Staff Portal

New Case Intake

Contract Code *

Client Information

First Name *

Last Name *

Phone / WhatsApp

Email

Age

Marital Status

Education Level

Work Experience (years)

IELTS Type

IELTS / CELPIP Score

Application Stream

Stream *

Employer Involved? Yes, add employer details

Company Name

Province

NOC Code

Job Offer Title

LMIA Status

Employer Contact Email

Family Members Expand to add

Additional Notes

Supporting Documents

Click to upload or drag & drop files here

Retainer PDF, CV, Job Offer, IELTS, Passport — any client documents

Drop the signed retainer agreement PDF. The AI will extract the client details and stream information, then ask you to confirm before creating the case.

Contract Code *

Upload Retainer Agreement PDF

AI will parse and extract: client info, stream, family composition

📂 Cases

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No case open

Fill out the intake form on the left to create a new case,
then chat with the AI agent here.

Active Prospects

Telegram & WhatsApp conversations

All New Active Booked Follow-up ⏸ Paused TG WA Archived

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Select a prospect

Click a conversation on the left

AI Agent Controls

Knowledge base, directives, FAQ

📈 This Week

New Prospects

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Bookings

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Active Chats

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Msgs This Week

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📚 Knowledge Base

Upload DOC/PDF/TXT files or paste content. The AI reads these when answering prospects.

Click to upload or drag & drop

DOC, PDF, TXT — Q&A samples, scripts, knowledge documents

🧠 AI Directives

❓ FAQ Manager

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Reporting — Coming Soon