AURA Admin Panel · ALTiQ AI Solutions

Dashboard

Overview of your AURA Business Assistant

247

Conversations (30d)

89%

Resolution Rate

Qualified Leads

24/7

Status: Active

Quick Actions

Recent Activity

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Branding & Appearance

Customize AURA to match your brand identity

Brand Colors

Primary Color Used for chat button and header

Knowledge Base

Teach AURA about your business with FAQs and documents

Documents are indexed into your knowledge base for chatbot answers. CSV import adds structured Q/A pairs for fast onboarding.

Frequently Asked Questions

Loading FAQs...

Upload Knowledge Documents (PDF/TXT/MD)

Add New Documents Supported: PDF, TXT, MD (Max 10MB each)

Select files and click Upload. Processing will index text into your knowledge base.

Import FAQs (CSV)

CSV File CSV must include headers: question,answer. Optional columns: category,keywords

Imported rows will be queued for background processing. Use the status link shown after upload to monitor progress.

Widget Settings

Configure how the chat widget appears on your website

Widget Behavior

Enable Widget

Turn AURA on or off

Auto-Open Widget

Open chat automatically after 5 seconds

Show Unread Badge

Display notification badge

Show Quick Chips

Display suggested topics above the input

Flow Template

Required when enabling quick chips. Auto selects a safe template based on your Business Type.

Widget Position

Position

Theme

Color Scheme

Chat Background Set the chat panel background color

Enable Sound Notifications

Play sound for new messages

Lead Capture Configuration

Configure what information to collect from visitors

Lead Capture

Enable Lead Capture

Collect visitor information during conversations

Trigger After (messages) Ask for contact info after this many messages

Required Fields

Collect Name

Collect Email

Collect Phone Number

Collect Company Name

Qualification Logic

Lead Qualification Questions

Lead Source & Data Quality

Default Lead Source Tag Applied when a lead does not send its own source tag.

Normalize & dedupe on export

Lowercase emails, E.164-style phones, collapse duplicates within a window.

Dedupe window (hours) Matches CRM pushes and CSV exports when dedupe is on.

Lead Notifications

Email Address for Lead Notifications

Tip: Add the sender address support@altiq.io to your contacts and mark the first email as “Not spam”. If you use a custom domain, add SPF/DKIM/DMARC records for better deliverability.

Instant Email Alerts

Get notified immediately when leads are captured

Webhook for Lead Delivery (optional) We will POST lead JSON to this URL.

Slack Webhook (optional)

Integrations

Connect AURA with your existing tools

WhatsApp Integration

WhatsApp Number

Webhook URL

API Token

Enable WhatsApp Integration

Allow AURA to send/receive WhatsApp messages

CRM Integration

CRM Platform

API Key / Access Token

Base URL (optional)

Enable CRM Integration

Sync leads to your CRM

Email Integration

From Email

SMTP Host

SMTP Port

SMTP Username

SMTP Password

Use TLS

Recommended for most providers (e.g., port 587)

Test Recipient Used when sending test emails from the admin.

Enable Email Integration

Allow AURA to send emails (leads, notifications)

Slack Notifications

Slack Webhook URL

Custom Webhook

Webhook URL

Events to Send

New Lead Captured

Conversation Ended

Behavior & Tone

Define how AURA communicates with your customers

Communication Style

Tone of Voice

Response Length

Safety & Guardrails

Blocked Topics (comma-separated) AURA will politely decline to discuss these topics

Profanity Filter

Block inappropriate language

Live Agent Handoff

Escalation Keywords When users type these phrases, AURA will offer to connect them with your team

Handoff Message This message appears when handoff is triggered

Business Hours

Working Hours Start

Working Hours End

After-Hours Message

Conversation Analytics

Track answer quality, response speed, and the questions customers ask most.

Total

Resolution rate —

Unanswered / Failed

-- of total

Avg Response

p95 —

Successes

—

Conversation Trends

Quality & Responsiveness

Unanswered / Failed

Waiting for data...

Response Speed

Waiting for data...

Data Window

7 days

Updated just now

Export Data

Scheduled Reports & Alerts

Email/PDF or CSV drops each week/month plus Slack/webhook alerts for spikes in failures or leads.

No schedules yet.

Billing & Subscription

Manage your AURA plan and payment details

Current Plan

Loading...

Plan Limit --

Next Billing --

Usage This Month

AI Messages Used -- / --

Payment Method

Upcoming Billing

To change your plan, use the "Change Plan" button above

Invoices

0 invoices

Date	Description	Amount	Status	Payment	Action
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Tenant Management

Manage all tenants across the platform

All Tenants

ID	Company Name	Domain	Status	Created	Actions
Loading tenants...

Total Tenants

Active Tenants

Inactive Tenants

Total Conversations

Support Tickets

Quick overview of customer support requests

New Tickets

In Progress

Resolved

Total Tickets

Recent Tickets

Last 10 tickets

Ticket #	Requester	Subject	Category	Status	Created
Loading tickets...

For detailed ticket management, filtering, and attachments, use the Full Management UI

Autofill Dashboard

Overview of your Business Autofill system

Autofill User Guide

Enterprise Completeness

Client Profiles

Recent Imports (30d)

Failed Imports

Profile Readiness

Checks whether your Enterprise Profile is ready for Autofill workflows.

Select Refresh to load readiness.

Get the Autofill Extension

Install the browser extension to autofill forms using your saved profiles.

Autofill User Guide

Install for Chrome Install for Edge Install from ZIP (Pilot)

Quick start

Install extension
Login using your ALTiQ Admin credentials
Open a form and click “Autofill This Page”

Get the Autofill Extension

Start an Autofill trial to install and use the extension.

Start Autofill Trial Autofill User Guide

About Autofill

Business Autofill helps you complete government forms, grant applications, and business documents quickly and accurately. Manage your enterprise profile, client profiles, and upload documents to extract information automatically.

Getting Started: Start by completing your Enterprise Profile, then add Clients as needed. You can upload documents to automatically extract information into profiles.

Enterprise Profile

Your organization's authoritative business information

Company Identity

Legal Name *

DBA / Trade Name

Entity Type

Website

Business Address

Address Line 1 *

Address Line 2

City *

State *

ZIP Code *

Primary Contact

First Name *

Last Name *

Title

Email *

Phone

Business Contact Information

Business Email

Business Phone

Phone fields must be phone numbers (not email) and will be normalized to E.164 when possible.

Business Identifiers

EIN (Tax ID)

UEI

DUNS Number

CAGE Code

NAICS Codes (comma-separated)

Sensitive identifiers are masked by default. Type to overwrite, or use Reveal (requires permission).

Enterprise Profile Extensions (Assisted, User-Confirmed)

These fields are associated with the enterprise profile and used to assist form completion through suggestions and contextual cues. They are never auto-submitted and always require explicit user confirmation.

Remit-to Address

Same as Corporate Address

Address Line 1

Address Line 2

City

State

ZIP

Ship-from / Service Address

Same as Corporate Address

Address Line 1

Address Line 2

City

State

ZIP

Registration & Tax

Business Registration Number

Jurisdiction

Tax Identifiers

Add one or more identifiers (stored masked-by-default; reveal requires permission).

Type	Identifier	Jurisdiction
No tax identifiers added.

Coverage

Capabilities (taxonomy)

Locations Served (structured)

All U.S. states

Countries U.S. states (if applicable)

Client Profiles

Manage individual person profiles for form completion

Client List

No clients yet. Click "New Client" to add one.

Client Profile

Personal Information

First Name *

Middle Name

Last Name *

Contact Information

Email *

Phone

Address

Address Line 1 *

Address Line 2

City *

State *

ZIP Code *

Additional Information

Date of Birth (Month)

Date of Birth (Day)

Date of Birth (Year)

Gender

Sensitive Fields: SSN and Driver's License are never auto-filled by default. They are stored securely and only used when explicitly selected.

Sensitive Information (Optional)

SSN

Driver's License Number

Document Imports

View and manage uploaded documents and extracted data

Import History

Date	Filename	Target	Client	Status	Error	Actions
No imports yet

Site Context

Configure which data to use for each website

Site Context (Preview)

Site Context lets you associate specific websites (hostnames) with the type of Autofill data that should be used on those sites.
In the current release, Site Context configurations are stored and editable but are not yet enforced during Autofill. Enforcement will be enabled in a future phase.

Configure Site Context

Hostname (e.g., grants.gov)

How to use Site Context

Enter the website hostname (for example: dev-admin.altiq.io or *.altiq.io).
Choose the data scope that should apply to this site.
Save the context.
Use Edit in the Configured Sites list to review or update saved configurations.

Note: Autofill currently uses the active profile globally. Site Context enforcement will be enabled in a future release.

Configured Sites

Saved site contexts are listed below. Click Edit to view or update a configuration.

No sites configured yet

Field Mappings

View learned field mappings (read-only in Phase 1)

How to use Field Mappings (Phase 1)

Enter the site hostname you ran Autofill on (example: grants.gov).
Click View Mappings to fetch the learned mappings (GET-only).
If you see none, run Autofill on that site at least once, then try again.

Note: Editing is intentionally disabled in Phase 1.

Hostname

ALTiQ Admin Portal

Access this module

Dashboard

Quick Actions

Recent Activity

Branding & Appearance

Company Information

Brand Colors

Knowledge Base

Frequently Asked Questions

Upload Knowledge Documents (PDF/TXT/MD)

Import FAQs (CSV)

Widget Settings

Widget Behavior

Widget Position

Theme

Lead Capture Configuration

Lead Capture

Required Fields

Qualification Logic

Lead Source & Data Quality

Lead Notifications

Integrations

WhatsApp Integration

CRM Integration

Email Integration

Slack Notifications

Custom Webhook

Behavior & Tone

Communication Style

Safety & Guardrails

Live Agent Handoff

Business Hours

Conversation Analytics

Conversation Trends

Top Questions

Quality & Responsiveness

Export Data

Scheduled Reports & Alerts

Billing & Subscription

Current Plan

Loading...

Usage This Month

Payment Method

Upcoming Billing

Invoices

Tenant Management

All Tenants

Support Tickets

Recent Tickets

Autofill Dashboard

Profile Readiness

Get the Autofill Extension

Get the Autofill Extension

About Autofill

Enterprise Profile

Company Identity

Business Address

Primary Contact

Business Contact Information

Business Identifiers

Enterprise Profile Extensions (Assisted, User-Confirmed)

Client Profiles

Client List

Client Profile

Personal Information

Contact Information

Address

Additional Information

Sensitive Information (Optional)

Document Imports

Import History

Site Context

Configure Site Context

Configured Sites

Field Mappings

Field Mappings

Add New Tenant

Scheduled Reports & Alerts

Add FAQ