Overview
What's happening right now
This page pulls together the live items that matter most so you do not have to jump between Leads, Conversations, Tasks, Calendar, and Assistant Activity just to understand what needs attention.
Needs Attention
3
24 conversations need a reply.
Leads
7
6 leads requested follow-up.
Conversations
26
24 currently marked needs reply.
Scheduled Reminders
1
3 activity items in the last 7 days.
Needs Attention
Start here. These are the items most likely to need a human next step.
Alex needs a reply
Needs replyService area: social media Goal: get more leads Follow-up reason: interested in social media services to generate more leads Notes: Caller wants help with social media to drive more leads. Source call: CA1a1220a022fe586894bb70e2b5285786
May 14, 2:23 AM
Alex needs a reply
Needs replyService area: social media, Google Ads Goal: help with social media and Google Ads to get more leads Follow-up reason: social media and Google Ads support Source call: CAabd09dde9c25d47925f0352b48e7faa4
May 14, 1:48 AM
Alex needs a reply
Needs replyCaller requested follow-up.
May 13, 12:10 PM
Recent Activity
A mixed feed of leads, conversations, and reminders.
New lead from Alex
LeadAlex called interested in an AI receptionist demo and requested follow-up from the Super Social team. Alex confirmed the number they are calling from is the best callback number.
May 17, 9:58 PM
New lead from Alex
LeadAlex called interested in an AI receptionist demo and requested follow-up from the Super Social team.
May 17, 9:58 PM
New lead from Alex Security Test
LeadAlex tested Maria lead capture after adding the webhook secret.
May 17, 9:55 PM
Latest Leads
Open leadsAlex
Alex called interested in an AI receptionist demo and requested follow-up from the Super Social team. Alex confirmed the number they are calling from is the best callback number.
Alex
Alex called interested in an AI receptionist demo and requested follow-up from the Super Social team.
Alex Security Test
Alex tested Maria lead capture after adding the webhook secret.
Latest Conversations
Open conversationsAlex
Service area: social media Goal: get more leads Follow-up reason: interested in social media services to generate more leads Notes: Caller wants help with social media to drive more leads. Source call: CA1a1220a022fe586894bb70e2b5285786
Alex
Service area: social media, Google Ads Goal: help with social media and Google Ads to get more leads Follow-up reason: social media and Google Ads support Source call: CAabd09dde9c25d47925f0352b48e7faa4
Alex
Caller requested follow-up.
Recent Reminders
Open assistantFollow up with Alex about AI receptionist demo
Call Alex back about the AI receptionist demo and next steps. Linked lead: Alex +13054012325 Created by Alex via Ozzie.
Today / Upcoming
Open calendarUpcoming appointments and consultations pulled from workflow state.
Michael Brown
Project consultation
James Carter
Listing follow-up
Emily Chen
Estimate discussion