Transfer history
Requests & Effective Moves
Open Transfers to load transfer history.
Ctrl + K
YM
Team Member
Active profile
Full Access Mode (Admin)
Primary workspace
CRM Dashboard
Preparing workspaceResolve trigger, state, blocked reason, and next action from one stable shell bar.
Welcome back
Good morning
Your scoped summary will appear here.
Loading...
Scope
Daily Briefing
YatraMatrix Proactive Summary
Live guidance will appear here on load as a scoped insight layer inside the main operating shell.
Waiting...
Smart Notifications
Meaningful Alerts
Role-based notifications, greetings, celebrations, and suggestions without auto-taking action.
Proactive Suggestions
Suggestion Only
Risk Alerts
Alert Cards
Intelligence
Performance and Predictive Command Center
Performance intelligence will appear here after sync as a governed insight layer inside the main shell.
Waiting...
Agent Performance
Performance Dashboard
Pattern Learning
Conversion Intelligence
Predictive Engine
Predictive Badges and Watchlist
AI Coaching
Coaching Suggestions
Strategy Suggestions
Readable Team Guidance
Role-Aware Briefing
Scoped Briefing
Role-specific AI insights will appear here after sync.
Scoped role
Waiting...
Optimization Guidance
Safe Optimization
Optimization recommendations will appear here after sync as a guided, review-first layer.
Waiting...
Prepared Actions
One-Click Safe Actions
Task Bundles
Semi-Autonomous Preparation
Team Optimization
Load and Coaching Signals
Manager Action Center
Top Risks and Opportunities
AI Observability
Shared Wrapper Health
AI telemetry will appear here after sync.
Waiting...
Task Outcomes
Task-wise Success and Failures
Module Usage
Most Used AI Modules
Latency Watch
Slowest Requests
Confirmation Required
Approve prepared action
Action summary will appear here.
Marketplace Catalog
Catalog Action
Marketing Record
Record Detail
Section and type
Today at a glance
Manage premium travel operations, sales velocity, and customer journeys from one refined workspace.
Track incoming leads, prioritize high-value opportunities, and coordinate your team with a clean YatraMatrix operating layer.
Active workspace
CRM Dashboard
Today Leads
148
Live lead count for your current view
Pending Follow-ups
27
Follow-ups currently visible to you
Sales Today
Rs. 4.8L
Confirmed sales in your current view
Alerts
6
Alerts currently visible to you
AI Sales Operating System
Jarvis-style supervision, coaching, announcements, and prioritization for every sales day.
Supervisor, trainer, announcer, analyst, and voice assistant layered on top of your existing CRM.
AI Syncing...
Voice Ready
AI Supervisor
Live Insights
Lead Prioritizer
Action Queue
Performance
Leaderboard
Voice + Daily Report
Control Hub
Management Briefing
Role Brief
Collections
Payment Snapshot
Tomorrow Planning
Next-Day Focus
Ops Cockpit
Readiness + Risks
Real-time operations
Live Agent Board
Track agent presence, alerts, follow-ups, warnings, and assignments in real time.
Connecting...
Restricted module
Access Denied
You do not have permission to open this section. Contact an admin if you need access.
Permission required
Use the allowed menu items or request access from an admin.
Strict module view
Dashboard
Backend-provided dashboard widgets will render here.
Backend ownership
Widget Ownership
Every card stays inside its owned module with backend-defined source metadata.
CRM command center
CRM Dashboard
Know what needs action first, then launch the right CRM workspace.
Loading CRM dashboard...
Act now
Priority queues
Quick actions
Launch workspaces
Secondary insights
Unified AI workspace
AI Workspace
Use top tabs to switch AI context without opening broad execution pages. This page is a governed guidance layer, not the full execution module.
CRM
AI Context Tabs
These tabs only switch AI Workspace context inside this page. They do not open full modules.
Operations board
Tool Access
Recent activity
Action Feed
Payment desk
Cashfree Payment Link
Collect explicit checkbox consent before creating a payment request.
Standalone ticket intelligence
Flight, Train & Bus Search
Quote ke bina random fare compare karein. Har result booking se pehle provider par recheck karna mandatory hai.
Client request
Search criteria
Trusted comparison
Fare results
No search yet
Flight, train ya bus details enter karein. Special train request ke liye Train Type select karein.
Sales quote workspace
Quote Desk Summary
Track cost, selling, margin, and terms from one review-friendly quote workspace. Quote Desk is the guided action lane, and payment entry plus accounts validation remain the next mandatory gate before Sales Order unlock.
Average cost per quote will appear here.
Average selling per quote will appear here.
Margin trend will appear here.
Terms coverage will appear here.
Quote Desk tools Open quote list, response inbox, and template desk
AI summary
TL Snapshot
Quote intelligence is loading.
Sales quote workspace
Quote Gallery
Find, review, and move every quote to its next outcome.
Quotes: 0
New Quote
Filters
0 legacy quotes need destination mapping
Review mapping
| Quote / Customer | Trip | Commercial | Status / Next action | Owner | Updated | Action |
|---|---|---|---|---|---|---|
| Quote Gallery is loading... | ||||||
Quote Desk is loading.
Customer response desk
Quote Response Inbox
Track accepted quotes, change requests, and pending customer replies in one sales queue.
Quotes accepted by customers.
Quotes requesting updates.
Shared quotes still awaiting reply.
Responses assigned to the current sales user.
Customer responses will appear here.
Response detail
Sales Follow-up
Select a response to view its timeline and next steps.
Select a quote response to assign ownership, mark review, or reopen the same live quote for payment and validation follow-up.
Sales workspace
Template Gallery
Manage reusable, master-linked quote templates as governed operational records.
Templates: 0
Build in Quote Desk
All Templates0Total templates
Approved0Ready to use
Draft0Work in progress
Pending0Awaiting approval
Archived0Archived templates
0 selected
Quotation templates will appear here.
Template editor Create or update selected template
Naming
Choose a canonical Country, State/Region and Destination. Route stops stay in day cards.
Save the current builder as your draft template, or maintain approved masters without editing live quote records.
Ops inventory
Departure Batches
Create group tour inventory from reusable templates. Quote Desk will only link active departures.
Create batch
Template + Transport Inventory
Ops selects the reusable template and transport. Seat inventory comes from the selected vehicle capacity.
Select a template to load matching route transport options.
Ready for Ops batch planning.
Batch list
Departure control centre
DepartureDate / statusRoute / vehicleSeat inventoryActions
0 selected
Departure batches will appear here.
0-0 of 0 | 20 per page
Departure operations module will load when this workspace opens.
Protected operation
Update departure
Server validation protects sold and blocked seats.
Capacity guard will compare the vehicle against sold + blocked seats.
Quotation builder
Travel Quotation Builder
Build one live quote draft with customer context, day-wise itinerary, AI, templates, package suggestions, pricing, and payment readiness in the same flow.
New draft
Draft flow active
No unsaved changes
Save Quote
Sales product workspace
Product Gallery
Maintain reusable packages for the sales quote desk, then apply them inside Quote Desk without mixing product management into live draft editing.
Product library
Products / Packages
Keep a lightweight package catalog ready for quotation reuse. Sales can manage the gallery here and apply saved products inside Quote Desk when needed.
Activity workflow
Activity creation stays in Activity Master (Vendor/Ops). Quote Builder can sync destination activities from master records.
Save products here for direct reuse in Quote Desk. Activity creation is managed in Activity Master and synced by destination.
Products will appear here.
Shared visual library
Image Gallery
Loading reusable images...
Images: 0
Loading gallery images...
Execution workspace
Sales Order Desk
Track quote-linked execution handoff, payment readiness, and booking status from approved quotations only. Sales Order unlock depends on validated payment, travel date, and guest readiness.
Draft orders will appear here.
Confirmed orders waiting for execution kickoff.
Orders delivered in part.
Execution-linked orders in motion.
Execution workspace
Sales Orders
Standalone Sales Order creation is blocked in this phase. Every visible order here is expected to remain quote-linked.
Scope
Filters ▼
Group By ▼
Saved Views ▼
| SO Number | Customer / Lead | Quote Linked | Destination | Travel Date | Pax | Total | Payment Status | Execution Readiness | Owner | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales Order Desk is loading... | ||||||||||
Sales Order Desk is loading.
Primary procurement flow
Purchase Orders
PO is the single procurement record here. Linked Sales Order is mandatory, and this desk is vendor execution, not standalone purchasing. Vendor comparison stays merged as a sourcing step inside this flow, then issue and acknowledgment drive guest, booking, and ticket readiness.
Loading purchase orders...
Editable POs waiting for submission.
Approval decisions pending in the live workflow.
Approved POs still waiting for vendor acknowledgment.
Explicitly paused procurement cases with visible reasons.
PO authoring
Create Purchase Order Draft
Build a safe draft first. Approval, acknowledgment, and receipt readiness stay explicit and visible.
Single PO queue
Live purchase order list
Purchase order records will appear here.
Commercial workflow
Invoices
Track issued, partially paid, paid, and pending invoices with direct payment linkage from the backend.
Live issued invoices.
Invoices with partial receipts.
Settled invoices.
Outstanding invoice cases.
Invoice ledger
Invoice Queue + Gate Visibility
One governed invoice surface for created invoices, ticket-gated blockers, and next action visibility.
Invoice records will appear here.
Invoice Detail
Select an invoice or gated sales order
Customer, linked sales order, ticket gate, payment state, and role-safe next action will appear here.
Invoice creation stays locked behind ticket completion and role-safe actions.
Open a created invoice or a ticket-gated sales order to review current state, blocker, result, and next action.
AI Trainer System
YatraMatrix AI Trainer
Sandbox training for products, calls, mock practice, tests, and Hindi CRM tutorials.
Recent score baseline
Completed training sessions
Practice and exams
Score-based checkpoints
Quick start
Training Flow
Auto-assigned modules will appear here.
Live call queue
Live Call Coaching Queue
Recent call-triggered coaching queue will appear here.
Coaching evidence
CRM Training Intelligence
CRM coaching evidence cards will appear here.
Progress map
Modules + Weak Areas
Weak areas will appear here after signals or tests.
Recent training sessions will appear here.
Qualification map
Profile + Scope Summary
Your scoped training summary will appear here.
Last test: 0
Next module: --
Qualification breakdown will appear here.
Team training summary will appear here when your role allows it.
Modules
Product, Call, Tutorial
Module catalog loading...
Workflow demos
Module-wise Learning Paths
Use these guided launch paths to understand the real workflow safely before team testing starts.
Workflow demos will appear here.
Voice + command help
What can I say to YatraOne?
Command guidance will appear here.
Session sandbox
No active session
Start a product trainer, mock call, weekly test, or Hindi CRM tutorial to begin.
Manual costing
Costing Session
Review generated line items and update allowed fields manually.
Costing session details will appear here.
Session base cost summary.
Session markup summary.
Session selling summary.
Generated costing rows in this session.
Session summary
Costing Session Overview
Costing session summary is loading.
Product summary
Product Context
Product summary will appear here.
Approval foundation
Review Status
Approval details will appear here.
Approval actions are available after calculation.
Generated line items
Manual Adjustments
Only allowed fields are editable. Save one row at a time to keep changes explicit.
| Component | Description | Source | Qty | Unit Cost | Total Cost | Selling | Notes | Action |
|---|---|---|---|---|---|---|---|---|
| Loading costing line items... | ||||||||
Accounting / Finance
Existing Finance Workspace
Embedded access to the existing accounting control center, including journals, ledger-facing reports, reconciliation, payroll finance views, and AI insight panels.
Finance workspace will confirm its live bootstrap here after the shell handoff begins.
Operations
Operations Desk
Booking readiness, operations handoff, vendor assignment, Purchase Orders, alerts, and execution control live inside one department-wise Operations workspace. Finance remains a separate department.
Dedicated Operations workspace is ready to open.
Guided workspace
HR AI Guidance
Targeted guidance for the current HR or employee workflow will appear here.
Help ready
Employee onboarding
Complete your first login setup
Finish onboarding and submit it for review before the rest of the app unlocks.
Step 1 of 5
Not Started
Profile form
Add your basic profile details to begin onboarding.
Document checklist
Upload required onboarding documents
Your activation and salary release stay on hold until required documents are approved or exception approved.
Loading documents...
Required documents are tracked here for HR review.
Attendance core
My Attendance
Track today's shift, breaks, idle deductions, and capped attendance without turning this into payroll.
Loading attendance...
Attendance actions will appear once today's record is loaded.
Employee alerts
Today looks clear
Attendance checks, overtime state, and shift timing notes will appear here.
Employee AI drafting
AI Draft Assistant
Turn a rough employee request into a ready subject and message without using a heavy AI flow.
First check-in captured for today.
Shift session closes here unless finalized sooner.
Assigned shift window and default break baseline.
Configured break is tracked separately from worked time.
Only idle time above 10 minutes is deducted from effective hours.
Session time after break and deductible idle adjustments.
Base counted time capped at shift end unless overtime is approved later.
Present, late, half day, short hours, absent, week off, or holiday.
Recent days
Attendance History
Leave balance
My Leave Balance
A quick snapshot of available, approved, and pending leave without opening any HR approval flow here.
Leave request
Apply for Leave
Submit the leave dates and reason. Review continues in the existing HR flow, but that approval UI stays out of this screen.
My requests
Leave History
Leave review
Leave Approval Queue
Review submitted leave in the existing TL-to-HR flow. Team leads can act on fresh requests, and HR completes the final review after TL approval.
Pending leave: 0
Leave approvals will appear here when review access is available.
| Employee | Leave | Status | Reason | Review Note | Actions |
|---|---|---|---|---|---|
| Loading leave approval queue... | |||||
Overtime request
Request Overtime
Submit overtime for review. Payable time stays approval-based and does not auto-count from shift-end extra time alone.
My requests
Overtime History
HR attendance operations
Attendance Team View
Manage shifts, assign shift plans, and review daily attendance summaries without stepping into payroll or incentive workflows.
Attendance sync idle
The attendance workspace is ready to load today's summaries.
Employees included in the attendance snapshot.
Employees currently marked present for the selected day.
Employees whose first check-in crossed the late grace window.
Half day and short hours attendance outcomes.
Employees with no attendance activity on a working day.
TL watchlist
TL Alert List
A compact queue of attendance exceptions that typically need quick lead-level follow-up.
HR snapshot
HR Summary Panel
A single place to review attendance pressure, overtime, documents, and policy readiness.
Summary insights will appear once HR data is loaded.
Settings / Attendance Policy
Idle Rule
Control whether idle deduction affects future attendance calculations. Historical records keep their saved behavior.
Next phase preview
Salary Setup & Close Preview
This staged shell keeps salary-hold readiness visible, but full payroll cycle logic, compensation formulas, and broader payout workflow remain deferred to a later HR phase.
Loading staged salary setup...
Preview salary setup fields will appear here once employee profiles are loaded.
This preview keeps salary setup and close-readiness context visible without implying that the full payroll engine is active in the current HR phase.
Shift setup
Shift Definitions
Changes here update shift timings, break defaults, and day-level attendance rules.
Holiday master
Holiday Calendar Flow
AI can only suggest holidays. HR reviews, Admin approves, and only live holidays affect attendance.
Holiday master idle
Create or review holiday records here.
Daily summaries
Employee Attendance Queue
Overtime review
Pending Overtime Queue
Review requested overtime minutes, capture a review note, and approve or reject without touching payroll workflows.
Pending overtime: 0
Pending overtime requests will appear here.
| Employee | Date | Requested | Reason | Review Note | Approved Minutes | Actions |
|---|---|---|---|---|---|---|
| Loading pending overtime requests... | ||||||
HR verification workspace
Document Management
Configure document requirements, review AI suggestions, and complete employee verification while keeping payroll and incentive systems deferred until the HR core stabilizes.
Pending reviews: 0
Review queue is synced from employee uploads.
Checklist rules
Document Types
HR can add new document types, mark them mandatory, and disable old requirements without changing the frontend shell.
Changes here update the employee checklist and verification queue.
Verification queue
Pending Reviews
Employee verification
Select an employee
Choose an employee from the review queue to inspect documents and AI recommendations.
HRMS policy governance
Policy Acceptance Audit
Track which employee accepted which policy version, whether consent was completed, and keep the current phase focused on attendance, overtime, warnings, leave, and UI polish next.
Policy audit idle
Choose an employee to inspect policy versions and consent history.
Versioned policy set
Current Policies
Employee directory
Acceptance Lookup
Employee policy audit
Select an employee
Acceptance history and digital consent will appear here.
Action-first LMS workspace
Pipeline Workspace
Loading pipeline summary...
Total Leads
0
Pending Followups
0
Sales Today
Rs. 0
Alerts
0
Lead import/export actions will appear here.
Dedicated task dashboard
Follow-up Action Queue
Track what needs to happen next across today, upcoming, overdue, and recently completed follow-ups without reopening the full pipeline board.
Workspace Status
Follow-up tasks will appear here.
Business presets
Fast pipeline views
Saved views
Apply or save favorites
Saved views keep current search, filters, group, and advanced refinements.
Showing 0 leads
Filter by stage, owner, SLA, or AI signal.
Live Workspace
Lead pipeline list
Pipeline List & Status View
0 leads
Pipeline stages are backend-derived. Use Lead Workspace for execution actions.
0 selected
Pipeline stage movement is backend-driven. Open Lead Workspace for follow-up, quote, and execution actions.
Page 1 / 1
| Lead | Travel Summary | Stage | Follow-up | Signals | Owner | Actions | |
|---|---|---|---|---|---|---|---|
| Loading leads... | |||||||
Advanced filters
Refine the lead workspace
These filters call the backend so grouping, SLA state, and intelligence remain server-owned.
Sales intake
Create New Lead
AI itinerary workspace
Generate and Edit Itinerary
Build the travel plan in one large workspace, then save it to the lead or pass it to Quote Desk.
Trip inputs
Trip Basics
Use AI to generate a day-wise itinerary, then shape each section below.
Trip flow
Destinations
Source: Manual
Updated: Not generated
Stay planning
Hotels
Use the day-wise editor to note hotel preferences, room categories, and stay logic for later quotation mapping.
Future-ready stay structure
Hotel details remain attached to itinerary blocks today, so quotation and vendor mapping can plug into the same foundation later.
Transport planning hook
Add transfer and movement notes inside the itinerary now. Dedicated transport costing can attach here later without changing this lead workflow.
Activities and pacing
Activities are managed per day block. Use the generated plan to refine highlights, experiences, and optional upsell-ready entries.
Notes and handoff context
Capture traveler preferences, special handling, and internal notes here so the same context can flow into quotation, sales order, and invoicing later.
Pricing summary hook
Pricing stays backend-owned. This workspace exposes a clean handoff point to quotation without faking invoice or order logic before those modules are fully ready.
Ready to use
Save this itinerary to the lead draft or open it directly in Quote Desk.
Employee AI drafting
Employee Draft Assistant
Write a rough instruction and generate a lightweight template-based subject plus message in the style you want.
Generated subject
Subject Line
Generated message
Draft Body
Dedicated telecalling workspace
Telecalling Workspace
Loading the separate telecalling qualification workspace...
Total Queue
0
Fresh Qualification
0
Recovery Queue
0
Archived Leads
0
Loading telecalling queue...
Dedicated qualification board
Fresh Qualification & Recovery Queues
Telecalling stays qualification-only: operators can call, WhatsApp, route through WhatsApp API, retry, assign, archive, and send qualified leads back to Pipeline directly from each card.
Workspace Status
Telecalling queue actions will appear here.
Lead control center
Select a lead
Review quote, payment, SO, guest, and next-action visibility from the lead root without leaving the workspace.
No lead
Open a lead from Pipeline, Follow-ups, Telecalling, or dashboards to begin work.
Shared lifecycle archive
Archive / Lost / Revive
Loading archived leads...
Total Archived
0
From Pipeline
0
From Telecalling
0
Ready to Revive
0
Loading archive...
Dedicated archive list
Shared Archive Queue
Lost and archived leads live here in one list with origin, owner context, close reason, and revive actions.
Workspace Status
Archive status will appear here.
Unified Inbox
LiveCustomer, team, vendor, and support conversations in one focused workspace.
Conversations
Select a conversation
Unread counts, linked context, and participant presence will appear here.
Chat workspace is loading.
Start chat
New conversation
Choose the people and business record that should stay linked to this thread.
Relationship layer
Contacts Directory
Search one visible relationship workspace across leads, guests, customers, vendors, sales orders, bookings, purchase orders, and safe ledger linkage.
Contacts relationship visibility will appear here.
Search and filters
Relationship Filters
Demo and instruction
Contacts Launch Guide
Use the same guided rollout pattern here: understand the workflow first, then test, then hand off.
Workflow demos
Recommended Demo Flow
Contacts workflow demos will appear here.
Voice + command help
Suggested Prompts
Contacts command guidance will appear here.
Testing lanes
Recommended Test Order
Contacts testing lanes will appear here.
Execution
Recommended Test Order
Recommended test order will appear here.
Handoff
Today Handoff Checklist
Contacts handoff checklist will appear here.
Role matrix
Role Test Matrix
Contacts role test matrix will appear here.
Today focus
Recommended Owner and Priority
Contacts operational guidance will appear here.
Demo support
Demo-Ready Script
Contacts demo-ready script will appear here.
Phase wrap
Phase 23 Closure Status
Phase wrap status will appear here.
Go forward
Next Phase Readiness
Next phase readiness will appear here.
Directory
Visible contact records
Handoff
Lane Summary
Current contact lane summary will appear here.
| Name | Phone | Type | Source | Linkage | Action | |
|---|---|---|---|---|---|---|
| Loading contacts... | ||||||
Relationship detail
Select a Contact
Open a contact to review linked business records.
Contact details will appear here.
Select a contact from the directory to review linked records and relationship visibility.
Premium document layer
Documents Export / Print / Share
Use one visible workspace to review customer-safe documents, internal handoff packs, share readiness, and print/export follow-up across quote, sales, invoice, and PO flows.
Document layer visibility will appear here.
Search and filters
Document Filters
Demo and instruction
Documents Launch Guide
Follow the same rollout order: understand the visible doc types, test share and print safety, then hand off.
Workflow demos
Recommended Demo Flow
Document workflow demos will appear here.
Voice + command help
Suggested Prompts
Document command guidance will appear here.
Testing lanes
Testing Lanes
Document testing lanes will appear here.
Execution
Recommended Test Order
Recommended document test order will appear here.
Handoff
Today Handoff Checklist
Document handoff checklist will appear here.
Role matrix
Role Test Matrix
Document role test matrix will appear here.
Today focus
Recommended Owner and Priority
Document operational guidance will appear here.
Demo support
Demo-Ready Script
Document demo-ready script will appear here.
Phase wrap
Phase 24 Closure Status
Phase wrap status will appear here.
Go forward
Next Phase Readiness
Next phase readiness will appear here.
Command center
Visible document records
Handoff
Export / Share Summary
Current document summary will appear here.
Pack builder
Document Pack Builder
Pack ownership
Recommended Pack Owner
Pack ownership guidance will appear here.
Grouped preview
Pack Preview Groups
Current document pack preview will appear here.
Delivery notes
Customer Delivery Notes
Delivery notes will appear here.
Send support
Send Script
Send script will appear here.
Pack actions
Pack Action Strip
Current document pack preview will appear here.
| Code | Title | Party | Type | Status | Readiness | Action |
|---|---|---|---|---|---|---|
| Loading documents... | ||||||
Document detail
Select a Document
Open a document record to review share, print, export, and linked business context.
Document details will appear here.
Select a document from the directory to review readiness and available actions.
External links
External Confirmations
Track customer-facing quote share links and guest confirmation links in one visible workspace, with follow-up readiness and external path visibility.
External confirmation visibility will appear here.
Search and filters
External Confirmation Filters
Demo and instruction
External Confirmations Launch Guide
Use this module to explain what has been sent outside the CRM, what is waiting, and where the follow-up owner should go next.
Workflow demos
Recommended Demo Flow
External confirmation demos will appear here.
Voice + command help
Suggested Prompts
External confirmation command guidance will appear here.
Testing
Testing Lanes
External confirmation testing lanes will appear here.
Run order
Recommended Test Order
Recommended test order will appear here.
Handoff readiness
Today Handoff Checklist
Handoff checklist will appear here.
Role matrix
Role Test Matrix
Role test matrix will appear here.
Operational guidance
Recommended Owner and Priority
Operational guidance will appear here.
Demo script
Demo-Ready Script
Demo-ready script will appear here.
Phase wrap
Phase 25 Closure Status
Phase closure status will appear here.
Next phase
Next Phase Readiness
Next phase readiness will appear here.
Confirmation lanes
Visible external confirmation records
Handoff
External Link Summary
Current external confirmation summary will appear here.
| Code | Party | Type | Status | Lifecycle | Action |
|---|---|---|---|---|---|
| Loading external confirmations... | |||||
External detail
Select an External Link
Open a record to review external path, readiness, and next owner.
External confirmation details will appear here.
Select an external confirmation record to review details.
Vendor workspace
Vendor Operations Workspace
Create vendors, add vendor services, and manage day-to-day vendor operations.
Unified workspace is loading.
Vendor workspace
Vendor List
Review active suppliers and key contact details from one clean directory view.
Loading vendors...
Total Vendors
0
Directory records
Active
0
Currently available
Inactive
0
Temporarily paused
Visible Results
0
After filters
Vendor onboarding
Create Vendor
Add a supplier profile with the key contact and tax details needed for the vendor directory.
Showing 0 vendors
Vendor list will appear here.
Vendor detail
Select a Vendor
Choose a vendor from the directory to review basic information and services.
Vendor details will appear here.
Select a vendor from the directory to view details.
Vendor services
Add Vendor Service
Create a service record for a vendor. Guide-specific details can be added from the vendor detail panel after saving.
Directory
Vendor Directory
| Name | Company | Contact Person | Phone | City | Status | Action |
|---|---|---|---|---|---|---|
| Loading vendors... | ||||||
Vendor master workspace
Supplier and transport master data
Expose service types, vehicle types, and vehicle models that were already implemented server-side but not mounted in frontend navigation.
Vendor master data will appear here.
Vendor service library
Service Master
Manage reusable hotel, transport, activity and guide services.
Service types
Service Type Master
Control the forms and lifecycle used by each service family. Types define input models; they do not create dummy service records.
Transport route packages
Route Rates
Manage saved route-wise transport rates by pickup, stops and drop.
Vehicle types
Vehicle Type Master
Vehicle models
Vehicle Model Master
Drivers
Driver Master
Travel types
Package Type Master
Locations
Location Master
Destination Directory
State-wise destination source of truth
Location Directory
Pickup, stay, sightseeing, and city-level mapped points
Sightseeing Directory
Places, visits and route-compatible attractions
Analytics controls
Reporting Overview
Showing today's reporting window
Refreshing report...
Role-based report catalog
Unified Reports Hub
Operational and management reports use the same scoped reporting contract.
Select a report
| Loading unified report... |
Event Ledger 0 events
Finance report engine
Open Finance Reports
P&L, cash flow, aging, ledgers, party statements, statutory, payroll, audit and finance intelligence remain sourced from Accounting.
Across the selected reporting window.
Open opportunities still in motion.
Closed-won travelers in scope.
Dropped opportunities in this period.
Won revenue inside the selected range.
Open pipeline value still recoverable.
Leads missed under the response SLA.
Leads rerouted by automation.
Warnings issued for inactivity.
Delivery snapshot
Agent Performance
| Agent | Leads Assigned | Leads Converted | Conversion Rate | Revenue Generated | Warnings |
|---|---|---|---|---|---|
| Loading report data... | |||||
Presence tracking
Activity Tracking
Active time
0h 0m
Idle time
0h 0m
Break time
0h 0m
Pipeline mix
Leads by Stage
Performance trend
Actual Revenue Trend
Open pipeline trend
Potential Revenue Trend
Productivity summary
Activity Breakdown
Lead to sale coverage
Product Performance
Products active in current reporting window.
Leads mapped through product attribution.
Converted via sales-order creation.
Sales orders divided by mapped product leads.
Sales-order margin where quote costing exists.
| Product | Leads | Sales Orders | Conv% | Sales | Cost | Margin | Margin% | Top Agents | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Loading product performance... | |||||||||
Warning controls
Warning Reports
Track inactivity warnings by agent, date, and warning type.
Showing warning activity for today
Refreshing warnings...
Warnings found in the selected date range.
Agents who received at least one warning.
Dates in the range with warning activity.
Follow-up warnings issued after the first alert.
Ownership view
Agent-wise Warnings
| Agent | Total Warnings | Top Warning Type | Last Warning |
|---|---|---|---|
| Loading warning analytics... | |||
Type mix
Type-wise Warnings
Daily pattern
Date-wise Warnings
Recent activity
Latest Warning Events
Lead routing workspace
Assignment Rules
Create and manage rule-based lead assignment for team leaders and admins.
Total Rules
0
Active Rules
0
Inactive Rules
0
Eligible Agents
0
Automation controls
SLA Automation
Configure warnings, reassignment timers, and high-priority highlighting.
Rule directory
Lead Assignment Rules
Rule setup
Create Assignment Rule
Admin workspace
People, Teams & Departments
Create people, govern reporting lines, and move teams without leaving the directory.
User records synced from backend ownership.
Department mapping stays centralized in one workflow.
Listen to a short user and permissions snapshot.
Phase 26
AI Governance Command Center
Review YatraOne enablement, scope control, super access, voice rights, and sensitive summary risk from one visible admin layer.
Launch guide
Recommended Demo Flow
AI governance demo flow will appear here.
Prompt guide
Suggested Prompts
AI governance prompt guidance will appear here.
Review focus
Governance Review Lanes
Governance review lanes will appear here.
Operational guide
Recommended Review Order
Governance review order will appear here.
Testing
Testing Lanes
AI governance testing lanes will appear here.
Run order
Recommended Test Order
AI governance test order will appear here.
Risk strip
Scope and Risk Highlights
Governance risk highlights will appear here.
Handoff
Governance Summary
Governance handoff summary will appear here.
Handoff readiness
Today Handoff Checklist
AI governance handoff checklist will appear here.
Role matrix
Role Review Matrix
AI governance role review matrix will appear here.
Escalation
Governance Escalation Strip
Highest-priority governance review items will appear here.
Selected user
Governance Review Panel
Select or edit a user to review AI governance detail here.
Guided review
Selected User Review Checklist
Selected user checklist will appear here.
Module drilldown
Module Scope Drilldown
Selected user module scope drilldown will appear here.
Module risk
Module Risk Signals
Selected user module risk signals will appear here.
Preset preview
Role Default Governance Preview
Role default governance preview will appear here.
Delta view
Override vs Role Default
Role default comparison will appear here.
Operational guidance
Recommended Owner and Priority
AI governance operational guidance will appear here.
Demo script
Demo-Ready Script
AI governance demo script will appear here.
Phase wrap
Phase 26 Closure Status
AI governance phase wrap status will appear here.
Next phase
Next Phase Readiness
AI governance next phase readiness will appear here.
Super Admin Control
AI Access Permission Center
Decide which user ID can execute AI commands, approve AI actions, open the AI command log center, acknowledge warnings, ignore receipts, escalate discipline, and trigger strict HR/CRM review receipts.
Granted AI rights
Current AI Permission Summary
Current AI access summary will appear here.
Role reality
Effective Permission Snapshot
Effective permission summary will appear here.
AI rights
Permission Matrix
AI permission matrix will appear here.
Super admin permission center is loading.
Audit and Review
AI Command Log Center
See which ID asked what, what AI decided, what action path was used, and where approval was needed.
AI command overview will appear here.
Recent activity
Latest AI Commands
Recent AI command events will appear here.
Load
Most Active IDs
AI command load by user will appear here.
AI command center is loading.
Governed access
Role & Permission Approval Queue
Regular Admin access requests remain inactive until a Super Admin or Owner reviews them. Super Admin changes apply directly.
No access changes are waiting for approval.
Directory
People Directory
Draft, active, inactive and legacy teams.
Teams available for operational assignment.
Legacy or incomplete leadership records.
Operational users missing a mandatory Primary Team.
Team directory
Teams
Open Teams to load the governed directory.
Department directory
Department List
Organization hierarchy
Department → Team → Reporting Line
HR can govern the hierarchy, but does not enter the operational reporting chain automatically.
Open Org Chart to load the current reporting hierarchy.
Governed exception
Temporary Reporting Manager Override
Only Admin or HR Manager can override the derived chain, with reason and effective dates.
No reporting exceptions loaded.
HR team intelligence
Team Reporting
Headcount, attendance, leave SLA, transfers and hierarchy quality from the governed Team Master.
Reporting scope
Open Team Reports to load governed HR metrics.
Team comparison
Team Health
| Team | Headcount | Attendance | Leave SLA | Transfers | Alerts |
|---|---|---|---|---|---|
| Report not loaded. | |||||
Action queue
Governance & SLA Alerts
Alerts will appear after the report loads.
Daily attendance
Employee Status
Employee attendance will appear here.
Approval pressure
Pending Leave SLA
Pending leave requests will appear here.
Open HR Operations to load attendance, proof and payroll readiness.