Pronto AI - User Guide

• Go to the Login Page.
• Enter your registered Email Address.
• Click the "Continue with Email" button.
• You can also use alternate login options such as Google or Microsoft.

Tip: Always use the email address that was registered by your organization.

• A 4-digit verification code will be sent to your email.
• Check your inbox (or spam folder) for the code.
• Enter the OTP in the boxes provided on the screen.
• If you do not receive the code, click on "Request a new code".

You can also use the "Open Gmail" or "Open Outlook" buttons to access your code directly.

• A 4-digit verification code will be sent to your email.
• Check your inbox (or spam folder) for the code.
• Enter the OTP in the boxes provided on the screen.
• If you do not receive the code, click on "Request a new code".

You can also use the "Open Gmail" or "Open Outlook" buttons to access your code directly.

• Monthly/Yearly Toggle: Use the toggle switch to select your billing cycle (Save up to 50% on Yearly plans).
• Choose Plan: Select either the Free or Pro plan based on your requirements.
• Start Free: Click the button to gain access to the dashboard.

When you open an asset, the detail page is organized into multiple tabs:

• Asset ID – Unique identifier for each asset.
• Asset Name – Name or label of the asset.
• Asset Type – View depreciation values and financial lifecycle data.
• Category & Subcategory – View and download documents linked to the asset.
• Department – View a complete history of all past assignments for the asset.
• **Asset Status ** – View a complete history of all past assignments for the asset.
• Assign To – View a complete history of all past assignments for the asset.
• Assigned Date – View a complete history of all past assignments for the asset.

Each asset also features a unique QR Code that can be scanned for instant identification and quick access to its records.

To open an asset, click on its name from the All Assets list.

Follow these steps to assign an asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Assign Asset" from the available actions.
3. Fill in the required fields in the Assignment Details section:

1. Select Asset

• Choose the asset you want to assign from the dropdown list.
• Only available (unassigned or eligible) assets will be shown.
• This is a mandatory field.

2. Assign To

• Select the employee or team member to whom the asset will be assigned.
• The list includes all available users in the system.
• This is a mandatory field.

3. Assignment Date

• Displays the date when the asset is being assigned.
• By default, the current date is selected.
• You can change the date using the calendar picker if needed.

4. Notes (Optional)

• Add any additional details such as asset condition, special instructions, or temporary assignment details.

4. Click "Assign Asset" to complete the process.

The asset will be linked to the selected employee and the assignment details will be updated in the system.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to unassign an asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Unassign Asset" from the available actions.
3. Fill in the required fields in the Unassignment Details section:

1. Select Asset

• Choose the asset you want to unassign from the dropdown list.
• Only currently assigned assets will be displayed.
• This is a mandatory field.

2. Unassign Date

• Displays the date when the asset is being unassigned.
• By default, the current date is selected.
• You can modify the date using the calendar picker if required.

3. Notes (Optional but recommended)

• Enter the reason or additional details for unassigning, such as:
  • Employee resignation
  • Asset returned
  • Asset transfer to another department

4. Click "Unassign Asset" to remove the asset from the selected employee.

The asset will become available for reassignment and all assignment details will be updated in the system.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to attach a sub-asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Attach Sub-Asset" from the available actions.
3. Fill in the required fields:

1. Select Parent Asset

• Choose the main asset to which you want to attach a sub-asset.
• This represents the primary asset (e.g., Laptop, Machine, Device).
• Only eligible assets will be displayed in the dropdown.
• This is a mandatory field.

2. Select Sub-Asset

• Choose the asset that will be attached as a sub-asset.
• This represents a dependent or associated item (e.g., charger, mouse, accessory).
• Only unlinked or available assets will be shown.
• This is a mandatory field.

4. Click "Attach Sub-Asset" to link the selected sub-asset to the parent asset.

Note:
Once attached, the sub-asset becomes part of the parent asset and may no longer appear as an independent asset in certain views. The relationship will be reflected in the asset details.

Click "Cancel" at any time to discard the process without saving any changes.

Follow these steps to detach a sub-asset:

1. Go to the Asset module from the left sidebar.
2. Click on "Detach Sub-Asset" from the available actions.
3. Fill in the required field:

1. Select Sub-Asset

• Choose the sub-asset you want to detach from the dropdown list.
• Only currently attached sub-assets will be displayed.
• This is a mandatory field.

4. Click "Detach Sub-Asset" to remove the selected sub-asset from its parent asset.

Note:
Once detached, the sub-asset becomes an independent asset again and can be reassigned or attached to another parent asset. The relationship with the previous parent asset will be permanently removed.

Click "Cancel" at any time to discard the process without saving any changes.

When you open an asset, the detail page is organized into multiple tabs:

• Detail – View the asset's name, unique ID, current status (e.g., Active, Under Maintenance), purchase details, and linked documents.
• Maintenance – View maintenance records and schedules for the asset.
• Depreciation – View depreciation values and financial lifecycle data.
• Document – View and download documents linked to the asset.
• History – View a complete history of all past assignments for the asset.

Each asset also features a unique QR Code that can be scanned for instant identification and quick access to its records.

To open an asset, click on its name from the All Assets list.

Used to track all maintenance-related activities:

• Add service schedules and remarks.
• Monitor past or upcoming repairs.

Manages the asset's financial depreciation:

• View depreciation rate/method.
• Track accumulated depreciation.

Stores invoices, warranty cards, or service reports.

Tracks changes like:

• Who updated
• What changed
• When it was changed

Navigation Path: Dashboard → Asset → Assets With Me

This page shows all assets currently assigned to the logged-in user.

Fields Description

• Asset ID - Unique asset code (clickable).
• Asset Name - Name of the asset.
• Category - Category (e.g., IT Equipment).
• Department - Linked department.
• Location - Physical location.
• Status - Active, Inactive, or Under Maintenance.
• Purchase Date - Date of purchase.
• Supplier - Vendor name.
• Actions - Edit, Delete, etc.

1. Go to Asset → Assets With Me.
2. Click Transfer Request.

Fields:

• Asset
• Employee
• Reason

Click Save or Cancel.

• Pending → Waiting approval
• Approved → Transfer done
• Rejected → Request denied

Filter assets by category, department, location, or status.

Show/hide or rearrange columns as needed.

Upload asset data from Excel or CSV.

• Excel: for offline record-keeping
• PDF: for printable reports

Create QR/barcode labels for physical tagging.

Manage asset status or remove records.

⚠️ Once deleted, records can't be recovered.

• Log in to the PRONTO dashboard.
• From the left sidebar, click on Employees.
• You'll see the list of all employees registered in the system.

1. Click on the Add Employee button (usually on the top-right).
2. Fill in all required fields in the Profile Info tab:
   • Full Name
   • Gender
   • Date of Birth
   • Mobile Number
   • Email Address
   • Country, State, City
   • Address and Pin Code
3. Click Save to create the employee record.

• Click on an employee's name from the list.
• You'll be taken to the Employee Detail page with multiple tabs:

Tabs

• Profile Info - Personal details (Name, DOB, Contact Info).
• Work Info - Job title, Department, Joining Date, Reporting Manager, etc.
• Documents - Upload ID proofs, resumes, or contracts.
• Permissions - Assign system roles or access levels.
• Assigned Asset - View or assign company assets (e.g., laptop, ID card).
• ORG Chart - Check the employee's position in the organization structure.
• History - View past updates or activity logs.

After making any edits, click Update / Save Changes.

The Profile Info tab allows you to view and manage personal details of an employee.
All fields marked with an asterisk (*) are mandatory.

1. Go to the Documents tab.
2. Click Upload Document.
3. Select the file (PDF, JPG, PNG, etc.) and upload it.
4. Add a brief Document Name or Description (e.g., "Aadhar Card", "Offer Letter").

1. Navigate to the Permissions tab.
2. Assign a Role (e.g., Admin, HR, Manager, Employee).
3. Define Access Rights such as:
   • View Only
   • Add/Edit
   • Delete

1. Click on the Work Info tab.
2. Fill or view:
   • Designation
   • Department
   • Date of Joining
   • Reporting Manager
   • Employment Type (Full-Time, Intern, etc.)
3. Click Save when done.

• Open the Assigned Asset tab.
• View all items given to the employee.
• Click Assign New Asset to allocate new equipment.

• Go to the ORG Chart tab to view the employee’s position in the company hierarchy.
Displays
• The employee’s position in the company structure
• Their reporting manager
• Team members reporting to them

1. Open the Work Info tab of an employee.
2. In the Reporting Manager field, select the correct manager or supervisor.
3. After saving, the hierarchy will automatically reflect in the ORG Chart tab.

• Top Node → Senior roles (e.g., CEO, HR Head)
• Sub Nodes → Employees reporting to those roles

The ORG Chart helps visualize the company’s hierarchy clearly.

• Open the History tab.
• Review all updates and changes made to the employee record.
• Helps maintain transparency and audit tracking.

Purpose: Quickly search and narrow down employee records.

Usage:

• Click Filters.
• Filter employees by department, designation, status (Active/Inactive), or location.

Purpose: Bulk upload employee data from an external file (e.g., Excel or CSV).

Usage:

• Use for adding multiple employees at once.
• Ensure your file has correct column format (Name, Email, Department, etc.).

Purpose: Download employee list in Excel format (.xlsx).

Usage:

• Click this to generate a detailed Excel sheet for HR reports, audits, or data backups.

Upon opening the Supplier module, a table appears displaying the existing supplier records.

Table Columns:

• Supplier Name – Name of the supplier or vendor
• Email – Contact email address of the supplier
• Contact – Supplier's mobile or phone number
• Address – Physical address of the supplier
• City – City where the supplier is located
• Country – Country of the supplier
• Actions – Delete icon to remove a supplier record

At the bottom, pagination controls are available — Previous and Next — to navigate between pages if multiple records exist.

Click Add Supplier and fill in the required details such as:

• Name
• Email
• Mobile No
• Address
• Country
• City

After filling in all fields, click Add to save the supplier details.

Access bulk options: Filters, Custom Table, Delete, Inactive, Active, Import, Export (Excel/PDF).

Navigate to the Designation module from the Master Data section in the left sidebar.

View all designations with columns for Designation Name, Description, and Actions (🗑️ Delete).

Click Add Designation → Fill Name and Description → Add to save.

Click to remove a designation or edit details as needed.

• Use options for Delete, Inactive, Active, Import, Export (Excel/PDF).
• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.

View all units with columns: S.No, Unit Name, Unit Code, Status, Description, and Actions.

Click + Add Unit → Enter Unit Name, Code, Status, and Description → Save.

Bulk manage using Delete, Inactive, or Active options.

Go to Master Data → Brand. Columns: S.No, Brand Name, Category, Status, Description, and Actions.

Click Add Brand → Fill details → Save.

Use More Actions dropdown to Delete, Inactivate, or Activate Multiple brands.

The Super Admin Module is designed for platform-level administrators who manage global settings, app content, system configurations, and user-level permissions across the entire Pronto AI system. Super Admin has full access to all advanced controls such as user subscriptions, coupons, translations, blog manager, languages, activities, and platform plans. This module is not visible to regular users — only to system-level administrators.

This section displays all user reviews submitted for the system. It includes details like:

• Review ID
• Company ID
• Rating (stars)
• Review Title
• Submitted By
• Review Summary
• Action buttons (Delete)

Use this page to monitor user experience and maintain service quality.

This section allows the Super Admin to manage all bug reports submitted by users.

Each bug report contains:

• Bug ID
• Company ID
• Bug Title
• Submitted By
• Severity (Low / Medium / High)
• Status (Opened / Fixed / Closed)
• Actions (Delete)

You can also update the bug status using the status dropdown.

• The More Actions menu allows the admin to download the full bug report list in multiple formats.
• This helps in maintaining records, sharing data, and analyzing bug logs offline.

Available export options:

• Download as Excel
• Download as PDF
• Download as ZIP (if enabled)

These formats ensure smooth data portability for audits and management reporting.

1. Go to Super Admin → Report Bug.
2. Click the More Actions button (three-dots icon) in the top-right corner of the table.
3. A dropdown will appear with export options:
   • Excel
   • PDF
   • (Optional) ZIP
4. Select the format you want.
5. The file will begin downloading automatically.

This is helpful for teams who require offline access or need to share reports with QA or management.

This page displays a complete list of companies signed up on the platform.

Details shown in the table:

• Name
• Company Name
• Mobile Number
• Signed Up Date
• Trial End Date
• Employee Count
• Plan (Free / Pro)
• Status (Active / Incomplete)
• Last Signed In

This helps admins monitor subscription usage and company activity.

The admin can manually create a new company subscription.

Fields included:

• Company Name
• Email
• Plan (Free / Paid)
• Recurring Type
• Contact Number

Click Create Account to add the company to the system.

Useful for manual onboarding or pre-account setup.

The More Actions menu helps admins customize the table or export subscription data.

Options include:

• Filters — Filter companies by plan, status, or date
• Export — Download subscription records
• Custom Table — Show or hide table columns

These tools help in reporting, auditing, and viewing data in a customized way.

1. Go to Super Admin → User Subscription
2. Click the More Actions (three dots) button
3. Choose from:
   • Filters
   • Export
   • Custom Table
4. Apply filters or download the file as needed

This helps teams manage subscription data easily and access offline reports.

Go to Super Admin → Coupon

This will open the Manage Coupons page.

Click on the Add Coupon button located at the top-right corner. A popup form will appear. Enter the required fields as described below:

The Translation Management module allows Super Admins to manage multilingual content across the entire application. You can add new translation keys, update existing values, and import or export translations for bulk operations.

The Translation page displays all existing language keys along with their translated values.

To add a new translation key:

1. Click on Add New Key.
2. A modal will open.
3. Select a language.
4. Enter a language key (e.g. welcome_message).
5. Enter its initial English value.

In the More Actions dropdown, admins can:

1. Import translation files
2. Export all translation keys to Excel

Admins can update translations directly inside the input fields for each key and click Save to apply the changes.

The Contact Management module allows Super Admins to view and manage all user inquiries, blog subscribers, and chatbot contacts.

This tab shows all messages submitted via the website Contact form. Admins can view:

Long messages include a See more option.

This tab displays all users who subscribed to receive blog updates.

Each entry includes:

This helps admins track engagement and interest.

The ChatBot Contact tab lists all inquiries generated through the chatbot system.

Admins can view:

This helps track leads coming specifically from chatbot interactions.

• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.
  • Export all contacts to Excel
  • Export all contacts to PDF

The Language Management section allows Super Admins to add, view, and delete languages supported by the system. Each language includes a name and a flag icon for easy identification.

This page displays a list of all active languages in the system. For each language, you can see:

Flag

Language Name

Delete Action

You can also navigate between pages using the pagination buttons.

To add a new language:

Click on the Add Language button.

A modal will open.

Enter the Language Name (e.g., English).

Enter the Language Code (ISO 639-1) (e.g., en).

Click the Add Language button to submit.

The Blog Manager lists all blogs created by admins. It displays:

Blog Image

Title

Status (Draft / Published)

Created Date

Admins can:

Edit blog

Delete blog

View blog

Create new blog

The Create New Blog page allows admins to add and publish new blogs. You can enter:

Blog Title

Subtitle

Short Description

Tags

Blog Content

This section is used to create and prepare a blog before publishing.

Here, admins can upload the featured blog image. Supported formats include JPG, PNG, WebP. This image appears on both the Blog List and Blog Detail pages.

Admins can add different blog blocks such as:

Headings

Text paragraphs

Images

Custom content sections

This helps create a well-structured and detailed blog post.

Admins can add:

Headings

Paragraphs

Images

Custom content blocks

SEO settings include:

Slug

Meta Title

Meta Description

Keywords

Admins can Save, Preview, or Publish blogs.

The Plan List displays all active plans along with:

Plan Name

Plan ID

Number of Resource Limits defined

Number of Features enabled

Admins can click the Edit button to modify a plan anytime.

To create a new subscription plan:

Click the Create New Plan button.

A pop-up form will appear where you can enter the plan details:

Plan Name

Plan ID

Add Resource Limits (optional)

Add Feature Toggles (optional)

Click Create Plan to save.

This feature helps admins define custom plans tailored to different pricing or access tiers.

Admins can update:

Plan Name

Plan ID

Add or remove Resource Limits

Add or remove Feature Toggles

Editing helps keep plan structures updated as new features or rules are introduced.

This section shows a complete list of incomplete or partial user activities. Each row displays:

Activity Type (e.g., Sent Email, Filled Basic Info, Viewed Plan Page)

Action By (User email or identifier)

Timestamp (Date and time when activity occurred)

Admins can scroll through the table or use pagination controls to move between pages.

This helps track user behavior and identify where the onboarding or interaction flow may be breaking.

The More Actions dropdown provides export options for downloading activity logs.

Admins can:

Export activity data to Excel

Export activity data to PDF

These exports help in offline analysis, auditing, and internal reporting.

The Report a Bug section helps users identify, document, and submit any technical or functional issues encountered in the application.

Go to the left sidebar and click:

This will open the bug reporting dashboard.

The main page displays all previously submitted bug reports.

If no reports are available, a message will appear:

"No Reports Available."

Click Add Report or Report a New Bug (top-right) to create a new entry.

When you click Add Report, a form will appear with the following fields:

• Bug Title* – Enter a short, descriptive title.
• Page URL* – Enter the exact page link where the issue occurred.
• Description* – Describe the issue clearly.
• Steps to Reproduce* – Steps to re-create the bug.
• Attachment – Add screenshots or files.
• Severity* – Low, Medium, High, Critical.
• Device Type – Desktop, Mobile, Tablet.

After completing all required fields, click Submit Report.

To stop the process, click Cancel.

After submission:

• All reports will appear in a structured list.
• Use the Search Bar to filter reports.
• Use Pagination to navigate multiple pages.

The More Actions menu provides:

• Export to Excel (.xlsx)
• Export to PDF

• ID (e.g., RF-001)
• Rating (1–5)
• Review Title
• Submitted By
• Review Summary
• Date Submitted
• Actions (delete)

• Search bar for filtering
• Pagination for multiple pages

Steps:

1. Click Write a Review
2. Enter Rating, Title, Review Text
3. Enable Submit Anonymously if needed
4. Click Submit Review

• The More Actions menu provides access to additional options, including editing, deleting, and managing various administrative functions.

The Language Switcher allows users to change the entire system’s language instantly.
Currently, the supported languages are:

• 🇮🇳 Hindi
• 🇸🇦 Arabic
• 🇺🇸 English

This feature helps multilingual teams access the dashboard in their preferred language.

1. Go to the top navigation bar.
2. Click on the Language Icon (flag icon).
3. A dropdown menu will appear with available languages:
   • Hindi
   • Arabic
   • English
4. Click on the language you want to switch to.
5. The dashboard UI will refresh and load in the selected language.

The Language Switcher is located on the top-right corner of the dashboard navbar, next to:

• Notifications
• Theme switcher
• User profile menu

• Create New Ticket: Click "Go to Create New Ticket" to submit a formal request for technical help, report a bug, or send a service inquiry.
• View My Tickets: Click "Go to View My Tickets" to monitor the progress of active requests, read updates from the support team, and review resolution history.
• Self-Service: Use the "Documentation" link within the info dropdown for instant access to feature guides and FAQs.

A floating "Pronto - Tap to open" button is always available in the bottom-right corner of the dashboard. This provides a direct line to our AI assistant or live support agents for real-time troubleshooting.

• Billing Information: Update your preferred Payment Method, select your Billing Interval, and enter your VAT/GST Number for tax compliance.
• Company Address: Edit your Your Address and Billing Address to ensure all financial documents are legally accurate.
• Invoice History: The Invoices table lists all past transactions, including the Date, Plan name, and Amount paid. You can track your payment history directly here.
• Saving Changes: Always click the "Save" button at the bottom right after updating any billing or address details.

Tip: Keeping your VAT/GST information updated ensures that your invoices are generated with the correct tax deductions for your region.

• Plan Comparison:
  • Free Plan: Suitable for getting started, supporting up to 20 users and 500 assets.
  • Pro Plan: Designed for professionals, offering unlimited users, unlimited assets, and 24/7 dedicated support.
• Billing Cycles: Use the Monthly/Yearly Toggle at the top of the screen to choose your payment frequency. Opting for a Yearly plan can save your organization up to 50%.
• Selection: Click "Start Free" or "Start 30-Day Free Trial" to activate or upgrade your workspace.