Client Dashboard

Total Clients

0

 

Active Clients

0

 

New Clients (Month)

0

 
Recent Clients
Overview of your client list
Event Details
Hover an event to preview details here.
Tasks
0
AI Agent Notes
Please enter a valid 10-digit phone number.
Use tags to group leads (campaigns, interests, segments).
Task Board
Overdue
0
Today
0
Upcoming
0
AI Agent
Chat with your workspace assistant. It can create and update leads, schedule follow-ups, and summarize notes.
Uses the AI provider you configure in Settings (OpenRouter or Google Gemini) and your Smoke Pro plan.
Quick actions
Web Findings
No web context loaded.
Training Center
Master Client Manager Pro & grow your business.
Your Progress
0% completed
All Modules
Templates & Scripts
Use these inside Client Invite, the client drawer (Email/SMS), and the AI Agent prompt helper.
AI Trainer
Ask questions and practice in a safe training mode.
Training Mode Enabled
Training Module

Module Resources

Lesson screenshot
Click image to toggle full size
    Lesson Resources
     

    Ask clients to scan this code to save your contact info.

    Settings

    Quickly add fictitious sample leads to this workspace to try out dashboards, Clients+, tasks, and the AI Agent.

    Only removes leads marked as Demo; your real clients are not affected.

    Theme & Branding

    Choose a prebuilt theme to match your brand

    Primary Text

    Secondary Text

    Live preview of your selected theme

    AI Plan
    Free (AI locked)
    When manual mode is enabled, the AI Agent will treat the selected date/time and time zone as "now" for its reasoning (e.g., "today", "tomorrow").
    Agent Preferences
    OpenRouter Settings
    Select a free model or choose Custom to enter a specific model ID.
    Gemini Settings
    Common choices: gemini-pro, gemini-1.5-pro-latest.
    AI Learning Resources

    Provide notes, playbooks, or reference links that the AI agent can draw from during analysis.

    Add Image
    Add Video
    Add Link
    Attach To Module / Lesson

    These fields let you tie an image, video, or link to a specific training module or lesson. The Training Center will surface the right resources on each Module and Lesson page.

    Training Resources
    Speech-to-Text
    Requires a valid OpenRouter API key. On unsupported browsers, the app falls back to cloud STT when enabled.
    Recordings Library
    Select a recording below
    Smoke Secure Layer Integration
    Connection: Not connected
    Session: (none) · Cursor: 0
    Last Object ID: (none)
    Backup & Restore
    Backups securely encrypt your Client Manager data using AES‑256‑GCM and store it in Smoke. Keep the Object ID to restore later.
    
          
    

          
          
    
            
    
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    Scan to save contact
    
                      
    
                    
    
                  
    
                
    
              
    
              
    
                
    
                  
    
                    
                    
                    
    Leave blank to use Office → Business Name.
    
                  
    
                  
    
                    
                    
                  
    
                  
    
                    
                    
                  
    
                  
    
                    
                    
                    
    Square images look best. Stored locally.
    
                  
    
                
    
                
    
                  
                  
                  
                
    
              
    
            
    
          
    
          
    
            
    
              
                
    
                  Name
                  Email
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                  Website
                  Actions
                
    
                  
              
            
    
          
    
          
    
          
    Add New Representative