// Calls · Chats · Real-time · Coaching
| DATE ↓ | MANAGER | DEPT | DEAL | DURATION | SCORE | STATUS | ACTIONS |
|---|
| Date | Channel | Messages | Linked | Analysis |
|---|
// Dashboard · Reports · Teams · Behavior · Profiles · Unit Economics · CRM
| RANK | MANAGER | DEPT | CALLS | AVG SCORE | MAX | CONVERSION | TREND |
|---|
// Client behavior pattern analysis based on 7,891 calls
// Client classification by communication style
// Manager archetypes · strong and weak zones by department
// Key financial metrics · Oct 2025 – Mar 2026
| MONTH | CLIENTS | REVENUE | ARPU | LTV | CAC | LTV/CAC | CLOSED |
|---|
// Coaching cards · Next actions · Nudges · Risk alerts
//
// Profile · Integrations · Automation · Agents · Scripts · Audit
| Name | Dept | Archetype | Status |
|---|
| RULE | CONDITION | ACTIONS | FIRED | LAST | STATUS |
|---|---|---|---|---|---|
|
Critical score
|
Score < 2 |
✉ Email to manager
✏ SMS to client +promo
☐ Task to manager
|
23 times | 28 min ago | |
|
Low score
|
Score < 5 |
✉ Email to manager
☐ Task to listen
|
87 times | 1h 12m ago | |
|
Stop word
|
Stop word in call |
✈ Telegram to manager
☐ Mark in call card
|
12 times | 3h 44m ago | |
|
High score
|
Score ≥ 9 |
▶ Move deal
☐ Tag «Benchmark»
|
61 times | Today, 10:14 | |
|
Client conflict
|
Negative emotion > 70% |
✉ Email to senior manager
▶ Auto callback +2h
|
8 times | Yesterday, 16:33 | |
|
Script violation
|
Script < 60% |
☐ Task for training
|
34 times | Yesterday, 11:05 | |
|
Repeat contact
|
Client calls ≥ 3 times |
▶ Escalate to expert
✏ SMS about transfer
|
— | Inactive | |
|
After-hours missed
|
Missed outside hours |
✏ Apology SMS to client
☐ Task to call back
|
— | Inactive |
// 4 background processes + 3 agents · running 24/7
Single-step AI functions triggered by events or schedule
Multi-step systems with tools, memory and a planning loop
| Time | Agent / Process | Type | Description | Duration | Status |
|---|
| Time | Actor | Entity | Action | Description |
|---|
// Revenue · Pipeline · Team pulse · Q2 2026
// Scripts · Techniques · Anti-examples · Proposals
// 4 background processes + 3 agents · running 24/7
| Deal | Client | Manager | Stage | Amount | Probability | Score | Activity | Urgency | Next step |
|---|
| Deal | Client | Manager | Department | Amount | Close date | Duration | Result | Reason |
|---|
// Daily plan · Deals · Follow-ups
| Task | Deal | Manager | Type | Priority | Due | Source |
|---|
// CRM directory · Contacts · Accounts · Roles
// Inbound pipeline · New → Contacted → Qualified → Converted
Loading…
POST JSON: { "name", "email", "phone", "company", "source", "notes" }
| Name / Company | Source | Manager | Est. value | Priority | Status | Age |
|---|
// Services · Pricing · Packages