SaaS Administrative Dashboard
Manage system users, customer support tickets, announcements, and key SaaS sales analytics metrics
Welcome back, Administrator!
Here is a comprehensive summary of subscriber statistics, system usage, and support queues.
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Team Roles & Staff Registry
| Staff Member / Username | Email Address | Team Role | Admin Status | Mob No | Actions |
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Registered App Accounts
| User / Username | Email Address | Plan Tier | Expires At | Devices | Opt-In | Mob No | Actions |
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Support Tickets
Select a Ticket
Choose a support ticket from the list on the left to view conversation history and write replies.
Push Global Announcement
System Notification Preview
System Update
updateThis is a preview of the announcement text.
Published Announcements
| Title & Type | Message | Date Published | Status | Actions |
|---|---|---|---|---|
| Loading announcements... | ||||
Broker API Session Expiry Rules
Configure session/token lifetimes for each broker API connection. The app uses these rules to show countdowns and alert clients before expiry.
| Broker Code / Name | Rule Type | Validity / Reset Configuration | Actions |
|---|---|---|---|
| Loading rules... | |||
Global Taxes & Brokerage Presets
Manage global prefilled templates. Changes will instantly update for all users configured on the template.
| Preset Name / ID | Brokerage Type | Rate & Cap | Tax Components Count | Actions |
|---|---|---|---|---|
| Loading tax presets... | ||||
AI Query Usage & Analytics Report
Track user-specific query counts, subscription quotas, and system usage trends.
Usage Trend
| User Email | Username | Tier | Queries in Range |
|---|---|---|---|
| Loading usage data... | |||
AI Trading Coach Custom Training & Knowledge
Paste your trading rules, career lessons, custom strategies, guidelines, and market experiences below. Our AI Trading Coach will immediately learn and apply them, emphasizing these principles during your diagnostics and support conversations.
WhatsApp Auto-Responder Knowledge Base
Add, edit, or delete guidelines the Gemini AI uses to answer customer queries over WhatsApp.
| Bot Rule / Guideline | Category | Actions |
|---|---|---|
| Loading bot rules... | ||
API Keys & Bot Configuration
Configure external API keys and communication bot credentials here.
Gemini API Key
To update Gemini API key -
- Go to your Vercel Settings ➡️ Environment Variables.
- Edit GEMINI_API_KEY, paste the new key, and click Save.
- Go to the Deployments tab and click Redeploy so the serverless function rebuilds with the new key.
Google Cloud Text-to-Speech (TTS) API
What is GOOGLE_CLOUD_API_KEY?
This key is used to power the audio voice output in the AI Coach (found in the Insights section). It generates the realistic text-to-speech audio feedback in English and Hinglish using Google's Neural2 and Chirp 3 HD voices.
How to update/check it:
Similar to the Gemini key, it is configured as the GOOGLE_CLOUD_API_KEY environment variable in Vercel. To change it, edit it in Vercel Environment Variables, save, and redeploy.
Admin Real-Time Telegram Alerts
Receive instant alerts on your Telegram messenger when customers submit new support tickets or post responses.
- Open Telegram and search for @BotFather. Send
/newbotto create a bot and get your Bot Token. - Start a chat with your new bot and send a message. Then search for @userinfobot and send a message to retrieve your personal Chat ID.
- Paste both fields above, click Send Test Alert to verify, and then save!
Admin Real-Time WhatsApp Alerts
Receive instant alerts on your personal WhatsApp messenger when customers submit new support tickets or post responses.
- Make sure you have saved your personal phone number (including country code, e.g., +919876543210) under the Edit Profile settings.
- When enabled, notifications will be delivered directly to your WhatsApp from the central WhatsApp Business bot.
- Ensure you have registered the corresponding message template in your Meta Business Suite to guarantee message delivery.
Integrations & Settings
Configure external APIs, payment integrations, and support alert emails.
Razorpay Settings
Zoho Payments Settings
SaaS Plan Pricing Settings
Resend Settings
Support Ticket Alert Emails
Manage the email addresses that will receive automated alert notifications when customers log new support tickets or reply to tickets.
| Email Address | Actions |
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Invoice & GST Settings
Configure the default business billing details, GSTIN registration number, office address, and GST percentage printed on customer tax invoices.
Sandbox.co.in Verification Settings
Configure Sandbox.co.in API Key and API Secret to enable real-time official GSTIN validation and automatic B2B business details retrieval.
Google Sheets Projections Link
Link your Google Sheet containing the planned financial projections. To get a link, open your Google Sheet, click File > Share > Publish to the web, select your projection sheet/tab, choose CSV format, and paste the URL below.
Market Data Feed Settings
Configure external data source feeds for users who do not have their broker integrated. If configured, TwelveData will take precedence, followed by the Cloudflare Worker Proxy for Yahoo Finance.
Onboarding & Signups Control
Temporarily disable new registrations if system upgrades are in progress, or to manage growth. When disabled, visitors attempting to sign up will be presented with a premium waitlist page displaying your custom notification message.
Waitlist Queue
| Email Address | Joined Date | Opt-In | Actions |
|---|---|---|---|
| No users in waitlist queue | |||
Promo Codes & Coupons
Create and manage coupon discount codes, target plans, flat rate or percentage reductions, and toggle active status.
Create New Coupon
Active Promotions
| Code | Discount | Target Plan | Status | Action |
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