Industry template / agent-stokis

Agent and Distributor

Agent levels, approvals, orders, manual payments, commissions, and withdrawals need consistent rules and an auditable ledger.

Validated blueprint pack; full operational UI not yet generated

Current recommendation

A blueprint derived from the starter brief.

The authenticated interview may refine this result when the owner supplies more facts.

Output
CRM Only
Level
automation
Pack
agent

Recommended modules

authrolescustomerspaymentspipelineactivitynotificationsdashboardreportsauditexportbookingsservices

Roles

owner / operations / finance

Reports

  • - Orders by level
  • - Commission ledger
  • - Outstanding withdrawals

Core workflow

  1. 01Level approval
  2. 02Order and manual payment
  3. 03Commission posting and withdrawal

Advisor opportunities

  • Pending level approval
  • Order with incomplete payment record
  • Commission or withdrawal exception

Start here

Use this brief as editable context. Ciptaly still asks for missing facts and shows the recommendation before generation.

Start with Agent and Distributor