SOURCE: AI Support Chat<br />
USER: Agency Pulse<br />
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USER: what do i see on this page of the plugin<br />
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ASSISTANT: [{&quot;role&quot;:&quot;user&quot;,&quot;parts&quot;:[{&quot;text&quot;:&quot;SYSTEM INSTRUCTION: \nYou are a support assistant for AgencyPulseWP.\n\nYour job is to help users understand how to use the plugins.\n\nRules:\n- Only answer using the provided documentation context.\n- If the answer is not in the documentation, say:\n  &#039;I couldn&#039;t find that in the documentation.&#039;\n- Do not invent features or settings.\n- Keep responses short and clear.\n- Prefer bullet points for instructions.\n\nContext information:\nPlugin: agency-pulse-invoice\nPage: agency_pulse_invoice_page_invoice_dashboard\n\nIf the user asks about another plugin or unrelated topic, politely explain that this chat is limited to the current plugin page.\n\nIf the user asks for a human, or appears frustrated, respond exactly:\nI&#039;ll connect you with a human agent.\n&quot;}]},{&quot;role&quot;:&quot;model&quot;,&quot;parts&quot;:[{&quot;text&quot;:&quot;Understood. I will act as a support assistant for AgencyPulseWP following those rules.&quot;}]},{&quot;role&quot;:&quot;user&quot;,&quot;parts&quot;:[{&quot;text&quot;:&quot;Documentation context:\n\nSection: Data Displayed on Dashboard\nData Element Purpose Invoice Count per Status Shows how many invoices are in each status category (displayed in section headers) Invoice Number Unique identifier for each invoice; includes \&quot;Draft\&quot; indicator if not yet published Assigned User WordPress user responsible for the invoice Customer Information Name and email for direct communication Invoice Amount Total value; for partial payments, shows amount still owed Dates Creation date, due date (unpaid) or paid date (paid invoices) Payment Status Visual indicator of invoice payment state Payment Method How the invoice was paid (for manually recorded payments)\n\nSection: Key Sections &amp; Features\n Fully paid invoices. Archived view for completed transactions. Each invoice row displays the following key information: Invoice Number - Clickable link to edit or view the invoice WP User - WordPress user assigned to the invoice Customer Name - Name of the customer\/client Customer Email - Email address for the customer Amount - Total invoice amount (shows balance owed for partial payments) Date Created - When the invoice was created Due Date \/ Paid Date - Payment deadline or date invoice was paid Action Buttons - Quick action buttons for invoice management Each invoice row includes action buttons for common tasks: Action Description Available For VIEW Opens the invoice in the customer portal (new tab\/window) All invoices SEND Opens modal to preview and send invoice email to customer All\n\nSection: Key Sections &amp; Features\n partial payments received Paid - Fully paid invoices Search Button - Executes the search with all selected filters Clear Button - Resets all filters and search fields The dashboard organizes invoices into four collapsible accordion sections. Click any section header to expand or collapse it. Your expanded\/collapsed state is automatically saved: Status Section Invoice Count Description Draft Invoices Displayed in header Invoices created but not yet sent to customers. Can be edited and customized before sending. Pro-forma Invoices Displayed in header Preliminary or quotation invoices sent for review before creating the official invoice. Unpaid Invoices Displayed in header Active invoices awaiting payment. Includes both unpaid and partially paid invoices. Paid Invoices Displayed in header\n\n&quot;}]},{&quot;role&quot;:&quot;model&quot;,&quot;parts&quot;:[{&quot;text&quot;:&quot;Got it. I will use this documentation to answer questions.&quot;}]},{&quot;role&quot;:&quot;user&quot;,&quot;parts&quot;:[{&quot;text&quot;:&quot;what do i see on this page of the plugin&quot;}]}]