An AI-powered dashboard for benefits consultants to manage client engagements, run advisory workflows, and generate recommendations — built with Next.js 15 and Lyzr AI.
This platform helps HR/benefits consultants:
- Chat with an AI agent about client engagements
- Run structured advisory workflows (surveys, policy analysis, benchmarking, recommendations)
- Track active clients and market insights from a central dashboard
- Manage team access and integrations with tools like Gmail, Slack, Salesforce, and ADP
| Page | What it does |
|---|---|
/ |
Dashboard with search, market insights, and active engagements |
/console |
Chat with the AI advisory agent |
/tools/skills/survey-designer |
Generate employee benefit surveys |
/tools/skills/policy-analyzer |
Analyze benefit policy documents |
/tools/skills/competitive-benchmarker |
Compare benefits against competitors |
/tools/skills/synthesis-recommender |
Generate a final recommendation report |
/tools/skills |
Browse all available skills |
/tools |
Integrations and configuration hub |
/tools/architecture |
View the agent architecture |
/tools/files |
Browse knowledge base and client files |
/settings |
Manage users and their roles |
| What | Technology |
|---|---|
| Framework | Next.js 15 |
| Language | TypeScript |
| Styling | Tailwind CSS |
| UI Components | shadcn/ui |
| Animations | Framer Motion |
| Icons | Lucide React + Tabler Icons |
| Forms | React Hook Form + Zod |
| State | Redux Toolkit |
| Database | Supabase |
| AI | Lyzr AI API |
| Fonts | Inter, Playfair Display, JetBrains Mono |
npm installCreate a .env.local file in the root folder:
SUPABASE_URL=your-supabase-url
SUPABASE_ANON_KEY=your-supabase-anon-key
LYZR_API_KEY=your-lyzr-api-key
LYZR_AGENT_ID=your-agent-idnpm run devOpen http://localhost:3000 in your browser.
npm run build
npm startsrc/
├── app/ # All pages and API routes
│ ├── page.tsx # Dashboard (home)
│ ├── console/ # Agent chat console
│ ├── settings/ # User management
│ └── tools/ # Skills, architecture, file browser
├── components/
│ ├── ui/ # Reusable UI components (buttons, cards, sidebar, etc.)
│ ├── dashboard/ # Dashboard-specific components
│ └── journey-layout # Shared layout for all skill pages
├── hooks/ # Custom React hooks for chat and journey streaming
└── lib/ # Utilities, types, API clients, and Redux store
- Colors — Warm brown and cream palette (
#7B4A24primary,#F6F1EAbackground) - Fonts — Inter for body text, Playfair Display for headings
- Cards — Glass morphism style with soft shadows and blur
- Sidebar — Light cream background with brown section labels
| Role | Permissions |
|---|---|
| Admin | Full access — can manage users, change roles, remove members |
| Editor | Can run journeys and edit content |
| Viewer | Read-only access |