What was implemented and corrected:

📊 Complete Implementation of the CRM and Analytics System
CRM dashboard system with main panel containing real-time statistics
Simplified customer registration form with only essential fields
Fields included: Name, Phone and Email
Responsive layout with side-by-side action buttons
Separate and dedicated Analytics form
CRM statistics visualization in multiple tabs
Revenue graphs over time
Average customer score graphs
Listing of top customers by score and revenue
Listing of recent activities
Detailed view of all CRM data
Complete export system to Excel
Automatic export with multiple Spreadsheets
Integration of charts as images in Excel
Professional formatting of exported data
Informative tooltip system
Explanatory tooltip on the "Average Score" card with calculation details
Information on how the score is calculated (frequency, sentiment, recency, financial value, number of orders)

🎨 Visual Improvements and Interface Corrections
Adjustment of proportions of the new customer form for better visual presentation
Adjustment of the width of the form and textboxes to be proportional
Correction of vertical alignment between labels and textboxes in the form
Removal of the "Overview" tab from analytics as requested
Optimized analytics layout after tab removal
Improvements to the visual presentation of statistics cards

✅ Result
Fully functional CRM system and Integrated
Intuitive dashboard with real-time visualizations
Simplified and efficient registration form
Complete and separate analytics with multiple visualizations
Export to Excel working flawlessly with multiple spreadsheets
Improved visual interface with appropriate colors
Informative tooltips for better data understanding
Clean and well-structured code
Significantly improved user experience!

What was implemented and fixed:

📧 Implementation of the Email Report Delivery System
Complete system for automatic delivery of financial reports by email
Configuration interface with checkbox to enable/disable automatic delivery
Fields to configure SMTP server (sender email, password, server, port and recipient)
Full support for SSL/TLS with automatic selection of Portal
Validation of all settings before sending
Automatic saving and loading system for settings
Asynchronous sending of reports with Excel attachments
Error handling and detailed logs for diagnosis
Integration with financial analytics system for automatic sending
Automatic verification of settings when generating reports

🐛 Bug Fixes in the Email System and Interface

Fixed duplicate message issue when saving settings
Fixed saving and loading of settings that did not persist
Improved validation of required fields before sending
Fixed verification of saved values ​​that showed incorrect warnings
Improved error handling to avoid silent failures
Fixed logic for enabling/disabling fields when a checkbox is changed
Fixed SMTP client timeout to prevent Crashes
Improved detection of incomplete configurations
Correction in the display of duplicate success messages

✅ Result
Fully functional and reliable email system
Automatic report sending working perfectly
Settings being saved and loaded correctly
Stable Financial Manager interface without reloading loops
Intuitive and easy-to-configure interface
Robust error handling and validations
Significantly improved user experience!

What has been fixed and improved:

🤖 Correction of the Normal Chatbot System and Financial Manager
Corrected the differentiation between normal chatbot and financial manager
Both modes now work correctly according to the user's selection
Resolved an issue that prevented the normal chatbot from processing messages
JavaScript injection system optimized to support both modes simultaneously
Correction in the processing logic that caused conflicts between the modes

📎 Improved Attachment Sending System
Improved manual attachment sending system applied globally
Implemented for all media types: videos, images, documents, and audio
Applied to all sending functions.
Dynamic system that waits for complete upload before sending
Replacement of fixed delays with dynamic DOM checks
Greater reliability and success rate in media sending

⚡ Performance and Speed ​​Optimization

Significant reduction of delays at multiple processing points
Delay after generating response: reduced from 200ms to 50ms (75% faster)
Delay between split messages: reduced from 1500ms to 500ms (67% faster)
Delay before Send attachment: Reduced from 2000ms to 500ms (75% faster) Delays in the financial manager optimized by up to 80%
Timeout configured in HttpClient to avoid long waits
Analytics system moved to asynchronous processing
Estimated gain of 4-5 seconds per response in both modes
✅ Result
Normal chatbot and financial manager working perfectly More reliable and robust attachment sending system Responses up to 4-5 seconds faster Significantly improved user experience Everything working in an optimized and efficient way!

💰 FINANCIAL MANAGER WITH AI

🎯 WHAT MAKES THIS TOOL A TRUE REVOLUTION:

🔐 Separate Session System - Professional Architecture
✨ Implemented system of completely independent profiles for Normal Chatbot and Manager Financial
✨ Each mode uses its own completely isolated WhatsApp Web session - zero conflicts!
✨ Professional architecture that guarantees maximum stability and organization
✨ Automatic profiles created in dedicated directories (WebView2_Chatbot and WebView2_Financial)
✨ Total separation of functionalities - you can use both simultaneously without interference!

🤖 Ultra-Intelligent Automatic Transaction Detection
🚀 Revolutionary system that AUTOMATICALLY detects any financial message on WhatsApp
🚀 Instant processing of messages sent to yourself or the "Financial Manager" group
🚀 Advanced AI identifies income and expenses through deep contextual analysis
🚀 FULL support for processing audio messages with real-time automatic transcription
🚀 Detects monetary values ​​in ANY format: R$ 100, 100 reais, 50.00, fifty reais, etc. 🚀 Works even with typos and colloquial language - the AI ​​understands everything! 🧠 AI-powered ChatGPT Processing - Superior Intelligence
💎 Direct integration with ChatGPT for surgically precise analysis and extraction of financial information
💎 Intelligent automatic categorization based on MORE THAN 200 predefined and organized CATEGORIES
💎 Instant identification of financial keywords: spent, earned, received, paid, bought, sold, etc.
💎 PERFECT automatic extraction of values, descriptions, categories, and payment status
💎 The AI ​​learns the context and continuously improves the accuracy of the categorizations!

📊 Most Complete Category System Marketplace
🏆 OVER 200 pre-configured and professionally organized categories by type
🏆 COMPLETE Expense Categories: Housing (30+), Food (40+), Transportation (25+), Health (30+), Beauty (20+), Family (15+), Pets (15+), Leisure (30+), Travel (15+), Clothing (20+), Technology (15+), Education (10+), Investments (10+), Taxes (10+), and much more!
🏆 Income Categories: Salary, Sales, Digital Services, Paid Subscriptions, Freelance, Investments, Commissions, etc.
🏆 Automatic categorization based on smart keywords and deep message context
🏆 Subcategory system for maximum classification accuracy - never get lost in your categories again Finances! 💬 Friendly Automated Replies - Real Human Experience
❤️ Automatic generation of personalized, motivating, and genuinely friendly replies after each transaction
❤️ Objective yet warm responses (3-4 lines) with appropriate emojis and a natural tone
❤️ Positive registration confirmation with genuine comments that make you feel supported
❤️ Mentions current balance in a simple, clear, and encouraging way
❤️ Super brief optional tips when relevant - your personal financial assistant always present
❤️ Empathetic and welcoming tone for expenses, celebratory and motivating for income
❤️ It feels like you have a personal financial advisor 24/7 on your WhatsApp!

📈 Professional Analytics Dashboard Executive
📊 COMPLETE and professional dashboard with metrics Real-time: Income, Expenses, Balance, Total Transactions
📊 High-quality interactive charts: Income/Expense Pie Chart by Category, Time Evolution, Daily Balance
📊 In-depth analysis by category with visual and intuitive comparative bar charts
📊 Advanced filters by period: Last 7 days, 30 days, 3 months, 6 months, This month, This year, All period, Custom
📊 Professional detailed statistics: Averages, Highest values, Main categories, Percentages, Trends
📊 Complete list of transactions with advanced filters, sorting and search - total control over your data!

📄 Professional Report Export - Enterprise Level
🎯 Export of reports in professional, modern and fully formatted HTML format
🎯 Reports COMPLETE features include: Executive Summary, Income/Expenses by category with percentages, Detailed statistics, Complete list of transactions, Visual charts
🎯 Modern, responsive, and professional design with colorful charts and perfectly formatted tables
🎯 Instant conversion to PDF via browser (Ctrl+P) - print-ready reports
🎯 Reports automatically saved in the "Reports" folder - complete history always available
🎯 Automatic report delivery via WhatsApp when configured - receive your reports wherever you want!
🎯 Professional quality reports - you can present them to your accountant, bank, or use them in meetings!

⚙️ Full Settings and Customization
🔧 Dedicated and intuitive interface for complete Financial Manager settings
🔧 Simple configuration of your own number for automatic message processing
🔧 Advanced keyword system for automatic report delivery when you want
🔧 Elegant initial selection mode: Normal Chatbot or Financial Manager - choose what you need
🔧 Complete customization to adapt the system to your specific needs!

🔄 Complete Transaction Management - Professional Database
💾 Complete status system: Paid, Pending, Cancelled - total control over each transaction
💾 Advanced support for recurring transactions: Daily, Weekly, Monthly, Quarterly, Annual, Customized
💾 Intelligent installment system for installment transactions - never miss an installment
💾 Complete and permanent transaction history with date, value, category, description and much more
💾 Automatic and accurate balance calculation based on income and expenses - always up-to-date
💾 Your financial data organized, secure and always accessible!

✅ FINAL RESULT - A TRUE REVOLUTION
🌟 COMPLETE and REVOLUTIONARY personal financial management system fully integrated with WhatsApp
🌟 Automatic and instant transaction registration through simple messages - no complications!
🌟 Automatic intelligent categorization without the need for manual configuration - AI does it all!
🌟 Detailed and professional enterprise-level reports for complete financial analysis
🌟 Friendly and human-like automatic responses that make the experience unique and enjoyable
🌟 Intuitive, modern and easy-to-use interface for real-time viewing and analysis
🌟 Cutting-edge technology with advanced AI working 24/7 for you
🌟 Everything working perfectly, automatically and with surgical precision!
🌟 Transform your WhatsApp into the smartest and most complete financial assistant you've ever seen!
🌟 This is not It's just a tool - it's a REVOLUTION in how you manage your personal finances!

Key highlights and benefits:

⚙️ Stable Chatbot on Any Computer
Definitive fix for the error that prevented the chatbot from responding on some machines
Capture and sending flow working continuously and without crashes
Cleaner history showing only useful information to the operator

🧵 Reliable Execution
The internal logic now always runs in the correct sequence
Eliminates occasional failures during response sending
More solid foundation for future features and Additional automations

🖇️ Attachments without Text
Bug fixed allowing sending images, PDFs, or audio without typing anything
Improved sending speed, including in multiple mailings
Consistent behavior across all sending modes

🎯 Results for the Client
Faster and smoother service
Greater reliability in sending files and messages
Simpler experience for the operator, without unexpected failures

Key Update Highlights:

📚 Complete Prompt Library
• Create as many prompts as you need for different service scenarios
• Each prompt can have a custom name and specific content
• Quick application of the desired prompt to the bot with one click
• Clear visualization of which prompt is active in the moment

💾 Total Protection of Your Data
• Prompts automatically saved in a secure location
• No prompts are lost when updating the software
• Automatic migration of old prompts to the new system
• Automatic backup created before each save

⚡ Intelligent Management
• Main prompt always fixed at the top of the list
• New prompts appear ordered by creation date
• Multiple selection with Ctrl or Shift for batch actions
• Deletion of multiple prompts at once, always keeping at least one

🎯 Organized Interface
• Dedicated "Prompt Library" tab separate from the main editor
• List on the left shows all saved prompts with date and status
• Large editor on the right to edit the content Complete
• Intuitive buttons to create, save, apply, and delete

🔄 Simplified Workflow
• Create a new prompt → Automatically appears in the library
• Edit any prompt → Save changes instantly
• Apply the desired prompt → Bot uses it immediately in customer service
• Delete unused prompts → Quick and secure cleanup

🛡️ Security and Reliability
• Always keeps at least one prompt saved (protection against accidental deletion)
• Confirmation before deleting multiple prompts
• If the active prompt is deleted, automatically sets a new active one
• Automatic synchronization with the legacy file for compatibility

🚀 Practical Benefits
• Test different customer service approaches without losing settings
• Quickly adapt the bot for different products or campaigns
• Maintain an organized history of all created prompts
• Work with multiple templates without needing to reconfigure them every time

Key Update Highlights:

📎 Intelligent Recognition
• Understands ChatGPT signals, such as [Desktop_Print], to decide which file to send
• Accepts name variations configured in “Chatbot Attachments”
• Removes internal tags before sending the message to Client
• Works for both automatic replies and personalized messages
⚙️ Automatic and Reliable Sending
• Secure order: text first, then file, with controlled interval
• Attempts to send via the WhatsApp Web interface and confirms when successful
• Triggers a second sending method when the interface does not respond
• Shows the contact's real name in the records, instead of just the number
🗂️ Centralized Configuration
• Each item can have a displayed name, caption, and media type defined
• Panel allows adding, removing, and saving ready-to-use attachments
• Everything is automatically loaded when opening the GPT Chatbot
🧠 Careful Handling of Responses
• Detects attachments even when the reply does not come with square brackets
• Handles signals Repeated or written with different letters
• Avoids repeating parts of the response when clearing the markings

🔍 Cleaner Log History
• Shows only “Attachment detected”, “Attachment sent” and “Automatic sending”
• Keeps the main incoming and outgoing logs unchanged
• Technical messages only appear if detailed mode is active
• Facilitates later review by support

🚀 Operational Flow
• Client types the word → ChatGPT remembers the configured attachment
• Bot sends the clean text and then the appropriate file
• File is automatically sent (via WhatsApp Web or alternative method)
• History clearly records the action
• Conversation continues uninterrupted, without interruptions

Visão Geral – Contexto imediato do atendimento

📊 Cartões-resumo aprimorados
Indicadores de Interações, Usuários, Tempo Médio, Reaproveitamento e Satisfação com espaçamento entre caracteres para leitura instantânea
Bordas personalizadas garantem identidade visual uniforme
Tooltips explicativos ajudam a equipe a interpretar cada métrica

🍰 Gráfico de Sentimento Premium
Fatias exibem o nome do sentimento internamente e tooltip com totais
Legenda lateral dinâmica mostra percentuais de Positivo, Neutro e Negativo

📈 Gráfico de Interações por Hora
Barras com gradiente adaptativo (picos em roxo, médios em azul, baixos em azul-claro)
Labels rotacionados (-45°) e antialiasing para máxima clareza
Legenda customizada classifica Baixo/Médio/Alto de forma visual

🗂️ Listas detalhadas
Palavras-chave: ListView de 20 termos com ocorrências e frequência
Interações por Hora: Novo quadro com Hora, Interações e Participação (%)
Sincronização total: ambos são resetados pelo botão “Reset Analytics”

🛠️ Ferramentas adicionais
Atualizar, Exportar para Excel (imagens e tabelas), Visualizar interações recentes e Resetar métricas

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Aba Performance – Qualidade técnica do bot

⚙️ Resumo superior
Cartões para médios, mediana, percentis 95/99, chamadas API, reaproveitamentos

📉 Gráficos Profissionais
Latência por Percentil (colunas): compara média, mediana, P95 e P99
Distribuição de Resposta: agrupa em faixas (<1s, 1–3s, … >10s) com cores por intensidade
Uso de Cache (Pizza): mostra proporção API × reaproveitamento

📜 ListView técnico
Distribuição por faixa com contagem absoluta e percentual
Exterior limpo e sincronizado com os gráficos

💬 Tooltips didáticos
Cada controle explica impacto operacional (tempo de resposta, cache, retries, etc.)

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Aba Usuários – Engajamento e recorrência

👥 Resumo de Engajamento
Total de usuários, média de interações, taxa de retenção, single vs repeat, usuário mais ativo (ID sanitizado)

📊 Visualizações
Daily Active Users (linha) com tooltips por data
Top 10 Usuários (coluna) com truncamento inteligente e share na tooltip
Retenção (pizza) sem fatias vazias: “1 interação” x “Recorrentes”
Segmentos de Interação (barra horizontal) com faixas 1, 2-3, 4-7, 8-15, >15

📋 Listas alinhadas ao gráfico
Top usuários com Interações e Participação (%)
Segmentos populados dinamicamente conforme totais

📝 Saneamento e compatibilidade
Tooltips contextualizam cada painel e gráfico

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Aba Aprendizado – Feedbacks e evolução do bot

🧠 Cartões superiores
Feedback recebido, positivos, negativos, neutros e satisfação com espaçamento otimizado

🥧 Distribuição de Feedback

📊 Padrões Negativos
Gráfico de colunas vermelho (Top palavras críticas)
ListView com Padrão / Ocorrências / Frequência (fallback “Sem padrões negativos”)

🗃️ Sugestões de Melhoria
ListView “Resposta original / Resposta melhorada / Score”
Mantém dados alinhados com o pipeline do Chatbot Analytics Service

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Outros diferenciais técnicos

📦 Reset e Export
Exportação Excel captura imagens dos gráficos e gera planilha formatada

🧼 Manutenção do Designer
Painéis desenhados e exclusão de painéis obsoletos

📑 Tooltips abrangentes
Interface segura para novas equipes entenderem rapidamente o painel

🔄 Timer e atualizações
Timer de 30s renova métricas automaticamente
Atualização manual via botão “Atualizar”