Bkeeperai Portal

Assistant Console

1) Organization

Optional

Users in org Read-only list

2) Customer

Missing required fields

First name

Last name

Phone (+E.164)

Industry

Industry (Other)

Addresses Up to 5 (Address 1–5)

Address 1 — Street

Address 1 — City

Address 1 — State

Address 1 — Postal

Address 1 — Country

Address 2 — Street

Address 2 — City

Address 2 — State

Address 2 — Postal

Address 2 — Country

Address 3 — Street

Address 3 — City

Address 3 — State

Address 3 — Postal

Address 3 — Country

Address 4 — Street

Address 4 — City

Address 4 — State

Address 4 — Postal

Address 4 — Country

Address 5 — Street

Address 5 — City

Address 5 — State

Address 5 — Postal

Address 5 — Country

Back-compat: Address 1 maps to legacy home, Address 2 maps to office.

Authorized Representative Optional

Name

Phone (+E.164)

Relationship

3) Review & Save

Record mode: Create

Review the customer details. Click Save User to persist changes.

4) Verify Phone

Locked until user is saved

Send a 6-digit OTP code to the user's phone number and verify it. Required before scheduling.

Phone: Not verified

5) Create Schedule

Locked until phone is verified

Time zone

Prompt time (HH:MM)

Schedule: Unknown

Flow: Save user → Send OTP → Confirm OTP → Create Schedule.

User Activities

Organization

Search by phone (+E.164)

Bkeeperai Portal

Assistant Console

1) Organization

2) Customer

3) Review & Save

4) Verify Phone

5) Create Schedule

User Linking

User Activities

Selected User

Daily texts & replies

Receipts

Audio messages