🧁
Wednesday, 27 May 2026
Welcome back, Bouche Sucrée
Here is today's snapshot of your business.
Total Clients
128
▲ 6%
vs last month
To Collect
42,500 MAD
▲ 8%
3 invoices overdue
Monthly Revenue
186,200 MAD
▲ 12%
vs last month
Pending Invoices
9
3 overdue
across 7 clients
Sales — last 12 weeks
W10W12W14W16W18W20W22
Recent activity
- ✓
Hôtel Mamounia paid 8,400 MAD2 hours ago · Bank transfer
- ＋
New client Café Riad added5 hours ago · by Salma
- !
Invoice #FA-2026-0142 is overdueYesterday · Pâtisserie Al Andalous
- ✉
Quotation #DV-2026-0061 sentYesterday · Traiteur Casa Events
- 🧁
50pcs Plateau mignardises deliveredMon · Mme. Bennani
WhatsApp today
Bot & team activity
Conversations
47
Bot-resolved
68%
Handoffs
15
MonTueWedThuFriSatSun
Live conversations
- Café RiadOrders🤖 Bot: « Bonjour ! Voici notre menu… »
- Mme. BennaniCatering👤 Yassine: « I'll send the quote shortly… »
- Hôtel MamouniaBilling⚠ Awaiting handoff to Accounting
Clients
Manage your customers and their balances.
| Code | Name | Phone | City | Balance (MAD) |
|---|
Client Ledger
Statement of accounts — who owes what.
Bouche Sucrée
123 Rue des Délices, Casablanca · ICE 001234567000089
STATEMENT OF ACCOUNT
Period: 01 Jan 2026 — 27 May 2026
Client: Pâtisserie Al Andalous
Total Debit
68,400 MAD
Total Credit
52,000 MAD
Balance Due
16,400 MAD
| Date | Document | Description | Debit | Credit | Balance |
|---|---|---|---|---|---|
| 05 Jan 2026 | FA-2026-0012 | Plateau mignardises 50pcs | 12,000 | — | 12,000 |
| 22 Jan 2026 | RC-2026-0008 | Bank transfer | — | 10,000 | 2,000 |
| 14 Feb 2026 | FA-2026-0034 | Macarons (boîte de 12) × 40 | 9,600 | — | 11,600 |
| 02 Mar 2026 | RC-2026-0019 | Cheque #45221 | — | 8,000 | 3,600 |
| 18 Mar 2026 | FA-2026-0078 | Tarte au citron × 30 + Mille-feuille × 25 | 14,200 | — | 17,800 |
| 10 Apr 2026 | RC-2026-0031 | Cash payment | — | 6,000 | 11,800 |
| 02 May 2026 | FA-2026-0124 | Pièce montée — mariage Bennani | 18,600 | — | 30,400 |
| 20 May 2026 | RC-2026-0044 | Bank transfer | — | 14,000 | 16,400 |
Invoices & Quotations
Track every document from quote to paid invoice.
| # | Date | Client | Amount | Status |
|---|---|---|---|---|
| FA-2026-0142 | 22 May 2026 | Pâtisserie Al Andalous | 12,400 | ● Overdue |
| FA-2026-0141 | 20 May 2026 | Hôtel Mamounia | 8,400 | ● Paid |
| FA-2026-0140 | 18 May 2026 | Traiteur Casa Events | 22,800 | ● Sent |
| FA-2026-0139 | 15 May 2026 | Café Riad | 3,250 | ● Paid |
| FA-2026-0138 | 12 May 2026 | Mme. Bennani | 18,600 | ● Sent |
| FA-2026-0137 | 10 May 2026 | Restaurant La Sqala | 5,900 | ● Draft |
| FA-2026-0136 | 08 May 2026 | Boulangerie Atlas | 2,100 | ● Paid |
Bouche Sucrée
Invoice preview
InvoiceFA-2026-0140
Date18 May 2026
ClientTraiteur Casa Events
Due02 Jun 2026
Macarons (boîte de 12) × 609,000
Plateau mignardises 50pcs × 49,600
Tarte au citron × 81,520
Subtotal20,120
VAT 14%2,680
Total (MAD)22,800
Payments & Receipts
All money received, allocated to invoices.
| Date | Client | Method | Reference | Invoice | Amount (MAD) |
|---|---|---|---|---|---|
| 22 May 2026 | Hôtel Mamounia | Bank | TRF-99812 | FA-2026-0141 | 8,400 |
| 20 May 2026 | Pâtisserie Al Andalous | Bank | TRF-99780 | FA-2026-0124 | 14,000 |
| 15 May 2026 | Café Riad | Cash | RC-0044 | FA-2026-0139 | 3,250 |
| 10 May 2026 | Boulangerie Atlas | Cheque | CHQ-45221 | FA-2026-0136 | 2,100 |
| 02 May 2026 | Mme. Bennani | Cash | RC-0042 | FA-2026-0098 | 6,000 |
| 28 Apr 2026 | Restaurant La Sqala | Bank | TRF-99410 | FA-2026-0091 | 5,200 |
By method
-
Bank transfer62%
-
Cash22%
-
Cheque12%
-
Card4%
Reports
Quick insights — one click away.
Sales by period
MonthlyCompare your revenue across days, weeks, months.
Top clients
YTDYour most valuable customers this year.
Hôtel Mamounia92,400
Pâtisserie Al Andalous68,400
Traiteur Casa Events54,800
Overdue follow-up
3 clientsAging balance — who to call first.
0–30
14k31–60
11k61–90
9k90+
8.5kTax summary
Q2VAT collected and owed for the period.
Collected26,068
Due21,420
Payment methods
YTDHow customers usually pay you.
Best-selling items
Last 30dWhat sells most in your bakery.
- Macarons (boîte de 12)
- Plateau mignardises 50pcs
- Tarte au citron
- Mille-feuille
Employees
Assign each role to a teammate — clients are auto-redirected on WhatsApp when the bot detects a topic.
| Employee | Role | Hours | Active | Actions |
|---|
Role coverage
Each WhatsApp topic must have an active employee assigned. Unassigned roles fall back to Reception.
How redirection works
The bot detects the client's topic, then forwards the conversation to the assigned employee's WhatsApp number. Disabling an employee instantly re-routes their topic to Reception.
Team & Access
Invite teammates and control who can do what.
| Name | Role | Last login | Status | |
|---|---|---|---|---|
SB Salma Bennani | salma@bouchesucree.ma | Admin | Today, 09:14 | ● Active |
YA Youssef Amrani | youssef@bouchesucree.ma | Manager | Today, 08:02 | ● Active |
LM Leila Mansouri | leila@bouchesucree.ma | Cashier | Yesterday, 18:45 | ● Active |
KE Karim El Idrissi | karim@bouchesucree.ma | Viewer | 3 days ago | ● Invited |
Permissions
| Module | Admin | Manager | Cashier | Viewer |
|---|---|---|---|---|
| Clients | ✓ | ✓ | ✓ | — |
| Invoices | ✓ | ✓ | ✓ | — |
| Payments | ✓ | ✓ | ✓ | — |
| Reports | ✓ | ✓ | — | ✓ |
| Team | ✓ | — | — | — |
| Settings | ✓ | — | — | — |
Bot-assisted client conversations with smart routing to the right teammate.
Connected · +212 661 00 00 00
FAQ Intents
Intent: Greeting
Active
Hits this week: —
•
Resolved: —
✨
AI fallback
When no FAQ matches, the bakery AI assistant takes over.
Training data
Upload your menu, FAQ, allergen sheet — the AI uses these to answer.
⬆️ Drop files or click to upload (PDF, DOCX, CSV)
📄 menu-2026.pdfIndexed
📄 allergens.docxIndexed
🧁
Train your bot — see exactly what your clients see
Pick a real-life client question on the left, watch the bot reply in WhatsApp, and follow the routing decision live as it lights up the path to the right teammate.
Client scenarios
CL
Client
online
Speed
1×
Routing decision — live
How the bot routes a message
💬 Client message
→
🤖 Bot detects intent
→
🏷️ Topic match
→
👤 Routes to assigned agent
Routing rules (Topic → WhatsApp number)
| Topic | Keywords | Agent | WhatsApp number | Active |
|---|
Pre-approved Meta WhatsApp message templates — used by the bot or sent manually.
Order confirmation
● ApprovedBonjour {{1}}, votre commande #{{2}} est confirmée pour le {{3}}. Merci ! 🧁
Used 142× · FR
Payment reminder
● ApprovedHello {{1}}, a quick reminder that invoice {{2}} ({{3}} MAD) is due on {{4}}.
Used 38× · EN
Delivery ETA
● Approved{{1}}, votre livraison arrive dans environ {{2}} minutes. 🛵
Used 91× · FR
Birthday promo
● Pending🎂 Joyeux anniversaire {{1}} ! Profitez de -15% sur votre prochaine commande avec le code BDAY15.
Awaiting Meta review
Quote ready
● ApprovedBonjour {{1}}, votre devis #{{2}} est prêt. Total : {{3}} MAD. Répondez OUI pour confirmer.
Used 27× · FR
➕
Submit a new template
approved by Meta in 24–48h
Submit a new template
approved by Meta in 24–48h
WhatsApp Cloud API
Business hours
Default human handoff
Used when no routing rule matches the conversation topic.
Notifications
- Notify me on new conversation
- Notify on bot handoff
- Daily digest by email
Birthdays 🎂
Send a personal note — a small gesture builds loyalty.
—
🎂 Today
0
clients celebrating
📅 This week
0
next 7 days
🗓 This month
0
in —
📬 Wishes sent
128
this year
🎂 Today
—Coming up
Birthday offer
Auto-Send to WhatsApp
○ Inactive
⚡ Scheduler runs while this tab is open. WhatsApp links open automatically at the configured time.
Message template
Variables: {name}, {code}, {discount}, {age}
Gift ideas
- 🧁 Free box of 6 macarons
- 🍰 Personalised mini-cake on first order
- ☕ Free coffee on next visit
- 📝 Handwritten card with delivery
Scheduled Queue
Next 30 days · auto-send targets
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