Customer Dashboard

What customers see after setup starts

After payment, your Cliphorium dashboard shows what we're setting up, what access is needed, what your Cliphorium agent is watching, and what is waiting for approval.

Demo dashboard
Setup Status
Site Watch Agent
Setup in progress

3 of 6 steps complete

  • Payment received
  • Setup questionnaire started
  • Key pages submitted
  • Access needed confirmed
  • First workflow map awaiting approval
  • First test run pending
Access Needed
Website URLReceived
Key pages to monitorReceived
Contact form URLNeeded
Alert emailNeeded
CMS / admin accessOptional later
GitHub / repo accessOptional later

Access is scoped to the workflow. We start with read-only discovery when possible.

Your First Workflow
1
Trigger
Contact form check fails
Your Cliphorium agent detects the contact form is unresponsive or returning an error during a scheduled check.
2
Cliphorium agent action
Investigates the issue and drafts a fix plan
The agent reviews what changed, documents the failure, and prepares a recommended fix plan. Nothing is sent or changed yet.
3
Approval gate
Owner reviews the recommendation
You receive a summary in your dashboard. You can approve, request changes, or dismiss. No action happens without your go-ahead.
4
Safe action
Approved patch plan moves forward
Once approved, the fix plan is handed off to the relevant party or queued for implementation. The agent confirms completion.
✓
Activity history
Every check, recommendation, and approval is logged
A complete trail of what was detected, what the agent recommended, and what you approved is available in your activity history.
Waiting for Review
Contact form issue fix plan
Severity: High Waiting for approval
Lead follow-up draft
Severity: Medium Draft ready
Weekly site health summary
Severity: Low Ready to review
Recent Activity
10:22 AM
Site check completed
10:23 AM
Contact form test failed
10:25 AM
Issue summary drafted
10:27 AM
Fix plan prepared
10:31 AM
Waiting for approval
Cliphorium Agent Rules

Business voice

Friendly, direct, professional

Do say

  • Ask for missing details
  • Confirm next step
  • Stay helpful

Do not say

  • Guarantee pricing
  • Promise same-day service
  • Send replies without approval

Escalate if

  • Angry customer
  • Refund request
  • Legal threat
  • Emergency or VIP customer
Approval mode: Draft-first. Owner approves before send or patch.
Weekly Snapshot
24
Checks completed
2
Issues detected
1
Fix plan drafted
6
Lead drafts prepared
4
Actions approved
0
Blocked actions
Plan & Billing
PlanSite Watch Agent
SetupPaid
SubscriptionActive
Next billing dateMay 29
Manage billing
Get Started

Ready to map your first workflow?

Start with an Agent Ops Audit. We'll identify the safest first workflow, confirm what access is needed, and keep important actions approval-gated.

Book Audit View Templates