INTERNAL WORKSPACE
Staff portal
Sign in once to open the Sales desk or Smart KYC review.
Checking staff session…
Staff sign-in
Use the staff access code provided by your project administrator.
Signed in to the shared staff demo. Your staff session also works on the Sales and KYC Review pages.
CUSTOMER FOLLOW-UP
Sales desk
Review synthetic leads, order updates, and customer help requests.
Open Sales → DOCUMENT REVIEWSmart KYC Review
Review submitted document cases and record a simulated decision.
Open KYC Review →This prototype uses one shared staff access code for both areas. Use synthetic data only.