App destinations
Quick links to the main areas agents use every day.
What’s new in the tracker
- Home launcher — time-of-day greeting, aurora action cards, live global search across all inquiry types
- All Leads explorer — tabbed views (Focus, Overview, Progress, Type, Agents, Browse), department scope, filter chips
- Status pipelines — staged workflows per inquiry type with required fields before proceeding
- Client duplicate detection — phone, email & passport matching on create; merge from detail panel or admin
- Edit access requests — agents can request permission to edit another agent’s inquiry
- Reminders & balance collection — due banners, tour balance collect/postpone flows
- Monthly targets — set per agent here; progress shows on Team overview
- Visa default costs & airlines — managed under Lists; pre-fill new inquiries
- Assistant knowledge base — Q&A the terminal answers; edit under Assistant KB
- Terminal flow copy — inspect inquiry steps and override question wording under Terminal Flows
- Terminal assistant (v171+) — STU-only tickets, visa CHD cost/sell, tour per-pax quotes, GUI quick panel for stage steps, custom step reorder
- Validation rules GUI — view and edit step validation (time max, amounts, required) under Terminal Flows → Validation
General settings
Timezone and default status for new inquiries.
Paste only the Search engine ID from Programmable Search → Setup (not the embed HTML). Also set worker secret GOOGLE_CSE_API_KEY.
Agents & Permissions
Add Agent
Monthly agent targets
Set profit and booking targets per agent. Progress appears on Overview for the selected month.
Tour Packages
Visa Types & Default Costs
Default LKR cost pre-fills on new visa inquiries — agents can override per lead.
Airlines
Inquiry Sources
Assistant knowledge base
Q&A shown in the terminal when agents ask natural questions. One trigger phrase per line (matched if the question contains that phrase). Answer: one line per terminal row.
Entries
Terminal Flows
Inspect steps, override copy, edit validation rules, simulate flows, manage custom steps, export/import config, and check catalog drift.
Stale overrides
Keys that no longer match any flow or step in the catalog.
Recent override changes
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Steps
Select a step to inspect impact and edit copy overrides.
Validation rules — all steps
Review inferred validation for each catalog step. Editable rules apply live in the terminal and simulator after save. Locked steps (routing, confirm loops, cross-field checks) stay in code.
Select a flow above.
Custom steps (handler templates)
Add safe question steps using reviewed handlers. Stored answers go to extra.custom_steps. Pricing, routing, and confirm steps stay locked in code.
Add custom step
Dry-run transcript
Uses live overrides and validation. Nothing is written to the database.
Status pipelines
One status key per line, in order. Must include new and the completed status for each type. Changes apply immediately for new status updates.
Recycle Bin
Soft-deleted inquiries. Restore or permanently purge.
Audit Log
Times shown in Sri Lanka (Asia/Colombo).
Agent activity
Per-agent timeline: inquiry views, edits, deletes, terminal commands, sign-ins, and last active time.
Import from Google Sheet / JSON
Paste the JSON array from your old Apps Script getLeads response, or upload a .json file.
Run a dry-run first, then confirm import. Existing legacy_id rows are skipped.
Duplicate client records
Finds inquiries sharing the same phone, email, or passport. Merge combines history into one primary inquiry.