Team
The AI routed 23 calls to our operators today; 12 wait unclaimed in Work
- on shift
- 2 of 2
- operators
- 7
- active
- 1
- invited
Needs you
4PRPriya Raman's invite is not acceptedSent Oct 18, 9 days ago · Closer
Gonano Ottawa-Gatineau has no closerAgency plan · sales calls and hand-offs wait for nobody
Gonano Hamilton has no setter and no closerAgency plan · onboarding · first contacts and call-backs wait for nobody
Gouttières Laurentides has no setterAgency plan · first contacts and call-backs wait for nobody
Shifts today
2 on nowTue Oct 27 · Eastern · Away is set in Work
8:0010:0014:0016:0018:0020:0011:40
↑↓move↵open
NameRoleClientsOn shift nowOpen itemsStatus
Recent changes
Every grant is an audit event
- KMKofi Mensah · Claimed Kevin Tremblay · first contact for Thermo Nordby Kofi MensahToday 11:34
- MSMarco Silva · Claimed Caroline Dufresne · sales call for Thermo Nordby Marco SilvaToday 11:20
- KMKofi Mensah · Called Geneviève Lalonde for Gonano Ottawa-Gatineau · no answer, voicemailby Kofi MensahToday 10:42
- MSMarco Silva · Signed estimate TN-0927 credited · Thermo Nordby SystemYesterday 15:12
- HSHana Sato · Reviewed 14 conversations for Toitures Boréalby Hana SatoOct 26
- IMInès Moreau · Assigned to Gonano Hamilton as Account managerby Yasmine HaddadOct 21
- RNRachel Ng · Assigned to Gonano Halifax as Account managerby Thomas ReyesOct 20
- RNRachel Ng · Took Gonano Québec liveby Rachel NgOct 19
Roles
A preset fills the switches; any switch can differ
RoleSwitches onPeople
AdminEverything, on every clientAll clientsClient setupIntegrationsKeys and secretsWorkflows: buildWork queueReviewPeople and roles2
Account managerOnboards and tunes their clientsClient setupIntegrationsWorkflows: buildWork queueReview2
SetterFirst contacts, confirmations, call-backs, revivesWork queue1
CloserSales calls and price hand-offsWork queue1
ReviewerReads their clients' conversations, read-onlyReview1