Dashboard
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Employee liveness
Dashboards
Company dashboards, live in Zoho Analytics — each opens under your own Zoho login, so who sees what is decided by Zoho, not this portal
Company & workforce
Projects & execution
Cards with View in portal render right here. Every card also opens in Zoho Analytics — access there follows your Zoho account.
Employees
Enrolled numbers and their capture status — click a row for details
Customers
Every customer's conversation record — WhatsApp today; meetings and calls join this timeline as they land
Meetings
Google Meet capture — the notetaker joins org meetings, records, and the MOM goes to the participants
Live now
Library
Rules advisory — enforced once the dispatcher consults the portal
The notetaker always announces itself as APPC Notetaker — there is no silent mode. Until the dispatcher hook is wired, these rules are policy, not enforcement; the live control is "Remove from call" above.
Groups
Registry, monthly export compliance, and import — WhatsApp never delivers group chats, so these come from manual exports
Import an export
Group registry & monthly compliance
Onboard an employee
SOP A1 — connect a new company number to capture
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1 Pre-flight
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2 Run enrollment
Open the enrollment page, log in with the Agriplast admin Facebook account, choose portfolio Agriplast Protected Cultivation (…6842) → Connect a WhatsApp Business app → employee's number. Employee taps Connect → Share all chats → Confirm. Keep the tab open until finished and open the sync link.
↗ Open enrollment page -
3 Employee details
From the enrollment finish screen — or Business Manager → WhatsApp accounts if the popup closed early.
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4 Connect & sync
Subscribes capture to the number and pulls history + contacts (one-shot, within 24h of pairing).
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5 Save & verify
Then have the employee send one WhatsApp message and check the dashboard — their liveness dot should turn active.
Compliance
Document signatures & data-deletion requests
Signature checklist
Tick a cell when that employee has signed that document (paper or portal). Empty = outstanding.
Deletion requests
Due date is set automatically to the policy's deletion window.
Health
Is every capture channel alive, and what needs attention