Operations

The operator's panel. Sign in with the account that runs the platform, not with a business's till login.

Read-only support session
This panel is for whoever runs the platform

Your login works, but it is not on the operator list. If it should be, it has to be added in the database — deliberately, because it is the one privilege that reaches across businesses.

Operations
PLATFORM WORKSPACES

Choose what you’re working on.

Win the right businesses, help customers succeed, and grow YigePOS. Each workspace stays focused while the customer journey remains connected.

YigePOS OperationsClient Operations

Client operations

Launch, support and bill every business from one accountable workspace.

Needs attention

Work that could block a launch, payment or daily operation.

Portfolio health

A quick operating picture, not vanity metrics.

Businesses
BusinessAccountLaunchBillingHealthAccount ownerLast sale

Subscription billing

Monthly and annual terms, payment readiness and failed collections.

BusinessPlanCadenceAmountPayment methodNext chargeStatus

Support queue

Cases, ownership and safe access with a visible audit trail.

Pipeline movement

Prioritised by intent, timing and the next action—not by who happens to remember.

Signals to review

Potential opportunities remain suggestions until a person approves them.

Sales pipeline

Active sales conversations moving from first contact towards a demo, proposal and decision.

Accounts and pipeline are related, but not the same. A pipeline card is the deal being worked with a next action and owner. The Account remains the master business record even if a deal is lost, nurtured or restarted later.
Pipeline

Signal exceptions

Only uncertain matches and incomplete evidence wait for a person.

High-confidence businesses are filed automatically. Strong identity evidence creates an Account or attaches a branch. Only uncertain matches, unclear fit or conflicting evidence appear here. No signal permits outreach by itself.

Outreach rules

Reusable sequences with approval gates, channel consent and a visible stop condition.

1 · Account is filedConfident signals need no data-entry approval.
2 · AI prepares contextContact, timing and language stay evidence-based.
3 · Approved outreachFirst contact follows your policy.
4 · Stop or hand overReplies, opt-outs and meetings stop automation.

Sequences

Nothing sends until a channel and approval policy are connected.

Safety rules

Platform-wide controls that protect deliverability and trust.

Prospect reviewOnly uncertain matches need human review
Exceptions only
First-contact approvalRequired until a trusted policy is activated
Required
Reply detectionStops all remaining steps
On
Do-not-contactChecked immediately before sending
Enforced
Jasmine’s north-star outcome10 new accounts / monthLoading this month’s progress…
0 won0 projected wins
Jasmine is one Growth Manager with one shared memory. She files confident prospects, builds account context, proposes outreach and learns from outcomes. External messages and calendar bookings stay controlled by connection and approval rules.

Monthly conversion path

The working funnel behind the 10-account goal. Targets adapt when real conversion rates become reliable.

Today’s actions

Work already approved or assigned: follow-ups, account research and preparation that can be acted on now.

Escalations

Questions where Jasmine needs your judgement.

Approval queue

Decisions only you can make: uncertain identity matches and proposed external messages.

Signal performance

Every contributing signal gets credit; this is not last-touch reporting.

Recent learnings

Durable context shared across research and sales.

Accounts

Master prospect records containing the durable facts about each business.

One record per business, many locations and signals. An Account answers “who is this business?” It keeps branches, contacts, language preference, social profiles and evidence together so Google Maps results do not become duplicate companies.

Approval queue

Review only uncertain account matches and proposed external messages.

Ordinary prospects no longer require approval. Strong evidence is filed automatically. Approval is still a state change only; it cannot send email, WhatsApp, publish content or spend money.
Preferred language is stored with its source and confidence. Never infer language from a person's name, ethnicity or appearance.

Conversations

Every prospect thread, AI action and handover in one auditable place.

Email and WhatsApp are not connected yetThe inbox is ready, but no message can arrive or leave until those business channels are connected.
Setup needed

Active conversations

Unread and waiting-for-you threads appear first.

Choose a conversation to see its complete history.

Escalations

Pricing, promises, complaints and unusual questions that need a person.

Your answer can be guidance or a reply draft. Saving it never sends a message. The complete decision remains visible in the conversation.

Demo scheduling

Choose hosts, availability rules and see every proposed or confirmed demo.

Google Calendar is not connectedThe Growth Manager cannot see free/busy times or create Google events until each host completes a private connection.

Host availability

Only availability is used; private event names are not shown here.

Upcoming demos

Proposed and confirmed meetings with their assigned host.

Signal planner

The Growth Manager proposes where to look, why it should work and how success will be measured.

Humans activate acquisition methods. Approved plans can be executed by a worker such as Apify or a licensed registry feed, with a cost cap and full run history.

Plans and hypotheses

Draft, approve, run, pause or retire each method independently.

Recent runs

Yield and cost from actual execution.

Campaigns

Brief, launch, measure and learn across paid, owned and partner channels.

Content

Plan reusable proof, product education and operator stories—not an endless social calendar.

Results & learnings

The Growth Manager remembers what worked, what failed and the evidence behind it.

Memory is evidence-aware. Your direct feedback is stored with its scope. Observations from results retain confidence and supporting evidence.

Active learnings

Editable conclusions used by research and sales.

Your recent feedback

What you corrected and how widely it should apply.