LumenOS · Insight Layer

Business Intelligence

Loading live data…

Revenue MTD

—

Loading…

Active Clients

—

Loading…

Avg Score

—

Loading…

Form Responses

—

today

Client Score Overview

Feedback Loop Health —

Loading…

Weekly Engagement

MonSun

Edge Functions

Auto Email—

SMS Gateway—

Auto Invoice—

CSV Scheduler30m

RLS Sync—

Next CSV Export

30:00

until auto-offer

Live Activity Feed

Waiting for activity…

Client Management

Add, edit and remove client profiles · Full CRM

Total Clients

—

Active

—

Invited

—

Loading clients…

Ontological Map

Drag nodes · Click to explore · Positions auto-saved

concepts

connections

depth

Active Concept

Click any node to explore relationships.

Form Builder

Click or drag fields from palette · Edit labels, options & placeholders inline

Field Palette — click or drag to canvas

Short Text

Long Text

Number

Dropdown

Multi-Select

Rating 1–10

NPS Score

Date

Yes / No

File Upload

Form Settings

Form Name

Linked Ontology Node

Scoring Dimension (optional)

Published Forms

No forms published yet

Canvas — Client Insight Form

Click any field type from the palette, or drag here

Form Responses

All submissions logged · Filter by form · Export

Total

—

all time

Today

—

responses

Active Forms

—

with responses

Filter by Form

Loading…

Response TrendAll Forms

Submission Feed

No responses yet

Scoring Engine

Define dimensions · Link to form fields · Weights auto-normalize

Scoring Dimensions

Total Weight 100%

Weights are auto-normalized when computing scores

Industry Presets

Live Score Preview

—

Composite Score / 100

Custom Model 0 dimensions

Preview Client Score

Dimension Breakdown

          Scores are computed by matching dimension keys/labels to form field names.

          Make sure form fields contain the dimension name (e.g. a field called "NPS Score" will auto-map to an NPS dimension).

AI Orchestration

Claude · GPT-4o · Gemini — add keys in Configuration

● Keys not set

🔑

Add AI API keys in Configuration

Set CLAUDE_KEY or OPENAI_KEY to enable live AI features.

Model Routing

Task	Model	Trigger
Form Auto-Design	Gemini 3	ontology → fields
Ontology Mapping	Claude	manual + auto
Score Analysis	Claude	threshold alert
Response Analysis	Claude	on submission
Doc / Image Extract	GPT-4o	file upload

Live Test Console

Ready. Add API keys and run a test.

Prompt

Row-Level Security

Granular client access

Client Access Matrix

Client	Own Data	Benchmarks	Insights	Export
Loading clients…

Supabase RLS SQL

-- Enable RLS ALTER TABLE insights ENABLE ROW LEVEL SECURITY; ALTER TABLE form_responses ENABLE ROW LEVEL SECURITY; -- Own data only CREATE POLICY "client_own" ON insights FOR SELECT USING (client_id = auth.uid()); -- Public insert CREATE POLICY "resp_insert" ON form_responses FOR INSERT WITH CHECK (true);

Auto Invoicing

Automated billing from Supabase

Billed MTD

—

Loading…

Collected

—

Loading…

Outstanding

—

Loading…

Avg Invoice

—

Invoice Pipeline

Invoice #	Client	Description	Amount	Due	Status	Action
Loading…

Activity Logs

Every action tracked · CSV every 30 min

Next CSV: 30:00

All

Auth

Forms

Responses

Scores

Invoices

Clients

System

Errors

Actions you take are logged here.

System Configuration

API keys · Branding · Dark mode · Supabase

Database Connection

Connecting…

pzioskykakwhwdlcmwyv.supabase.co

Override Supabase URL

Override Anon Key

AI API Keys

Claude (Anthropic) Key

OpenAI Key

Gemini Key

Communications

Auto Email

Supabase edge: send-insight-email

SMS Notifications

Score alerts & overdue invoices

Auto-Invoice on Milestone

Trigger on client score target

Notify on New Response

Alert on form submission

Platform Branding & Whitelabel

LumenOS Insight Layer

Platform Logo

Click to upload logo (PNG/SVG/JPEG · max 512KB)

Platform Name

AI Assistant Name

Primary Colour

Dark Mode

Switch between light and dark theme