ChattoAI Internal
Brand logo URL
Account
Total Revenue
Top client:
Total Cost
Total Profit
Total Clients
Active: • Paused: • Churned:
Highest Paying Client
Monthly Revenue
Profit:
No clients yet.
Quick ratios
Average revenue per client
Most popular plan
Clients
Deep profile for every company: overview, reps, notes, passwords & plan.
Profit:
Added days ago
No clients found for this view.
Global Vault
All passwords, grouped by client. Every entry is tied to a real client.
No credentials stored yet. Add passwords inside a client profile.
••••••••
Plans & Pricing
Global plans that all clients pick from. Edit once and every client updates.
Price
Cost: • Margin:
Clients on this plan:
- •
System Settings
Future: user roles, integrations, audit logs, etc.
Most of your personal configuration is currently in the profile dropdown (top-right) and the plans/clients modules. This section can later become a full admin centre.
Time with ChattoAI
days
Financial snapshot
Revenue:
Cost:
Profit:
Representatives
No reps added yet.
Company overview
Representatives
No representatives yet.
New representative
Internal notes
•
No notes yet.
Password vault
••••••••
No passwords saved for this client.
New credential
Plan & billing
Current plan
Price: • Cost:
Custom plan:
Change to standard plan
Or customise this client’s pricing
Add new client
Basic profile, then you can fill out details from the client view.
Adjust internal cost, pricing and features. All clients on this plan will follow these numbers.
Time with ChattoAI
days
Financial snapshot
Revenue:
Cost:
Profit:
Representatives
No reps added yet.
Company overview
Representatives