Skip to main content

Daily Workflows

Sales or Ops Manager​

  1. Open Dashboard for trend changes.
  2. Review missed callbacks and action items.
  3. Drill into Analytics for sentiment or category spikes.
  4. Assign follow-up priorities.

Team Lead​

  1. Open Calls and filter by date and agent.
  2. Review call summaries and customer context.
  3. Use Recap and Analytics for coaching signals.

Admin​

  1. Check worker status and integration health.
  2. Review pending invites and user mappings.
  3. Confirm notification schedules and delivery setup.