Welcome to the Strata Portal.

Navigate to rc2.strata.fuze.agency/dashboard.html. You'll see a simple login gate.

• Enter your assigned access code (e.g. strata2024 for admins)
• Press Enter or click the Sign In button
• Your session persists until you log out or close the browser tab

Once in, you'll see a dark sidebar on the left with these sections:

• Dashboard — overview of all prospects, engagement activity, and key metrics
• Prospects — full list of every prospect link you've created; this is where you create new ones
• Global Intel — aggregate analytics, heatmaps, quiz responses across all prospects
• Deck Versions — your master deck + any custom deck variants
• Deck Studio — visual deck editor with drag-and-drop slides, AI-powered custom deck creation
• Playbook & Docs — sales collateral, battle cards, objection handlers
• Quick Help — this guide + feature explanations

In the sidebar, click Prospects. You'll see a table (empty if you're new) and a + New Prospect button at the top.

Click it. A modal opens with these fields:

• Name — the prospect's name (e.g., "Brandon Beaumont")
• Company — their organization
• Type — Prospect (24hr expiry, limited controls) or Rep (no expiry, full presenter controls)
• Deck Version — pick the master deck or any custom variant
• Dealer Profile — Generic, In a Group, Not In a Group, Large, or Mid-size — swaps specific slides
• Vaults / Quiz — toggle access to deep-dive sections and embedded questions

Click Generate. The system creates a unique URL that's pre-configured for this prospect only.

After generation, the modal shows the new URL. Click the copy icon next to it.

Paste into your email, calendar invite, Slack DM, LinkedIn message — wherever fits your workflow. The link includes everything: the right deck, the right profile, the right prospect identity.

• Links are valid for 24 hours by default (prospects) or forever (reps)
• Can be revoked from the Prospects table at any time
• Each open is logged + attributed to this specific prospect

Back in the portal, the Prospects tab shows every link you've created. Each row updates live as the prospect engages.

Key columns:

• Status — Active · Viewed · Expired · Revoked
• Slides — how many unique slides they've seen (e.g. 38/45)
• Vaults — deep-dive sections they explored (pricing, case studies, etc.)
• Engagement Score — 0-100 composite based on coverage + depth + time + quiz + transcript
• Sessions — how many times they've opened the link
• Heatmap — visual slide-by-slide view of dwell time

Click Global Intel to see cross-prospect trends:

• Slide heatmap — which slides are viewed most, longest, and which get skipped
• Vault exploration rate — which deep-dive sections resonate with your audience
• Quiz responses — aggregated answers to embedded questions, grouped by option
• Engagement distribution — histogram of scores across your pipeline

Use this to sharpen your deck: drop slides nobody views, reinforce slides that hook attention, update quiz questions based on real responses.

Click any prospect row to open their detail view. At the top, you'll see a button: ✨ Generate AI Insights.

Click it. In ~20 seconds, Claude returns a structured brief:

• Engagement Score — hot / warm / cold with reasoning
• Summary — 2-3 sentences on their engagement pattern and likely intent
• Talking Points — specific things to bring up, referencing slides they spent time on
• Objections — likely concerns based on what they skipped or dwelled on briefly
• Follow-Up Timing — when and how to re-engage
• Transcript Insights — if you've logged a call, Claude pulls key takeaways

Need a fresh pitch for a specific audience? Click Deck Studio in the sidebar, then the dashed + Create Custom Deck card.

Fill in the modal:

• Deck Name — a-z, 0-9, hyphens only
• Start from — base template (master deck)
• Dealer Profile — audience segment (drives AI framing)
• Audience / Goal — 1-2 sentences describing who + why
• Outline — your content, as bullet points
• Full Rewrite (✓ default) — ignore Strata master copy, write 100% fresh

Click Generate with AI. In 15-30s Claude produces a 6-10 slide deck using the master's layouts filled with your content. The new deck appears in the gallery, sidebar selector, and + New Prospect deck picker automatically.