User

Dedicated authentication and session management. Independent user credentials decoupled from WhatsApp numbers and CRM storage.

Active User: Anson Yee
Tier 2 · Core Data

Sales CRM Database

Persistent central repository storing customer leads, 9-stage pipeline, notes, labels, and interaction history safely in SQLite.

Engine: Local SQLite WAL
Tier 3 · Gateway

WhatsApp Bot Lines

Multi-channel gateway running on port 5171. Adding, disconnecting, or scanning QR codes never deletes CRM records.

Protocol: Baileys Gateway 5171

User Profile

Manage your personal account credentials and profile display

Profile Information

Update your personal account details across the EzVision system

AY
Anson Yee
Super Admin · EzVision Marketing & Sales
Active Session

Security & Password

Update your system administrator password and security preferences

Super Admin Password

Direct password reset for administrator account (ansonyeemarketing@gmail.com)

Google Authentication / OAuth 2.0

Configure Single Sign-On (SSO) with your Google Cloud project credentials

Not Configured
Add this exact URI to Authorized redirect URIs in your Google Cloud Console OAuth 2.0 Client credentials.

Central Developer Applications (Meta & Zoom SaaS)

Configure EzVision's centrally registered developer credentials to power customer OAuth logins across all tenant boards. Never exposed to customers.

Global SaaS Config
🔵 Meta Facebook Developer Application
📹 Zoom OAuth Developer Application
Credentials are stored locally with AES-256 encryption.

Change Password

Ensure your account is protected with a secure password

Password must be at least 6 characters long. Both new passwords must match.

Security & Session Specifications

Authentication security policies for local host installation

🔒
LOCAL ENCRYPTION
SQLite Credentials
Salted hash verification
🌐
NETWORK BINDING
Private Local Host
Bound strictly to 127.0.0.1
🚪
SESSION ISOLATION
Safe Sign Out
Background connectors persist

Internal Team & Permissions

Manage company team members, role assignments, and Board Workspace access controls

👥
TOTAL MEMBERS
1
1 Active Account
✉️
PENDING INVITATIONS
0
Awaiting Acceptance
🛡️
COMPANY ROLES
6 Roles
Super Admin, Sales, Marketing

Active Team Members

Users provisioned with web access to EzVision modules and designated WhatsApp boards

Member Role Accessible Boards Accessible Modules Status Actions
Loading team members...

Pending Invitations

Single-use secure invitation links sent to prospective team members

Invitee Email Proposed Role Target Boards Expires Actions
No pending invitations.

Role Permissions Reference (Company Internal)

Standard access matrix defining Board and Module visibility for team members

🔴 Super Admin Owner
Unrestricted access to all 6 Boards, system configuration, developer credentials, database backups, and team member management.
Boards: All (BOT-01–06) · Modules: All
🟠 Admin Operations
Full operational management across all boards, CRM, campaign launches, and AI Bot Settings. No access to server backups or developer keys.
Boards: All (BOT-01–06) · Modules: Operational
🔵 Sales Manager Sales Lead
Manages designated sales lines, full CRM pipeline, bulk announcements, Zoom meetings, and sales performance reporting.
Boards: Assigned Boards · Modules: Dashboard, Bot, Zoom
🟢 Sales Agent Customer Rep
Direct customer conversation and sales notes. Can only view and reply to assigned board chats and CRM contacts. No bulk sending or settings.
Boards: Assigned Boards · Modules: WhatsApp Bot Only
🟣 Marketing Growth Team
Builds landing pages, monitors Meta Facebook Ad campaigns, lead attribution, and event registration forms.
Boards: Marketing Boards · Modules: FB Ads, Dashboard
⚪ Viewer Auditor / Intern
Read-only monitoring access to assigned boards, customer profiles, and dashboard KPIs without editing or messaging capabilities.
Boards: Assigned Boards · Modules: Read-Only

WhatsApp Bot Accounts

Manage multiple WhatsApp lines connected to your EzVision CRM

💡
Decoupled Architecture: WhatsApp is an inbound/outbound communication gateway. Your EzVision CRM database, customer profiles, notes, and pipeline stages remain 100% intact even if an account is disconnected or reassigned.

WhatsApp Quick Replies

Standard sales responses triggered by typing slash (/) in chat

Business Labels

WhatsApp Business-style colored tags to organize prospects and opportunities

Real WhatsApp Business Integration

Labels synchronize directly with WhatsApp Business connector on Port 5171

16 Active Labels
New Lead
Fresh inbound prospect from ads
Quotation Sent
Formal proposal delivered
Follow Up
Active follow-up cadence
VIP Client
High-value strategic account
Recruitment Enquiry
Manpower & hiring inquiry
Digital Marketing
Social media and ad campaign

CRM Settings

Configure sales lead capture, phone formatting, and customer synchronization

Lead Capture & Synchronization

Automated rules for capturing leads from incoming WhatsApp messages

When enabled, any unknown number texting your WhatsApp lines will automatically become a CRM lead.

Sales Pipeline Stages

9-stage sales progression workflow from inbound enquiry to deal close

Deal Progression Funnel

Standard funnel stages configured in EzVision CRM

01
New Enquiry
Fresh prospect incoming from WhatsApp lines
Initial Stage
02
Contacted
Sales rep or AI initiated engagement
Active Lead
03
Needs Identified
Service requirements and budget clarified
Qualification
04
Quotation Sent
Pricing and quotation proposal delivered
Proposal
05
Follow-Up
Active nurturing and cadence follow-up
Cadence
06
Negotiation
Contract terms and pricing discussion
Opportunity
07
Deal Pending
Awaiting formal sign-off or payment
Closing
08
Closed Won
Deal won & successful sale
Success
09
Closed Lost
Deal closed without sale
Archived

Data Backup & Restore Center

Comprehensive client data protection, SQLite WAL atomic snapshots, and user-selected Google Drive backup

Google Drive Backup Destination

Not Connected

Back up your CRM database, message history, and configuration directly to your personal or company Google Drive via secure Google Drive v3 REST API.

Connected Google Account
-
Target Backup Folder
My Drive / EzVision Backups
Google Drive API Status
Authorized (Drive v3)
⚠️ Google OAuth Client ID and Secret have not been entered yet. Click "OAuth Credentials" above to enter your Google Cloud project keys.

Create Full EzVision Data Backup

Generates a unified .ezbackup archive containing SQLite database, user accounts, system configuration, WhatsApp session auth, and media files.

🗄️
DATABASE PROTECTION
SQLite WAL Safe
Zero lock interference
👥
CLIENT RECORDS
- Customers
- Messages
🕒
LAST BACKUP
Never
No backup recorded
Executing Safe Full Backup...
Processing...

Automatic Backup Schedule

Disabled

Configure unattended automated background backups so customer data is always preserved without manual intervention.

Retention: Keep last backups (auto-prunes older files)

Restore EzVision Data

Safely restore CRM customers, message history, sales pipelines, and configuration from an existing .ezbackup archive.

🛡️
Automatic Pre-Restore Safety Safeguard: Before any restore is applied to your active database, EzVision will automatically generate a snapshot named BeforeRestore_<timestamp>.ezbackup. If anything fails during restore, the system rolls back instantly to your previous data.

Backup History & Archives

Recent backups stored locally and synchronized to Google Drive.

Date & Time Destination Archive Name Size Records Status Actions
Loading backup history...

Reset Demo / Test Data

Clears generated test customer records. Use with caution.

About EzVision Sales Bot

Product information, architecture overview, and software version

EV
EzVision Sales Bot
Personal Sales WhatsApp CRM + AI Customer Service
Version 2.2.0 · Modern 2026 SaaS Release
🏛️
ARCHITECTURE
3-Layer Decoupled
User Auth / CRM Storage / WhatsApp Lines
🌐
WEB CRM INTERFACE
Port 5170
Python Flask · http://127.0.0.1:5170/
📱
WHATSAPP GATEWAY
Port 5171
Baileys Node Connector · http://127.0.0.1:5171/
🗄️
DATA PERSISTENCE
SQLite WAL Mode
Zero data loss on WhatsApp disconnect
EZVISION / WHATSAPP BOT

🤖 AI Bot Settings

Authoritative multi-bot configuration for specialized AI assistant instructions, knowledge bases, models, and self-learning across all WhatsApp boards

⚙️ Advanced Admin Settings & Global Emergency Stop

ADMINISTRATOR ONLY

Global OpenAI API credentials and system-wide auto-reply emergency kill switch

Securely encrypted in SQLite database.
If Global Emergency Stop is active, all Boards remain effectively OFF regardless of individual Board settings.

AI Assistant Slots (Max 6 Slots)

Permanent assistant identities that retain their instructions and KB regardless of WhatsApp phone changes

BOT-01 · Slot 1 Recruitment Bot
Controls assistant configuration availability; not an Auto-Reply switch. Inactive slots cannot reply.
Rule of 1: Exactly 1 bot per account.
🧠 AI Self-Learning Knowledge Base BOT-01
Analyzes operator replies & customer inquiries. Discovered knowledge is held in Pending Review until approved.
Loading learned knowledge...
🛡️ AI Auto-Reply & Customer Eligibility BOT-01 ⚪ OFF
Primary board switch governs automatic WhatsApp messaging. Status reflects authoritative backend calculation including safety readiness.
🛑
Global Auto-Reply Emergency Stop is ACTIVE
System-wide Auto-Reply is stopped in Advanced Admin Settings. This board remains effectively OFF regardless of individual Board switch settings. To permit auto-replies on any board, an administrator must first set the Global Emergency Stop to Normal Operation.
MODE 1 ⚪
NEW LEADS ONLY

Auto-reply only to verified genuine new leads with zero prior customer interaction. Continues active AI-managed conversations. Blocks historical/existing.

★ Standard New Lead Flow
MODE 2 ⚪
NEW RECRUITMENT / HIRING ENQUIRIES ONLY

Auto-reply only to verified new employer hiring enquiries (EN/ZH/BM). Distinguishes employers from job seekers. Job seekers & uncertain intent routed to human.

👥 Employer Intent Verified
MODE 3 ⚪
ALL ELIGIBLE CHATS

Stage-aware AI continuation across eligible chats. Explicit administrator confirmation required. NEVER overrides Human Takeover or per-chat authorization.

⚠️ Requires Explicit Confirmation
MODE 4 ⚪
NEW + EXISTING HIRING ENQUIRIES

Mode 2 plus old customers: if an existing customer messages that they want to hire, AI answers. Job seekers, special industries, Human Takeover and recent human replies are still left for you.

🧪 Test & Diagnostics (Customer Selection, Pre-Reply Eligibility Simulation & 18 Acceptance Tests)
Zero WhatsApp Sent · Settings Untouched
📊 Technical Telemetry (Active Board) Sync Baseline: Checking...
VERIFIED NEW
0
AI-MANAGED ACTIVE
0
HUMAN-MANAGED
0
TAKEOVER LOCKED
0
HISTORY UNCERTAIN
0
BLOCKED (24H)
0
🧪 Test Auto-Reply Eligibility Safe Dry Run
Simulate customer inbound message through 16-step pre-reply safety engine without sending real WhatsApp message or modifying settings.
📋 18 Safety Acceptance Tests Suite Suite Ready
Automated safety verification of all 18 test scenarios (Modes, Human Takeover, Special Industry Handover, Opt-Out, and Timestamp Validation).
Running tests...
Click button above to execute all 18 Acceptance Test scenarios
⚠️ BOT-03 WhatsApp Line Unassigned Notice:
Outbound WhatsApp delivery is currently unavailable because BOT-03 has no assigned WhatsApp line slot. Event landing page submissions will be safely captured into CRM, but automated outbound messages will remain paused. System will not automatically fall back to WA-001 (line isolation active).
Exclusively used by BOT-03 Event Bot when landing page webhook triggers. Placeholders: , , .

Event Landing Page Webhook (Direct to BOT-03 Event Bot)

Connect external registration landing pages directly into EzVision CRM & automated WhatsApp messaging

🎯 BOT-03 — Event Bot WA-001
⚠️ BOT-03 WhatsApp Line Unassigned Notice:
  • Outbound WhatsApp delivery is currently unavailable for BOT-03.
  • Event submissions will still be captured safely into the CRM database.
  • Inbound event automation will not send outbound messages until a dedicated WhatsApp line is assigned.
  • System will not automatically fall back to WA-001 (line isolation active).
Send via header X-Event-Secret: <token>, Authorization: Bearer <token>, or URL param ?secret=<token>.

Recent Event Landing Page Submissions

Loading submissions...
EZVISION / WHATSAPP BOT

📱 WhatsApp Connection Management

Monitor and manage multi-line WhatsApp gateway connections, Baileys session states, and bot assignments across all 6 slots

🛡️
Decoupled Architecture & Data Safety Active
WhatsApp session gateways run independently on Port 5171. Disconnecting, refreshing, or scanning QR codes never modifies or deletes CRM customer records, chat history, or AI configurations stored in SQLite WAL.
📱
FIXED LINE SLOTS
6 Slots
WA-001 through WA-006
🟢
CONNECTED LINES
--
Live Baileys sessions
🤖
BOT ASSIGNMENTS
--
Assigned assistant boards
⚡
GATEWAY ENGINE
Port 5171
Multi-Session Baileys
📥
WhatsApp Chat History Synchronization WA-001 → BOT-01 Idle Coverage: Unknown
Ready to backfill accessible chat history from connected WhatsApp session into local CRM.
Progress 0%
Chats Discovered
0
Contacts Imported
0
Messages Retrieved
0
Messages Persisted
0
Incomplete History
0
Failed Chats
0
Last Synced
Never

Connection Slots (WA-001 to WA-006)

Click "Connect / Scan QR" on a specific card to link a device
Loading connection slots...
EZVISION / WHATSAPP BOT

⚡ Quick Replies Management

Manage canned responses, sales conversation templates, and slash command shortcuts (/shortcut) for your active WhatsApp Board

⚠️
Advisory Template Review Needed
One or more quick reply templates may belong to another department (e.g. Marketing on Recruitment Board).
🤖
Active Board Workspace
BOT-01 Recruitment Board
Assigned Line: WA-001 · Connected
Quick Replies Available
0
🛡️
EzVision Local Quick Replies Native WA Business: Not Supported by Gateway
Native WhatsApp Business Quick Replies are not exposed by the WhatsApp Web protocol. These shortcuts are securely stored in local SQLite WAL, strictly board-isolated, and immediately usable in chat via /shortcut.

➕ Add New Quick Reply

Target: BOT-01
✏️ Editing Existing Reply
Type "/" in chat composer to trigger
Used for grouping and search
Supports and multiple lines 0 characters

Configured Quick Replies

0 Total
🔍
Shortcut Category Message Content Board Storage Actions
⚡
No Quick Replies Found
Create your first canned response template above to respond quickly to customers using "/shortcut" in chat.
⏳
Loading quick replies...

📄 Landing Pages & Event Registration

High-converting registration pages integrated with Multi-Board WhatsApp CRM
📑
0
Total Landing Pages
🟢
0
Active & Published
👁️
0
Total Page Views
📥
0
Form Submissions
Landing Page Name & Slug Assigned Board Associated Event / Offer Status Views / Leads Public Link Actions
Loading landing pages...
BOT-03

General Settings & Board Binding

/p/
All registrations from this page will be stored exclusively in this Board's CRM and dispatched via this Board's WhatsApp line.

Page Headlines & Event Details

Event Logistics
Speaker Profile
Key Highlights / Takeaways (One per line)

Colors & Visual Design

Registration Form Fields

WhatsApp Dispatch & CRM Routing

Destination WhatsApp Line
WA-001 · Anson Main Line (+601110604188)
🟢 Line Connected & Ready
Tags: , , ,
🛡️ Strict Multi-Board Compliance: If the assigned board has no connected WhatsApp line, registrations are safely stored in CRM and the trigger is flagged as not_available. It will never silently send from another board's line.

AI Landing Page Copywriter

Describe your event, workshop, or offer. The AI will generate high-converting headlines, benefits, and WhatsApp copy tailored to your Malaysian audience.

Generating high-converting copy... Please wait.
Live Interactive Preview · /p/...
Updates in real-time as you type

📥 Event Form Submissions

Real-time leads captured from Landing Pages with WhatsApp & CRM status
Submitted At Board Event / Page Attendee Name WhatsApp Phone Company WhatsApp Trigger Actions
Loading submissions...

🎨 Ready-to-Use Landing Page Templates

Pre-built, high-converting layouts with forms and WhatsApp automation presets

Form Submission Payload

Submission details & CRM audit

📊 EzVision Operations Dashboard

Central command overview across Central AI Agent, 6 WhatsApp Boards, Meta Facebook Ads, and Zoom
System Operational
WhatsApp Bot Lines 💬
1 / 6 Active
WA-001 · Primary Connected
Central AI Agent 🤖
Online
Layer A System Execution Engine
Total CRM Leads 👥
0
Across All 6 Boards
Total Messages 📩
0
Inbound & Outbound History
Facebook Ads 📢
Active
Meta Ads & Attribution
Scheduled Zoom 📹
0 Meetings
Automated Consultations
🏢 WhatsApp Board Workspaces (Layer B) 6 Independent AI Assistants
⚡ Quick Actions

🤖 Central AI Agent (Layer A)

System-wide autonomous engine with tool execution, automation triggers, and supervisor approval
Layer A Active
CONSOLE & TOOL EXECUTION STREAM Model: GPT-4o
👋 Welcome to EzVision Central AI Agent — AI Command Center!
I am your system-wide management assistant connecting all 6 WhatsApp Boards, CRM intelligence, knowledge learning, and marketing tools. Try asking me in English, 中文, or Manglish:
• "Check all six WhatsApp Boards and summarize their status."
• "Show all customers who need follow-up today."
• "Analyze BOT-01 and identify hot leads."
• "Check which WhatsApp connections are disconnected."
• "Check CRM synchronization status for all boards."
• "Show me the latest Knowledge Base learning results."
Quick Actions:

Automation Workflows & Event Triggers

Execute automatic actions when events occur (e.g. landing page leads, scheduled summaries)
Trigger Name Type Condition Action Status Last Triggered

Agent Execution History & Audit Log

ID Command Tools Used Status Executed At

🛡️ Human Supervisor Approval Center

High-impact actions proposed by Central AI Agent require human sign-off

🧰 Central AI Tool Registry & System Memory

Active tools available for Central AI Agent execution

Central AI Agent Configuration

📢 Facebook Ads & Marketing Attribution

Manage Meta Business tools, campaigns, ad creatives, lead attribution, and automation rules
Total Ad Spend💵
RM0.00
All Active Campaigns
Total Leads🎯
0
Ad Attributed Leads
Average CPL📊
RM0.00
Cost Per Lead
Campaign Name Status Objective Daily Budget Spend Clicks Leads Assigned Board Action

Ad-to-CRM Lead Attribution

Lead Name Phone Landing Page / Event UTM Source / Ref Assigned Board Submitted At

Ad Sets & Creative Assets

Marketing Automation Rules

Rule Name Condition Action Active

Connect with Facebook

Authorize EzVision to manage your Facebook Ads, attribution, and business pages via secure OAuth.
🔵

No Facebook Account Connected

Customers do not need to create developer apps or manually enter API keys. Click below to securely connect your Facebook Business account.

⚠️ Central Meta Developer App not configured. Set credentials in Main Settings → Global API Credentials.
f
Connected Facebook User
user@example.com
● AUTHORIZED (60-DAY TOKEN)

📹 Zoom API Integration & Consultation Scheduler

Generate Zoom meetings, manage consultation schedules, and dispatch one-click WhatsApp invitations

Scheduled Zoom Consultations

Meeting Topic Date & Time Duration Board Join Link Passcode Actions

Generate New Zoom Meeting

WhatsApp Invitation Generator

Select a scheduled meeting above to view or dispatch its customized WhatsApp invitation template.

Past Meetings History

Topic Date Duration Status

Connect with Zoom

Authorize EzVision to create meetings, generate consultation links, and send WhatsApp invites directly via your Zoom account.
📹

No Zoom Account Connected

Customers use their own Zoom accounts without creating developer applications or entering manual API keys. Click below to securely connect your Zoom account.

⚠️ Central Zoom OAuth App not configured. Set credentials in Main Settings → Global API Credentials.
Z
Connected Zoom Account
user@zoom.us
● OAUTH 2.0 PKCE ACTIVE
Zoom User / Account ID: —
Token Refresh: Automatic (Encrypted with AES-256)
Permissions: meeting:write, meeting:read, user:read

Create Facebook Ad Campaign

Review & Edit Learned Knowledge

Board-specific knowledge entry review
⚠️ Knowledge Conflict Warning
📋 Conversation Evidence

        

      


      

        
        

          
          
        

      

    

  


  
  

    

      

        

          
Add Verified Business Knowledge

          
Manually register approved company knowledge for this board

        

        
      


      

        

          
          
        


        

          
          
        


        

          
          
        


        

          
          
        

      


      

        
        
      

    

  


  
  

    

      

        

          
Resolved AI Knowledge Base (Live Prompt Preview)

          
Static Knowledge Base + Approved Self-Learned Entries

        

        
      


      

        

          This is the exact combined knowledge payload injected into the AI system prompt for incoming WhatsApp customer messages:
        

        

      


      

        
      

    

  


  
  

    

      

        

          
📥 Export CRM Contacts to Excel (.xlsx)

          
Generate verified .xlsx spreadsheet with formula injection protection

        

        
      


      

        
        

          
          

            
            
            
          

        


        
        

          
          

            
            
            
          

        


        
        

          
🛡️ Privacy & Spreadsheet Security

          

            
            
          

        


        

      


      

        
        
      

    

  


  
  

    

      

        

          
📥 Bulk Import Quick Replies

          
Import canned templates from CSV or Excel (.xlsx)

        

        
      


      

        

          Upload a CSV or Excel (.xlsx) file with columns: shortcut, title, message (or content), and optional category.
        


        

          
          
Supported formats: CSV (Comma delimited), XLSX (Excel)

        


        

        

          📄 Download Sample CSV Template
          Target Board: BOT-01
        


        

      


      

        
        
      

    

  


  
  

    

      

        

          
Customer CRM Profile

          
+60123456789 • Individual Prospect

        

        

          
          
        

      


      

        
        

          
Customer Information

          
          

            
📡 Customer Source Tracking

            

              
Source Channel: WhatsApp

              
WhatsApp Account: WA-001

              
Connected Line: +601110604188

            

          

          

            

              
              
            

            

              
              
            

            

              
              
            

            

              
              
            

            

              
              
            

            

              
              
            

            

              
              
            

          

        


        
        

          

            
Customer Classification (Native Labels)

            WhatsApp Native
          

          
WhatsApp Business Native Labels are the single source of truth for CRM categorization and tracking. Click a label to toggle.

          

          

            
            
          

          

          

          

        


        
        

          
Follow-Up Schedule

          

            

              
              
            

            

              
              
            

            

              
              
            

          

        


        
        

          
AI Summary & Sales Notes

          
          

            
            

            

              
              
            

          

        

      

    

  


  

  
  

    

      

        
EzVision Sales Bot — WhatsApp Connection

        
      

      

        
Scan the QR code below using WhatsApp on your phone (Linked Devices):

        

          
Loading QR Code...

        

        

          
          
        

      

    

  


  
  

    

      

        

          ✨
          

            
AI Auto Analyze & Label Tagging

            
WhatsApp Business Native Labels Classification Engine

          

        

        
      


      

        
        

          🔒 Critical Label Protection Active
          • Analyzes customer conversation history and categorizes using WhatsApp Business Native Labels.

          • Existing Native Labels are 100% protected — any customer who already has a label is skipped immediately.

          • Job seekers and non-sales enquiries are flagged for human review and never forced into recruitment sales labels.

          • Zero WhatsApp messages will be sent. This is an internal CRM tagging operation only.
        


        
        

          

            
            
          

          

            
            
          

        


        
        

          

            Running analysis...
            0%
          

          

            

          

        


        
        

          

            
Total Evaluated

            
0

          

          

            
Already Labeled (Skipped)

            
0

          

          

            
History Analyzed

            
0

          

          

            
Successfully Labeled

            
0

          

          

            
Unclassified

            
0

          

          

            
Needs Review (Job Seekers)

            
0

          

          

            
No Chat History

            
0

          

          

            
Failed

            
0

          

        


        
        

          

            
              

                Customer
                Classification Result
                Native Label
                Evidence / Reason
              

            
            
              
Press "Start Auto Analysis & Tagging" to begin.

            
          

        


        
        

          
          
        

      

    

  


  
  

    

      

        
EzVision Sales Bot — System / Version

        
      

      

        

          
EV

          

            
EzVision Sales Bot

            
WhatsApp Sales CRM + AI Assistant • v2.1.0

          

        

        

          

            Web CRM Port
            5170 (http://127.0.0.1:5170/)
          

          

            WhatsApp Connector
            5171 (http://127.0.0.1:5171/)
          

          

            Logged-in System User
            Anson Yee (Administrator)
          

          

            WhatsApp Bot Account
            +601110604188
          

          

            Quick Replies Engine
            EzVision Local SQLite Quick Reply Library (Slash / supported)
          

          

            WhatsApp Groups
            ✓ Native Group Creation Supported (via Connector)
          

        

        

          
        

      

    

  


  
  

    

      

        
⚡ Quick Replies Management

        
      

      

        
        

          
Add New Quick Reply

          

            
            
            
          

          

            
          

        


        
        

          

            
              

                Shortcut
                Title
                Message Content
                Action
              

            
            
          

        

      

    

  


  
  

    

      

        
+ Start New WhatsApp Chat

        
      

      

        

          
          
        

        

          
          
          Do not include dashes or spaces.
        

        

          
          
        

        

          
          
        

      

    

  


  
  

    

      

        
+ Create WhatsApp Group

        
      

      

        

          
          
        

        

          
          
          Enter phone numbers with country code separated by commas.
        

        

          
          
        

      

    

  


  
  

    

      

        
🚀 Bulk Send WhatsApp Message

        
      

      

        

          ⚠️ Safe Sending Notice: Messages will be sent to each selected recipient with safety delays. Ensure your message complies with WhatsApp business terms.
        

        

          
          

        

        

          
          
        

        

          
          
        

      

    

  


  
  

    

      

        

          🔒
          

            
Bulk Sending Pre-Flight Confirmation

            
Verified Engagement & Anti-Ban Safety Check

          

        

        
      


      

        
        

          🛡️
          

            Anti-Spam Compliance Verified:
            All 0 selected recipients have verified prior inbound conversation history with the selected WhatsApp account.
          

        


        
        

          

            Sending Account:
            WA-001 (Anson Main Line)
          

          

            Eligible Recipients:
            0 contacts
          

          

            Sequential Delay:
            15 seconds between messages
          

          

            Estimated Duration:
            ~ 2 min 30 sec
          

        


        
        

          ℹ️ 0 contacts were excluded because they never replied to this line.
        


        
        

          
          

        


        
        

        
        

          
          
        

      

    

  


  
  

    

      

        

          
📜 Bulk Campaign History

          
Past campaigns, execution metrics, and recipient audit logs

        

        
      

      

        

          
            

              Campaign Name
              Account
              Created
              Total
              Sent
              Failed
              Status
              Action
            

          
          
            
Loading campaigns...

          
        

      

    

  


  
  

    

      

        

          
Recipient Audit Log

          
Delivery records and individual dispatch timestamps

        

        
      

      

        

          
            

              Recipient Name
              Phone Number
              Sent At
              Status
              Log / Error Details
            

          
          
            
Loading recipient logs...

          
        

      

    

  


  
  
CRM Updated ✓


  
  


  
  

    

      

        
ℹ️ Message Details

        
      

      

        
      

      

        
      

    

  


  
  

    

      

        
↪️ Forward Message

        
      

      

        

          
          
        

        

          
        

        

          
        

        
0 contacts selected

      

      

        
        
      

    

  


  
  

    

      

        
📋 Manage Chat Lists (BOT-01)

        
      

      

        

          Select custom lists for Customer. Lists are strictly isolated within this Board.
        

        

          
        

        
        

          
+ Create New Board List

          

            
            
            
          

        

      

      

        
        
      

    

  


  
  

    

      

        
🔕 Mute Notifications

        
      

      

        

          Mute notifications for Customer. You won't hear sound or desktop alerts for new incoming messages.
        

        

          
          
          
        

      

      

        
        
      

    

  


  
  

    

      

        
🗑️ Delete Message

        
      

      

        
Are you sure you want to delete this message?

        
Snippet...

        

          
        

      

      

        
      

    

  


  
  

    

      

        
✏️ Edit Message

        
      

      

        

          WhatsApp allows editing sent messages within 15 minutes of sending.
        

        
      

      

        
        
      

    

  


  
  

    

      

        Media Preview
        

          ⬇
          
        

      

      Full preview
    

  


  
  

    

      

        
System User Profile

        
      

      

        

          
AY

          

            
Anson Yee

            
Super Admin

            
ansonyeemarketing@gmail.com

          

        


        

          
          
        

        

          Logging out only closes your user session. Connected WhatsApp bots and CRM data remain 100% active.
        

      

    

  


  
  

    

      

        
Reset Super Admin Password

        
      

      

        

          

            Account
            ansonyeemarketing@gmail.com
          

          

            Role
            Super Admin
          

        


        


        

          

            
            

              
              
            

          


          

            
            

              
              
            

          


          

            
            
          

        

      

    

  


  
  

    

      

        

          
✉️ Invite Team Member

          
Generate a secure single-use invitation link with board & module access

        

        
      


      

        


        
        

          

            🎉 Invitation Created Successfully!
          

          

            Share this secure single-use link with the team member. It allows them to set their password and sign in directly:
          

          

            
            
          

          
Expires in 7 days · Single-use token

        


        

          

            

              
              
            

            

              
              
            

          


          

            
            
          


          
          

            

              
              

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⚙️ Edit Member Permissions

          
Update role, board access, and module visibility

        

        
      


      

        
        


        

          
AY

          

            
User

            
user@company.com

          

        


        

          

            

              
              
            

            

              
              
            

          


          
          

            

              
              

                Select All
                Clear
              

            

            

              
              
              
              
              
              
            

          


          
          

            

              
              

                Select All
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Connect New WhatsApp Account

        
      

      

        

          Add an additional WhatsApp business line to your EzVision CRM. Each account runs with its own isolated session directory.
        

        

          
          
        

        

          
          
        

        

          
          
        

        

          ℹ️ The account will be assigned an isolated ID (e.g. WA-002) and dedicated session directory.
        

        

          
          
        

      

    

  


  
  

    

      

        
🤖 Assign AI Bot to WhatsApp Line

        
      

      

        

          Select which AI Assistant handles incoming customer conversations for WA-001.
        

        

          
          
        

        

          ℹ️ Rule of 1: Exactly one active bot can be assigned to each WhatsApp line for incoming AI auto-replies.
        

        

          
          
        

      

    

  


  
  

    

      

        
✏️ Rename Bot Slot

        
      

      

        

          Update the display name of this Bot Slot. The permanent system slot ID (BOT-01) remains unchanged.
        

        
        

          
          
        

        

          ✓ Renaming preserves all CRM conversations, Master Prompts, Knowledge Bases, and WhatsApp mappings.
        

        

          
          
        

      

    

  


  
  

    

      

        
🤖 AI Bot & Channel Status

        
      

      

        
      

      

        
      

    

  


  
  

    

      

        

          📥
          

            
Confirm Chat History Synchronization

            
WhatsApp Connection Management Backfill

          

        

        
      


      

        
        

          
Selected Synchronization Target

          

            

              WhatsApp Line:
              WA-001
              
+601110604188

            

            

              Target Board Workspace:
              BOT-01
              
Recruitment

            

          

        


        
        

          

            ⏱️
            

              
Long-Running Background Operation

              

                This process imports available historical chats and messages from the connected WhatsApp Web session. Depending on conversation volume, this may take several minutes.
              

            

          

        


        
        

          

            ✓ Data Safe: Existing CRM contacts, notes, and pipeline stages remain 100% intact.
          

          

            ✓ AI Safety: Historical sync NEVER triggers auto-replies or outbound messages.
          

          

            ✓ Automatic Intelligence: Multi-turn conversation intelligence is extracted into CRM.
          

          

            ✓ Non-Blocking: Runs in the background with live progress tracking and cancellation controls.
          

        


        
        

          ⚠️ A synchronization job is already running for this connection. Please wait for it to complete or cancel it before starting another.
        

      


      

        
        
      

    

  


  
  

    

      

        

          ⚠️
          

            
Confirm AI Auto-Reply Mode 3 Activation

            Advanced Mode: ALL ELIGIBLE CHATS
          

        

        
      

      

        

          You are enabling MODE 3 (ALL ELIGIBLE CHATS) for BOT-01.
        

        

          This mode allows AI responses to a broader range of conversations only after complete eligibility checks. Before proceeding, please review and confirm the following safety guarantees:
        

        

          

            ✓
            Never Restarts Greetings: The AI will read available conversation history and customer memory, continuing from the existing stage rather than asking questions already answered.
          

          

            ✓
            Human Takeover is Absolute: A global Mode 3 setting will never override per-chat Human Takeover locks or chats flagged for human review.
          

          

            ✓
            Existing Customers Protected: Historical human-managed customers remain human-only unless explicitly enabled for AI handling.
          

          

            ✓
            Special Industry Handover: Enquiries in Insurance, Property, or MLM are automatically held for human review and handed over to Anson.
          

        

        

          
          
        

      

      

        
        
      

    

  


  
  

    

      

        
☁️ Google Drive API & OAuth Credentials

        
      

      

        

          To connect your personal or enterprise Google Drive, configure your Google Cloud OAuth 2.0 Client credentials below. EzVision uses the official Google Drive v3 REST API.
        


        

          
          
        


        

          
          
        


        

          
Authorized Redirect URI (In Google Cloud Console)

          

            
            
          

          
Add this exact URL to Authorized redirect URIs in your Google Cloud Console OAuth 2.0 Web Application credentials.

        


        

          🔗 Open Google Cloud Console ↗
          

            
            
          

        

      

    

  


  
  

    

      

        
📁 Select Google Drive Backup Folder

        
      

      

        

          Choose an existing folder on your Google Drive or create a new dedicated folder for EzVision backups.
        


        
        

          
          
        


        
        

          

            
Loading Google Drive folders...

          

        


        

          
          
        

      

    

  


  
  

    

      

        
☁️ Restore from Google Drive

        
      

      

        

          Select an .ezbackup archive stored in your Google Drive backup folder to inspect and restore.
        


        

          

            
Scanning Google Drive folder for backups...

          

        


        

          
        

      

    

  


  
  

    

      

        
⚠️ Confirm EzVision Data Restore

        
      

      

        
        

          CRITICAL NOTICE: Restoring this backup will replace current active CRM customer data, chat logs, and configurations with the archived state.
        


        
        

          🛡️ Safety Guarantee: An automatic Pre-Restore Snapshot (BeforeRestore_<timestamp>.ezbackup) will be created prior to restoring. If any error occurs, your database is rolled back automatically.
        


        
        

          
Archive Contents Summary:

          

            
Archive: -

            
Backup Date: -

            
CRM Customers: -

            
Chat Messages: -

            
WhatsApp Sessions: -

            
Integrity Check: Passed ✓

          

        


        

          

          Restoring data & validating SQLite integrity... Please do not close your browser.