Dashboard Workspace

Click “Edit workspace” to rearrange widgets.

						Actions

Contacts

Name	Email	Phone			Actions

1 / 1

Phone —

Status —

First name

Last name

Email

Phone

Website

Job title

Company

Street address

City

State / Province

Country

Zip / Postal code

Notes

Source

Created

Additional Info

Filled Quizzes

Billing Info

Legal Name

DBA Name

Entity Type

Registration Number

Country Code

Default Currency

Tax ID

EIN Number

SSN Last 4

GST/HST Number

QST/PST Number

ABN Number

ACN Number

Bank Name

Address Line 1

Address Line 2

City

State / Province

Postal Code

Billing Email

Billing Phone

IBAN

BIC / SWIFT

Routing Number

Account Number

BSB Code

AU Account Number

CC Emails

Files

Transactions

Activity

My Links

Manage reusable payment links for deposits.

Link Name	Price	Sales	Status	Actions

Transactions

Track every payment collected from your deposit links.

Date	Customer	Link	Amount	Status

Total Outstanding

$0.00

Overdue

$0.00

Paid (Last 30 days)

$0.00

Invoice #	Client Name	Issue Date	Due Date	Amount	Status	Actions

Smart Booking

Track booking links, totals, and client responses.

Total Collected

—

Pending Requests

—

Transactions / Links

Monitor every booking link and payment status.

Links per page

1 / 1

Date	Booking Date	Client Name	Amount	Included	Payment Type	Credit Price	Languages	Status	Paid Date	Actions

Languages

Translations

Languages

Choose your booking languages. English (en) is included by default.

Content

Title & Description

Questions

Question fields

Preview

How your client will see the questions.

Sort by Tags

Select a pipeline to open the kanban board.

Title	Created	Payment Mode	Direct Link	Widget	Actions

Quiz QR Settings

Configure quiz QR style: dot shape, colors and centered logo.

Dot style

Main color

Center logo

QR Analytics

Link type	Target	Short link	Total scans	Actions
No QR links found.

Single source of truth for your business profile.

Public Name

Business Phone

Support Email

Website URL

Legal Name

DBA Name

Business Type

Entity Type

Registration Number

Registration Date

Expiry Date

BIN Number

BN9 Number

GST/HST Number

VAT ID

EIN Number

SSN Last 4

QST/PST Number

ABN Number

ACN Number

Address, Banking & Billing Contacts

Address Line 1

Address Line 2

City

State / Province

Postal Code

Country Code (ISO-2)

Default Currency

Bank Name

IBAN

BIC/SWIFT

Routing Number

Account Number

BSB Code

AU Account Number

Billing Email

Billing Phone

CC Emails

Quiz Languages

Choose your quiz languages. English (en) is included by default.

Description (optional, shown before quiz starts)

Use the mini editor to format the intro that appears before the quiz begins.

Completion message

Customize the thank-you title and description shown after a submission. Add translations for every selected language.

Quiz appearance

Button color

Match the call-to-action text and color to your brand on the public quiz page. Add translations so each language uses the right button text.

Rating guide (optional)

Automatic rating levels

High chance

Minimum score Maximum score Description

Medium chance

Minimum score Maximum score Description

Low chance

Minimum score Maximum score Description

These fields are used for automatic scoring based on the number of "Yes" answers. Adjust the ranges and descriptions if needed.

Payment Settings

Client Pays (1 credit per lead) Lead Pays (via Stripe)

Questions

Live Preview

See how your quiz looks while editing.

Language

Visualizer

Button color

Untitled quiz

Description will appear here.

Questions

0

Add a question to see it here.

Call-to-action

Configure your source, niche context, and prompts in a single view. Switch modes to choose how you prepare the source content.

AI prompt

Describe the quiz you need. We'll prefill examples from your niche.

Use this method

Fast document upload

Upload a document and we will convert it to clean HTML before sending it to the AI.

Use this method

Upload document

Fast upload converts PDF, DOC, DOCX, RTF, ODT, or TXT into HTML automatically before sending to the AI.

Word / HTML converter

Prepare the text manually, review the generated HTML, and then send it to the AI.

Use this method

Word to HTML converter

Editable content Paste from Word or format manually

Generated HTML

Paste Word or other rich text into the editor. The generated HTML will be sent to the AI.

PDF to HTML converter

Convert PDF files to HTML before sending them to the AI.

Use this method

PDF to HTML converter

Upload a PDF document and convert it to clean HTML before sending to the AI.

Quiz languages

Add as many languages as you need (1 credit per language). English (en) is included by default.

Niche prompt

Select a niche to load the prompt.

Instruction reference

Instructions will appear here once a niche is selected.

Field format reference

Field format guidance from your admin will appear here.

Your referral link

Share this link so invited clients are automatically connected to your account.

Offline referral code

Use this code for offline invites. Admin can paste it in Add New Client to attach the referrer automatically.

Referral link generator

Paste your website URL, generate a referral link, then copy it or share via QR code.

Website URL

Generated referral link

Current reward rate

2.5%

Invite active partners to reach the next tier.

0 active referrals

Total earned

USD 0.00

Total referrals

0

Active referrals

0

Your referrals

Status is active once the referral connects Stripe Connect.

User	Date	Status	Commission earned

Marketing Assets

Copy your link and share it anywhere.

Banners and promo materials coming soon.

Express profile

Loading Stripe status...

Standard profile

Loading Stripe Standard status...

Payout mode

Auto mode uses Standard first, then falls back to Express.

Use Stripe Connect to accept payments and enable payouts.

Current Plan

—

Credits Available: 0

Automatically renew plan

Available Plans

Credit Top-up

Total Paid Quizzes

0

Total Net Revenue

0

Quiz Title	Payments	Your Profit

Widget Integration

To install the universal LeadFilter widget on your website, paste this code right before the closing </body> tag.

Widget Appearance & Behaviour

Button template

Button animation

Button size

Button color

Widget position

Button icon

Choose the icon displayed before the button text.

Button text

This is the text visitors see on the widget launcher button.

Tooltip text (optional)

Tooltip text that appears when users hover over the button.

Quiz shown inside widget

Select the quiz that opens inside the widget.

Direct Link Integration

Find the unique link for each quiz in the "My Quizzes" section.

ID	Subject	Status	Urgency	Last Update

Lead Exchange

This section is under construction.

Coming Soon

This module is currently in development. Please check back soon.

Settings

Manage your business profile, public branding, scheduling defaults, and account security.

Identity & Location

Update how your business is identified across the platform.

Display name

Shown as your business name on Smart Booking widgets and booking pages.

Legal name

Used as the author name in the template library and for legal identification.

Referral link name

Used to build your public referral link. This value must be unique. Choose carefully: signups from your old referral links will not be credited to you after you change it.

Internal phone

Internal contact number for your team; not shown to leads.

Country

Region/State

Timezone

Default currency

Interface language

Used as your default interface language after login.

Niche

Assigned by your admin and locked for your account.

Public Branding

Control what leads and visitors see on widgets and public pages.

Public phone

Displayed on Smart Booking widgets and booking pages for leads.

Public email

Displayed on Smart Booking widgets and booking pages.

Website

Shown as your website link on Smart Booking widgets and booking pages.

Public contacts

Add social networks and custom public links for your contact page QR.

Brand tagline

Appears under your brand name on Smart Booking widgets.

Logo

No logo uploaded yet.

Recommended size: 512×512px. Shown on Smart Booking widgets, booking pages, and the template library. PNG, JPG, SVG, or WEBP.

Telegram Notifications

Connect your Telegram account and choose whether to receive lead/payment alerts.

Not connected

Scheduling Defaults

Set your default availability and buffers for booking flows.

Working hours

Mon

–

Tue

–

Wed

–

Thu

–

Fri

–

Sat

–

Sun

–

Uncheck a day to mark it as closed.

Slot duration (minutes)

Controls how long each booking slot lasts.

Scheduling timezone

Artificial Occupancy / Scarcity (%)

0%

Shows leads that some of your available slots are already taken, creating a sense of high demand.

Buffer before (minutes)

Buffer after (minutes)

Quiet hours start

We avoid sending notifications during quiet hours.

Quiet hours end

Security

Manage how you sign in to your account.

Current email

New email

Client Login

Reset your password

Choose a new password

Dashboard Workspace

My Leads

Contacts

Contact

Additional Info

Filled Quizzes

Billing Info

Files

Transactions

Activity

Smart Deposit

My Links

Transactions

Smart Invoicing

No invoices yet

Smart Booking

Booking Calendar

Transactions / Links

Smart Booking Template

Translations

Title & Description

Question fields

Preview

Lead CRM

My Quizzes

Smart QR Code

Quiz QR Settings

Contact QR Settings

QR Analytics

QR Scans (Last 30 Days)

Business Passport

Address, Banking & Billing Contacts

Operations & Visibility (Витрина)

Strategic DNA (Мозги)

Capital Infrastructure (Ресурсы)

Special Data & Compliance (Спецданные)

Create New Quiz

Questions

Live Preview

Untitled quiz

Questions

Quiz Generator

AI prompt

Fast document upload

Word / HTML converter

PDF to HTML converter

Niche prompt

Instruction reference

Field format reference

AI Response

Generated quiz code

Referral Program

Referral link generator

Total earned

Total referrals

Active referrals

Your referrals

Marketing Assets

Finance / Stripe Connect

Express profile

Standard profile

Billing & Subscription

Current Plan

Available Plans

Credit Top-up

Quiz Payments Analytics

Total Paid Quizzes

Total Net Revenue

Integrations

Widget Integration

Widget Appearance & Behaviour

Live widget preview

Direct Link Integration

Notifications

Support Tickets

Ticket

Lead Exchange