APPS
VIM client portal staff app
Curated page
VIM Client and Staff Portal Access
Secure VIM Consulting client and staff portal access for quote status, bookings, documents, payments, support, fleet tasks and operator workflows.
Client portal
Bookings, quotes, documents, payments and support remain behind sign-in.
Staff portal
Lead, fleet, finance, document and task work stays protected for operators.
Controlled access
The public page explains the app, then gates the workspace properly.
Secure portal
Public page first. Dashboard only after sign-in.
The client and staff portals are positioned as protected workspaces for quotes, bookings, documents, payments, fleet tasks and operator follow-up.
VIM client portal staff app
VIM Client and Staff Portal Access built for the exact customer searching this page.
Secure VIM Consulting client and staff portal access for quote status, bookings, documents, payments, support, fleet tasks and operator workflows.
Client portal gate
Customers sign in before seeing booking status, documents, quotes or payment information.
Staff workspace gate
Staff tools for leads, fleet, finance and tasks stay protected behind access control.
App vision
The page communicates the blueprint-aligned app ecosystem without exposing dashboards publicly.
VIM Consulting connects vehicle selection, requirements and quote follow-up in one guided journey.
The team reviews each request before confirming availability, payment readiness or pickup details.
Is the client portal public?
No. It opens after sign-in.
Can staff access operations here?
Staff access is also sign-in gated.
What can the app manage?
Quotes, bookings, documents, payments, support and operator tasks.
Clients can manage quote requests, documents, payments and support from a secure workspace.
Staff can continue into the protected operations workspace after sign-in.
Portal Overview
Starts in 12 Days
Missing Return Ticket
StructureValidationExecutionStateEventAudit
My Bookings
Confirmed
Toyota Fortuner Safari
Ref: #VIM-8824
Pick-up
12 Oct 2026
OR Tambo Int. AirportReturn
15 Nov 2026
OR Tambo Int. AirportBorder letters generated for Botswana, Namibia.
| Ref | Vehicle | Dates | Status | Next Action |
|---|---|---|---|---|
| B-8824 | Toyota Fortuner 4x4 | 12 Oct - 15 Nov | Confirmed | Upload return ticket |
| B-8825 | Toyota Corolla | 14 Oct - 16 Oct | Pending payment | Verify deposit |
Document Readiness
The Document Readiness Agent checks files against the selected booking requirements. Low-confidence checks route to manual review.
Secure document intakeID, passport, driver license, payment proof and return ticket evidence.
FILEPassport / ID DocumentVerified
FILEDriver's LicenseVerified
FILEReturn Flight Ticket (Safari Req)Missing
| Document | State | Detection |
|---|---|---|
| ID Document | Verified | Matched customer profile |
| Driver License | Verified | Unendorsed license confirmed |
| Passport | Manual review | AI confidence below threshold |
| Return Ticket | Required | Safari rule gate |
View Quotes
Q-991 - Toyota Fortuner 4x4R 38,500.00
Operator approved. Valid until 18 Oct. Safari readiness checklist applies.
Q-992 - BMW 3 SeriesR 2,400.00
Draft. Awaiting operator approval before customer-facing issue.
Payments & Deposit
Deposit state blocks confirmed booking until finance verification records evidence.
Awaiting EFT proof capture.
Credit-card hold must be verified by finance.
Extensions
Select a new return date to generate an automated extension quote. Requests remain subject to availability and operator approval.
Support Ticket
AI Agent logs show recent chat interactions. For human support, escalate to the Operations Control Layer.
09:20
Customer asked for cross-border letter status.
09:23
Agent drafted response. Operator approval required before sending.
Admin ops
VIM operator control layer
Lead inbox, quote builder, fleet registry, AI suggestions, cashflow events and audit evidence for every state change.
New Leads (24h)
Classify inquiry, urgency, route source and missing information.
14+2Quotes Pending
Drafted by rules engine. Staff approval required before send.
8-3Missing Docs
Passports, licenses, payment proof and return tickets blocking state changes.
5+1Pipeline Value
Open rental, rent-to-own and B2B leasing opportunities.
R 340k+12%Action Required (AI Flagged)
Review R18k Quote for J. SchmidtQuote Agent
Verify Passport Upload for S. MokoenaDoc Agent
Fleet Utilization (Wing 4)
Economy Class (95% booked)
Safari 4x4 (80% booked)
STRUCTURE -> VALIDATION -> EXECUTION -> STATE -> EVENT -> AUDIT
AI Agent Command Console
1. System Position
What is alive right now
Use this first to see registered agents, runnable coverage, records read and the current runtime cycle.
HQ-governed agent definitions
Agents with active endpoints
Agents executed against records
Real leads, actions and audit events
2. Client Readiness
MVP gates and proof story
These panels explain whether the agent layer is presentable and what improvement the client should understand.
3. Live Proof
Run non-destructive checks
Use this for proposals: it proves the agents can read real records and produce bounded outputs without changing business state.
4. Diagnostics
Training, replay and decisions
These are operator diagnostics. They are grouped separately so they do not overwhelm the main proof path.
5. Agent Registry
Controlled executors
Each card shows purpose, record coverage, state, permission boundary and the safe execution button.
Leads Inbox
| Lead | Intent | Source | AI Status | Action |
|---|---|---|---|---|
| John S. | Safari 4x4 | /4x4-rental-south-africa | High Intent | |
| Corp Logistics | B2B Leasing | /vehicle-fleet-management | Corporate |
Quote Engine
| Quote Ref | Customer | Value | Status | Control |
|---|---|---|---|---|
| Q-991 | John Schmidt | R38,500 | Approved | |
| Q-992 | Sarah M. | R2,400 | Draft |
CRM Memory Profile
John Schmidt
john.s@email.com - +49 151 234 5678
Active Booking
#B-8824 (Safari)
Total Lifetime Value
R38,500
Agent Summary: Customer requires border crossing to Botswana. Travel dates are strict. Follow up on return flight ticket upload by Tuesday.
WhatsApp (AI Follow-up)
Requested return flight ticket proof.
10 mins agoQuote Approved
Customer accepted Quote Q-991 via Portal.
YesterdayActive Bookings
| Ref | Customer | Dates | Status | Risk | Control |
|---|---|---|---|---|---|
| B-8824 | John S. | 12 Oct - 15 Nov | Active | Medium | |
| B-8825 | Sarah M. | 14 Oct - 16 Oct | Pending Payment | High |
Fleet Ops & Checklists
Fleet Asset Management
Live Allocation
CAR
Toyota Fortuner (ND 12345)
Active RentalSafari Class
CAR
VW Polo Vivo (ND 99882)
YardEconomy Class
Operations & Checklists
Return Checklist Pending
Toyota Hilux returned today. Damage and mileage inspection required.
Maintenance Flag
Ford Ranger approaching 15,000km service interval.
Document Vault Review
| Customer | Document | AI Detection | Operator State | Control |
|---|---|---|---|---|
| John S. | Passport | Low confidence | Manual review | |
| Sarah M. | Payment Proof | Missing | Blocked |
Finance & Deposits
Financial Operations (Wing 5).
Payment Verifications
B-8825 (Rental)R2,400 PendingAwaiting EFT clearance.
Active Deposit Holds
J. Schmidt (Safari)R40,000 AuthHold expires 15 Nov.
Refund & Extension Fees
B-8710 (Completed)Release R5,000Return checklist cleared. Staff action required.
Revenue & Intelligence Reports
Tracking lead sources, quote rates, booking conversions, and revenue by service stream as defined for the revenue intelligence wing.
Lead conversion: 42%Quote approval: 68%Fleet idle risk: 18%Revenue forecast: R486,000
Agent-generated operator queue
Staff Task Board
Communications Timeline
WhatsApp inbound
Customer asked for return ticket upload link.
Email draft
Agent prepared quote follow-up. Awaiting sales approval.
Web form
B2B fleet lead entered via vehicle-fleet-management page.
System Control Settings
Manage staff roles, operational workflows, AI guardrails, security permissions, pricing rules, service definitions, prompt registry, integration keys and audit policy.
Pricing rulesPermissionsService definitionsPrompt registryIntegration keysAudit policy
Pricing Control
Price signals remain visible while unapproved discounting stays blocked.
Policy Control
Finance, safari deposit and extension controls remain governed by staff permissions.
Readiness Control
Confirmed state is gated through document and payment proof.
AI model registry
Controlled provider profiles
Agent: VIM Intake Agent Active. I capture and qualify leads. How can I assist with your mobility needs today?