Bulk upload leads from a CSV file. Each lead must be assigned to an existing dealership. Required columns: name, phone, dealership Optional columns: email, interested model, brand, stage, source, tags, gender, city, state
Brand Catalog
0
Brand Name
Models
Dealerships Using
Actions
Loading brands...
Source Catalog
0
Manage lead sources (e.g., WhatsApp, Walk-in, Website) and their channels (e.g., Personal WABA, Meta Cloud API).
Source Name
Channels
Leads Using
Actions
Loading sources...
Platform Catalog
0
Manage external platforms where leads originate (e.g., Facebook, Instagram, MCP).
Platform Name
Description
Leads Using
Actions
Loading platforms...
Signal Matrix
0 definitions
Configure signal definitions used for lead scoring — base points, decay rates, and categories.
Total Signals
0
High Intent
0
Medium Intent
0
Negative
0
ID
Name
Category
Base Pts
Decay Rate
Decay Period
Description
Actions
Loading definitions...
Vehicle Catalog
0
DriveIT vehicle master data — product codes, variants, and models used for middleware integration.
Product Code
Product Name
Brand
Model
Variant
Variant ID
Active
Actions
Loading vehicles...
MCP Access Keys
0 keys
Manage API keys for MCP integrations (OpenAI Agent Builder, Claude Desktop, etc.). Keys are scoped per dealership.
Select a dealership...▾
Name
Key
User
Scopes
Status
Last Used
Expires
Actions
Select a dealership to view keys.
Meta Cloud API (Official)
Connect your official WhatsApp Business Account (WABA). Choose Connect Existing if you already have a WABA, or Setup New to start the onboarding wizard.
Status
Linked (Cloud API)
Phone Number ID
—
WABA ID
—
Verified Name
—
Agent WhatsApp Coexistence
Enable agents to communicate leads directly on their WhatsApp Business number. Admin registers the agent's WhatsApp Business Account for coexistence. All messages will be captured for lead scoring and management.
Dealership:
Status
Connected
Phone Number
—
Verified Name
—
⚠ WhatsApp Connection Lost
The following agent(s) have lost their WhatsApp Business coexistence connection. Please do Onboarding Coexistence again to restore message capture and lead scoring.
WhatsApp Sessions
0 sessions
Type
Agent Name
Email
Dealership
Phone Number
Status
Last Connected
Actions
Loading sessions...
AI Agent WhatsApp
Connect a platform-level WhatsApp Business number for the AI chat agent.
Sales agents can text this number to interact with Co-Pilot AI — search leads, get pipeline stats, update stages — all via WhatsApp.
📱
No WhatsApp Account Connected
Connect a WhatsApp Business Account to see available phone numbers.
WABA Connected
WABA ID: —
Phone Numbers
Verified Name
Phone Number
Phone Number ID
Status
Action
Loading phone numbers...
Set System User Token
Generate a permanent token from Meta Business Manager > Business Settings > System Users.
The system user needs whatsapp_business_management and whatsapp_business_messaging permissions on this WABA.
AI Token Usage
Total Input - Usage Cost:
RM0.000
Total Token Input:
0
Total Output - Usage Cost:
RM0.000
Total Token Output:
0
Total AI Usage
RM0.000
Total API Calls:
0
Usage Chart
Usage Table
Date
Total Token Input
Total Token Output
Total Tokens
Est. Cost
API Calls
No data yet
Audit Log
—
Timestamp
User
Action
Resource
Description
Status
Select filters and click Apply to load audit logs.
Integrations
Configure external middleware connections per brand — each brand can have its own API key, endpoint, and outbound toggle.
Loading brand configs...
Recent Outbound Logs
Loading...
Create MCP Access Key
Select a team member...▾
The key will act on behalf of this user
Your MCP Access Key
This key will not be shown again. Store it securely.
Edit Key
Revoke Key
Are you sure you want to revoke ?
Any integrations using this key will immediately lose access.
Edit Signal Definition
Leave blank to auto-generate the next ID.
Percentage of points lost per decay period. e.g. 10 = loses 10% per period. 0 = no decay.
How often decay is applied. e.g. 30 = decay applied every 30 days.
Add Brand
Add Vehicle
Add Source
Add Platform
Create Nurture Template
Trigger Conditions
Only trigger when lead stage is (leave all unchecked for any stage):
Sequence Steps
Exit Conditions
Template Preview
Create Dealership
Create User
Add Member
Comma-separated
Comma-separated
Bulk Upload Users
📄
Drop CSV file here or click to browse
Columns: name, email, phone, roles, custom groups (dealership)
Supports comma-separated and tab-separated formats. "Filter" columns are auto-skipped.
#
Name
Email
Phone
Role
Dealership(s)
Status
Bulk Upload Leads
📋
Drop CSV file here or click to browse
Required: name, phone, dealership
Optional: email, interested model, brand, stage, source, tags, gender, city, state