CAP

Platform capabilities

12 min read

Complete map of admin features available after sign-in — every module, route, and what it does.

After you sign in

LiveUXI organises capabilities by business domain in the left sidebar. Each item below links to the admin route and the documentation guide that explains how to use it.

Routes are verified regularly — if a page returns an error, contact your platform administrator or check deploy/DOCS_CAPTURE_SERVICE.md for capture tooling.

1

Sign in to your admin URL

Use your organisation's LiveUXI admin host (e.g. internal.liveuxi.com) with email, password, and 2FA when enabled.
2

Explore the sidebar by domain

Core, Sales, Communications, Calendar, Finance, Page Manager, and Project Manager group related features.
3

Open a capability below

Each feature card shows the admin path — your administrator can grant access via roles if a section is hidden.
4

Read the linked guide

Follow the documentation article for step-by-step instructions and video walkthroughs where available.

Core platform

Dashboards, workflows, notifications, customers, and system settings.

Overview dashboard
/dashboard
Role-aware analytics landing page with module shortcuts.
Read guide →
My Dashboard
/core/dashboards/my-dashboard
Personal KPI cards with date presets, compare mode, and PDF export.
Read guide →
Workflow definitions
/core/workflows
Automation rules with triggers, conditions, and actions.
Read guide →
Notifications
/core/notifications
In-app notification inbox with acknowledgement workflows.
Read guide →
Customers
/core/customers
Customer records linked to CRM, finance, and portal accounts.
Read guide →

Sales & CRM

Pipeline, prospecting, proposals, and invoicing from lead to cash.

CRM pipeline
/sales/crm/pipeline
Kanban board for deals by stage with drag-and-drop progression.
Read guide →
Lead finder
/sales/prospecting/lead-finder
Geographic prospecting with map context and CRM ingest.
Read guide →
Proposal builder
/sales/proposals/proposal-builder
Branded quotes from catalogue with approval and conversion.
Read guide →
Invoices
/sales/invoices
Invoice register with filters, exports, and portal visibility.
Read guide →

Communications

Unified inbox across email and messaging channels with CRM context.

Unified inbox
/communications/inbox
Omni-channel threads with channel filters, status, and assignment.
Read guide →

Calendar & booking

Team scheduling, resources, and public self-service booking.

Calendar dashboard
/calendar/calendar-dashboard
Appointments, resources, and availability in day/week/month views.
Read guide →
Public booking hub
/calendar/public-booking-hub
Customer-facing slot selection and confirmation flows.
Read guide →

Finance

Revenue KPIs, receivables, and quote-to-cash reporting.

Finance overview
/finance/overview
Financial dashboard with period filters and receivables drill-down.
Read guide →

Page Manager

Public sites, visual builder, navigation, and hosted content.

Visual builder
/page-manager/builder
Drag-and-drop page sections with live preview.
Read guide →
Site menu manager
/page-manager/site-menu-manager
Navigation trees for multi-domain public sites.
Read guide →
Media feed manager
/page-manager/media-feed-manager
Curated media libraries for marketing pages.
Read guide →

Project delivery

Projects, cross-project tasks, and individual work queues.

Projects
/project-manager/projects
Delivery projects with status, owners, and customer links.
Read guide →
Task manager
/project-manager/task-manager
Operational board across projects with priority filters.
Read guide →
My tasks
/project-manager/my-tasks
Personal task queue for day-to-day execution.
Read guide →