See what needs attention, why it matters, and what action to take. Track what was reviewed and what was sent.
Start each day with the changes that matter.
Win rate and compliance trends compared against the previous week. See movement at a glance and know whether the team is improving or slipping.
The Next Best Action banner stays single-purpose. One clear recommendation to act on before anything else. Open tasks are listed separately so the banner does not become noise.
Health is a composite. It stops one metric dominating the story.
Composite formula
Win rate
Conversion performance
Compliance
Non-negotiable adherence
Trend
Direction of change
Agents get a letter grade from A to F with colour coding. Filter by product and time period to compare performance across different campaigns.
Trend prevents managers missing slow declines. A high win rate with a declining trend still signals a problem before it shows up in the numbers.
Tasks are created from rules, not gut feel.
Priority levels
P0 - Urgent
Immediate attention required. Compliance failures, critical deal killers.
P1 - High
Review within 48 hours. Declining agents, missed opportunities.
P2 - Normal
Routine review items. Coaching follow-ups, scheduled check-ins.
Tasks are generated by rules that detect compliance failures, deal killers, declining agents, missed opportunities and at-risk patterns. No manual triage needed.
Escalation prevents "I'll get to it later" from becoming a system problem. Tasks auto-escalate after 5 days and auto-clear when the underlying issue is resolved.
The queue is algorithmic. It is fast and predictable.
Balance rules stop managers only listening to disasters.
Maximum 3 calls per agent in one review session
Include at least 2 won calls for context
No LLM cost. Scoring is algorithmic.
Activity logs help teams follow through, especially across multiple managers.
Coaching sent
Reports shared with agents
1:1s logged
Meeting agendas created
Calls reviewed
Marked as listened to
Notes
Free-text annotations
Bring a call sample, your scripts or non-negotiables, and your current QA process.
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