Track readiness, customer activity, bookings, and unanswered questions from the first screen.
Assistant activePublic URL not set
0Recent chats
0Booking activity
0Open gaps
0Saved customers
Next Up
Action Queue
The highest-signal customer items from inbox, bookings, and knowledge.
Assistant Setup
Configure the AI layer from one place.
Behaviour, actions, public knowledge, prompts, and booking rules all live here. The main dashboard stays focused on inbox, Stripe records, bookings, and analytics.
Setup Areas
AI Configuration Tabs
Each tab maps to a different part of the customer-facing assistant runtime.
Assistant Setup
Behaviour & Voice
Identity, language, greeting, fallback state, and brand voice for the public assistant.
Preview
Customer Chat Preview
A compact preview of the public assistant identity, greeting, and prompt chips.
BusinessLive
P
Assistant
Paymi customer assistant
How can I help?
Assistant Setup
Actions & Tools
These switches decide what the customer-facing assistant can do. Disabled actions are removed from the runtime.
Assistant Setup
Knowledge & Policies
Business facts and policies that the assistant can quote in customer conversations.
Bookings
Booking Rules
Configure the booking rules and bookable services the assistant can use with customers.
Availability
Bookable Inventory
Services and weekly windows currently visible to the assistant.
Needs Attention
Action Queue
Booking requests and unanswered customer questions are surfaced first so they do not get buried underneath transcripts.
Bookings
Structured requests collected by the assistant.
Knowledge Gaps
Answers you save here become reusable FAQ memory.
Inbox
Recent Conversations
Customer chats sorted by recency, with unanswered gaps flagged inline.
Transcript
Select a conversation
Customer and assistant messages only.
Choose a conversation from the inbox to inspect the full customer chat.
FAQ Memory
Saved Answers
The latest answers the assistant can now reuse.
Customers
Saved Contacts
Stripe customer records created or matched by the assistant.
Customers
Saved Customer Records
Stripe customers created or matched through assistant conversations.
Revenue
Quotes
Quote requests and accepted quotes captured by the assistant.
0Quotes
0Pending
0Accepted
0Value
No quote records have been loaded yet.
Revenue
Invoices
Invoices generated, sent, paid, or overdue for this business.
0Invoices
0Draft
0Open
0Paid
No invoice records have been loaded yet.
Revenue
Payments
Payment and deposit activity captured through Stripe-backed customer actions.
0Payments
0Deposits
0Succeeded
0Failed
No payment records have been loaded yet.
Payments
Payouts
Payout activity and bank transfer status for this Stripe account.
0Pending
0Paid
0Failed
0Total
No payout records have been loaded yet.
Analytics
Traffic And Conversion
Page visits, chat starts, customer capture, bookings, and follow-up pressure.
Conversion Funnel
Last 7 Days
Settings
Public Page & Prompts
The customer-facing URL and starter prompts that shape the first chat step.
Domain
Business URL
Customers visit your subdomain for chat. It must stay unique across Paymi.
https://paymi.app
Public Chat
Suggested Prompts
These chips appear above the customer chat on your public business page.
Page Style
Appearance
Logo, icon, and accent colours come from Stripe branding. These controls style the rest of the chat page.
Stripe Profile
Visible Business Details
Choose which Stripe business profile fields appear on the customer chat page.