WiSE Real-Time Dash

WiSE Real-Time Management Dashboard - User Guide

Audience: SuperAgentTPM Team Version: 2.0 Date: December 2024 Location: /corporate/admin/wise-realtime-management

🎯 Dashboard Overview

The WiSE Real-Time Management Dashboard provides live monitoring and management capabilities for the Workflow Intelligence Service Enterprise platform. This guide focuses on production workflows with real-time data integration and comprehensive subscriber lifecycle management.

🔗 Access & Navigation

URL Structure

Production: https://trucast.app/corporate/admin/wise-realtime-management
Development: http://localhost:3000/corporate/admin/wise-realtime-management

Navigation Path

  1. Corporate Admin → WiSE Real-Time Management tab

  2. Dashboard loads with 5 main tabs: Overview, System Status, Subscriber Management, Active Alerts, Performance

📊 Dashboard Components

Key Metrics Panel (Top Row)

  • Active Subscribers: Live count of operational WiSE subscriptions

  • System Health: Real-time percentage based on API response status

  • Avg Response Time: Calculated from actual API calls (Target: <300ms)

  • Success Rate: Live success/failure rate from system tests

  • API Endpoints: Count of active WiSE service endpoints

  • Fast Response: Number of endpoints responding <200ms

Tab Navigation

1. Live Overview Tab

  • WiSE Production Services: Real-time API endpoint status

  • Live System Activity: Recent system events and operations

  • Auto-refresh: Every 30 seconds with fresh API health checks

2. System Status Tab

  • Individual component monitoring for each WiSE service

  • Response time graphs with performance targets

  • Success rate tracking with operational thresholds

3. Subscriber Management Tab ⭐⭐

  • 🆕 ENHANCED: Complete subscriber lifecycle management

  • Add New Subscribers: Invitation workflow with SuperAgent integration

  • Active/Inactive Tracking: Visual status indicators and filtering

  • Reminder Email System: Automated follow-up for inactive subscribers

  • Email Correction Tools: Fix bounced email addresses

  • Unsubscribe Management: Handle subscription cancellations

4. Active Alerts Tab

  • Real-time system alerts requiring attention

  • Priority-based categorization: Critical, Warning, Info

  • Automatic alert generation based on system performance

5. Performance Tab

  • Historical performance metrics and trends

  • Target benchmarking against enterprise standards

  • System uptime and reliability metrics

🔧 Enhanced Subscriber Management

📊 Subscriber Dashboard Overview

When you open the Subscriber Management tab, you'll see:

Stats Cards (Top Row)

  • Total Subscribers: Click to view all subscribers

  • Active: Currently engaged subscribers (green)

  • Inactive/Invited: Subscribers needing attention (yellow)

  • Issues: Bounced emails requiring correction (red)

  • Add Subscriber: Blue button to invite new subscribers

Filter Tabs

  • All Subscribers: Complete subscriber list

  • Active: Only active subscribers

  • Inactive/Invited: Subscribers who need follow-up

  • Issues: Bounced or problematic subscriptions

🆕 Add New Subscriber Workflow

Step 1: Initiate Invitation

  1. Click "Add Subscriber" button (blue card in stats row)

  2. Add New WiSE Subscriber modal appears

Step 2: Enter Subscriber Details

  • Email Address: Valid email format required

  • Name: User name or team identifier

  • Subscription Type: Select from dropdown:

    • WiSE Basic

    • WiSE Professional

    • WiSE Enterprise

    • WiSE Executive

    • WiSE Custom

Step 3: Send Invitation

  1. Click "Add Subscriber & Send Invitation"

  2. System executes:

    • Creates subscriber with "Invited" status

    • Sends invitation email via WiSE system

    • Notifies SuperAgent AutoResponder

    • Adds confirmation alert

Expected Results

  • ✅ New subscriber appears with blue "📧 Invited" status

  • ✅ Invitation email sent to subscriber

  • ✅ SuperAgent notification with subscriber data

  • ✅ Success alert confirms completion

📧 Subscriber Status Management

Status Types & Indicators

  • ✅ Active (Green): Subscriber is actively using WiSE

  • 😴 Inactive (Yellow): Previously active, now dormant

  • 📧 Invited (Blue): Invitation sent, awaiting activation

  • ⚠️ Bounced (Red): Email delivery failed

  • 🔧 Corrected (Indigo): Email address has been fixed

  • ❌ Unsubscribed (Red): Subscription cancelled

Activity Timeline

Each subscriber shows:

  • Invited Date: When invitation was sent

  • Activated Date: When subscriber became active

  • Last Activity: Most recent interaction timestamp

📬 Active vs Inactive Management

For Inactive/Invited Subscribers

Identify Inactive Subscribers:

  1. Look for 😴 Inactive or 📧 Invited status badges

  2. Check "Inactive/Invited" filter tab

  3. Review Last Activity timestamps

Send Reminder Email:

  1. Click "Send Reminder" button next to inactive subscriber

  2. System sends:

    • Friendly reminder email via SuperAgent

    • WiSE subscription activation instructions

    • Dashboard access links

  3. Updates:

    • Last Activity timestamp refreshed

    • Success alert confirmation

For Active Subscribers

Monitor Active Status:

  • ✅ Active badge indicates engagement

  • Recent Last Activity timestamps

  • Activated Date shows conversion success

🔧 Email Correction Workflow

For Bounced Subscribers

Scenario: [email protected] → [email protected]

  1. Identify Issue: Red ⚠️ Bounced status with error details

  2. Click "Correct Email": Opens correction modal

  3. Enter Correct Email: Update to valid address

  4. Apply Correction: Click "✅ Apply Correction & Notify SuperAgent"

  5. Verify Success: Status changes to 🔧 Corrected

❌ Unsubscribe Management

Unsubscribe Active/Inactive Subscribers

  1. Locate subscriber with ✅ Active or 😴 Inactive status

  2. Click "Unsubscribe" button (red outline)

  3. Confirm action (system processes immediately)

  4. Result:

    • Status changes to ❌ Unsubscribed

    • SuperAgent receives cancellation notification

    • Subscriber removed from active metrics

🗑️ Subscriber Deletion

  • Trash icon permanently removes subscriber

  • Use sparingly: Prefer unsubscribe for clean records

  • No undo: Deletion is immediate and irreversible

🤖 SuperAgent AutoResponder Integration

Enhanced Notification Types

New Subscriber Invitation

{
  "action": "subscriber_invited",
  "subscriberId": "sub-1234567890",
  "email": "[email protected]",
  "userName": "User Name",
  "subscriptionType": "enterprise",
  "timestamp": "2024-12-XX T XX:XX:XX.XXX Z",
  "source": "wise-realtime-dashboard",
  "priority": "medium"
}

Email Correction

{
  "action": "email_correction",
  "subscriberId": "sub-001",
  "oldEmail": "[email protected]",
  "newEmail": "[email protected]",
  "timestamp": "2024-12-XX T XX:XX:XX.XXX Z",
  "source": "wise-realtime-dashboard",
  "priority": "high"
}

Unsubscription

{
  "action": "subscriber_unsubscribed",
  "subscriberId": "sub-003",
  "email": "[email protected]",
  "timestamp": "2024-12-XX T XX:XX:XX.XXX Z",
  "source": "wise-realtime-dashboard",
  "priority": "medium"
}

⚠️ Enhanced Alert Management

New Alert Types

Subscriber-Related Alerts

  • Bounced Subscribers: "X subscriber(s) with bounced emails require attention"

  • Inactive Subscribers: "X subscriber(s) invited but not yet active"

  • Invitation Success: "Subscriber invited: email • SuperAgent notified"

  • Reminder Sent: "Reminder sent to email"

  • Unsubscribe Confirmation: "email unsubscribed • SuperAgent notified"

System Alerts (Existing)

  • Critical: API endpoints down, email correction failures

  • Warning: Performance degradation, system component issues

  • Info: Successful operations, routine notifications

🎮 Enhanced SuperAgent Dashboard Workflow

Daily Operations Checklist

  1. Review Subscriber Stats: Check total, active, inactive counts

  2. Address Bounced Emails: Use email correction workflow

  3. Follow Up on Inactive: Send reminder emails to dormant subscribers

  4. Monitor System Health: Ensure >95% operational status

  5. Check Active Alerts: Prioritize critical and warning alerts

  6. SuperAgent Integration: Verify all notifications processed correctly

Weekly Subscriber Review

  1. Invitation Campaigns: Add new subscribers as needed

  2. Inactive Analysis: Review subscribers not responding to reminders

  3. Conversion Tracking: Monitor invited → active conversion rates

  4. Email Health: Address any new bounced email issues

  5. Unsubscribe Trends: Analyze cancellation patterns

Monthly Optimization

  1. Subscriber Growth: Track month-over-month active subscriber increases

  2. Engagement Metrics: Identify most/least engaged subscriber segments

  3. Email Deliverability: Review bounce rates and domain issues

  4. SuperAgent Performance: Optimize notification workflows

🚨 Enhanced Troubleshooting Guide

Subscriber Management Issues

Add Subscriber Fails

  • Verify Email Format: Ensure valid email address

  • Check Domain: Confirm email domain exists and accepts mail

  • SuperAgent Health: Test /api/superagent-autoresponder

  • Review Logs: Check browser console for error details

Reminder Email Not Sent

  • Verify SuperAgent Email API: Test /api/wise-superagent-email

  • Check Subscriber Status: Ensure subscriber is inactive/invited

  • Network Connectivity: Confirm API endpoints accessible

  • Email Template: Verify reminder email template renders correctly

Unsubscribe Process Fails

  • SuperAgent Integration: Test autoresponder notification system

  • Database Update: Verify subscriber status changes persist

  • Alert Generation: Confirm success alert appears

  • Audit Trail: Check that action is logged properly

📈 Enhanced Performance Benchmarks

Subscriber Management Metrics

  • Invitation Response Rate: >60% invited → active conversion

  • Email Deliverability: <5% bounce rate across all invitations

  • Reminder Effectiveness: >30% inactive → active after reminder

  • System Response Time: <2 seconds for all subscriber actions

  • SuperAgent Integration: 100% notification delivery success

Operational Targets

  • Add Subscriber: <30 seconds end-to-end processing

  • Send Reminder: <15 seconds delivery initiation

  • Email Correction: <2 minutes from identification to resolution

  • Unsubscribe Processing: <10 seconds status update

  • Alert Resolution: <5 minutes for subscriber-related issues

🎯 Quick Reference: Complete Subscriber Lifecycle

1. Add New Subscriber

  1. Click "Add Subscriber" button (blue card)

  2. Enter details: Email, Name, Subscription Type

  3. Send invitation: Click "Add Subscriber & Send Invitation"

  4. Verify: Blue 📧 Invited status appears

2. Monitor Active/Inactive Status

  • Active: Green ✅ Active badge, recent activity

  • Inactive: Yellow 😴 Inactive badge, old activity timestamp

  • Filter: Use "Inactive/Invited" tab to focus

3. Send Reminder to Inactive

  1. Locate inactive subscriber (yellow badge)

  2. Click "Send Reminder" (blue outline button)

  3. Verify: Success alert and updated timestamp

4. Correct Bounced Email

  1. Find bounced subscriber (red ⚠️ Bounced badge)

  2. Click "Correct Email" → Enter correct address

  3. Apply correction → Status changes to 🔧 Corrected

5. Unsubscribe Subscriber

  1. Click "Unsubscribe" (red outline button)

  2. Confirm action → Status changes to ❌ Unsubscribed

  3. SuperAgent notified automatically

📊 Enhanced Dashboard Stats Summary

Real-Time Subscriber Metrics

  • Total Subscribers: All subscriber records in system

  • Active Count: Currently engaged subscribers

  • Inactive/Invited Count: Requiring follow-up or activation

  • Bounced Issues: Email delivery problems needing correction

  • Response Rates: Invitation and reminder effectiveness

SuperAgent Integration Health

  • Notification Success: 100% delivery to autoresponder

  • Email System Status: Operational for invitations and reminders

  • Alert Processing: Real-time subscriber event notifications

  • API Health: All subscriber management endpoints operational

Dashboard Location: /corporate/admin/wise-realtime-management Documentation: docs/wise-realtime-dashboard-user-guide.md Version: 2.0 - Enhanced Subscriber Management Last Updated: December 2024

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