Dashboard
/
AI Sales Workspace
Total Leads
12,480
1,742 active
Active Agents
25
across 4 teams
Calls Processed Today
486
412 AI-analyzed
Conversion Rate
18.4%
↑ 2.1 pts
1
CRM Module
Operational core for sales management
☞ Lead Management→
⚙ Lead Assignment→
👤 Contact Management→
📅 Activity & Follow-ups→
☷ Pipeline & Stages→
☎ Call History & Logs→
■ Dashboards & Reports→
9-stage lead workflow · one lead → one agent · restricted visibility
2
Sales Performance Platform
AI intelligence, coaching & validation
🧠 Conversation Intelligence→
🎓 Sales Coaching→
🎮 AI Role Play→
📚 Content Management→
⚪ AI Comment Validation→
▲ Performance Evaluation→
7-weight per-call scoring · transcription · sentiment · objection · disposition
3
Integration Engine
Middleware: CRM + Exotel + AI services
☎ Telephony Integration→
⇄ Data Synchronization→
⚡ System Health & Monitoring→
♻ Webhooks & Event Logs→
🔒 Authentication & Retry→
Click-to-call · auto recording · queue processing · webhook listener
Integration Engine Layer· everything flows through here
⚙ API Management
⇄ Data Mapping
☷ Workflow Orchestration
↻ Real-time Sync
⚠ Error Handling
🔒 Security & Encryption
External Systems
Connected services the platform orchestrates
☎
Exotel Cloud TelephonyVoice calls, recording, missed-call
📱
Social & Ad PlatformsMeta, Google, WhatsApp lead capture
🧠
Google GeminiTranscription, summary, sentiment
✉
NotificationsEmail, SMS, WhatsApp, in-app
💾
AWS S3 StorageRecordings, documents, media
📊
Analytics & BIDashboards, reports, insights
Expected Business Outcomes
BRD V3 §22
Better conversion
Increased revenue
Faster onboarding
Reduced training time
AI monitoring
Improved quality
Smart coaching
Higher productivity
Centralized ops
Better management
Standardized comms
Consistent experience
Contacts
Contact Management · one person, every lead and call in one place.
Total Contacts
8,924
↑ 124 this week
With Active Leads
1,742
In pipeline
Do-Not-Contact
63
DPDP opt-outs
Duplicates Merged
218
this month
| Contact | Phone | Company | Linked Leads | Last Interaction | Owner | ||
|---|---|---|---|---|---|---|---|
RK Rajesh Kumar |
+91 98xxx 21xx | rajesh.k@gmail.com | Self / B2C | 2 leads | Call · 15m ago | PS | |
AN Anita Rao |
+91 90xxx 88xx | anita@acmecorp.in | Acme Corp | 1 lead | WhatsApp · 2h ago | AK | |
SV Sandeep Verma |
+91 99xxx 45xx | sandeep.v@outlook.com | Verma Traders | Customer | Email · Yesterday | KR | |
PJ Pooja Joshi |
+91 98xxx 33xx | pooja.joshi@gmail.com | Self / B2C | 1 lead | Call · 1d ago | PS | |
MK Manoj K. |
+91 8xxxx 90xx | — | Self / B2C | Do-Not-Contact | Opt-out · 1w ago | — |
Follow-up Tracker
Activity & Follow-ups · Calendar & Reminders · never let a warm lead go cold.
Due Today
14
across the team
Overdue
5
Action needed
This Week
62
scheduled
Completion Rate
91%
↑ 4 pts
⚠ Overdue (5)
Past the scheduled time — reach out or reschedule now
| Lead | Scheduled | Channel | Note | Owner | |
|---|---|---|---|---|---|
RB Rohit Banerjee |
2 days ago | ☎ Call | No answer ×3 — retry | PS | |
MS Mohit Sharma |
Yesterday 4pm | Send EMI quote | KR |
⏰ Due Today (14)
2 due before lunch
| Lead | Time | Channel | Note | Owner | |
|---|---|---|---|---|---|
PJ Pooja Joshi |
11:00 AM | ☎ Call | Discuss exchange offer | PS | |
SV Sandeep Verma |
2:30 PM | Share brochure + pricing | KR | ||
LN Lakshmi Narayanan |
5:00 PM | ☎ Call | Proposal follow-up | PS |
📅 Upcoming This Week
Auto-reminders fire 1 hour before each
- Karan Mehta · LD-9808 · Friday 4:00 PM · Call — quote decisionin 2 days
- Ananya Krishnan · LD-9810 · Thursday 11:00 AM · Call — demo recaptomorrow
- Vikram Khanna · LD-9805 · Saturday 10:00 AM · WhatsApp — nudgein 3 days
Conversation Intelligence
AI analysis of every call · transcription, sentiment, intent, objections & disposition.
Calls Analyzed
2,847
99.2% processed
Avg Sentiment
+0.42
Positive lean
Objections Detected
1,284
across calls
Avg Talk-Ratio
48%
agent vs customer
Sentiment Analysis
BRD §10 · Positive / Neutral / Negative
Positive58%
Neutral29%
Negative13%
Disposition Detection
AI-assigned outcome per call
Hot Lead · 412
Warm Lead · 638
Cold Lead · 521
Follow-up Required · 894
Not Interested · 382
Customer Intent Detection
BRD §10 · signals AI listens for
Buying intent724
Budget concern531
Callback request388
Competitor mention274
Top Objections
Price too high · 486
Need to think · 312
Compare competitor · 274
Not the decision maker · 118
Timing · 94
Recently Analyzed Calls
AI pipeline: recording → transcription → analysis → disposition
| Call | Agent | Sentiment | Disposition | Top Objection | AI Score | |
|---|---|---|---|---|---|---|
☎ Call #4823 · Rajesh Kumar |
Priya S. | Positive +0.91 | Hot Lead | Price → resolved | 87 | |
☎ Call #4821 · Pooja Joshi |
Anjali K. | Negative -0.32 | Not Interested | Do-not-call | 61 | |
☎ Call #4815 · Sandeep Verma |
Karthik R. | Positive +0.55 | Warm Lead | Budget concern | 79 |
Welcome back, Ravi
Turn every conversation into a winning outcome.
Your AI sales workspace at a glance — today's leads, your team's pulse, AI-flagged opportunities, and the deals about to close.
Meta Lead Ads · 98 leads
Google Ads · 71 leads
Website Form · 42 leads
WhatsApp · 22 leads
Referral · 14 leads
247 leads today · 12 hot · 18% conversion
New Leads Today
247
↑ 12.4% vs yesterday
Calls Made
1,284
↑ 8.1% vs yesterday
Conversion Rate
18.2%
↑ 2.4 pts week-over-week
Quote Value Pipeline
₹ 2.4 Cr
↑ ₹ 38L this month
★ Top Performer Today
PS
Priya Sharma
Senior Agent · South Region
26
leads converted
today
today
Agent Leaderboard · This week
1,284
calls connected this week
25
active sales agents
₹ 1.84 Cr
this week's pipeline
-
1
PS
Priya Sharma Senior284calls
-
2
AK
Anjali Kumar Agent262calls
-
3
KR
Karthik R. Agent241calls
-
4
SP
Sneha Patel Agent198calls
-
5
VK
Vikram Kapoor Agent187calls
Conversion Funnel
Captured1,742 · 100%
Contacted1,418 · 81.4%
Qualified786 · 45.1%
Demo Scheduled432 · 24.8%
Won 🎉317 · 18.2%
🚨 AI Alerts
View all →Negative sentiment detected
Call #4821 by Anjali K. · customer mentioned "cancel"
Comment mismatch
Call #4815 by Karthik R. · notes don't match transcript
Objection unhandled
Call #4809 · 3 pricing objections missed by agent
SLA breach
14 leads waiting > 2 hrs without contact
🔥 Hot lead detected
Lead #LD-9821 · intent score 0.94
Recent Leads
| Lead | Source | Intent | Status | Assigned | |
|---|---|---|---|---|---|
MI Meera Iyer |
Meta Ad | 0.94 | Hot | PS | |
RK Rajesh Kumar |
Meta Ad | 0.89 | Contacted | PS | |
SV Sandeep Verma |
Google Ad | 0.71 | Qualified | AK | |
AP Arjun Patel |
Referral | 0.95 | Won 🎉 | PS |
Live Activity
- Priya Sharma closed Lead #LD-9817 · just now
- Karthik R. finished call with Lead #LD-9815 · 2m ago
- Anjali K. scheduled follow-up · 5m ago
- Assignment Engine routed 18 new leads · 8m ago
- AI flagged Call #4821 for review · 12m ago
- Quote of ₹ 1.49L approved · 18m ago
Hello, Priya
14 leads to call. 3 already hot.
3 follow-ups, 2 callbacks scheduled, and one customer just asked about EMI.
● Available
My Calls Today
28 / 35
Connect Rate
64%
↑ 5% vs my avg
My Conversion
26.4%
↑ Top 10% on team
AI Score Today
91.2
↑ 2.4 pts
On call · 02:14
RK
Rajesh Kumar
🤖 AI Live Assist
Real-time call intelligence
Sentiment
+0.78
Suggest
Customer asked about EMI. Offer 6-month no-cost EMI plan.
⚠ Objection
"Price seems high" — address with comparison + warranty value
✓ Buying signal
Customer asked about delivery time
Talk balance
You: 42%
Customer: 58% ✓
Quick Disposition
Today's Call Queue · AI-prioritized
| Priority | Lead | Source | Intent | Best time | |
|---|---|---|---|---|---|
| Hot | MI Meera Iyer |
Meta Ad | 0.94 |
Now | |
| Warm | SV Sandeep Verma |
0.71 |
11:00 AM | ||
| Warm | LN Lakshmi Narayanan |
0.66 |
12:30 PM | ||
| Follow-up | AP Arjun Patel |
Referral | 0.58 |
2:00 PM | |
| Cold | VS Vidya Sankar |
Web | 0.34 |
4:30 PM |
My Recent Calls
-
AN
just nowAditya Nair5m 12s · Demo scheduled · Score 94
-
PJ
18m agoPooja Joshi3m 04s · Callback · Score 88
-
RV
42m agoRamesh V.2m 47s · Not interested · Score 76
-
SK
1h agoSunita Kapoor8m 19s · Won 🎉 · Score 96
All Leads
1,742 total · 247 new today · 14 assigned to me
Quick filters:
| Lead | Source | Status | Intent | Assigned | Last contact | Created | ||
|---|---|---|---|---|---|---|---|---|
MI Meera Iyer |
Meta Ad | New · Hot | 0.94 | PS | Never | 2 min ago | ||
RK Rajesh Kumar |
Meta Ad | Contacted | 0.89 | PS | 15 min ago | 1 hr ago | ||
SV Sandeep Verma |
Google Ad | Qualified | 0.71 | AK | 2 hrs ago | Yesterday | ||
LN Lakshmi Narayanan |
Demo Scheduled | 0.66 | PS | Yesterday | 2 days ago | |||
AP Arjun Patel |
Referral | Won 🎉 | 0.95 | PS | 3 hrs ago | 3 days ago | ||
VS Vidya Sankar |
Web Form | Contacted | 0.34 | SP | Yesterday | 3 days ago | ||
DG Deepika Gowda |
Meta Ad | Lost | 0.21 | AK | 2 days ago | 5 days ago | ||
RT Ravi Teja |
Invalid Lead | — | SP | — | Auto-flagged | |||
MS Mohit Sharma |
Manual | New · Cold | 0.28 | Unassigned | Never | 4 hrs ago |
Showing 1–8 of 1,742 leads
…
Leads · Rajesh Kumar · LD-9820
RK
Rajesh Kumar
Hot Connected · advancing to Interested
☎ +91 98403 12876
✉ rajesh.k@gmail.com
⚑ Bengaluru, KA
🌐 Meta Ad · iPhone Pro Launch
AI Score (input)
0.89
Conversion Prob. (predicted)
89%
Lead Age
1h 12m
since capture
Touches
2
2 calls · 1 WhatsApp
Assigned to
PS
Priya SharmaSouth region
Est. Value
₹ 1,49,900
iPhone 15 Pro
Activity Timeline
☎ Call completed · 4m 23s
Priya Sharma · Sentiment +0.78 · AI Score 87
"Customer asked about EMI options for iPhone 15 Pro 256GB. Confirmed interest in the no-cost 6-month EMI. Wants delivery before next weekend."
► Listen to recording + transcript
💬 WhatsApp sent · Welcome template
Template: "Welcome to AI Sales" · Delivered ✓✓ · Read
☎ Call attempt · No answer (rang 25s)
Priya Sharma · Disposition: Try again later
👤 Lead assigned to Priya Sharma
Rule: "Meta Ads → South region · Round-robin"
✨ Lead captured from Meta Lead Ad
Campaign: "iPhone 15 Pro Launch" · Form: "Get pricing"
Submitted fields: Name, phone, city, "Which iPhone?" → 15 Pro 256GB
🤖 AI Insights
Buying probability
89%
High-intent · expected close within 3 days
Recommended actions
✓ Send EMI calculator
Customer asked about EMI on last call
⏳ Call back tomorrow 11 AM
Best response window based on prior calls
📎 Share product brochure
iPhone 15 Pro 256GB spec sheet
Key objections so far
Price comparison
Delivery time
Warranty terms
Lead Details
Lead IDLD-9820
Product interestiPhone 15 Pro 256GB
Budget₹ 1.5L – 2L
TimelineThis week
LanguageEnglish, Hindi
UTMmeta_ads/cpc
Tags
premium-segment
urban
repeat-customer
high-value
Calls · Call #4821 · Rajesh Kumar
PS
Outbound call · Connected
Priya Sharma → Rajesh Kumar
🤖 AI Processing Pipeline
V3 8.1 · took 42s end-to-end
All steps complete ✓
✓
Call Completed✓
Recording Retrieved✓
Transcription✓
AI Analysis✓
Summary✓
Disposition✓
Performance Scoring
01:24
04:23
🤖 AI Conversation Summary
A high-intent EMI conversation. Customer ready to close by Friday.
5-line summary
- • Customer confirmed interest in iPhone 15 Pro 256GB for personal use
- • Raised price concern (₹1.5L) — agent successfully addressed with 6-month no-cost EMI at ₹24,983/mo + exchange offer up to ₹35K
- • Customer wants delivery before next weekend — confirmed feasible if order placed by tomorrow EOD
- • Agent committed to send EMI calculator + product comparison via WhatsApp
- • Customer agreed to call back tomorrow with decision
AI-Detected Signals
AI Disposition
Hot Lead
Customer Intent
Buying interest ✓
Conversion Probability
89%
Suggested next status
Proposal Sent
Follow-up timing
Tomorrow 11 AM
Generated by Gemini API · 8.4s · based on 4m 23s transcript · 94% confidence
Transcript
Auto-generated · English/Hindi mix · Confidence 94%
00:00
🎧 Priya (Agent)
Hello, am I speaking with Mr. Rajesh Kumar? This is Priya calling from AI Sales. You had filled in a form about the iPhone 15 Pro?
00:08
👤 Rajesh (Customer)
Yes, yes — Rajesh here. Bilkul, mein wahi form bhara tha. I was looking at the 256 GB model.
00:14
🎧 Priya (Agent)
Wonderful! Yes — the 256 GB Pro is one of our best sellers. Are you looking to purchase it for personal use or as a gift?
00:22
👤 Rajesh (Customer)
Personal use. But honestly, the price seems quite high — almost ₹1,50,000. Are there any offers or EMI options I can look at?
00:34
🎧 Priya (Agent)
Absolutely. We have a 6-month no-cost EMI option — that brings it to about ₹24,983 per month with zero interest. We also have an exchange offer where your old phone could fetch up to ₹35,000.
00:52
👤 Rajesh (Customer)
Okay, that sounds reasonable. And what about delivery? I need it before next weekend if possible.
01:03
🎧 Priya (Agent)
Yes, definitely — if we confirm by tomorrow evening, we can deliver to Bengaluru by Friday. I'll send you the EMI calculator and a comparison sheet on WhatsApp right now.
Overall AI Score
87
/100
Excellent · Top 15% this week
Score Breakdown
7-dimension AI evaluation
Call Quality
10%
9.0
Sentiment
15%
+0.78
Objection Handling
20%
8.0
Lead Progression
15%
9.0
Comment Accuracy
10%
10
AI Communication
15%
8.0
Call Count Bonus
15%
7.0
AI Coaching Scorecard
BRD §11.1 · per-call skill dimensions
Communication
8.4
Confidence
7.9
Objection Handling
8.0
Closing Effectiveness
7.2
Compliance
9.5
Sentiment Over Time
Start (neutral)
End (+0.91 ↑)
Topics Detected
iPhone 15 Pro
256 GB model
Pricing
EMI
Exchange offer
Delivery
Friday deadline
Agent Performance
Detailed AI evaluation across the 7-weight rubric · powered by call analysis
PS
Priya Sharma
★ Top Performer
South Region · Senior Agent
Joined: Mar 2024
☎ +91 80123 45678
Composite Score
94.2
↑ 3.1 vs last week
Total calls
284
Conv. rate
26.4%
Avg duration
4m 38s
Won deals
75
7-Weight Scoring Breakdown
AI-evaluated across each dimension · this week's average
15% · Call Count
8.4
284 / 320 target
10% · Quality
9.2
Tone, pace, clarity
15% · Sentiment
9.6
+0.76 avg
20% · Objection
9.8
92% handled
15% · Progression
8.9
Stage advancement
10% · Comment Acc
9.4
Notes match call
15% · AI Comm
7.8
Below team avg
Score Trend
Daily composite score · last 30 days
Activity Heatmap
Calls by day & hour · last 30 days
9
10
11
12
1
2
3
4
5
6
7
8
Less
More
Best window: Tue 11am-1pm
🎓 AI Coaching Recommendations
Personalised actions based on call analysis
🎯
Improve AI Communication score (currently 7.8)
In 3 of last 12 calls, you stayed silent for >8s after objections. Try acknowledging the concern verbally before pivoting.
🏆
You're crushing it on objection handling
Your "EMI + Exchange" response is now used as a team-wide template. 4 new agents trained on your approach this week.
☎
Call volume below target
You're at 284 of 320 weekly target. Schedule 36 more calls before EOD Friday to hit goal.
🗣
Practice Hindi/English code-switching
When customer switches to Hindi mid-call, your engagement score drops 12%. Try the 3-line code-switch drill.
Start drill (5 min) →
Reports & Analytics
Pre-built dashboards · custom reports · scheduled exports
Sales
Daily Sales Report
Won deals, revenue, agent contribution
📊
Last run: today 8 AMRun now →
Sales
Conversion Funnel
Lead → Contact → Qualified → Won
🔽
Live · auto-updatingView →
Calls
Call Volume & Outcome
Connected, no-answer, disposition mix
☎
Daily refresh at 9 AMView →
Agents
Agent Leaderboard
Ranking by composite AI score
🏆
Weekly · Monday refreshView →
Agents
Coaching Opportunities
AI-identified weak spots per agent
🎓
Updated dailyView →
Leads
Lead Source ROI
Cost-per-lead vs revenue per source
💰
WeeklyView →
Leads
Lead Aging & SLA
Time-to-first-contact, stale leads
⏱
LiveView →
Compliance
DPDP Audit Log
Consent records, data access trail
🛡
Real-timeView →
Compliance
DLT SMS Delivery
TRAI template usage & failures
📧
DailyView →
Scheduled Reports
Auto-generated reports delivered via email
| Report | Frequency | Recipients | Format | Last sent | Status | |
|---|---|---|---|---|---|---|
| Daily Sales Report | Daily · 8:00 AM IST | RM SD +2 |
PDF + Excel | Today 8:01 AM | ✓ Active | |
| Weekly Leaderboard | Weekly · Mon 9:00 AM | RM |
Mon May 19 | ✓ Active | ||
| Monthly Sales Summary | Monthly · 1st | RM SD |
Excel | May 1, 2026 | ✓ Active | |
| Compliance Audit Trail | Quarterly | LG |
Apr 1, 2026 | ⏳ Paused |
Users & Roles
32 total users · 3 admins · 4 managers · 25 agents
| User | Role | Region | Status | Last active | |
|---|---|---|---|---|---|
RM Ravi Menon |
Admin | All | ● Online | Just now | |
SD Suresh Devaraj |
Manager | South | ● Online | 5 min ago | |
PS Priya Sharma |
Senior Agent | South | ● On call | Active now | |
AK Anjali Kumar |
Agent | North | ● Available | 2 min ago | |
KR Karthik R. |
Agent | West | ● Break | 8 min ago | |
SP Sneha Patel |
Agent | East | ● Offline | 2 hr ago | |
VK Vikram Kapoor |
Agent · New | South | ● Available | 3 min ago | |
DG Deepa Gupta |
Agent | West | ● Suspended | 3 days ago |
Roles & Permissions
Admin3 users
Full access · settings · user mgmt · billing
Manager4 users
View team · assign leads · coach calls · reports
Agent23 users
View own leads · make calls · add notes
Agent · Senior2 users
Agent + mentor access · review junior calls
Recent audit
- Ravi M. invited Vikram K.
- Ravi M. suspended Deepa G.
- Suresh D. promoted Priya to Senior
- Ravi M. created role "Agent · Senior"
Assignment Rules
How incoming leads are routed to agents · 7 active rules
Leads routed today
247
↑ 12% vs avg
Avg routing time
1.2s
↑ Under SLA
Auto-assigned
94%
↑ 233 / 247
Unassigned queue
14
Needs attention
1
VIP & Enterprise Leads → Senior Agents
Lead score > 0.85 OR company size > 100 employees
42 routed today
WHEN Intent Score > 0.85
OR
Lead Source = "Web Form"
OR
Company size ≥ 100
→ ASSIGN TO
Senior Agents · Round-robin · Skill-weighted
2 agents in pool
2
Meta Lead Ads → Regional Distribution
Route by lead city to regional team
98 routed today
WHEN Source = "Meta Lead Ads"
South cities → South team
North cities → North team
East cities → East team
West cities → West team
→ ASSIGN TO
Regional Team · Round-robin within region
4 regions · 18 agents
3
Hindi-Preferred Leads → Hindi-Speaking Agents
Match lead language to agent skill tag
63 routed today
WHEN Lead language preference contains "Hindi"
→ ASSIGN TO
Agents with skill = "Hindi" · Least-busy
9 agents
4
Repeat Customer → Same Agent as Before
Maintain relationship continuity
7 routed today
5
After-Hours Leads → Queue for Morning
Hold leads received between 9 PM and 8 AM
Disabled
⚛
Fallback · Catch-all
Any unrouted lead · last resort
14 leads in queue
Locked
→ ASSIGN TO
Any available agent · Round-robin
25 agents
💡
Rule evaluation order
Rules are evaluated top to bottom. The first matching rule wins. Drag rules to reorder priority. "Fallback · Catch-all" always sits last and cannot be disabled.
Notifications
3 unread · 47 today across in-app, email, SMS, WhatsApp
2 min ago
12 min ago
Priya Sharma closed a deal
Lead #LD-9817 · ₹ 1,49,900 · iPhone 15 Pro 256GB
Follow-up due: Sandeep Verma
Scheduled for 11:00 AM today · Lead #LD-9819
WhatsApp delivered to Rajesh Kumar
Template: "EMI Calculator" · Read receipt: ✓✓
SLA breach: 14 leads > 2 hrs uncontacted
South region · auto-escalated to Suresh Devaraj
Weekly leaderboard refreshed
Priya Sharma takes #1 with composite score 94.2
Daily report ready · "Yesterday's Performance"
Available in Reports · auto-emailed to managers
Bulk import complete
142 leads imported from CSV · 3 duplicates skipped
Channels
🔔
In-App
Real-time browser notifications
✉
Email
Daily digest at 8 AM
📱
SMS
DLT-registered · urgent alerts only
💬
WhatsApp
BSP: Gupshup · 24/7 enabled
Delivery Today
In-App247 sent
100% delivered
Email89 sent · 78 opened
87.6% open rate
SMS34 sent · 0 fail
All DLT-compliant
WhatsApp156 sent · 142 read
91% read rate
Settings
System-wide configuration · integrations · scoring weights · compliance
General
Organization
Working hours
Locales & language
Integrations
All integrations
Telephony
Lead sources
Messaging
AI
Scoring weights
Verification rules
Coaching playbooks
Compliance
DPDP & consent
Audit log
Data retention
Integrations
External services connected to your CRM
Ex
Exotel Connected
Cloud telephony · click-to-call · WebRTC · recording
G
Google Gemini API Connected
LLM for sentiment, summary, coaching · model: gemini-1.5-pro
G
Google Speech-to-Text Connected
Multilingual STT · Tamil, Hindi, English, Telugu
M
Meta Lead Ads Connected
3 ad accounts · webhook subscribed
G
Google Ads Connected
2 ad accounts · lead form extension
W
WhatsApp Business · Gupshup Connected
BSP: Gupshup · 14 templates approved · 156 msgs today
DLT
SMS Gateway · TRAI DLT Connected
Provider: MSG91 · 8 DLT templates registered
⚖ Scoring Weights
7-dimension composite — must sum to 100%
Call Count15%
Call Quality10%
Sentiment15%
Objection Handling (highest impact)20%
Lead Progression15%
Comment Accuracy10%
AI Communication15%
✓Total: 100% — weights are balanced and ready to save.
💾 Backup & Disaster Recovery
Automated backups, encrypted at rest, geo-replicated
Last successful backup
May 21, 2026 · 02:00 AM IST
142 GB · encrypted (AES-256) · integrity verified
Next scheduled: tonight 02:00 AM
Backup schedule
Full daily + incremental every 6 hours
Backup retention
How long to keep backups before auto-purge
Geo-replication (cross-region)
Replicate backups to a second AWS region for DR
Mumbai → Hyderabad
Encryption at rest
Enforced
AES-256 · AWS KMS-managed keys · rotated quarterly
RPO · Recovery Point Objective
6 hours
Max acceptable data loss in a disaster
RTO · Recovery Time Objective
4 hours
Max time to restore service after disaster
Recent Backups
| When | Type | Size | Duration | Status | |
|---|---|---|---|---|---|
| May 21 02:00 IST | Full | 142 GB | 18 min | ✓ Success | |
| May 20 20:00 IST | Incremental | 2.4 GB | 2 min | ✓ Success | |
| May 20 14:00 IST | Incremental | 1.8 GB | 2 min | ✓ Success | |
| May 20 02:00 IST | Full | 141 GB | 17 min | ✓ Success | |
| May 19 08:00 IST | DR drill | 141 GB | 3h 42m | ✓ RTO met |
🛡 DPDP Compliance
Digital Personal Data Protection Act 2023
Consent IVR before recording
Play "Your call may be recorded" message before connecting
PII redaction in transcripts
Auto-mask Aadhaar, PAN, card numbers, OTPs
Right-to-erasure handler
Auto-delete on customer request within 30 days
Call recording retention
Auto-purge recordings older than configured days
Data localization
Store all customer data in India (Mumbai region)
Good morning, Priya
14 leads waiting. 3 are hot.
Your personal command center — today's leads, follow-ups, your AI score and the coaching the system has prepared just for you.
New Leads · 5
Connected · 4
Interested · 2
Follow-ups due · 3
Proposals out · 2
My pipeline value · ₹ 14.2 L
Assigned Leads
42
14 active today
Daily Calls
28 / 35
Pending Follow-ups
3
2 due before lunch
Personal Score
94.2
↑ 3.1 vs last week
Coaching Readiness
8.6/10
Ready for live drills
Coaching Tips
3
2 new this week
🔥 Today's Priority Queue
AI-prioritized · tap to call
| Lead | Stage | Source | Intent | Best time | |
|---|---|---|---|---|---|
MI Meera Iyer |
New Lead | Meta Ad | 0.94 | Now | |
RK Rajesh Kumar |
Connected | Meta Ad | 0.89 | 11:00 AM | |
SV Sandeep Verma |
Interested | 0.71 | 2:00 PM | ||
LN Lakshmi Narayanan |
Proposal Sent | 0.66 | Tomorrow | ||
AP Arjun Patel |
Follow-up Req. | Referral | 0.58 | 3:30 PM |
🎓 My Coaching Tips
3 personalized this week
Improve AI Communication (7.8)
In 3 of last 12 calls you went silent >8s after objections. Try acknowledging verbally before pivoting.
Start 5-min drill →
🏆 Your "EMI + Exchange" is now a team template
4 new agents trained on your objection-handling approach. Keep it up.
Call volume below target
28 of 35 today · schedule 7 more before EOD to hit your daily goal.
⏳ Pending Follow-ups (3)
Scheduled commitments · don't miss these
RK
Rajesh Kumar · LD-9820
In 12 min
Call back at 11:00 AM · promised EMI calculator
LN
Lakshmi Narayanan · LD-9818
Tomorrow
Demo confirmation · tomorrow 11 AM
VK
Vikram Khanna · LD-9805
Fri 4 PM
Quote follow-up · Friday 4 PM
My Recent Activity
Last 5 events
- Won Lead #LD-9817 · Arjun Patel · ₹ 1.49L15m ago
- Sent EMI calculator via WhatsApp to Rajesh K.22m ago
- Status updated: Sandeep V. → Interested42m ago
- Followed up Pooja Joshi · rescheduled1h ago
- Call #4798 marked as training sample 🏆2h ago
Lead Capture Sources
Every channel that brings leads into the CRM · configure mapping, webhooks & API keys
Active sources
7
All healthy
Leads in last 24h
247
↑ 12% vs avg
Webhook failures
0
7 day clean
Duplicates blocked
14
Auto-deduped
Connected Sources
Click any source to configure field mapping & webhooks
M
Meta Lead Ads Live
3 ad accounts · 8 active campaigns · webhook subscribed
https://api.aicrm.in/hooks/meta/…
In
Instagram Lead Ads Live
Linked via Meta Business Suite · 4 campaigns
G
Google Ads · Lead Form Extension Live
2 ad accounts · 5 active forms
https://api.aicrm.in/hooks/google/…
W
WhatsApp Campaigns Live
Inbound messages auto-converted to leads · click-to-WhatsApp ads
W
Website Form (Public API) Live
API key: ai-crm-pk-live-****8f3a · UTM tracking enabled
LP
Landing Pages Live
14 connected landing pages · auto-tracks utm_source / utm_campaign
A
Partner API Live
3 partner keys issued · rate-limited 1000/hr
M
Manual / CSV Upload
Bulk import from spreadsheets
🤖 AI Lead Scoring Rules
Auto-score every new lead 0.00 – 1.00
Source weight
Meta Ad +0.25 · Google +0.20 · Web +0.15 · Referral +0.30
Form completeness
+0.10 per filled optional field (max +0.20)
Budget signal
+0.15 if customer mentions budget > ₹ 1L
Timeline signal
+0.20 if customer specifies "this week" or "urgent"
Repeat customer bonus
+0.10 if matched against existing customer phone
Leads · Import from CSV
Import Leads from CSV
Upload · map columns · validate · import
✓
1. Upload2
Map columns3
Validate4
ImportMap CSV columns to lead fields
Detected from leads_may21.csv · 1,284 rows
| CSV column | Sample | Maps to | |
|---|---|---|---|
| full_name | Rajesh Kumar | ✓ | |
| mobile | +91 98403 12876 | ✓ | |
| email_id | rajesh.k@gmail.com | ✓ | |
| city | Bengaluru | ✓ | |
| utm_campaign | iphone-15-pro-may | ✓ | |
| product_interest | iPhone 15 Pro 256GB | ✓ | |
| budget_range | 1.5L-2L | ✓ | |
| extra_notes | Wants EMI option | ⚠ |
7 of 8 columns auto-mapped · review the warned one
Preview
First row will look like
Rajesh Kumar
+91 98403 12876 · rajesh.k@gmail.com
Bengaluru · iphone-15-pro-may
iPhone 15 Pro 256GB · ₹1.5L-2L
Duplicate handling
Assignment
Rules will route to South / North / East / West teams by city.
Lead Pipeline
BRD V3 §6.4 workflow · 9 statuses · 7 on the board + Lost & Invalid terminal · drag to advance · auto-tracks time per stage
Active leads
1,742
In pipeline
Avg time to qualify
3.4d
↓ 0.8d
Stuck in stage > 7d
142
Action needed
Pipeline value
₹ 2.4 Cr
↑ ₹38L
V3 Workflow
· drag a lead card right to move to next stage
New Lead →
Attempted Contact →
Connected →
Interested →
Follow-up Required →
Proposal Sent →
Converted
/
Lost
/
Invalid Lead
New Lead
247
Meera Iyer
2m in stage₹ 1.5L
Vikram Aggarwal
18m in stage₹ 89K
Aditi Roy
6h in stage₹ 1.2L
Attempted Contact
183
Mohit Sharma
4h in stage₹ 45K
Rohit Banerjee
2d in stage₹ 78K
Connected
412
Rajesh Kumar
15m in stage₹ 1.49L
Vidya Sankar
2d in stage₹ 1.1L
Interested
186
Sandeep Verma
3h in stage₹ 1.6L
Ananya Krishnan
1d in stage₹ 2.1L
Follow-up Required
247
Pooja Joshi
1d in stage₹ 95K
Karan Mehta
4d in stage₹ 1.3L
Proposal Sent
98
Lakshmi Narayanan
2h in stage₹ 1.4L
Vikram Khanna
3d in stage₹ 1.9L
Converted 🎉
317
Arjun Patel
Closed today₹ 1.49L
Sunita Kapoor
1h ago₹ 1.55L
Aditya Nair
3h ago₹ 1.35L
ⓧ Lost Leads · terminal state, parallel to Converted
142 leads · group analysis surfaces patterns to improve win rate
Deepika Gowda
2d ago₹ 1.2L
Suresh Babu
5d ago₹ 1.8L
Ramesh V.
6d ago₹ 89K
Anita Reddy
1w ago₹ 65K
Manoj K.
1w ago₹ 1.1L
ⓧ Invalid Leads · terminal state — excluded from conversion metrics
63 leads · wrong numbers, duplicates, spam & fake form-fills flagged on validation or first contact
+91 9xxxx-23xx
Auto-flagged—
"asdf test"
Auto-flagged—
Ravi Teja
Agent flagged—
Unknown
Agent flagged—
+91 8xxxx-90xx
DPDP request—
Call History
1,284 calls connected this week · 89 missed · avg 4m 38s
Calls today
142
↑ 8.1%
Connect rate
64%
Team avg
Missed calls
14
Auto-callback queued
Avg AI score
82.4
↑ 2.1 vs avg
| Direction | Lead | Agent | Duration | Outcome | AI Score | Sentiment | When | |
|---|---|---|---|---|---|---|---|---|
| → Out | RK Rajesh Kumar |
PS Priya S. |
04:23 | Demo scheduled | 87 | +0.78 | 10:42 AM | |
| → Out | AN Aditya Nair |
PS Priya S. |
05:12 | Won 🎉 | 94 | +0.91 | 10:18 AM | |
| ← In | PJ Pooja Joshi |
AK Anjali K. |
03:04 | Callback requested | 88 | +0.62 | 9:55 AM | |
| → Out | RV Ramesh V. |
KR Karthik R. |
02:47 | Not interested | 76 | -0.18 | 9:32 AM | |
| × Missed | DC Dinesh Chowdhury |
PS Priya S. |
00:28 | No answer · auto-callback queued | — | — | 9:08 AM | |
| → Out | SK Sunita Kapoor |
PS Priya S. |
08:19 | Won 🎉 | 96 | +0.95 | 8:54 AM |
Showing 1–6 of 142 calls today
…
QA Review Queue
Calls flagged by AI for manager review · compliance, accuracy & quality issues
Pending review
8
Action needed
Reviewed today
24
3 confirmed mismatches
Avg QA score
82.4
↑ 1.4 pts
Compliance rate
96%
Meets target
Recently Reviewed (24 today)
- Ravi M. confirmed Call #4812 — agent comment was accurate · closed without action5m ago
- Suresh D. confirmed Call #4807 mismatch · lead status updated to Lost · coaching assigned22m ago
- Suresh D. escalated Call #4795 compliance breach · sent to compliance team1h ago
AI Coaching Center
Train the AI from your best calls. Lift every agent.
Training samples
412
↑ 28 this week
Active coaching plans
25
All agents covered
Drills completed
186
↑ 42 this week
Score lift (avg)
+8.4
Pre vs post
🏆 Top Calls — Training Sample Library
AI learns from these. Best-in-class examples used to coach the rest
| Call | Agent | Outcome | Score | Why it's a sample | Tags | |
|---|---|---|---|---|---|---|
★ Call #4798 · Rajesh Kumar |
PS Priya S. |
Won 🎉 | 98 | Best objection handling |
EMI Exchange | |
★ Call #4781 · Anita Rao |
AK Anjali K. |
Won 🎉 | 96 | Best closing technique | Hindi B2B | |
★ Call #4765 · Sandeep Mishra |
PS Priya S. |
Demo → Won | 95 | Best discovery questions | Discovery SaaS | |
U Custom: "Pricing objection script" |
N/A · reference | Training only | — | Custom upload | Price Indian context |
📖 Playbook Library
Best practices distilled from top calls
Handling EMI Objections
Active
5 steps · 3 example phrases · based on 18 winning calls
Edit →
· 24 agents trained
Code-switching English/Hindi
Active
7 phrases · audio examples · for Hindi-speaking customers
Edit →
· 18 agents trained
Closing the Deal · Soft Close
Active
4 closing techniques · 6 example calls
Edit →
· 12 agents trained
Discovery Questions Framework
Active
12 power questions · B2B + B2C variants
Edit →
· 25 agents trained
3 playbooks suggested by AI based on this week's coaching opportunities
🧡 Active Drills
Bite-sized practice tasks for agents
Pricing pushback · 3-line response
5 min
Practice the EMI + Exchange combo response
18 of 25 agents completed
Code-switch drill
8 min
Switch smoothly when customer changes language
9 of 25 agents completed
Silence handling
3 min
Acknowledge before pivoting after an objection
5 of 25 agents completed
Discovery questions warm-up
10 min
First-5 questions that score highest
22 of 25 agents completed
Per-Agent Coaching Plans
AI-generated weekly plan · refreshes every Monday
| Agent | Weakest dimension | Active drills | Score lift | Last activity | |
|---|---|---|---|---|---|
PS Priya Sharma |
AI Communication 7.8 | 2 drills assigned | +2.4 | Today | View → |
VK Vikram Kapoor |
Objection Handling 6.2 | 4 drills assigned | +5.1 | 2 hrs ago | View → |
KR Karthik R. |
Lead Progression 7.4 | 2 drills assigned | +1.8 | Yesterday | View → |
DG Deepa Gupta |
Multiple · needs review | 6 drills assigned | +0.4 | 3 days ago | Intervene |
AI Role Play Studio
Practice against AI buyer personas. Fail safely here, win on the real call.
Sessions this week
34
↑ 11 vs last
Avg communication score
7.8/10
↑ 0.6
Objections survived
68%
Pitch & price
Drills graduated
12
Ready for live
🎯 Choose a Practice Mode
Difficulty scales the persona's resistance, objections and pace
BeginnerEasy
Basic customer interactions. Polite buyer, few objections, room to recover.
IntermediateObjections
Objection handling focus. Price, timing and "let me think" pushbacks.
AdvancedNegotiation
Negotiation & closing. Competitor mentions, discount demands, hard close.
Industry-SpecificCustom
Customized buyer personas for your vertical — electronics, SaaS, real estate.
🤖 AI Buyer Personas
Each persona has a temperament, budget and objection style
RK
"Rajesh" · Price-sensitive shopper
Budget ₹1L · compares EMI · asks for discount twice
AN
"Anita" · Skeptical enterprise buyer
Mentions competitor · wants ROI proof · multiple stakeholders
SV
"Sandeep" · Busy / low-patience
30-second window · interrupts · needs a tight value pitch
📢 Live Simulation · Advanced
Persona: "Rajesh" · objection practice · real-time feedback on
PERSONA (AI)
"₹1,50,000 is way over my budget. Your competitor is offering the same for ₹10k less — why should I pay more?"
YOU (transcribed live)
"I completely understand. Let me show you what's included that the other offer doesn't—"
⚡ REAL-TIME COACH
Good acknowledgement. Now quantify the value gap — don't drop price yet. Talk-ratio 46% (ideal).
Live communication score
8.2/10
Recent Sessions & Communication Scores
Every simulation is scored on the same dimensions as live calls
| Session | Mode | Persona | Communication | Objection handling | Outcome | |
|---|---|---|---|---|---|---|
🎮 RP-1182 |
Advanced | "Rajesh" · price | 8.2 | 7.6 | Closed in sim | |
🎮 RP-1180 |
Industry | "Anita" · B2B | 7.1 | 6.4 | Stalled · ROI | |
🎮 RP-1176 |
Intermediate | "Sandeep" · time | 8.0 | 7.9 | Booked follow-up |
Content Library
Centralized sales knowledge repository · AI surfaces the right asset at the right stage.
Total assets
214
Scripts, decks, docs
Sales scripts
48
Versioned
AI recommendations served
1,284
this month
Pending review
6
New versions
📚 Assets
Categorized · version-controlled · searchable
| Asset | Category | Version | Updated | |
|---|---|---|---|---|
📝 EMI Objection Handling Script |
Sales script | v4.2 | 2 days ago | |
📊 Enterprise Pricing Deck |
Pricing doc | v2.0 | 1 week ago | |
📄 iPhone 15 Pro Brochure |
Brochure | v1.3 | 3 days ago | |
🛡 Competitor Battlecard |
Objection guide | v3.1 | Yesterday | |
🏆 Bengaluru Success Story |
Case study | v1.0 | 2 weeks ago |
☀ AI Recommendations
Based on lead stage, sentiment, transcript & industry
CONTEXT
Lead LD-9820 · Rajesh Kumar · stage Connected · sentiment price-sensitive · industry electronics retail
EMI Objection Handling Script98% match
Recommended because: price objection detected on last call
iPhone 15 Pro Brochure91% match
Recommended because: product interest confirmed
Competitor Battlecard84% match
Recommended because: competitor likely to be mentioned
🔄 Version History · EMI Objection Handling Script
Full audit trail · roll back any version
| Version | Change | Author | Date | Status | |
|---|---|---|---|---|---|
| v4.2 | Added exchange-offer line + Hindi variant | Ravi Menon | 2 days ago | ✓ Live | |
| v4.1 | Tightened opener after coaching review | Suresh Devaraj | 1 week ago | Archived | |
| v4.0 | Rebuilt from top 18 winning calls | AI · auto-draft | 3 weeks ago | Archived |
Campaign Analytics
Track cost-per-lead, conversion & ROI across every paid & organic source
Total ad spend (mo)
₹ 12.4 L
Across 8 campaigns
Leads generated
3,284
↑ 18% MoM
Avg cost / lead
₹ 378
↓ ₹ 42
Pipeline ROI
19.4×
₹ 2.4 Cr / ₹ 12.4 L
Source Performance · This Month
Sorted by ROI · click any row for campaign-level breakdown
| Source | Spend | Leads | Cost / Lead | Conversions | Conv. Rate | Revenue | ROI |
|---|---|---|---|---|---|---|---|
M Meta Lead Ads |
₹ 5.8 L | 1,484 | ₹ 391 | 284 | 19.1% | ₹ 1.2 Cr | 20.7× |
G Google Ads |
₹ 4.2 L | 987 | ₹ 425 | 178 | 18.0% | ₹ 78 L | 18.6× |
In Instagram Ads |
₹ 1.4 L | 342 | ₹ 409 | 52 | 15.2% | ₹ 22 L | 15.7× |
W WhatsApp Click-to-Chat |
₹ 68 K | 284 | ₹ 239 | 68 | 23.9% | ₹ 28 L | 41.1× |
W Website Form (organic) |
— | 187 | free | 42 | 22.5% | ₹ 18 L | organic |
R Referral |
— | 112 | free | 36 | 32.1% | ₹ 22 L | organic |
Top campaign
iPhone 15 Pro Launch · Meta
May 1 — May 31 · 28 days into flight
Spend
₹ 2.4 L
of ₹ 3.5 L budget
Leads
684
↑ 18%
Cost / Lead
₹ 351
↓ ₹ 28
Conv. Rate
21.4%
Above average
Daily lead trend (last 14 days)
By City
Top 5 cities for iPhone 15 Pro Launch
Bengaluru182 · ₹ 312/lead
Mumbai148 · ₹ 384/lead
Chennai104 · ₹ 358/lead
Hyderabad89 · ₹ 342/lead
Delhi NCR62 · ₹ 398/lead
💡 Recommendation
Bengaluru is your cheapest + highest-converting market. Consider shifting 20% of Delhi NCR budget to Bengaluru for ₹ 12K extra ROI/month.
Audit Log
Every authentication, role change, data export & admin action · immutable record
| Time | Actor | Action | Target | Source | Severity | |
|---|---|---|---|---|---|---|
| May 21 12:14:32 | RM Ravi Menon |
Logged in | session: abc-9821 | 103.21.X.X · Chrome / macOS | Info | |
| May 21 11:42:18 | RM Ravi Menon |
Suspended user | Deepa Gupta (user-1042) | 103.21.X.X | Warning | |
| May 21 10:55:04 | SD Suresh Devaraj |
Promoted role | Priya Sharma to "Agent · Senior" | 106.14.X.X | Warning | |
| May 21 10:33:21 | RM Ravi Menon |
Exported leads (CSV) | 1,742 leads · all fields | 103.21.X.X | Warning | |
| May 21 10:18:55 | System | Account locked · 5 failed logins | deepa.g@aicrm.in | 203.45.X.X · unknown | Critical | |
| May 21 09:42:08 | RM Ravi Menon |
Updated scoring weights | Objection Handling 20% → 25% | 103.21.X.X | Warning | |
| May 21 09:14:22 | PS Priya Sharma |
Accessed lead PII | Lead #LD-9820 · phone unmasked | 122.18.X.X | Info | |
| May 21 08:00:01 | System | Daily report sent | "Yesterday's Performance" · 4 recipients | scheduled job | Info | |
| May 20 17:24:17 | RM Ravi Menon |
Invited user | Vikram Kapoor · Agent role | 103.21.X.X | Info | |
| May 20 15:12:08 | System | DPDP · data erasure completed | Customer request · 1 lead anonymized | scheduled job | Warning |
Showing 10 of 1,847 events in last 7 days
…
My Profile
Your account, your security & your recent activity
RM
Ravi Menon
Admin
● Online
ravi.menon@aicrm.in · +91 80123 45678 · Joined Jan 2024
Personal Information
This appears on your profile across the CRM
🔒 Change Password
🔐 Two-Factor Authentication
Authenticator app
Use Google Authenticator / Authy for codes
SMS backup
Get codes on +91 80123 45678 (DLT-registered)
Active Sessions
-
Chrome on macOS · This deviceCurrentBengaluru, IN · Started 12:14 PM today
-
Safari on iPhoneBengaluru, IN · Last active 2 hrs ago
-
Firefox on WindowsBengaluru, IN · Last active yesterday
My Notification Preferences
Channel preferences for each event type
| Event | In-App | SMS | ||
|---|---|---|---|---|
| Hot lead detected | ||||
| SLA breach alert | ||||
| QA flagged call | ||||
| Follow-up due | ||||
| Daily summary | ||||
| Coaching ready |
Quiet hours
to
My Recent Activity
Last 7 days
- Signed in on Chrome / macOS12:14 PM today
- Updated scoring weights · Objection 20% → 25%9:42 AM today
- Exported 1,742 leads to CSV10:33 AM today
- Suspended user Deepa GuptaYesterday
- Invited Vikram Kapoor as Agent2 days ago
- Approved Senior Agent role for Priya Sharma3 days ago
System Health
5 core services + 8 external dependencies · auto-refreshes every 30s
All systems operational
Overall uptime (30d)
99.97%
Meets 99.9% SLA
Avg API latency
142ms
p95: 380ms
Error rate (24h)
0.04%
14 errors / 35K req
Active incidents
0
Last: 8 days ago
Core Backend Services
Internal microservices as defined in V3 section 18
| Service | Handles | Status | Uptime (30d) | p95 latency | Error rate | Last deploy |
|---|---|---|---|---|---|---|
C CRM Core Service |
Leads · Users · Assignment · Workflows | Healthy | 99.99% | 112 ms | 0.01% | 2 days ago |
T Telephony Service |
Exotel APIs · Call events · Recordings | Healthy | 99.94% | 286 ms | 0.06% | 5 days ago |
A AI Intelligence Service |
Transcription · Summary · Scoring · Coaching | Healthy | 99.98% | 8.4 s (LLM) | 0.12% | Yesterday |
A Analytics Service |
Reports · Dashboards · KPIs | Healthy | 99.99% | 89 ms | 0.02% | 1 week ago |
N Notification Service |
SMS · Email · WhatsApp · Push | Healthy | 99.96% | 248 ms | 0.08% | 3 days ago |
Data & Infrastructure
💾
PostgreSQL (Primary)
Mumbai region · 142 GB · AWS RDS
📂
AWS S3 (Recordings)
ap-south-1 · 2.4 TB used · encrypted
🔌
RabbitMQ / Kafka
Queue depth: 14 msgs · max 1.2K
⚡
Socket.IO (Real-time)
42 active connections
🔒
JWT / OAuth
142 active sessions
External Dependencies
Ex
Exotel Cloud Telephony
2 calls active · rate-limit: 78/100 per min
G
Google Gemini API
8.4s avg · 142K tokens today
G
Google Speech-to-Text
2.1s avg · 142 hr this month
M
Meta Webhook
98 leads received today · 0 failures
W
WhatsApp BSP (Gupshup)
2 template approvals pending
DLT
DLT SMS Gateway (MSG91)
34 sent today · 0 fail
Recent Incidents (90 days)
Below the surface but tracked for audit
- Gemini API latency spike · 18s avg for 22 min · resolved automatically · affected 142 calls (queued and retried)8 days ago
- Meta webhook 3 failed deliveries · retry succeeded on 3rd attempt · 3 leads delayed by 6 min14 days ago
- Scheduled maintenance · PostgreSQL minor version upgrade · 4 min downtime at 2 AM IST21 days ago
- Exotel rate-limit hit · auto-throttled outbound calls for 6 min · raised limit with vendor42 days ago
End-to-End Workflow Status
V3 section 20 · every lead flows through these 11 steps · auto-refreshes
Leads through pipeline (24h)
247
↑ 12.4%
Avg processing time
2.4h
Capture → AI scored
Stuck in pipeline
8
Need intervention
End-to-end success rate
99.6%
14 of 14 yesterday
Daily Pipeline Snapshot
Tap any stage to see the leads currently there
📥
Captured
247
100%
👤
Assigned
247
100%
☎
Calling
218
88.3%
🎧
Recorded
218
100%
🤖
AI Processed
214
98.2%
✏
Comments
214
100%
⚪
Verified
208
97.2%
🏆
Scored
208
100%
📊
Daily Rating
208
100%
★
Top Calls
28
13.5%
🎓
Coaching
42
20.2%
Each step transitions automatically · drop-offs are flagged for admin review
⚠ Stuck in pipeline (8)
Items that haven't advanced in > SLA window
| Lead / Call | Stuck at | Age | Reason | |
|---|---|---|---|---|
| Call #4798 | AI Processed | 38 min | Transcription confidence below threshold | |
| Call #4795 | Verified | 1h 12m | Compliance breach - manual review needed | |
| Lead #LD-9799 | Calling | 4h 28m | No agent available in region | |
| Lead #LD-9789 | Assigned | 6h 42m | Agent on extended break |
Workflow Transitions (last hour)
Live event stream
- Call #4823 · AI Processed → Verified · Comment Accuracy 96%just now
- Lead #LD-9824 · Captured → Assigned to Anjali K.2m
- Call #4822 · Scored · final 87/100 · daily rating updated5m
- Call #4821 · Top performer mark · added to training set8m
- Lead #LD-9822 · Calling → Recorded · 3m 14s duration12m
- Call #4819 · Coaching tip generated · sent to Vikram K.22m
- Lead #LD-9817 · Converted 🎉 · daily rating boosted38m