Activity
Real-time log of everything your agents are doing.
IN
Responded to Sarah M. — new consultation request
Intake Agent
2 min ago
AP
Sent reminder to James K. for Thursday 2pm
Appointment Agent
8 min ago
FU
Chased missing document from Client #1042
Follow-Up Agent
Pending15 min ago
IN
Qualified and booked lead from website form
Intake Agent
22 min ago
AP
Filled cancelled 3pm slot with waitlisted client
Appointment Agent
35 min ago
FU
Sent 2nd reminder for outstanding invoice #3891
Follow-Up Agent
Pending1 hr ago
IN
Responded to inquiry from Google Business listing
Intake Agent
1.5 hrs ago
AP
Rescheduled meeting for Client #987 to Friday
Appointment Agent
2 hrs ago
IN
Collected intake form from James P.
Intake Agent
2.5 hrs ago
FU
Sent engagement check-in to dormant lead
Follow-Up Agent
3 hrs ago
AP
Booked discovery call for new lead
Appointment Agent
3.5 hrs ago
IN
Escalated complex inquiry to human team
Intake Agent
Pending4 hrs ago
FU
Completed document collection for Client #1038
Follow-Up Agent
4.5 hrs ago
AP
Sent confirmation for tomorrow's appointments
Appointment Agent
5 hrs ago
IN
Processed referral from existing client
Intake Agent
5.5 hrs ago
FU
Failed to deliver reminder — email bounced
Follow-Up Agent
Error6 hrs ago
IN
Responded to after-hours inquiry
Intake Agent
7 hrs ago
AP
Processed cancellation from Client #1001
Appointment Agent
8 hrs ago
FU
Sent satisfaction survey to completed clients
Follow-Up Agent
9 hrs ago
IN
Handled duplicate inquiry from returning lead
Intake Agent
10 hrs ago
Showing 20 of 20 activities