Welcome back, Hassan 👋

Here's what's happening with your AI agents and CRM today.

24,780

Total Conversations

+12.5%

8,960

New Leads

+18.7%

$48,250

Total Revenue

+24.3%

97.5%

Bot Accuracy

+1.2%

CRM Snapshot

Pipeline health, AI-scored leads, and follow-ups synced from AIVANTA CRM.

Open CRM Pipeline

Pipeline & Deals

Live

$186,420

Weighted pipeline value

+14.2% vs last month

Open deals

$8.4K

Avg. deal size

Negotiation 38%

Proposal 27%

Qualified 35%

Hot Leads

View all

Sarah Johnson

CloudCorp • Enterprise trial

Olivia Chen

NovaScale • API integration

David Miller

FinTech Labs • Webhook pilot

Emma Wilson

Nexus Digital • Annual plan

Scores from AIVANTA Lead Intelligence

Today's Follow-ups

4 due

Demo recap — Sarah Johnson Send SSO whitepaper • 2:00 PM

Urgent

Pricing call — David Miller Token usage review • 4:30 PM

High

Proposal draft — Emma Wilson White-label tiers • EOD

Medium

LinkedIn nurture — Michael Brown Webhook check-in • Done

All CRM Tasks

Analytics Overview

Conversations Leads Revenue

Real-time performance telemetry for conversations, inbound leads, and generated revenue.

AI Agents Fleet Status

All 4 Fleet Bots Active

Customer Support Bot

Handles tier-1 inquiries, refunds, and ticket triage

● Active

Sales Assistant

Qualifies inbound buyer intent and books demo calls

● Active

Marketing Agent

Runs outbound WhatsApp drip campaigns & re-engages

● Active

Support Helper

Knowledge vector store grounding & policy lookups

● Active

Manage AI Agent Fleet (12 Bots)

Recent Activity Audit

View All

New qualified lead from Website Widget

Sarah Johnson • CloudCorp ($48k ARR)

2 min ago

AI bot resolved WhatsApp inquiry

David Miller • REST API Webhook guide

3 min ago

Deal closed won • $2,450 Monthly Base

FinTech Labs Enterprise Contract

5 min ago

Inbound email demo request triaged

Emma Davis • ScaleMedia Team

7 min ago

HubSpot CRM webhook synchronization

14 contacts synced successfully

10 min ago

View Real-Time Audit Log