Agent Management

4 of 4 agents active · 16 runs today · 6 drafts held for approval. Every customer covered. Every task moving.

Automation rules
  • Sales CopilotAccount intelligence, meeting prep, next moves
    Active

    4 runs today · last 48 min ago

    Briefs prepared
    9
    +2 vs last week
    Questions answered
    42
    +11 vs last week
    Accounts covered
    14
    every active account
    Approval policyAuto-sends
    Open
  • Inbound agentAnswers pricing, status, claims and product questions
    Active

    4 runs today · last 1 h ago

    Replies drafted today
    31
    +6 vs yesterday
    Median time to draft
    48 s
    −12 s vs last week
    Approved without edits
    86%
    +4 pts vs last week
    Approval policyReview over $5,000 · 4 drafts held for you
    Open
  • Outbound agentFollows up on quotes, reactivates accounts, chases receivables
    Active

    5 runs today · last 2 h ago

    Follow-ups scheduled
    56
    +18% vs last week
    Replies to outreach
    23%
    +3 pts vs last month
    Receivables chased
    $71k
    $18k collected
    Approval policyAlways reviewed · 1 draft held for you
    Open
  • Order EntryTurns emails, PDFs and spreadsheets into review-ready orders
    Active

    3 runs today · last 25 min ago

    POs extracted this week
    14
    +3 vs last week
    Lines matched
    97.4%
    +0.8 pts vs last month
    Hours saved
    11
    this week
    Approval policyAlways reviewed · 1 draft held for you
    Open