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Custom pages

No-code custom pagesDescribe what you track. Duke builds the page.

Assessments, properties, repairs, gift vouchers: whatever your business keeps, it can have its own page. Describe it to Duke, approve, and your team starts adding records, linked to the right customers.

Part of Meet Duke: builds what's missing

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Chapter 05 of Meet Duke · Builds what's missing

He builds them, fills them and reads them.

Describe what you keep and Duke builds the page. On WhatsApp he can fill in a customer's own records, and in the assistant he answers questions over them.

Who decides

  • On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
  • Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
  • Just answersReading needs no approval, and he sees only what the person asking may see.
  • Ready when you open the appInsights are made from your own numbers when you open the app.
Meet Duke
Waits for your approval

Built by asking.

A name, the fields, a link to contacts and a place in the menu, in one sentence.

Add a Lockers page: number, member, paid until.
Waiting for your approvalCreate page Lockers with 3 fields, linked to contactsApproveNot now
On its own, by your rule

Filled in on WhatsApp.

With capture on and the page chosen, Duke on duty adds or updates that customer's own record from what they told him.

Duke on WhatsAppGot it, Ravi. I've noted that for your trainer.
Fitness assessment · Goal updated
Just answers

Questions over your records.

Filters, totals and linked records, asked for in plain words.

Which properties have had three or more viewings but no offer?
DukeTwo: 14 Elm Street (4 viewings, 2 marked Hot) and the Ridge Road townhouse (3 viewings, all Warm).
Ready when you open the app

Dates and stalled records, flagged.

Insights can come from your own pages too: dates coming up, and records that haven't moved.

Today · Pulse Fitness Studio

Assessments due for review5 this weekSee which
Repairs not moved in 14 days2Stalled
Settings, Custom pages: a box to describe a page for the assistant to build, how it works in four steps, and the gym's pages Fitness assessments and Workout plans

Live demoPulse Fitness Studio: describe a page and the assistant builds it

Built by asking

No code, no drag and drop.

Tell Duke what the page is for. He proposes a name, an icon, the main field and the other fields, and builds it once you approve. The page gets its own place in your menu.

  • Change fields later by asking, or in Settings
  • Ready-made page packs for gyms, coaching, clinics, real estate, salons, agencies and shops
Make a Repairs page: the machine, what's wrong, cost, and a status from Reported to Fixed.
DukeI'll link each repair to a piece of equipment and add a board by status: Reported, Waiting for parts, Fixed.
Waiting for your approvalCreate page Repairs with 5 fields and a board by StatusApproveNot now

Fields

The right kind of field for each detail.

Each field has a type, and values are checked against it, so a date is always a date and a price is always money.

  • Text, number, money, date and yes/no
  • Choose one, choose many and person
  • Email, phone, web address and a link to another record

Fitness assessment · Hannah Cole

TrainerMarcus HillPerson
Weight68.4 kgNumber
Body fat24 %Number
GoalLose fat, Build strengthChoose many
Next review12 NovDate

Linked records

Records that belong to customers.

Link a page to contacts, optionally or always. The records then show on the customer's profile and timeline. Pages can link to each other too: a viewing links to a property, and the property lists its viewings with “Add” already filled in.

  • No link, optional or required, per page
  • Linked records listed on both sides
Viewing feedback: each visit with the contact, property, date, agent and interest marked Hot, Warm or Cold

Skyline Realty, our real estate demo: viewings linked to clients and properties

Boards and totals

A board, a filter and a sum.

Turn any choose-one field into a board and drag records between columns. Filter and sort by any field, and see counts, sums and averages, grouped the way you want.

  • Switch between List and Board
  • Totals like the cost of open repairs
Repairs board with columns Reported, Waiting for parts and Fixed, each card with a machine and a cost

Pulse Fitness Studio: repairs as a board, with costs

Part of everything

Pages work like the rest of SmartDuke.

Choose who can see each page: everyone with permission or only certain roles. Automations can start when a record is added, changes, moves stage or reaches a date. Insights and Home numbers can come from your pages, and Duke answers questions about them.

  • Duke on duty can fill in a customer's records from a WhatsApp chat
  • AI agents can read your pages
Treatment plansCustom page
PatientPractitionerSessionsStatus
Grace LinTom Ward4 of 6Active
Owen PriceRuth Adams6 of 6Review due
Maya ShahTom Ward2 of 8Active

Ask Duke

Try these in a live demo, signed in as the owner.

Tell us what you keep in spreadsheets.

We turn it into pages during guided setup, or you ask Duke yourself. Open a demo to see its ready-made pages.

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Talk to us

We reply by email, usually within one working day. No newsletters.