Inbox

Approve, decline or steer what an agent isn't sure about, with the trace one click away.

Inbound leads

Decision

Reply to the intake form. I'd ask about budget before we pre-qualify.

Form, Tue 09:12 58% sure

Intake agent

Missing: The budget range doesn't match the scope they described.

The agent's draft. Edit it before you send.

Northwind Legal 1

Decision

Extend the scope of work with a vendor-contract workflow, as discussed on the call.

This moves the go-live and adds 18 hours to the plan.

Call, Mon 15:40 71% sure

Call agent

Missing: Whether the extra workflow falls inside the current fee.

Acme Freight 2

Action

Create a task and reply to Acme's counsel with the mapping sheet attached.

Email, Tue 10:05 86% sure

Call agent

The agent's draft. Edit it before you send.

Decision Agent working

Offer 10% off the envelope bundle on renewal.

Call, Mon 11:20 64% sure

Call agent

Agent is re-running with your note 0s

“No, keep the current envelope price and move the discount to year two.”

Kanban board

Drag cards between lanes, by mouse or by keyboard.

Task list

Rows grouped by status that fold, with drag between groups.

Gantt

Bars you drag and resize by the day, with arrows between tasks.