Dashboard tour
See the PROXe dashboard
Short videos of the real PROXe dashboard, one step at a time. Watch them, then set PROXe up on your own leads.
- 1What is PROXe?1:07
- 2Who should I call first?0:51
- 3Where are all my conversations?0:37
- 4Who's coming in this week?0:37
- 5The voice agent0:35
- 6Is it working?0:27
- 7What should my team do today?0:34
- 8Message hundreds of leads at once0:31
- 9Get alerted when it matters0:29
- 10Where does PROXe answer?0:30
- 11Is my WhatsApp healthy?0:38
- 12Who is on my team?0:24
What is PROXe?1:07
A short tour of the PROXe dashboard. Where leads land, how they get ranked, what a conversation looks like, and where bookings go.Details
Start here. This is the PROXe dashboard, recorded on a demo account with a busy month of leads.
You will see where every lead lands, how PROXe decides who is ready to buy, what a conversation looks like, and where bookings end up.
- Every lead lands in one place: WhatsApp, your website, calls and Instagram.
- PROXe answers in seconds, scores each lead on what they actually did, and books the slot.
- Your team opens the dashboard and knows who to call first, with the story already written.
Transcript
The problem. Every business that runs ads has the same problem. Leads come in faster than anyone can reply.
What PROXe is. PROXe is your AI front desk for leads. It answers, it scores, it books. Around the clock.
Your business at a glance. This is your business at a glance. Conversations, hot leads, bookings. All live.
Every lead, ranked. Every lead from WhatsApp, your website, calls and Instagram, in one list. Ranked by who's ready to buy.
The story behind a lead. Open one and the story is already written. What they want, and why they scored ninety.
Every conversation. Every conversation lives here. PROXe replies in seconds, with buttons that move people forward.
Bookings and reminders. And when someone books, it lands on your calendar. Reminders and all.
You run the business. You run the business. PROXe runs the follow-up.
Who should I call first?0:51
Three hundred leads in a week. This is how PROXe decides who you call first, and shows you exactly why.Details
Ads work. Then the leads arrive faster than anyone can call them back, and the question becomes who to call first.
PROXe ranks every lead by what they actually did, so the ones ready to buy are always at the top. This video shows the ranking, the score behind it, and the story inside each lead.
- The Priority Lead Queue on the Overview shows who needs a call now.
- Each lead gets a score from real behaviour: replies, questions about price, bookings, calls.
- Open any lead to see the summary, why they scored what they did, and every message and call in order.
Transcript
Leads pour in. Say you run a lot of ads. Leads pour in. Three hundred, just this week.
Who do you call first?. So who do you call first? Honestly, it depends on how your sales run.
Already ranked. PROXe already did that thinking. The ones ready to buy sit right at the top.
One list, every channel. Every lead, from every channel, in one list.
A score from what they did. Each one scored on what they actually did. Replied. Asked the price. Booked a call.
The story is written. Open any lead. The story's already written.
Why they scored ninety. See exactly why they scored ninety.
Every message, every call. Every message. Every call.
Call the right person first. So you stop digging, and call the right person first.
Where are all my conversations?0:37
WhatsApp, Instagram and your website, all in one inbox. Open any chat and the whole story is already there.Details
Your customers talk to you on WhatsApp, Instagram and your website. PROXe puts every one of those conversations in one inbox.
This video shows the inbox, how to filter by channel, and what you see when you open a chat.
- Every conversation from every channel, newest on top.
- Filter to just WhatsApp or just Instagram in one tap.
- Open a chat to see the full thread, the lead's score and their owner. Reply yourself any time and PROXe steps aside.
Transcript
Where customers talk. Where do your customers talk to you? WhatsApp. Instagram. Your website.
Three apps, lost chats. That's three apps, and a few chats that slip away.
One inbox. In PROXe, it all lands in one inbox.
Filter by channel. Just WhatsApp? One tap. Just Instagram? One tap.
The whole story. Open a chat and the whole story is there, even the buttons they tapped.
Who they are. Plus who they are, and who on your team owns them.
Jump in anytime. Jump in anytime. PROXe steps aside. One place, full context.
Who's coming in this week?0:37
Every demo, visit and follow-up on one calendar, with reminders that go out on their own.Details
When a lead books on WhatsApp or on a call, PROXe puts it on your calendar and sends the reminders.
This video shows the week at a glance, what is inside an event, and today's queue.
- Every booking, follow-up and AI suggestion on one calendar.
- Tap an event to see who, when, and the note your team left.
- Reminders go out a day before and thirty minutes before, automatically.
Transcript
Who's coming in?. Who's coming in this week? And who needs a nudge?
One calendar. PROXe knows. Every demo, every visit, one calendar.
Bookings land here. Someone books on WhatsApp? It just shows up here.
Inside an event. Tap it: who, when, and your team's note.
Today's queue. Today's queue? Right down the side.
Automatic reminders. Reminders go out a day before and thirty minutes before. Automatically.
Fewer no-shows. Fewer no-shows. Nobody forgotten.
The voice agent0:35
Every new lead gets a call within a minute. PROXe qualifies them, then writes up the call for you.Details
PROXe can call every new lead within a minute, qualify them, and log the call for your team.
This video shows the calls list and what is inside a call: the written summary and the full transcript.
- Inbound and outbound calls, in one list, with duration and what was captured.
- Open a call to read the summary: who they are, what they need, the next step.
- The full transcript sits right below, so nobody has to listen back.
Transcript
A call within a minute. What if every new lead got a call within a minute? Every single one.
Every call, logged. PROXe's voice agent calls them, in English or Hindi, and logs every call here.
Open a call. Tap any call.
The summary. The summary is already written. Who they are, what they need, what happens next.
Every word. Want every word? The full transcript is right below.
Take the good ones. Every lead gets a call. You only take the good ones.
Is it working?0:27
Reply rate, response time, recovered leads and bookings. The numbers that show PROXe is working.Details
Every day, PROXe shows whether follow-up is working: how fast you reply, how many leads you recover, how many book.
This video walks through the Overview numbers and the Metrics page.
- Reply rate and response time, live on the Overview.
- Recovered leads: people who went quiet and came back after a follow-up.
- The Metrics page shows where leads come from and how they move through.
Transcript
Is it working?. Here's the real question. Is this actually working?
The numbers that matter. Reply rate. Response time. Leads you'd have lost, recovered. Bookings.
Go deeper. Go deeper and see where leads come from and how they move.
Proof, every day. Proof, every single day.
What should my team do today?0:34
Every follow-up and reminder is already planned and timed. Log a call in two taps and PROXe plans the next step.Details
PROXe turns every conversation into the next thing to do and schedules it.
This video shows the task queue and how logging a call sets up the follow-up.
- The next hour on top, the rest of the day below.
- Follow-ups and reminders are created and timed automatically.
- Log a call outcome in two taps; PROXe plans what happens next.
Transcript
Today, already planned. What should your team do today? It's already planned.
Up next and later. What fires in the next hour sits on top. The rest of the day, right below.
Timed by PROXe. Every follow-up and reminder, lined up and timed by PROXe.
Log a call. Open any lead. Notes, history and the next step, all in one place.
Nothing slips. Nothing slips through. Not one lead.
Message hundreds of leads at once0:31
Describe who should get an offer, pick an approved WhatsApp message, and every reply comes back to Chats.Details
Campaigns send one approved WhatsApp message to the right group of leads.
This video shows choosing an audience in plain words, picking a message, and where replies go.
- Describe the audience in plain words; PROXe finds the matching leads.
- Choose an approved WhatsApp template and when it goes out.
- Every reply lands back in Chats, with the lead's history.
Transcript
A new offer. Got a new offer? Hundreds of people should hear about it.
Pick the audience. Describe who should get it in plain words. PROXe finds them.
Pick the message. Pick an approved WhatsApp message and set when it goes out.
Replies come back. Every reply comes straight back into Chats.
One minute. One offer. The right people. One minute.
Get alerted when it matters0:29
PROXe pings you the moment a lead turns hot, books a slot, or asks to talk to a person.Details
You do not need to watch the dashboard all day. PROXe tells you when something needs you.
This video shows the notifications and what triggers them.
- Alerts when a lead turns hot, books, or asks for a human.
- New leads and new messages show in one place.
- Choose which alerts you get in settings.
Transcript
A hot lead is waiting. A hot lead is waiting right now. Do you know?
The moment it happens. PROXe tells you the moment a lead turns hot, books, or asks for a person.
When it matters. You hear about it the moment it matters.
Where does PROXe answer?0:30
Your website, WhatsApp, Instagram and calls. One PROXe answers on all of them.Details
Customers reach you in different places. PROXe answers in all of them, with the same knowledge and the same voice.
This video walks through the Agents page, one channel at a time.
- A chat on your website that replies in seconds.
- WhatsApp on your own number.
- Instagram DMs and comments.
- A voice agent that picks up every call.
Transcript
Everywhere they reach you. Where does PROXe answer your customers? Everywhere they reach you.
Your website. On your website, a chat that replies in seconds.
WhatsApp. On WhatsApp, on your own number.
Instagram. On Instagram, every DM and comment.
Calls. And on calls, with a voice that picks up every time.
One PROXe. One PROXe. Every channel.
Is my WhatsApp healthy?0:38
Your WhatsApp number's health, balance and cost on one screen, and what to fix if anything slips.Details
Meta watches how people respond to your messages. If quality drops, your number can be limited.
This video shows how PROXe keeps an eye on it for you: status, the reply balance, cost, and your templates.
- Sending, quality and template replies at the top.
- A plain-words list of what to fix.
- The balance: replies for every template sent, day by day.
- Cost by kind of message, and every template's status.
Transcript
Is it healthy?. Is your WhatsApp number healthy? One look tells you.
Status at a glance. Sending, quality and replies, right at the top.
What to fix. Something needs attention? PROXe tells you exactly what to fix.
The balance. The balance shows what came back for every template you sent.
What Meta billed. What Meta billed, line by line. No surprises.
Every template. And every template, with its status, in one place.
Every message delivered. A healthy number. Every message delivered.
Who is on my team?0:24
Everyone on your team in one list: who is live, what they can do, and the name customers see.Details
Humans is where your team lives in PROXe.
This short shows who is on the team, who is online, and what each person can do.
- See who is live and who was in today.
- Admins invite and manage; viewers log calls and notes.
- Set the name each teammate shows to customers.
Transcript
Who is working?. Who's on your team, and who's working right now?
Everyone, one list. Everyone in one list. Who's live, and who was in today.
Admins and viewers. Admins run the show. Viewers log calls and notes.
The name customers see. Even the name your customers see is yours to set.
One screen. Your whole team, on one screen.
Go live
Three steps, and PROXe is answering your leads
- 1Tell us about your businessYour website, what you sell, and how you like to talk to customers.
- 2Connect your channelsWhatsApp, your website chat, calls. PROXe answers on the numbers you already use.
- 3PROXe starts answeringEvery new lead gets a reply in seconds, a score, and a slot on your calendar.
