Account
- Status
- Checking /api/v1/me…
Home
Customer portal dashboard
Review setup progress, assistant status, widget install state, billing trial, usage, leads, conversations, and one next-best-action.
This customer-facing SaaS portal shell is separated from Shopify embedded app and internal operator admin surfaces.
Primary API contract for this surface: /api/v1/portal/home
Setup progress
- Loading dashboard state…
Widget install snippet
Snippet is loaded from the authenticated widget API after signup/login.
Billing
Stripe test mode. No live charge or subscription activation is performed from this screen without separate approval.
- Status
- Loading /api/v1/billing/status…
Knowledge
Preview before indexing is required for file, URL, sitemap, and product-feed sources.
- Status
- Loading /api/v1/knowledge/health…
Conversations and leads
- Status
- Loading /api/v1/portal/home…
Widget setup
Website channel, browser-safe widget code, install detector, customisation, and live preview.
Knowledge import
File, URL, sitemap, and feed import flows with preview-before-indexing safety.
Conversations and leads
Customer chats, captured leads, human handoff, and improvement loop.
Billing and team
Stripe test-mode billing, entitlements, usage gates, RBAC, and privacy controls.