Open Leads
+8 this wk42
Avg Response Time
−68%18 min
Tasks Auto-Routed
by AI94
MRR Growth
MoM+14%
Revenue · Last 24 weeks
All sources+14% MoM
Team Workload
Open vs capacityAna — Support8/12
Diego — Sales14/16
Sam — Ops6/10
You — Owner4/6
Pipeline
Lead PipelineNew2
Web form — service quote
$4.2K · Echo qual
Referral — Mon owner call
TBD · Booked
Qualified1
Acme Co. — discovery
$12K · Fri
Proposal1
BrightWorks
$8.4K · Awaiting
Won1
Northstar retainer
$3K/mo · Signed
Automation Runs
Last 30 minLive
- 10:42aLead → CRM → Slack alert
- 10:38aInvoice paid → thank-you email
- 10:31aForm → tag + sequence
- 10:18aCalendar booked → SMS confirm
- 10:04aStripe refund → finance log
- 9:52aWebhook retry · Hubspot 502
AI Agents
2 activeEcho Receptionist
runningAnswering + routing every inbound call
Live
InboxAI
runningTriaging shared inbox (484 emails today)
94% auto-tagged
FollowUpBot
doneNudged 22 stalled deals with personalized note
5 reopened
ReportGen
doneGenerated weekly KPI snapshot for owner
Sent 7am Monday
Echo · AI Receptionist
Live · catching every call, qualifying, routing31 calls2h 22m
| Time | Caller | Intent | Outcome | Dur |
|---|---|---|---|---|
| 3:11p | New lead | Service inquiry | Qualified · booked discovery Fri | 5:42 |
| 1:38p | Existing customer | Support issue | Created ticket · assigned to Ana | 4:18 |
| 11:50a | Vendor | Invoice question | Routed to AP | 2:11 |
| 9:42a | Partner referral | Wants intro | Booked owner call Mon | 6:55 |
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