Pronto AI - User Guide

Follow these steps to access the Asset Management section:

1. Login to your PRONTO account using your credentials.
2. From the Sidebar Menu on the left, click on "Asset".
3. You'll see three main tabs:
   • All Assets: Displays all assets in the system.
   • Assets With Me: Shows assets currently assigned to you.
   • Transfer Requests: Displays all asset transfer requests pending or completed.

The All Assets page displays a list of assets available in the system.
If there are no assets available, a message will appear:

"No assets available. Please add assets to view them here."

You can click the "Add Asset" button to create a new asset.

Each asset entry typically includes:

• Asset ID
• Asset Name
• Category
• Department
• Location
• Status (Active, Inactive, or Under Maintenance)
• Purchase Date

Use the search bar to quickly find a specific asset and pagination controls at the bottom to navigate between pages.

To add a new asset:

1. Click the "Add Asset" button at the top-right corner of the page.
2. You'll be redirected to the Add Asset Form page.
3. Fill in all required details, such as:
   • Asset Name
   • Category
   • Department
   • Purchase Date
   • Location
   • Asset Status
   • Description (optional)

Once you've entered all the details, click Save to add the new asset successfully.

⚠️ Disclaimer
The "Date Purchased" field cannot be a future date.
Make sure to enter a valid past or current date to save the asset successfully.

Follow these steps to edit an existing asset:

1. Go to the Asset module from the left sidebar.
2. Click on the asset you want to edit from the All Assets list.
3. The asset details page will open, showing multiple tabs like:
   • Detail
   • Maintenance
   • Depreciation
   • Document
   • History

• Modify only the fields that need updating.
• Required fields marked with a red asterisk (*) must be filled before saving.
• To upload or replace an image, drag and drop a new file in the upload box.
• Click Save once you've made the necessary changes.

⚠️ Note:
The "Date Purchased" field cannot be a future date.
Ensure all mandatory fields are correctly filled.
Verify financial and lifecycle data before saving changes to maintain data integrity.

Contains main information and allows editing:

• Basic Info: Asset Name, Serial Number, Category, Status, Supplier.
• Location: Department, Location, Employee assigned.
• Financial Info: Currency, Purchase Amount, Warranty Period.
• Lifecycle: Date Purchased, Date Received, Age of Asset.
• Additional Info: Description, image upload.

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.

To delete a supplier, click on the trash icon under the Actions column. A confirmation message will appear before deleting. After confirmation, the supplier record will be permanently removed.

Use the top-right search bar to quickly locate any supplier by name, email, or city.

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).

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.

Use to find units. Change status individually from the dropdown.

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 brands.

Use search bar for quick lookup and navigate using Previous / Next buttons.

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.

Inside the More Actions menu, admins can:

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.

Admins can delete a language using the trash icon next to each row. Once deleted, the language will no longer appear in the system.

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

Click More Actions to export all reviews as Excel.

Click the delete icon. A confirmation may appear before deletion.

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