Product frontend, temporary access flows, and data visualization.
Management Dashboard for Micro Entrepreneurs
Data visualization panel for micro entrepreneurs (MEI) that consolidates records captured via a WhatsApp chatbot.
Displaying revenue and expense data mapped by AI in a mobile-readable format without requiring a conventional login.
The dashboard allowed chatbot users to consult detailed financial metrics in a clean, read-only interface.
Concrete signals from this case
- Built the dashboard interface optimized for quick mobile consultation.
- Implemented the 'Magic Link' access flow (single-use temporary link) generated by the bot.
- Integrated revenue and customer visualizations fed by WhatsApp-based AI mapping.
- Structured route guards to maintain active sessions only while the link token is valid.
This dashboard is the visual component of a management ecosystem for micro entrepreneurs (MEI). While the primary interaction happens via a WhatsApp chatbot, where an AI processes messages to record revenues, expenses, and customers, the panel serves as a centralized hub for detailed data consultation.
Context and Operation
The project addresses the difficulty MEIs face when tracking financial history without the complexity of traditional ERP software.
- The user requests financial details within WhatsApp.
- The system generates a temporary access link (Magic Link) for direct entry into the dashboard without a password.
- The link is single-use for activation: it expires after the first click to protect data. The session remains active on the dashboard as long as the associated token is valid.
My Role
I developed the dashboard frontend, focusing on the access architecture and graphical data presentation. Since data control occurs exclusively within the chat, the panel was designed as an objective and fast reading interface.
Technical Decisions
- Secure Stateless Access: Implemented URL-based token validation to ensure users access their data instantly and securely from the chat.
- Mobile-First Interface: Used TailwindCSS to ensure entrepreneurs can check their revenue charts on the go, directly from their phones.
- AI Data Consistency: Mapped integration points to correctly display information extracted by the backend AI from informal WhatsApp conversations.
- Stability: Applied E2E tests with Cypress to validate the critical flow of Magic Link entry and session expiration.
Visual references
Private startup project. Description focuses on interface development and access mechanisms.
