Month-on-month. Auto-generated 1st of month. Review, edit, send.
Cumulative client engagement — quality + quantity — from WhatsApp, calls (TLDV) and phone.
🧭 Client Coach — how do I answer the client? Ask, and get the best response from our approved playbook + real calls
AM Matrix
AM Scorecard
🔒 Manage is for admins. Enter the PIN to edit AMs, assignments, goals, and WhatsApp.
Account Managers
Accounts sync
Pull every account connected in Sellermate (including newly added ones) into the tool + refresh entity IDs. Safe anytime — it upserts by account id and never creates duplicates. (Same-name accounts across marketplaces are separate Sellermate accounts, shown with their country.)
WhatsApp (Periskope)
Credentials are stored write-only — they're used by the send function and can't be read back here.
Whapi (test — runs parallel to Periskope)
Test the Whapi channel without affecting anything live — Periskope stays the sender for all real updates/reports. Use this to verify connection, groups, history fields and a test send before we migrate.
Active WhatsApp sender (all live sends/reports use this; switch to Periskope to roll back instantly):
Salestrail (phone-call tracking)
Configure Salestrail's Push API / Webhook with the URL + Basic-auth credentials below. Calls then flow into the AM engagement + sentiment view. Map AMs by their Salestrail login email (= their app email) or phone (= the number set in Account Managers).
Approved devices
Approve the laptops AMs use. They'll show you a device code on their sign-in screen.
Daily sweep roster
Pick which AM's accounts get the deep daily sweep on each weekday (7 AM IST). Leave a day blank to skip it. WoW runs every Monday and MoM on the 1st for ALL accounts regardless.
Learning material
Add a YouTube link (unlisted is fine) or upload a PDF, then assign it to users. It appears in their "My Learnings" tab and completes only after they watch the full video / spend the set time on the PDF.
min mins
Last month review + next-month action plan per account. Auto-generated 1st of month.
Pick an advertiser, paste ASINs, choose targeting + strategy. Keywords / product targets autofill live from the account's Search-Term + SQP reports (editable). SKUs resolve automatically. Review each draft, then create — campaigns default to PAUSED so you can switch them on after a look.
💰 Money Keyword — for each keyword: is the brand visible (SP · SB · SBv · Organic), at what rank, which product
Enter a brand and comma-separated keywords. We search each on Amazon and report where the brand shows up. SP & Organic = exact (live position + product). SB / SBv = heuristic (best-effort banner detection from the page — may miss; treat as indicative, not authoritative).
📊 Opp Board — last-30-day performance, fetched on demand and cached
🎯 Growth Plan — a growth plan built from your real data, to get you and the client on the same page (Sellermate + SellerSprite)
🔎 Listing Auditor — a detailed check of up to 20 ASINs that finds listing problems and simple fixes to get more sales, and keeps you within Amazon's rules (live listing text + images + keyword + review data). ⏱ ~25s per ASIN, about 8 minutes for a full 20.
Pick an account for the right marketplace + keyword/review grounding, then paste ASINs (or load the account's products).
Day-over-Day — yesterday's performance vs goal.
Month-to-date results vs the goal for the days gone so far.
📚 Your assigned training. Watch the full video / spend the required time on a PDF, then mark it done.
📅 Attendance & My Leaves — your attendance, leave & WFH balances
👤 Employees — onboarding, records & offboarding · HR / admin only · documents are private
🗓️ Account Timeline — what has happened on this account
🧭 Org Chart — reporting hierarchy
Accounts — assignment · goals · WhatsApp group
Only assigned accounts are swept. Goals: target ACoS (%), monthly Ad Sales, target CPC. Set Priority/focus and Client messaging context here — the sweep reads them.
Bulk-set AM, intern, goals, priority & comms (and WhatsApp group by name). Download the template (pre-filled with current values), edit, re-upload. Empty cells are left unchanged; accounts are matched by account_id.
Auto-matches each unmapped account to a WhatsApp group by name (load groups first in Manage). Suggestions only — confirm each below.
💬 Ask the agency assistant
ROI & capacity (real-time)
Pool ROI
Quarterly churn (Indian FY)
Staff — salary · capacity · pool (admin only)
Clients — revenue · lifecycle
Revenue (monthly fee), start/churn dates and status live at the client level — entered once per client even if the client runs several ad accounts. Add clients that are not in Sellermate here too (tick Manual) so revenue is fully attributed. Link ad accounts to a client in the table below.
Ad accounts — link to a client
Every Sellermate account. Attach each to a client so its revenue rolls up correctly. Accounts left unattached are not counted in revenue/ROI.
🐞 Bugs & fixes
Everyone can report and upvote. Ops generates a proposed fix with Claude (frontend only). An admin reviews the change and deploys it.
Users
Add allowed users — they then sign in with Google. Removing a user revokes access immediately.