Getting started with LUCY

Go to LUCY.ngadynamics.co.uk/signup and complete the two-step signup:

1. Step 1 - Your account: full name, email address, and a password (8+ characters, one uppercase letter, one number).
2. Step 2 - Your organisation: your company name. LUCY auto-generates a URL slug (you can customise it).

You land straight on your dashboard. If email confirmation is required, check your inbox first.

A source is any system that sends data to LUCY - your app, Shopify, Zapier, n8n, or anything that can make an HTTP POST.

1. In the sidebar, click Sources → Add source.
2. Give it a name (e.g. “My Website”) and choose a type.
3. Click Create source. Your API key appears once - copy it.
4. Send events from your system to POST /api/ingest with Authorization: Bearer YOUR_KEY.

curl -X POST https://LUCY.ngadynamics.co.uk/api/ingest \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"event":"order_placed","value":149.99,"label":"Order #1042"}'

Metrics turn your raw events into the summary numbers on your overview dashboard - total revenue, jobs completed, tonnes diverted, etc.

1. Go to Metrics → New metric.
2. Name it (e.g. “Revenue this month”) and pick the event name from the dropdown.
3. Choose an aggregation: Count, Sum, Avg, Min, or Max.
4. Set a unit label (e.g. £, kg, orders).
5. Toggle Show on overview to pin it as a card on your main dashboard.

The Explore page lets you run ad-hoc queries without defining a metric first - filter by source, date range, and dimensions, then save anything useful.

The Progress page is where you set targets and track how close you are to hitting them.

1. Go to Progress → New goal.
2. Name the goal, set a target value, unit, and (optionally) a deadline.
3. Link it to a metric - LUCY auto-calculates your progress from your event data.
4. Mark goals as completed or at-risk to keep your team aligned.

Completing a goal can automatically trigger an automation - for example, sending a Slack notification when a sales target is hit (see Control Centre below).

The Pipeline (inside the Progress section) is a lightweight CRM for tracking deals and contacts. It's built for small teams who don't need a full-blown sales tool.

• Add contacts (name, company, email, phone).
• Create deals tied to contacts - set a stage (Lead → Qualified → Proposal → Closed) and a value.
• Mark deals as Won or Lost to update your pipeline metrics.
• Winning or losing a deal can fire automations automatically (e.g. update your website stock or email your team).

The Commerce tab is where you connect LUCY to your e-commerce platforms. Supported platforms:

1. Go to Commerce → Connect store.
2. Choose your platform and enter your credentials (API key, shop URL, etc.).
3. LUCY stores credentials encrypted at rest using AES-256.
4. Once connected, use the integration in Actions to push data back to your store.

The Content tab lets you edit and publish text, images, and JSON blocks on any connected website - without touching code.

Step 1 - Add your site in Settings:

1. Go to Settings → Sites → New site.
2. Enter your site name and domain. Leave the Webhook URL blank for now.
3. LUCY automatically generates a Webhook secret for you - copy it.
4. After saving, LUCY shows a ready-to-paste code snippet for Next.js, WordPress, or plain Node.js. Send it to your developer (or paste it yourself).
5. Once the endpoint is live, come back to Settings → Sites → Edit and paste in the Webhook URL.

Step 2 - Manage content blocks:

1. Go to Content and select your site.
2. Click + New block. Give it a key (e.g. hero.title) and a value.
3. Edit blocks inline. When ready, click Publish - LUCY POSTs all blocks to your webhook.

Step 3 - Fetch content from your website:

// GET https://LUCY.ngadynamics.co.uk/api/content/[site_id]
// Add your API key from Settings → API Keys as a Bearer token

const res = await fetch('/api/content/YOUR_SITE_ID', {
  headers: { Authorization: `Bearer ${process.env.LUCY_API_KEY}` }
})
const { blocks } = await res.json()
// blocks: [{ block_key: "hero.title", value: "...", ... }]

The Control Centre (⚡ in the sidebar) is where you build outbound actions and automations - the bridge between LUCY's intelligence and your other systems.

Actions

An action is a task LUCY can perform on demand or automatically. Six types are supported:

1. Go to Control Centre → Actions → + New action.
2. Choose a type, configure it (URL, table, email address, etc.).
3. Add optional input fields - these appear as a form when someone runs the action manually.
4. Use {{variable}} in your config to reference dynamic values.

Automations

Automations fire an action automatically when a business event happens. Supported triggers:

• Goal achieved - a progress goal is marked complete
• Deal won / Deal lost - a pipeline deal changes status
• Low stock - inventory drops below a threshold
• Order received - a new order comes in via an integration
• Event ingested - a specific event type arrives from any source

Go to Control Centre → Automations → + New automation, pick a trigger and an action, and it runs hands-free.

The Loans module (Finance section, Growth plan and above) lets you run a full lending operation inside LUCY - consumer and business loans, repayment schedules, payment tracking, arrears management, and borrower reminders.

Creating a loan

1. Go to Finance → Loans → New Loan.
2. Step 1 - Borrower: search your CRM to auto-fill from an existing client, or type their name, email, and phone. Toggle Consumer or Business.
3. Step 2 - Terms: set the principal, annual interest rate, interest type (flat rate or reducing balance), term in months, repayment frequency (weekly / fortnightly / monthly), and dates.
4. Step 3 - Review: LUCY generates the full repayment schedule. Check the per-period amount, total repayable, and total interest before confirming.

Approving and disbursing

New loans start as Pending. Open the loan and click Approve Loan once terms are agreed, then Mark as Disbursed when funds are released - this stamps today’s date as the disbursement date automatically.

Recording repayments

Click Confirm Payment on any active loan. Enter the amount, date, bank reference, and (optionally) link it to a specific instalment. LUCY updates the outstanding balance and marks the schedule row paid.

Arrears and reminders

Missed instalments move the loan to In Arrears. From the Messages tab, click Send Reminder to send a WhatsApp, SMS, or email using a pre-loaded template. Templates are customisable per arrears stage. The daily arrears check runs automatically via n8n, or you can call POST /api/loans/arrears-check manually.

API keys let external websites pull your published content without going through the Supabase layer.

1. Go to Settings → API Keys → Generate key.
2. Give it a label (e.g. “Production website”).
3. Copy the key - it's shown once. Store it as an environment variable on your website.
4. Use it in the Authorization header when fetching content.

Revoke any key from the same screen. Revoked keys stop working immediately.

Go to Settings → Members and enter a colleague's email to send them an invitation.

LUCY has three paid plans. Go to Settings → Billing to subscribe or change your plan at any time.