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Good morning ☀️
A quick look at your calls, conversations and deals.
Call queue
Open phoneNo one is waiting
Callers on hold will appear here so anyone on your team can pick them up.
Your day
Nothing scheduled
Tasks and follow-ups you set will be listed here.
Needs a reply
Go to inboxYou're all caught up
Messages that still need an answer will be listed here.
Deals closing soon
PipelineNo deals closing soon
Deals with a close date coming up will be listed here.
Nothing selected
Choose a conversation on the left to read it and reply.
No call in progress
When you are on a call, the live transcript, recording and notes appear here.
| CONTACT | AGENT | DURATION | OUTCOME | WHEN |
|---|
| NAME | COMPANY | PHONE | OWNER | LIFECYCLE | LAST CONTACT | TAGS | |
|---|---|---|---|---|---|---|---|
| No contacts yetContacts you add, or that arrive through a call or an email, will show up here. | |||||||
No contact selected
Open a contact from the list to see their details, activity and open deals.
No deals yet
Deals you create, or that start from a call or a message, will show up here.
No projects yet
A project holds the work behind a customer — who it is for, which company is doing it, and every task in between.
| NUMBER | BILLED TO | TITLE | STATUS | TOTAL | DUE |
|---|---|---|---|---|---|
| Nothing has been raised yetAn invoice or a quote you raise appears here. A draft carries no number until you issue it. | |||||
No document selected
Open an invoice or a quote from the list to read it, issue it, record what has been paid, or hand the customer their link.
It writes things down in your workspace and reads them back — your calls, texts, Inbox, customers, projects and the rest, and nobody else's workspace. It never sends an email, a text message or a phone call — and it will tell you so.
Try one of these
Colour palettes
Checking your palettes…
New palette
No task selected
Open a task from a board and its steps, checklist, comments and time all live here.
| ID | SUBJECT | VIA | PRIORITY | STATUS | ASSIGNEE | SLA |
|---|---|---|---|---|---|---|
| No tickets yetTickets raised by your team or your customers will show up here. | ||||||
No ticket selected
Open a ticket from the queue to see the conversation, its properties and the SLA clock.
No reports yet
Once you have handled a few calls and tickets, your numbers and charts will appear here.
Nothing to show yet
Calls, messages and tickets handled on your team's phones will show up here.
No message selected
Choose a voicemail on the left to see when it came in, who it was from and what they said.
No conversation open
Choose a conversation on the left to read it and reply, or start a new text.