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Zen AI

Zen AI

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Votre abonnement est suspendu pour paiement en retard. Réactivez‑le pour retrouver l'accès au tableau de bord et à votre site.

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A few details to get your account ready to use. You can change anything later (or just tell your AI manager).

from to
Zen Platform
Tenant: DEMO
EN | FR
Bonjour

Voici votre journée en un coup d'œil.

Gérant IA — dites-lui quoi faire

Écrivez, dictez ou envoyez une photo : « ajoute une coupe à 40 $ », « combien j'ai fait ce mois-ci ? ». Il change vos prix, heures, services, produits — et répond à vos questions.
Que peut-il faire ?
Texte ou voix (micro) — modifiez : prix, heures, services, produits, coordonnées, réponses du chatbot. Posez aussi des questions : horaire, revenus, comptabilité, paie, historique d'un client.
Photo (appareil photo) — envoyez une image et dites quoi en faire : une facture → comptabilité · votre travail → galerie du site · un produit → boutique · un plat → menu.
retirer

Tout

Toutes vos fonctionnalités au même endroit.

Affichage :JourSemaine

Liste des rendez-vous

Liste des rendez-vous
QuandServiceEmployéClientStatutActions
Aucun rendez-vous ne correspond à cette recherche.
Liste de rappel

Les clients qui veulent plus tôt. Quand un rendez-vous s'annule, la place libérée est offerte à la meilleure correspondance ici — et si la personne avait déjà un rendez-vous plus tard, il est avancé plutôt que dédoublé.

Réglages de réservation

iHow your customers can book: which services, how long each takes, how far ahead they can book, and the gap you want between appointments. The AI follows these rules when it books for you.
Booking settings

What clients can book on your website or with the bot, and how long each takes.

iBuffer time kept free after each appointment — for cleanup, travel or notes — so back-to-back bookings aren't offered.
Booking notifications

Emails to alert on every new booking (comma-separated).

Also notify the assigned staff member
Also notify on cancellations & reschedules

Client confirmations & reminders are sent from your connected email inbox.

Newsletter to clients
…
Liste des clients
NameEmailPhoneStatusVisitsLast activityNextActions

Shop

iEverything customers ordered from your online shop, and what stage each order is at. Mark an order paid or complete here and the customer is notified.

Manage your products (photo, price, description, stock) and track orders.

Ajoutez un produit en parlant ou avec une photo — utilisez le gérant IA en haut. Utiliser le gérant IA ↑

Products

Codes QR
Liste des produits
Aucun produit ne correspond à votre recherche.

Orders

Payment turns to “paid” via Stripe. You can also mark paid (cash), completed or cancelled.

DateCustomerItemsTotalMethodStatusActions

Revenue

Calculated from non-cancelled orders.

By month (last 6)

MonthOrdersRevenue

Cash calendar

iMoney in and money out, laid on a calendar, so you can see a tight week before it arrives rather than after.

Everything you pay and receive on a calendar.

Recurring items

Accounting

iYour books: every sale and every expense, with the tax split out. Entries the AI captured from email or a photo of a receipt wait here for your approval before they count.

Income and taxes are calculated automatically from sales (paid orders + completed appointments). Add your income and expenses, or let the AI capture them from a photo, a message or an email. Anything not entered by hand is set “to review” before it's counted.

Saisissez une facture par photo avec le gérant IA en haut de la page — touchez l'appareil photo, prenez le reçu, et dites « ajoute à la comptabilité ». Utiliser le gérant IA ↑
To review — entries captured (AI, email) aren't counted until approved. Adjust the amount/tax if needed.
DateTypePartyAmountTaxSource
Sales tax to remit (estimate) —
GST No.   QST No.
État des résultats par mois
MonthIncome (net)Tax collectedExpenses (net)Tax paidProfit
Aucun mois ne correspond à cette recherche.

Income

Online sales (orders, appointments) are counted automatically. Add other income here (cash, external sales).

iThe GST/QST you charged the customer on this sale. It is not your money — you hold it for the government. Leave it blank and the platform works it out from the amount.
Entrées de revenus
DateSourceCategoryAmountTaxNote
Aucun revenu ne correspond à cette recherche.

Expenses

iThe GST/QST you paid on this expense and can claim back. Only tax on a business purchase counts.
Entrées de dépenses
DateSupplierCategoryAmountTaxNote
Aucune dépense ne correspond à cette recherche.

Loyalty cards

iThe stamp card: how many visits earn a reward, and what the reward is. Customers collect automatically when they book or order.

Stamp program (restaurants). Stamps are counted automatically from non-cancelled orders.

Program setup

Loyalty program enabled
iHow many stamps a customer collects before earning the reward.
iWhat the customer gets after a full card — e.g. 1 free meal.

Rule: —

Customer cards

CustomerContactStampsMeals totalRewardsLast order

Table reservations

iTable bookings for a restaurant: how many tables you have, how many seats each holds, and the hours you seat guests. The AI books inside these limits.

Set up your tables, then track reservations received from the site and the AI assistant.

Table setup

iHow long one reservation holds a table before it frees up for the next guest.
iSpacing between bookable reservation start times.

Capacity: —. Model: one reservation holds a table for the set duration.

Upcoming reservations

Date / timeCustomerPeopleStatusActions

Table QR codes

Print one QR per table. The customer scans it to order “dine-in” — the table number fills in automatically.

Employees & schedules

iYour team: who works here, their hours, what they can do, and what they are allowed to see in this dashboard. This is also where you put a face on your website.

Set who can take appointments and when. Online bookable slots are calculated from these schedules.

Employees

iYour team as an org chart: who reports to whom, who supervises, and who can see what.

Manage your team: contact details, schedule, pay and access.

Team chat

Team chat.

+ New room
Super-admin — staff access & impersonation
Tip: use the “View as” button next to any employee to preview the platform from their point of view.
Zen AI sub-administrators (employees)

Give an employee access by email.

Liste des employés
Aucun employé ne correspond à cette recherche.

Organigramme

Hierarchy & teams.

Meetings

Schedule a team meeting.

Tasks

A simple shared to-do list for your team.

My pay

Message HR — private

Send a private message to your manager. Only they see it.

Time clock

Lieu de travail (zone de pointage)
Workplace location — employees can only clock in within this radius (GPS).
Search the address, use your location, or click/drag the pin on the map. Set the radius, then Save.
Feuilles de temps (30 jours)
Aucun pointage ne correspond à cette recherche.
Demandes de congé
Boîte RH — préoccupations

My work

iYour own corner: your shifts, your punch clock, your time-off requests and your pay stubs.

Pointez votre arrivée et votre départ depuis votre téléphone.

…

Recent punches

My schedule

My appointments

Appointments booked with you.

Time off

My team

People reporting to you.

Team chat

Payroll (Quebec)

iPayroll for Quebec: hours or salary in, deductions calculated, pay stubs out. It prepares the numbers — you stay in control of paying them.

Calculates wages, source deductions (QPP, EI, QPIP, taxes) and employer contributions. Documents are produced to make your accountant's job easier — an estimate, not an official filing.

← Manage employees
Employees on payroll
Personne ne correspond à cette recherche.
Add or edit an employee
iHow often this person is paid: weekly, every two weeks, twice a month, or monthly. It sets the pay periods used on their stubs.
Prepare a payroll

Pick the period, check the hours, and Zen works out the deductions. It prepares the numbers — you still pay the people.

Payroll history
Aucune paie ne correspond à cette recherche.
Year-end — T4 / Relevé 1

Cumulative annual summary per employee, to hand to your accountant. It is an estimate to work from — not an official filing.

AI Dev — Zen AI

iThe engine room: the AI agents, their phone numbers, the regression tests that keep them honest, and the standard every website we ship is checked against.

Configure the Grok engine, the voice agents, and phone numbers. Chatbot and Bot audit are below.

Business information

iEverything the platform and your AI assistant need to know about your business: how to reach you, when you are open, what you look like, and how you get paid.

Used by the AI assistant and on your site.

iSets which features and wording the platform and your AI assistant use for your type of business.
Offer emergency / after-hours service
iShown to customers and used by the AI for directions, service area and your website.
iYour business's OWN public phone number — shown to customers, on your site, and read by the AI when a caller asks for it. This is separate from the AI's inbound line (the number people call to reach the AI), which is set in Zen AI → AI Dev → Phone numbers.
iThe AI mentions this when customers ask how to get to you.
iThe accent colours used by your chat widget and public website.
#4F8CFF#22D3EE#070A12Used by the chat widget and your site.
iUsed in your email signature and on your public site.
iLanguages your AI assistant will understand and reply in.
iShown to customers; the AI mentions accepted payment methods when asked.
Booking notifications moved to the Appointments tab.

Opening hours

Hard limits — rules the AI cannot cross

iEnforced in the platform itself, not in the AI's instructions — the assistant cannot be talked past them, and every refusal names the rule that fired. Employees cannot edit these. A human in this admin is never blocked: that is your override path.

Blocked hours (no bookings, by anyone), protected clients (the AI may read, never modify) and price floors (the AI can never quote or set below them).

…

AI agent — behaviour & knowledge

iHow your AI assistant behaves: its name, its tone, the language it answers in, and everything it knows about your business. Add a question here and it will never get it wrong again.

Customize how your assistant replies, and add questions/answers it will know.

Affiché comme nom en haut du widget de chat de votre site.
iThe language your chatbot replies in by default — it still adapts to each customer's language.
iThe personality and style your chatbot uses when it replies to customers.
iIn French the bot has to agree with itself — « je suis votre assistante » vs « votre assistant ». By default this follows the voice you picked for the voice agent (Eve and Ara are female; Rex, Sal and Leo are male), so the phone, the chat bubble and the email bot are all the same person. Pick a matching avatar.
Aucun avatar.
Visage du robot dans le widget.
iExtra always-on rules for the chatbot, e.g. "always suggest the Combo package."

Knowledge base (FAQ)

The assistant will use these answers. E.g. cancellation policy, warranties, etc.

Ads

iPlan and run paid ads. Set the budget, who you want to reach and what the ad says; the AI writes the copy and reports back on what it cost you.

Let the AI suggest the audience + copy for your business.
iWhat you want the ad to DO: get calls, get bookings, get visits to your site. The platform optimises the campaign for that one thing.
iWhere the people you want to reach live — a city, a postal code, or a radius around your address. Narrow beats wide for a local business.
iWhat the people you want to reach care about. The platform shows the ad to people who match; leave it empty to reach everyone in the area.

Campaigns

NamePlatformBudget/dayStatusActions

Commissions

iWhat each employee earns on the sales and services they perform. Set the rate per person; the platform tracks it as the work happens.

Set each rep's commission rule, then approve the commissions created when leads are Won. Approved ones flow into the next payroll run.

Leads

iEveryone who contacted you but has not bought yet, and where each one stands. Move a lead across the board as it progresses; "Won" turns it into a client.

Your sales pipeline — drag leads across stages, assign a rep, set a value and follow-ups.

DateNameCompanyValueRepStage

AI + SMS usage

iWhat your AI and text messages actually cost, month by month, per person and per mailbox. This is the bill behind the automation — no surprises.

A breakdown of your usage this month.

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Integrations

iThe outside accounts this platform connects to: your calendar, your mailbox, your payments. Connect once and the AI works inside them.

All integrations are OPTIONAL — connect only what you need. Gmail and Google Calendar are add-ons; the platform works fully without them.

…

AI Front of house

iYour AI receptionist. It answers the phone, the chat on your site and your Facebook messages, books appointments, and passes on anything it should not handle alone.

Turn each customer-facing AI on or off. This only switches a channel on/off — it never changes what the AI knows or says.

Regression & bot audit

iEvery conversation the bots had, and whether they answered well. This is where a bad answer gets caught before a customer notices.

Whole-platform regression + an AI mystery-shopper grader.

Platform regression (all features)
AI mystery-shopper (FOH agent)

Graded on accuracy, security, speech quality and bugs.

Invoicing

iSend an invoice, see who has paid and who has not, and chase what is late — by email or text, in your own words.

Create and send invoices to your clients.

Create an invoice

TypeDescriptionQtyUnit $Amount
Apply GST + QST (Quebec)
Liste des factures
Aucune facture ne correspond à votre recherche.

Outils

iThe small utilities: QR codes, quotes, intake forms, packages, repair tickets — whichever ones your trade actually uses.

Tous les outils, dans une seule liste. Ouvrez celui dont vous avez besoin.

QR code generator

Coming soon

NFC tap reader · AI glasses · custom tools.

Communication

E-Mail

Read and send email, and let the AI organize it for you.

Create reusable email templates.

✨ Assistant IA

Select a template or create a new one.

Change folder:

Select a message to read it here.

Pour gérer vos courriels en parlant, utilisez le gérant IA en haut de la page. Utiliser le gérant IA ↑

Answering AI — auto-reply to clients

Turn auto-reply on or off for each connected mailbox.

The same per-mailbox switches appear in AI Front of house. Anti-phishing protection is always on.

Connected mailboxes

Connect your PrivateEmail, Gmail or Outlook to read & send in the Inbox.

AI auto-tidy runs on your Google-connected inbox. Open Integrations →
Configure staff mailboxes from the Employees tab. Open Employees →

Website

iYour public website and online shop: the photos, the text, the products, and the address customers type in. Everything here is what the world sees.

Your business website — link it here so it's one click away.

Analytics

iHow your website is doing: how many people visit, and how many of them turn into bookings, orders and chats. Counted privately, with no cookies and no way to re-identify a visitor.

See your website traffic and what it turns into — visits, unique visitors, bookings, orders and revenue, updated daily.

Social media In development

iYour social accounts. Link them here so the AI can post for you and so your site links back to the right pages.

Connect all your social accounts in one place.

Logistique — inventaire & réapprovisionnement

iStock and supplies: what you have, what is running out, and what to reorder. The AI warns you before you run out mid-week.
Ajoutez un article en parlant au gérant IA en haut de la page. Utiliser le gérant IA ↑

Your full inventory, in one place. Shop products (badge “Online”) appear here automatically — same stock as the shop: a sale lowers it, a “received” raises it. You can also add logistics-only items (not sold online, or not for sale). The platform flags anything that drops below its threshold; a “received” is added to accounting (to review).

Add a logistics item (not sold online — shop products already appear below)

To reorder

—
Inventaire
ItemSupplierStockThresholdUnit costStatusActions
Aucun article ne correspond à cette recherche.

Quotes / estimates

iEstimates you send before the work: what it will cost, what it includes, and whether the customer accepted.

Create a quote for a job, send it, and track approval — Quebec taxes calculated.

New quote
DateCustomerTitleTotalStatusActions

Repair tickets

iItems customers have left with you, what is wrong with each one, and where it is in the repair.

Track each repair from drop-off to pickup.

Offer drop-off (client can bring the item in) Before/after photos on tickets (upload from your app)
New repair
DateCustomerItemIssueStatusActions

Documents & deadlines

iDocuments and deadlines you owe a client — a tax return, a filing, a permit — and what is still missing before you can close them out.

Track what each client owes you and when — documents, filings, deadlines.

New item
DueClientDocument / taskStatusActions

Session packages

iPrepaid blocks of sessions: how many the client bought, how many are left. Redeeming one takes a session off the card.

Sell a block of sessions and redeem one per visit.

New package
iHow many visits the client paid for up front. Each time you redeem one, the count drops by one.
ClientPackageRemainingActions

Recall — clients due to come back

iClients who are due back — the ones you would otherwise forget. Set the interval, and the AI reminds them for you.

Clients overdue for a return visit.

Last visitClientContact

Intake & consent

iThe health and consent form a new client fills in before their first appointment. It is stored on their file, signed.

Health history + consent captured before the first visit. Private — owner-only, never used by the AI.

New intake
DateClientConditionsConsentActions

Agency — clients & access

iEvery business you run on Zen AI: what each pays, which features they have, their free trial, their balance — and the sign-in link that lets them into their own dashboard only.

Your client sub-accounts. Plan, features, price, subscription and allowances per client.

Activity journal
Who does what on the platform — visible to you only (super-admin).

Zen AI — agency settings

iZen AI itself — the agency, not a client: your global add-on prices, the AI and SMS allowance every client gets by default, and the subscription requests coming in from the website.

Everything about Zen AI (not a client sub-account): global add-on catalogue, default AI/SMS allowances, and the subscription requests received.

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Billing — Stripe

iYour agency's own Stripe account: what your clients pay you, what failed, what is still owed, and what has landed this month. Actions here touch real money and always ask first.

Live from Stripe. Nothing is cached and no secret is ever shown.

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AI Studio

iGenerate images and video with AI — for a client website, shop photos, or an ad. Each generation is billed to the business you have selected.

Generate images and video with AI — for a client's website, their shop photos, or an ad. Each generation is billed to the account you have selected.

G2 Glasses

iThe agency's connected glasses: each pair has its own key, its wearer and its SMS line. The timeline shows what left through the glasses (recipients only, never the messages); AI costs are metered per pair.

The agency's G2 glasses: per-pair keys, who wears them, their SMS line, every action taken through them, and what each pair costs.

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Backlog — Nova

iThe project backlog Nova keeps up to date: what is built, what is next, what is blocked on you.

The project's living backlog, kept up to date by Nova each work session and at the closing ritual (02:15). Canonical source: this panel (sessions read and write it via the API).

Chargement…