Data & Backend
Production Connection Sequence
Add project URL and public anon key as deployment environment configuration.
Create organization, membership, customers, agents, conversations and workflow tables.
Users can access records only for organizations they belong to.
Replace prototype session with Supabase sign-in and organization membership lookup.
Customers, agents and conversations begin reading/writing real records.
Frontend Data Layer
V16 includes a repository adapter so the UI can use the same functions in prototype and Supabase modes.
Persistent Domain Model
Team & Permissions
Team Members
owner@business.com · Full organization access
alex@business.com · Operations
taylor@business.com · Customer support
Role Model
Owner
Full organization control.
Admin
Operational administration.
Manager
Day-to-day business workflow.
Agent
Customer-facing workspace.
Integrations
Core Infrastructure
Authentication, PostgreSQL database, storage and realtime.
AI agent intelligence and response generation.
Business phone numbers, calls, recordings and SMS.
BAHVO Ecosystem
Customer and business messaging channel.
Meetings and appointment video sessions.
Business-controlled links, instructions and QR payment options.
Settings
Business Profile
Security Controls
Require additional verification for privileged accounts.
End inactive authenticated sessions.
Require authorized human confirmation for sensitive actions.
Production database policies will isolate each business tenant.
Notification Rules
Alert team immediately.
Notify authorized reviewers.
Alert when a customer submits “I've Paid.”
Notify when manual confirmation is required.
Audit History
Actor: Marcus AI · Customer: Sarah M.
Actor: Business Team · Conversation: Kim B.
Actor: Manager · Customer: Island Office Co.
Actor: Owner · Ava · Request Payments enabled.
Agent Studio & Test Console
Business AI Team
Customer message
Assignments
Approved Knowledge
Business Intelligence
Service Catalog
Knowledge Approval
AI Team Instructions
AI Team Setup
Recommended Starter Team
First contact, FAQs, lead capture and safe escalation.
Approved services/pricing and quote preparation.
Support questions, policies and human escalation.
Activation Checklist
Business Workspaces
Current Business Profile
Initial AI Team
Knowledge Base
Business Dashboard
Needs Your Attention
Upcoming Bookings
Workflow Snapshot
Recent Customer Activity
Tasks & Notifications
Open Tasks
Notifications
Analytics
Customer Pipeline
Conversation Ownership
Document Workflow
Payment Status
Documents
Bookings
Payments
Conversations
Customers
Choose a Customer 360 record to view its live profile and timeline.
My Agents
Choose an agent to open its live command center.
Live Workspace
Customers
AI Agents
Bookings
Payments Requiring Verification
Documents Requiring Review
Business Command Center
Needs Your Attention
Conversation escalated by Ava · 8 minutes ago
Sarah M. · Prepared by Marcus AI · $425.00
Sarah M. submitted reference SC-92841 · $125.00
Sarah M. · Sep 23 · 10:00 AM
AI Activity
Collected service details and created Customer 360 record.
Moved Q-1008 to Business Review.
Sep 23 at 10:00 AM · awaiting confirmation.
Summary and transcript saved to customer timeline.
Today
Tasks & Notifications
Customer explicitly requested a human. Ava paused automated replies.
Review pricing, scope and terms before sending to Sarah M.
$125.00 · Reference SC-92841 · Sarah M.
Sep 23 · 10:00 AM · Premium Service
AI call completed. Customer asked for a business follow-up.
Notifications
Ava created a Customer 360 profile.
Verification is required.
Q-1008 · Sarah M.
David R. · 4:12 call.
Analytics
Conversation Activity
Operational Outcomes
AI Agent Performance
Ava
AI Receptionist
86%Resolution rate · 231 conversations
Marcus
AI Sales Agent
78%Resolution rate · 142 conversations
Mia
AI Booking Agent
84%Resolution rate · 113 conversations
My Agents
Ava
Agent Overview
Permissions & Guardrails
Use approved knowledge to answer customers.
Create and update customer lead records.
Draft quotes that require business review.
Offer and confirm approved availability.
Prepare external payment requests.
High-risk action disabled by default.
Requires explicit human authorization.
Assigned Knowledge
12 approved entries
6 approved entries
28 approved answers
9 approved policies
4 business files
Phone & Message Behavior
Answer inbound customer calls.
Respond to business messages.
Assist website visitors.
Respond to connected business SMS.
Agent Performance
Conversations
I need a quote for premium service…
4:12 call · transcript available
Can we schedule for Thursday?
I would like to speak with someone.
Sarah M.
Quick Actions
Linked Customer
Lead Capture
Internal Notes
AI Summary: Customer asked about service availability and requested a follow-up.
View transcript
Customer: I wanted to check whether you have availability this week.
Ava: I can collect your preferred day and time for the business.
Customer 360
Sarah M.
Complete Activity Timeline
Marcus AI captured property details and prepared the customer record for business review.
Lead is interested in premium service. Verify final scope before quote is sent.
Customer requested a quote. Ava collected service and property details.
Draft quote created by Marcus AI. Status: Awaiting Business Review.
Customer asked about service availability. Call summary and transcript saved.
Preferred date captured. Waiting for business confirmation.
External payment request created. Verification remains pending until the business confirms receipt.
BAHVO created the customer record from the first inbound conversation.
Customer Actions
Customer Value
Knowledge Base
Services & Pricing
Approved services, starting prices, packages and pricing rules.
12 entriesHours & Locations
Operating hours, service areas, branches and availability information.
6 entriesFAQs
Common customer questions and business-approved answers.
28 entriesPolicies
Cancellation, booking, payment, privacy and service policies.
9 entriesUploaded Documents
Business documents approved as agent knowledge sources.
4 filesAgent Instructions
Rules for tone, escalation, prohibited actions and human handoff.
3 agentsAI Phone & Messages
AI Phone
Configure your business calling experience.
AI Messages
Choose messaging channels and response behavior.
Greeting & Escalation
Business Documents
Approval Center
Approval Rules
Require human approval before sending.
Always require business authorization.
Require review when AI prepared.
Create only after payment is verified.
Document Types
Recent Documents
| Document | Customer | Amount | Status | Source |
|---|---|---|---|---|
| Q-1008 | Sarah M. | $425.00 | Business Review | Marcus AI |
| C-204 | Island Office Co. | — | Sent | Business Team |
| INV-1007 | Island Office Co. | $350.00 | Paid | Workflow |
| R-778 | David R. | $180.00 | Completed | Verified Payment |
Bookings
10:00 AM · New Providence · Created from AI conversation
1:30 PM · BAHVO Meet · Mia AI
Booking Controls
Schedule
Payments
Linked to Booking · Sep 23
Invoice #INV-1007
Accepted Payment Methods
Businesses control which external payment methods customers can use.
Business instructions
External payment link
Information / QR
Information / QR
Business-defined method
Payment Safety Workflow
The customer pays using the business's enabled external payment method.
Customer supplies a transaction/reference number and may attach a receipt.
BAHVO does not treat the customer's submission as proof that funds were received.
Only after the business confirms receipt does the record become Payment Verified.