Overview - Customer Portal
Map of the Helios Vision AI customer portal: how the modules connect and where to find each feature.
Objective
This document summarizes how to navigate the Customer Portal and how the modules connect to each other.
Quick map of the portal
- Dashboard: general summary of the tenant and quick access.
- Agents: create and configure AI agents.
- Inbox: Email management with human review.
- WhatsApp: numbers, conversations and message panel.
- Voice Agents: voice agents and telephone numbers (Twilio).
- Web Chat: web widget conversations.
- Integrations: external API keys (OpenAI, Google, Twilio, Gmail, etc.).
- Webhooks: functions and webhooks for agents to execute actions.
- Documents: knowledge base for RAG.
- Data Tables: internal data tables for SQL queries.
- CRM: contacts and leads.
- Reports: metrics and analytics.
- Team: users and roles.
- Settings: general settings, categories, Gmail, API keys and billing.
- Notifications: system alerts and channels.
- Onboarding/Plan: plan selection.
Recommended general flow
- Configure Integrations (OpenAI/Google/Twilio).
- Create Agents and activate channels.
- Connect Inbox (Gmail/Outlook).
- Connect WhatsApp and Voice Agents (Twilio).
- Upload Documents and/or create SQL Tables.
- Create Tools if external actions are required.
- Test Agents and review Analytics.
Conventions
- The portal is fully bilingual. Module names below match the English UI labels; if your workspace language is Spanish you will see their Spanish equivalents.
- Steps are described as routes within the portal.
- When a module requires external integrations, it is indicated in requirements.