Concept preview · sample data
My agents
Where a customer logs in to see their agents, what each one did this week, what is waiting on a person, and what it cost to run. This is our own agent-engaged portal, built on HubSpot memberships.
DB
Debtor AgentThis week: 9 reminders sent, 4 invoices paid, 1 passed to accounts to call
Live$6 of $40 credit cap
WF
WIP and Follow-upThis week: Friday summary sent, 6 quiet items given a follow-up task
Live$2 of $20 credit cap
DF
Support DeflectionThis week: 58 questions answered, 11 became tickets
Live$31 of $80 credit cap
RC
ReceptionistSetup call booked for Tuesday 10am. Voice chosen, number on order
Setting upNot running yet
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