Customer workspace

Atithya AI for customer.com

Pro plan - updated Jun 30
Public site

Overview

What visitors are trying to understand right now.

The portal turns conversations into product, sales, support, and content signals. Implementation details stay quiet so customers can focus on buyer questions, lead quality, and source gaps.

Readiness score93Publish-safe after 2 source fixes

Next action

Approve two missing source answersPricing allowance fallback and Shopify order-routing limits are creating repeat questions.Owner: Customer owner
Live view85% avg source confidence

Buyer intelligence command center

What changed this week.

Use these signals to decide what sales, product, and content should inspect before visitors leave.

Revenue-adjacent questions3Commercial intent surfaced

Pricing, implementation, and demo-fit questions are showing up before a visitor reaches the sales team.

Objection pattern2Trust and comparison checks

Visitors are testing alternatives, policy scope, or risk posture. Keep comparison and trust language approved.

Content gap causing friction1Answers need stronger sources

The agent stayed safe, but these conversations expose pages where approved language should be sharper.

Lead handoff opportunity3Warm conversations to inspect

High-intent visitors are asking enough context-rich questions to justify a human follow-up path.

5Conversationsthis month
3.8Avg questionsper engaged visitor
3Leads captured2 high intent
2Source gaps1 questions need review
100%Engagement ratemulti-question visits
60%Lead conversionfrom conversation to handoff

Analytics

Visitor momentum

Last 7 days
12Jun 243 high intent - 1 leads
18Jun 256 high intent - 2 leads
22Jun 268 high intent - 3 leads
19Jun 277 high intent - 2 leads
31Jun 2811 high intent - 4 leads
27Jun 2910 high intent - 3 leads
34Jun 3014 high intent - 5 leads

Signal quality

Competitor intent is leading this month.

Use this to decide which product proof, comparison copy, or source page needs attention before visitors leave.

Recommended action queue

What the customer should do next

NowFix Allowance fallback copy

38% of questions touch /pricing. Approve clearer language before this becomes repeated friction.

Customer owner
This weekApprove an answer for Policy

Can the agent answer program questions but avoid admissions decisions? has 68% source confidence and needs review-ready copy.

Content owner
NowInspect warm handoff conversations

2 warm leads are ready for follow-up with original question context attached.

Sales owner

Analytics

Visitor intent mix

Last 30 days
Competitor20%
D2C support20%
Implementation20%
Policy20%
Pricing20%

Top question

Can it explain refund policy and route order issues?

Category: D2C support. Use this as a source and sales follow-up signal.

Page map

Where questions are coming from

Source gaps visible
/pricing38% of questionsPricingAllowance fallback copy
/integrations24% of questionsImplementationShopify order-routing limits
/security18% of questionsPolicyData retention proof
/product20% of questionsCompetitorComparison framing

Funnel

Conversation to lead funnel

Lead quality
Conversations5Visitors who asked at least one question
High intent4Conversations showing buying, policy, or implementation intent
Handoff ready3Visitors warm enough for details, sales, or support routing
Captured leads3Contacts available for export or CRM handoff

Buying signals

What sales and content should inspect next

1Competitor mentions

Visitors are comparing alternatives and need neutral differentiation.

Review comparison proof and approved positioning.
1Pricing intent

Visitors are asking about plan fit, limits, or commercial next steps.

Keep pricing answers helpful, then route high-intent visitors.
4Security/compliance interest

Visitors want policy, privacy, approval, or data-handling confidence.

Approve concise security and compliance language.
1Product confusion

The agent answered safely, but the source base needs sharper proof.

Add or approve the missing page-level answer.

Answer quality

Top unanswered questions

Review queue
Can the agent answer program questions but avoid admissions decisions?Policy - /solutions/education

Approve the missing source language so the agent can answer with confidence.

68% source confidence

Knowledge gaps

Source gap priority

Allowance fallback copy/pricing

38% of questions originate here.

Customer owner
Shopify order-routing limits/integrations

24% of questions originate here.

Customer owner
Comparison framing/product

20% of questions originate here.

Customer owner
Data retention proof/security

18% of questions originate here.

Customer owner
Implementation timelineKnowledge review

Customer-approved language still needs review.

Atithya + customer
Refund edge casesKnowledge review

Customer-approved language still needs review.

Atithya + customer

Conversations

Transcripts worth inspecting

Intent scored
Mid-market SaaS buyer

Can this compare our product against Intercom without sounding aggressive?

Competitor91Lead captured
University admissions team

Can the agent answer program questions but avoid admissions decisions?

Policy72Needs source
Shopify founder

Can it explain refund policy and route order issues?

D2C support84Handoff ready
Agency partner

How fast can you create a preview for a new client site?

Implementation86Answered

Leads

Lead handoff command center.

Review captured lead detail, source conversation context, qualification fields, and V1 routing before sending anything to a human owner.

Email and Google Sheet
Captured leads32 ready for follow-up
Routing modeEmail and Google SheetCSV stays available for manual review
Export statusReadyDownload CSV from the portal anytime
Follow-up SLAWithin 24 hoursOwner-visible response promise
Lead detail

Every lead keeps the context that made the visitor worth following up.

Aarav MehtaWarm
Email
aarav@example.com
Company
Northstar SaaS
Phone
+91 98765 43210
Intent category
Pricing
Question context
Pricing + Webflow install
Source conversation
conv-005
Nisha RaoReview
Email
nisha@example.com
Company
Metro Education Group
Phone
Not collected
Intent category
Policy
Question context
University pilot
Source conversation
conv-002
Rohan IyerNew
Email
rohan@example.com
Company
Alpine Storefront
Phone
Not collected
Intent category
D2C support
Question context
Shopify policy agent
Source conversation
conv-003
Routing destinations

Email, Google Sheet, and CSV handoff are enough for V1 without pretending CRM sync exists.

EmailActive

Sales owner email

sales@customer.comHigh-intent leads route to the sales owner with context and transcript link.Last handoff Jun 30, 1:39 PM
Google SheetReady

Lead review sheet

Customer lead handoff sheetV1 sheet routing keeps owner review simple before CRM sync exists.Last handoff Jun 29, 4:44 PM
CSV ExportReady

Manual export

/api/portal/leadsCustomer can download captured leads any time from the portal.Ready when exported
Qualification fields

The portal shows what was captured, inferred, and optional.

NameCaptured

Captured from lead form

Visitor
EmailCaptured

Captured from lead form

Visitor
CompanyCaptured

Captured from lead form

Visitor
PhoneOptional

Captured when visitor shares it

Visitor
Question contextCaptured

Summarized from the triggering conversation

Conversation
Intent categoryInferred

Pricing, policy, competitor, implementation, or support

Agent
Source conversationCaptured

Conversation ID connects the lead back to transcript review

Conversation
Handoff rules

The form supports intent capture without interrupting the conversation.

DoneAnswer before asking

Lead form appears after a useful answer, not while the agent is thinking.

DoneHide when visitor continues

The form gets out of the way when the conversation resumes.

DoneRoute with context

Every handoff carries the question context and source conversation ID.

NextReview before CRM

V1 supports email, Google Sheet, and CSV before deeper CRM sync.

Download CSV

Knowledge

Source approval and refresh control.

Review approved, excluded, and needs-review sources, map each category, check freshness, and approve refreshes before the agent learns them.

Ready for approval
Approved sources685% avg source confidence
Needs review22 source gaps visible
Source freshnessNeeds refreshLast refresh Jun 30, 3:00 PM
Small refreshes1Remaining before paid retraining
Source approval

Customers see exactly what is included, excluded, and waiting for review.

ApprovedCore website

Home, Product, Pricing, Integrations, Security, About

Current - refreshed Jun 30, 3:00 PMApproved source set for product, pricing, install, trust, and company answers.
ExcludedContent library

Blog, SEO articles, Gated resources

Current - refreshed Jun 30, 3:00 PMExcluded by default so SEO content does not dilute product answers.
Needs reviewPolicy gaps

Implementation timeline, Refund edge cases

Needs refresh - refreshed Jun 28, 5:30 PMNeeds customer confirmation before the agent answers these precisely.
Category mapping

Questions route to the right source category before review work begins.

Product and positioning34% of questions

Home, Product, About

Mapped
Pricing and plans29% of questions

Pricing, Usage policy

Mapped
Install and integrations22% of questions

Integrations, Install guide

Mapped
Policy and edge cases15% of questions

Security, Refund edge cases

Needs review
Pending refresh requestQueued

Implementation timeline, Refund edge cases

Requested Jun 30, 3:40 PM by Customer owner
Customer approval actionApprove knowledge

2 pending knowledge items require approval before publish.

Owner: Customer owner - last approved Jun 30, 3:00 PM
Publish readiness
Done

Sources approved

Core product, pricing, security, and company pages locked.
Done

Widget preview reviewed

Desktop and mobile preview generated for the customer domain.
Review

Source gaps resolved

Two answers need customer-approved policy language.
Next

Publish decision

Ready after source-gap review and final domain approval.

Widget Studio

Customize without breaking the brand.

Edit the launcher, copy, colors, size, and messages. The previews update instantly so the customer can approve before install.

Defaults loaded

Copy

Visuals

Contrast checkPass

11.8:1 text contrast. Safe for the primary widget surface.

Desktop preview
Ask customer.com AI

Ask customer.com before you book.

Ask about products, pricing, integrations, policies, and fit.

Ask about products, pricing, integrations, and fit.

This looks like high intent. Share your details for a focused follow-up.

Mobile preview
Ask customer.com AI

Ask customer.com before you book.

Ask about products, pricing, integrations, policies, and fit.

Ask about products, pricing, integrations, and fit.

This looks like high intent. Share your details for a focused follow-up.

Preview before install

See it on the customer site before anything goes live.

This generated website preview shows desktop and mobile placement, conversation entry, and approval status. It is not live on the customer site.

Generated
Websitecustomer.comhttps://customer.com
Desktop capture1440 x 1800Jun 30, 2026
Mobile capture390 x 1600Approval review
Desktop screenshot preview1440 x 1800
customer.com
ProductSolutionsPricingSecurity

Customer website preview

Your website, with Atithya placed exactly where visitors will notice it.

A safe preview shell lets the customer review placement, motion, and conversation entry points before the script is installed.
HeroPrimary website message

Widget appears after the page settles, with a soft ring pulse and hover lift.

ProductHigh-intent product questions

Visitors can ask about use cases, fit, comparisons, and implementation.

TrustPolicy and security checks

Approved source pages shape answers before the agent asks for contact details.

Ask customer.com AI
Atithya AI for customer.com

Ask customer.com before you book.

Ask about products, pricing, integrations, policies, and fit.

What does customer.com do?How does it compare with alternatives?Can I talk to the right team?
Ask about products, pricing, integrations, and fit.
Mobile screenshot preview390 x 1600
customer.com
ProductSolutionsPricingSecurity

Customer website preview

Your website, with Atithya placed exactly where visitors will notice it.

A safe preview shell lets the customer review placement, motion, and conversation entry points before the script is installed.
HeroPrimary website message

Widget appears after the page settles, with a soft ring pulse and hover lift.

ProductHigh-intent product questions

Visitors can ask about use cases, fit, comparisons, and implementation.

TrustPolicy and security checks

Approved source pages shape answers before the agent asks for contact details.

Ask customer.com AI
Atithya AI for customer.com

Ask customer.com before you book.

Ask about products, pricing, integrations, policies, and fit.

What does customer.com do?How does it compare with alternatives?Can I talk to the right team?
Ask about products, pricing, integrations, and fit.
Not live on customer siteDesktop screenshot previewMobile screenshot previewApproval required before install
DoneDesktop placement

Launcher and chat window reviewed on the customer homepage preview.

ReviewMobile placement

Customer owner checks thumb reach, spacing, and safe close behavior.

NextInstall permission

Script remains blocked until the preview is approved.

Install anywhere

Add one script, allow your domain, and go live.

A polished install path for teams that use Webflow, WordPress, Shopify, React, Next.js, Framer, or custom HTML. No developer wall.

Needs verification
One script tag<script async src="https://cdn.atithya.ai/agent.js" data-agent="customer-agent"></script>

Add this once after the preview is approved. The agent only answers on allowed domains.

Domain verificationcustomer.com

The customer domain is allowlisted. Unknown domains stay blocked.

VerifiedLast seen Jun 30, 3:48 PM
Platform guides

Pick the website stack and follow the matching install path.

WebflowReady

Marketing sites and landing pages

Paste the script before the closing body tag and publish the site.
WordPressReady

Business websites and university pages

Add the script through the theme footer or a header/footer script plugin.
Shopify storefront education modeGuide

Policy, product, and buying guidance before commerce operations

Install on the storefront theme first. Order tracking and account actions need separate Shopify integration.
ReactReady

Client-rendered websites

Add the script once in the root layout and keep the agent id unchanged.
Next.jsReady

App Router or Pages Router websites

Load the script in the app shell after domain approval.
FramerGuide

No-code product sites

Use the custom code area and verify the published domain after deploy.
Custom HTMLReady

Static sites and custom stacks

Paste the script once before the closing body tag.
Troubleshooting checklist

Use this when the launcher is missing or the install needs verification.

NextScript present

Confirm the customer site includes the exact Atithya script tag.

DoneDomain verified

The live customer domain is allowlisted before the widget can answer.

ReviewWidget detected

Refresh after deploy and check that the launcher appears on desktop and mobile.

DoneFallback safe

If answers pause, lead handoff remains visible with customer-friendly copy.

Domains

Allowlist controls with per-domain visibility.

Customer domains, preview domains, blocked attempts, and usage by domain stay visible before the agent is installed anywhere new.

Plan limit reached
Customer domains2 / 2customer.com, demo.atithya.ai
Preview domains2demo.atithya.ai, localhost
Blocked attempts6Unknown domains blocked
Meteringper-domainlocalhost only in development
Usage by domain

See where conversations and answers are happening.

customer.comCustomer - Allowed
128 conversations1570 answersLast seen Jun 30, 3:48 PM
demo.atithya.aiPreview - Preview only
31 conversations350 answersLast seen Jun 30, 3:06 PM
Blocked domain attempts

Protect the agent from being used outside approved surfaces.

unknown-example.com4 attempts

Domain not on the customer or preview allowlist.

Last blocked Jun 30, 2:20 PM
staging.customer.net2 attempts

Staging domain needs owner approval before answers run.

Last blocked Jun 29, 9:35 PM
ReviewAdd customer domain

Pro allows two customer domains. Remove one or upgrade before adding another.

DoneAdd preview domain

Preview domains can be used for demos, QA, and localhost development.

NextRemove domain

Removing a domain blocks answers immediately on that website.

Usage controls

Answer allowance stays predictable before visitors feel it.

Track answers, alerts sent, remaining allowance, cap behavior, and the upgrade path without showing technical usage math to customers.

64% used
64%
Answer allowance1,920 / 3,000 answers

1,080 estimated remaining answers.

Cap behaviorAnswers live

If the allowance is reached, answers pause gracefully and the lead form stays available.

Customer owner and Atithya operator are notified before the cap so the agent can be upgraded or extended.
Upgrade recommendationStay on Pro for now; review if pricing traffic keeps rising.

Usage is healthy, but pricing and competitor questions are driving longer conversations. Plus becomes sensible if this pace continues.

Alerts sent

Next alert: 80%

50%Halfway usage check

No change needed; monitor pricing traffic.

Sent Jun 29, 4:30 PM to Customer owner + Atithya operator
80%Upgrade recommendation

Send if usage crosses the next threshold.

Ready for Customer owner + Atithya operator
95%Cap protection notice

Prepare safe visitor fallback before the cap.

Upcoming for Atithya operator
100%Lead handoff only

Pause AI answers and keep details capture open.

Upcoming for Customer owner + Atithya operator
Usage actions

Keep the visitor experience uninterrupted as the account approaches its cap.

DoneMonitor allowance

The workspace tracks answer allowance against visitor activity.

ReviewNotify before cap

Send a customer-friendly alert before answers need to pause.

NextPrepare upgrade path

Keep Plus plan ready if high-intent conversation volume keeps rising.

Incidents

Failure diagnosis and response trail

Track severity, diagnosis, affected agent, status, action taken, last updated, and the customer note in one clean review surface.

No active incidents
Highest severityP0Current review trail
Active incidents0Pause agent if severity escalates
Customer visibilityReadyAdmin notified on failures
P0Resolved
No active unsafe answer or data leak

No current action needed

Affected agent
Atithya AI for customer.com
Affected conversations
0
Action taken
Daily safety review passed; monitoring stays active.
Last updated
Jun 30, 3:54 PM
P1Resolved
Lead notification retry resolved

Email retry completed

Affected agent
Atithya AI for customer.com
Affected conversations
1
Action taken
Retried the notification and confirmed the lead export stayed available.
Last updated
Jun 30, 3:12 PM
P2Queued
One mobile preview spacing issue queued

Widget preview spacing

Affected agent
Atithya AI for customer.com
Affected conversations
0
Action taken
Queued UI spacing review before the next publish checkpoint.
Last updated
Jun 30, 2:25 PM

Settings

Safe defaults, editable by the customer.

Control fallback messages, support SLA, retention, data deletion, owner approval, notification recipients, and instant pause behavior.

Agent live
Fallback messages3Editable visitor-safe copy
Support SLA24-48hStandard response within 24 to 48 business hours.
Data deletionAvailable24 to 48 business hours
Notifications2Active recipients
Fallback messages

Every fallback keeps the visitor conversation useful and respectful.

Technical fallbackWhen answers cannot be generated

Answers are temporarily unavailable. Share your details and the team will follow up.

Editable
Allowance fallbackWhen the monthly answer allowance is reached

Answers are taking a short pause. You can still share your details and the team will follow up.

Editable
Out-of-scope replyWhen the visitor asks outside the brand scope

I can help with this brand, its products, policies, pricing context, and buyer questions. What are you trying to understand?

Editable
Policy and approval

Customers can approve knowledge changes before anything goes live.

Retention policy

Conversation logs retained for review, export, and deletion from the workspace.

Owner approval settingsRequired before publish

New knowledge, fallback copy, and widget text stay in draft until the owner approves them.

2 draft changes - last approved Jun 30, 3:00 PM
Data deletion requestRequest deletion

Customer can request deletion of leads, transcripts, and approved source artifacts from the workspace.

Owner: Sherry George - response in 24 to 48 business hours
Notification recipients

Lead handoffs, usage alerts, approvals, and incident notes route to the right owner.

Workspace ownerActive

Approver

owner@customer.com
  • Lead captured
  • Usage alert
  • Approval needed
Sales handoffActive

Lead recipient

sales@customer.com
  • High-intent lead
  • Demo request
Support fallbackReview

Issue recipient

support@customer.com
  • Answer paused
  • Deletion request
  • Incident note
Publish controlOne toggle can pause AI answers instantly.

The widget can keep collecting visitor details while answers are paused, so incidents do not become lost leads.