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Dashboard
📊 Tasks
Metrics Overview
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Due Today & Overdue
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🔴 Overdue & Due Today by Assignee
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🎯 Opportunities
Top 5 Accounts by Amount
Opp Pipeline
Closed vs Open
Forecast
Top 5 Opportunities by Rating
Status Summary
Top 5 Partners by Amount
Quote Builder — 2 Tier
⟲ click row to Goal Seek
Vendor disc → Dist cost · Dist margin → Res cost · Res margin → Cust price
List Price
Distribution
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Vendor Disc% + Dist Margin%
Res Cost (disc off list)
Customer Price (disc off list)
Commission
+Add line item
Subtotals
$0.00
$0.00
$0.00
$0.00
Quote Builder — 1 Tier
Vendor → Reseller → Customer · Manual disc% per tier
List Price
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% off list / Ext $
Disc% off list / Ext $
+Add line item
Subtotals
$0.00
$0.00
Quote Builder — Direct
Vendor → Customer · Adjust price or disc% directly
List Price
Customer
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% / Price
Ext $ / Unit
+Add line item
Subtotals
$0.00
Saved Sessions
Save and restore quote builder states by name
No saved sessions yet. Use the 💾 Save Session button on any quote builder.
📊 Task Metrics
All metrics update automatically from task data
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🟡 Due Today
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📋 All Tasks
🏢 Accounts
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👥 Contacts
Team Members
🔴 Overdue Tasks
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Commission Calculator
SKU
Description
Commission
Rate
Change Rate
TOTAL COMMISSION
$0.00
Distribution Quote
Reseller Quote
Customer Quote
Saved Quotes
Total $
Quote #
Type
Party
Date
Total
Actions
Invoices
Invoice #
Status
Bill To
Opportunity
Quote
Issued
Due
Total
Actions
Distributor Contacts
View distributor cards in Accounts.
Reseller Contacts
View reseller cards in Accounts.
Accounts
🏢 Accounts
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🤝 Strategic Partners
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🔄 Resellers
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📦 Distributors
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📋 Task Assignees
Check Admin next to your name — AI-generated tasks will be assigned to that person by default.
👥 Contacts
Product / SKU Catalog
SKU
Description
List Price/Yr
COGS
Margin
Vendor & Quote Defaults
Company Logo
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Upload your company logo to display on all generated quotes above the company name.
Your Company
Quote Defaults
Legal Terms & Conditions
Distribution Quote Terms
Reseller Quote Terms
Customer Quote Terms
Tax & Shipping Settings
Tax & Shipping
👥 Working with others
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👤 Profile
💰 Commission & Quota
Commission Rates
Quota
🎤 Voice Assistant
Click the red 🎤 button in the top nav to activate. Say "help" to see all voice commands.
AI Assistant
✨ AI is included with your Ergentor.ai account
All AI features are ready to use — no API key or setup required. Your CRM data stays private to your account and is never shared with other users.
Teaches every AI feature how selling actually works in your market — who sits on the buying committee, the terminology, the deal risks and the signals worth acting on. Your own CRM data always takes priority over industry background.
🎭 AI Chat Persona
Changes how the AI communicates with you in chat. Generated content (emails, reports, plans, tasks) is always professional regardless of this setting.
🎯 Sample Success Criteria
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🔔 Task Email Reminders
Controls when the daily email reminder cron starts and stops for tasks with Enable email reminders checked. The reminder window runs from X days before due through Y days after due.
🔗 Connect to Email and Calendar Accounts
Connect an account once, then switch on what you want it to do. Calendar works straight away. Sending asks for one extra permission when you enable it — kept separate on purpose, so that if your IT department blocks outbound mail you still keep your calendar.
Where the “Draft in mail app” option opens your emails. “System default” uses your computer’s default mail app — set Apple Mail or Outlook as the default there to use them.
Advanced — use your own app registration
Only needed if your IT department requires the connection to run through your own Microsoft or Google app registration. Leave these empty to use Ergentor.ai’s.
Microsoft Calendar — One-time Azure setup required:
1. Go to portal.azure.com → App registrationsNew registration
2. Name: anything (e.g. "Ergentor.ai") · Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (the 3rd option)
3. Redirect URI → Single-page application (SPA) → paste your app URL exactly:
  
4. After creating: API permissions → Add → Microsoft Graph → Delegated → add Calendars.ReadWrite and User.Read
5. Copy the Application (client) ID from the app overview page and paste it below
Your redirect URI (copy this exactly into Azure):
🛡 Security Settings
🔑 Password Reset
🔐 Two-Factor Authentication
Add a second layer of security. After your password, you'll enter a 6-digit code from your authenticator app.
Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, and any TOTP-compatible app.
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👥 Share my CRM with someone
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Join a Team
Have an invite code from an admin? Enter it below to link your account.
📈 See my team’s pipeline
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🔗 Integrations
Cloud storage
Attach Google Drive or OneDrive/SharePoint files to an account from the account’s Documents section. Ergentor.ai stores a link only — never a copy — so the file never goes stale and your records stay small. Uses the Google/Microsoft Client IDs from Calendar settings.
Import from Google Contacts
Bring your Google contacts in as accounts and people. Contacts are grouped by their company (or work email domain); anything that already exists is shown for review before anything changes — the same duplicate check the CSV import uses. Administrator action.
Secondary currency
Show a second, converted figure next to invoice totals — useful when quoting a customer who thinks in another currency. Uses European Central Bank reference rates (free, updated each weekday). Display only: stored amounts and printed invoices are unchanged.
Calendar export (.ics)
Download open tasks and calendar events as a standard .ics file — imports into Apple Calendar, Outlook, Google Calendar and anything else that reads iCalendar.
🏢 Company Workspace
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⚖ Record Ownership
🎤 Meeting Recorder
ℹ️ How to get your key
1. Go to assemblyai.com and sign up (free $50 credit included).
2. In your dashboard, copy your API Key.
3. Paste it above and click Save Key.

🔒 Best-in-class speaker detection. Audio is not retained after transcription.
SOC 2 Type II certified. ~$0.65/hr. Privacy Policy
💳 Plans & Billing
Your Ergentor.ai plan and monthly AI credit. Open Plans & Billing to see the current plan, usage against the AI credit, and upgrade options.
🔍 AI Search Index
JOAN uses semantic (meaning-based) search to find related notes, tasks, and documents — even when the wording is different. The index updates automatically after saves; use the button below to re-index everything from scratch (e.g. after a backup restore).
🧾 Invoice Terms
🔗 Outbound Webhooks
Send CRM events to Slack, Microsoft Teams, or any URL. Point one at Zapier, Make or n8n to reach thousands of other apps. Payloads include record names and values — only send them somewhere you trust.
Slack: create an app at api.slack.com → Incoming Webhooks → copy the URL.
Teams: in the channel, Workflows → “Post to a channel when a webhook request is received” → copy the URL. (The older Office 365 connector webhooks were retired in May 2026.)
Connect Slack in one click
Sign in to Slack, pick the channel on Slack’s own screen, and the destination is created for you — no app to create, no URL to copy. You choose which events it receives afterwards.
🖼️ Account Logos
🔒 Data Backups
Automatic snapshots, all in your local time: hourly from 6am to 6pm (rolling 24 snapshots) plus one end-of-day snapshot (rolling 7 days). Photos and large attachments are excluded to keep backups lean.
Each restore saves your current state first so you can undo.
Full export — all data incl. contacts, photos & brand assets, as one JSON file.
Open this section to load backups.
Delete Account
Strategic Partners
View strategic partner cards in Accounts.
🎯 Opportunity Planner
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