ClikIn.ai › Control Panel › Revenue Channel Operations
Revenue Control Panel
Configure the ClikIn revenue channel end-to-end: define ICP, load Project Knowledge, seed Contacts, run Scout acquisition, orchestrate Nurture journeys in Helix, manage Aura/Nova/Vaia, and audit decisions + conversation intelligence from ClarityIQ — with safe manual overrides.
Helix running
ClarityIQ online
WABA connected
1 campaign needs review
Explanations enabled
Captured 1,284
→
Qualified 612
→
Nurturing 402
→
Booked 126
→
Confirmed 98
→
Won / Lost 42 / 13
| Lead / Account | Stage | ICP Fit | Next Best Action (ClarityIQ) | Agent |
|---|---|---|---|---|
Priya S • InboundSource: Meta • Location: Mumbai • Budget: Mid |
Booked | High | Confirm slot + send calendar inviteEvidence: asked for “evening slot”; responded to 2 options. | Aura → Vaia |
Arjun K • Website FormRequested: brochure + pricing • Timeline: 2 weeks |
Qualified | High | Share approved doc set + ask 2 qualifiersRecommended: “pricing PDF v3” + “FAQs v2”; no discount talk. | Nova |
Neha P • OutboundSource: Seed list • Not replied yet • Day 2 |
Nurturing | Medium | Send 1 short proof + 1 questionSequence: WA touch → 48h → call attempt if no reply. | Helix |
Rahul M • Missed meetingNo-show • Last message: “final price?” |
No-show | Medium | Rebook with 2 slots + escalate pricing to humanEscalation rule matched: “pricing / discount” intent. | Vaia → Sales |
ICP + Qualification + Guardrails
Define who we target, what counts as qualified, and what the AI must never do.
Applies to new conversations immediately (logged).
Knowledge Base (Project Docs)
Upload, tag, version, and approve docs used by agents (RAG). Control what’s “authoritative”.
Drag & drop docs
PDF, DOCX, PNG/JPG. Recommended tags: pricing • faq • policy • brochure • case-study
Approved: 18
Pending review: 3
Outdated: 1
Pinned sources: 6
Best practice: Mark one pricing doc as authoritative to avoid “multiple truth sources”.
Contacts (Seed Lists + Enrichment)
Upload initial contacts, dedupe, label consent, and route into nurture sequences.
Upload CSV
Columns: name • phone • email • company • tag • consent
Dedupe enabled
Contacts: 24,610
New this week: 1,202
Missing consent: 312
Scout (Acquisition)
Audiences, creatives, budget, lead routing rules → Helix. Keep CAC visible.
Active: 4
CPL (7d): ₹—
Qualified rate: —%
1 needs review
Nurture (Sequences + Rules)
Define follow-ups across WhatsApp + voice. Control frequency, stop rules, and escalation.
Active sequences: 6
Leads in nurture: 402
Opt-out rate: —%
AI Agents (Profiles + Operating Rules)
Enable/disable tools per agent, set tone, hours, escalation, and handover thresholds.
Profiles are versioned. Changes apply to new conversations and are recorded in audit.
ClarityIQ (Conversation Intelligence)
Intent, ICP-fit, objections, next-best-action, and confidence — with evidence snippets.
Next best action (example)
“Send pricing doc (authoritative) + ask timeline. If timeline ≤ 14 days, propose 2 meeting slots and create invite via Vaia.” Confidence: 0.86. Escalation: Pricing intent detected.
Signals (recent)
Last 24h
Intent “Pricing” (0.82) • “Meeting” (0.71) 10:14
Objection “Comparing options” (0.66) 09:52
ICP fit High (evidence: geo + timeline + budget band) 09:41
NBA “Share doc set + propose slots” (0.86) 09:40
Every recommendation includes evidence and confidence.
Manual RAG Overrides
Pin answers, prioritize sources, blacklist documents, and set “always say / never say”.
Overrides are the fastest way to enforce “business truth” when RAG sources are noisy.
Vaia (Calendar + Meet + Transcripts)
Create invites, store event IDs, fetch transcripts, and ingest to Helix → ClarityIQ.
GCal connected
Meet link enabled
2 transcripts pending
Post-meeting intelligence
After the meeting, Vaia fetches transcript/notes → Helix ingests as event → ClarityIQ extracts objections, buying signals, and recommended next step (follow-up, proposal, escalation).
Audit & Explainability
What the AI did, why it did it, what evidence it used — plus manual interventions.
Recent audit trail
Last 24h
Vaia created Meet invite + stored event_id. 11:02
Helix moved stage Qualified → Booked. 10:58
ClarityIQ recommended: “share pricing doc + propose 2 slots” (0.86). 10:41
Scout routed lead via Meta to Aura. 10:18
Manual Controls
Ops can intervene. Every action is logged.
Recommended: use Handover now when pricing/legal intent is detected, or when a VIP account is identified.
Integrations
Channels + data sources connected to Helix (inbound + outbound).
WhatsApp Business API
Meta Lead Ads
Website forms
Google Calendar / Meet (Vaia)
Add webhooks here for CRM sync, analytics, and custom lead sources.
Settings
Roles, environments (Dev/Prod), retention, and compliance switches.