Client dashboard

AI quote assistant workspace

Client workspace

Welcome to your AI Quote Assistant panel.

Sign in to review customer conversations, lead details, quote history, usage, and billing from one secure dashboard.

Dashboard preview

Workspace overview

Live

Workspace overview

Your quote assistant is ready

Ready

Leads

Customer requests

Quotes

Estimates and revisions

Usage

Quote request allowance

Billing

Subscription status

Inbox

Conversations

Pipeline

Leads

Access

Active

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