Control centre
Hartco systems
Aura Trainer is the private office. You preview a change, then approve it. Website edits publish to hartcoaurum.co.uk. Aura training teaches the live website chatbot. Customers who sign in at /portal never see this and cannot train Aura.
Who can approve
George, as Admin, can draft, preview and approve. There is no second approver.
Website, store, client portal, email and Aura changes are all treated as sensitive. Only George as Admin can train Aura. Client portal logins cannot.
Website
hartcoaurum.co.uk
Pages, sections, announcements and other content changes.
- Edit pages and sections
- Update announcements and news
- Preview, then approve, before anything is published
Not connected. Hermes has not been given this system.
Store
Product catalogue
Products, descriptions, images, availability and product information.
- Add, edit or remove a product
- Update descriptions, images and availability
- Preview, then approve, before anything is published
Not connected. Hermes has not been given this system.
Client portal
Client records
Client holdings, accounts and enquiries. Not Aura training.
- Client accounts and enquiries
- Documents and certificates
- Private client information stays out of this list until a real connection exists
Not connected. Hermes has not been given this system.
Email
Client and lead email
Drafts, approved templates and documents that may be attached.
- Prepare an email from an approved template
- Preview it
- Confirm before it can be sent, with a record of the decision
Not connected. Hermes has not been given this system.
Aura
The existing customer Aura
Training, corrections and knowledge. This is not a second chatbot.
- Correct an answer and add, edit or retire knowledge
- Preview, then approve
- Check the live Aura only after Hermes has applied the change
Not connected. Hermes has not been given this system.